Von Berge Wealth Management Group, LLC
CIK 1908070 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $178.1M
- Posisi
- 64
- Per tanggal
- 30 Juni 2025 Data per Q2 2025
#6.851 dari 9.443 berdasarkan nilai 13F · top 72.6%
Nilai portofolio QoQ: +14.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 64,60%
- Bobot 25 kepemilikan teratas
- 88,27%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 19,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2025: 0,82% Perkiraan pembelian $3.857.867 · penjualan $1.372.045
- Posisi baru
- 4
- Meningkat
- 35
- Menurun
- 16
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,6%
Communication Services
2,3%
Consumer Discretionary
1,3%
Retail
1,2%
Industrials
0,8%
Energy
0,6%
Materials
0,5%
Financials
0,4%
Consumer products
0,1%
Financial Services
0,1%
Utilities
0,1%
Lainnya/Tidak terpetakan
88,8%
Portofolio lengkap 64 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VO | $18.203.630 | 10,22% | 63.667 | $2.273.606 | Naik ×1 | ||
| MGK | $16.430.993 | 9,23% | 43.967 | $2.867.885 | Naik ×2 | ||
| MGV | $15.913.455 | 8,94% | 120.420 | $1.551.336 | Naik ×2 | ||
| VB | $11.836.780 | 6,65% | 48.351 | $1.674.205 | Naik ×2 | ||
| FNDF | $10.958.072 | 6,15% | 269.770 | $1.035.711 | Naik ×1 | ||
| VTV | $10.592.147 | 5,95% | 59.217 | $948.366 | Naik ×2 | ||
| VEA | $10.410.680 | 5,85% | 181.751 | $1.102.904 | Naik ×2 | ||
| VUG | $10.345.157 | 5,81% | 23.129 | $1.739.929 | Turun ×2 | ||
| SCHG | $5.324.889 | 2,99% | 179.350 | $743.161 | Turun ×1 | ||
| VTI | $5.012.338 | 2,81% | 16.179 | $724.229 | Naik ×2 | ||
| VIG | $4.697.279 | 2,64% | 22.697 | $819.491 | Naik ×2 | ||
| VWO | $4.404.198 | 2,47% | 86.765 | $432.911 | Turun ×2 | ||
| SCHV | $4.318.081 | 2,42% | 153.341 | $392.750 | Naik ×2 | ||
| SCHF | $3.849.639 | 2,16% | 173.485 | $321.586 | Turun ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3.838.699 | 2,16% | 5.446 | $775.053 | Turun ×1 | ||
| SCHM | $3.376.049 | 1,90% | 116.818 | $415.411 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2.255.691 | 1,27% | 6.792 | $505.296 | Naik ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2.243.172 | 1,26% | 32.128 | $413.209 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $2.215.977 | 1,24% | 10.336 | $-26.779 | Turun ×2 | ||
| VOO | $2.095.242 | 1,18% | 3.625 | $332.475 | Naik ×2 | ||
| SCHA | $2.040.336 | 1,15% | 77.875 | $266.942 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.927.134 | 1,08% | 3.814 | $450.180 | Naik ×1 | ||
| CGMS | $1.755.809 | 0,99% | 63.478 | $565.616 | Naik ×2 | ||
| VOOG | $1.576.459 | 0,89% | 3.903 | $328.901 | Naik ×1 | ||
| SCHE | $1.559.394 | 0,88% | 50.336 | $178.553 | Naik ×1 | ||
| SPY SPY | $1.449.642 | 0,81% | 2.305 | $189.642 | |||
| VTEB | $1.360.545 | 0,76% | 27.995 | $-1.562 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.331.229 | 0,75% | 7.970 | $482.982 | |||
| VOOV | $1.249.621 | 0,70% | 6.508 | $135.038 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.104.920 | 0,62% | 10.180 | $-217.657 | Turun ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1.008.231 | 0,57% | 6.382 | $66.227 | Turun ×1 | ||
| NUE Nucor Corporation Common Stock | $933.667 | 0,52% | 6.494 | $184.954 | |||
| BRKB | $880.237 | 0,49% | 1.841 | $-100.107 | Turun ×1 | ||
| IWF | $822.016 | 0,46% | 1.900 | $113.698 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $790.329 | 0,44% | 839 | $-27.962 | |||
| FNDE | $750.524 | 0,42% | 22.055 | $99.846 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $687.168 | 0,39% | 1.224 | $70.573 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $663.450 | 0,37% | 1.788 | $-24.175 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $618.718 | 0,35% | 2.720 | $107.785 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $504.046 | 0,28% | 1.730 | $82.935 | Naik ×2 | ||
| VOT | $428.001 | 0,24% | 1.489 | $54.772 | Turun ×2 | ||
| GLW Corning Incorporated Common Stock | $419.146 | 0,24% | 7.759 | $78.925 | Naik ×2 | ||
| MGC | $403.409 | 0,23% | 1.765 | $56.457 | Naik ×2 | ||
| DFAC | $355.125 | 0,20% | 9.687 | $63.312 | Naik ×2 | ||
| VOE | $315.535 | 0,18% | 1.865 | $22.486 | Turun ×1 | ||
| IWR | $313.467 | 0,18% | 3.317 | $36.979 | Naik ×2 | ||
| VYM | $289.968 | 0,16% | 2.141 | $27.334 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $281.507 | 0,16% | 1.228 | $16.934 | |||
| TDG Transdigm Group Incorporated Common Stock | $274.936 | 0,15% | 175 | $35.532 | |||
| BA Boeing Company (The) Common Stock | $267.570 | 0,15% | 1.171 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $261.783 | 0,15% | 1.654 | $-1.581 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $260.889 | 0,15% | 467 | $11.166 | Naik ×2 | ||
| SRE DBA Sempra Common Stock | $260.120 | 0,15% | 3.260 | $17.616 | Naik ×2 | ||
| IWM | $257.970 | 0,14% | 1.155 | $33.869 | |||
| VBK | $255.507 | 0,14% | 902 | $33.361 | Naik ×1 | ||
| IWP | $252.000 | 0,14% | 1.800 | $37.296 | |||
| BAC Bank of America Corporation Common Stock | $238.515 | 0,13% | 4.993 | ||||
| IJH | $237.023 | 0,13% | 3.710 | $26.711 | Naik ×2 | ||
| EFA | $236.877 | 0,13% | 2.652 | $14.745 | |||
| PCEF | $234.920 | 0,13% | 12.035 | $19.519 | Naik ×1 | ||
| VBR | $233.611 | 0,13% | 1.153 | $26.753 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $228.766 | 0,13% | 1.191 | ||||
| VNQ | $214.799 | 0,12% | 2.338 | $11.779 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $208.595 | 0,12% | 500 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MGK | Beli lebih banyak | +28 | +$2.9M |
| VO | Beli lebih banyak | +963 | +$2.3M |
| VUG | Dipangkas | -71 | +$1.7M |
| VB | Beli lebih banyak | +1K | +$1.7M |
| MGV | Beli lebih banyak | +3K | +$1.6M |
| VEA | Beli lebih banyak | +4K | +$1.1M |
| FNDF | Beli lebih banyak | +944 | +$1.0M |
| VTV | Beli lebih banyak | +798 | +$948K |
| VIG | Beli lebih banyak | +2K | +$819K |
| META | Dipangkas | -300 | +$775K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.