Instuitional Investor - Von Berge Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Von Berge Wealth Management Group, Llc |
| Portfolio Value | $178,065,682 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - MID CAP ETF | 63,667 | $18,203,630 | 10.22% | |
| 2. | Vanguard World Fd | 43,967 | $16,430,993 | 9.23% | |
| 3. | Vanguard World Fd - MEGA CAP VAL ETF | 120,420 | $15,913,455 | 8.94% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 48,351 | $11,836,780 | 6.65% | |
| 5. | FNDF | 269,770 | $10,958,072 | 6.15% |
