Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 10.6% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 8.5% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 8.2% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 7.4% |
VANGUARD WORLD FD | 11 | Q2 2024 | 9.0% |
VANGUARD WORLD FD | 11 | Q2 2024 | 8.0% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 7.0% |
VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 5.7% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 3.8% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 3.4% |
View Von Berge Wealth Management Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-24 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-19 |
13F-HR | 2023-11-06 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-13 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-22 |
View Von Berge Wealth Management Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.