Von Berge Wealth Management Group
SAN DIEGO, CAfiles as Von Berge Wealth Management Group, LLC
$0 in 0 US stocks at the end of 30 September 2025. The top 10 are 0.0% of the money. It changed about 50.0% of the portfolio this quarter.
Value
$0
Stocks
0
Top 10 share
0.0%
Turnover
50.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Vanguard Index FDSVO-100%
- Vanguard World FDMGK-100%
- Vanguard World FDMGV-100%
- Vanguard Index FDSVB-100%
- Schwab Strategic TRFNDF-100%
- Vanguard Index FDSVTV-100%
- Vanguard Tax-Managed FDSVEA-100%
- Vanguard Index FDSVUG-100%
- Schwab Strategic TRSCHG-100%
- Vanguard Index FDSVTI-100%
- Vanguard Specialized FundsVIG-100%
- Vanguard Intl Equity Index FVWO-100%
- Schwab Strategic TRSCHV-100%
- Schwab Strategic TRSCHF-100%
- Meta PlatformsMETA-100%
- Schwab Strategic TRSCHM-100%
- TeslaTSLA-100%
- Vanguard Star FDSVXUS-100%
- AppleAAPL-100%
- Vanguard Index FDSVOO-100%
- Schwab Strategic TRSCHA-100%
- MicrosoftMSFT-100%
- Capital GRP Fixed Incm ETF TCGMS-100%
- Vanguard Admiral FDSVOOG-100%
- Schwab Strategic TRSCHE-100%
Holdings
No holdings on file for this fund yet.
Over time and by industry
Value over time
Sep '25
Value is down 100.0% since 30 June 2025.
Where the money is
No sector data yet.
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.