Instuitional Investor - Von Berge Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Von Berge Wealth Management Group, Llc |
| Portfolio Value | $154,960,117 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - MID CAP ETF | 62,704 | $15,930,024 | 10.28% | |
| 2. | Vanguard World Fd - MEGA CAP VAL ETF | 117,271 | $14,362,119 | 9.27% | |
| 3. | Vanguard World Fd | 43,939 | $13,563,108 | 8.75% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 47,202 | $10,162,575 | 6.56% | |
| 5. | FNDF | 268,826 | $9,922,361 | 6.4% |
