$108 Million is the total value of Von Berge Wealth Management Group, LLC's 65 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 8.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.0% |
| VANGUARD WORLD FD | 8 | Q3 2023 | 6.8% |
| VANGUARD WORLD FD | 8 | Q3 2023 | 6.5% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 5.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.4% |
View Von Berge Wealth Management Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-07 |
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.