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Home > Institutional Investor > Prime Buchholz Llc > Profile

Instuitional Investor - Prime Buchholz Llc

Fund Profile
Filing Period:
Fund Name: Prime Buchholz Llc
Portfolio Value $313,062,929
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 957,705 $123,084,247 39.32%
2.
Vanguard Bond Index Funds
 BND 389,421 $28,673,068 9.16%
3.
The Vanguard Group
 448,792 $25,585,630 8.17%
4.
The Vanguard Group
 201,393 $22,080,756 7.05%
5.
Blackrock - iShares MSCI Emerging Markets
319,235 $20,156,498 6.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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