Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VON BERGE WEALTH MANAGEMENT GROUP LLC | 04-12-2024 | 03-31-2024 | 67 | 155,411,808 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 1 | $16,367,675 | 65,508 | 0.01 | 0.01 | 9,461 | 16.88 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 2 | $12,919,725 | 45,078 | 0.01 | 0.01 | 8,571 | 23.48 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 3 | $12,482,226 | 104,445 | 0.01 | 0.01 | 21,967 | 26.63 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $11,320,731 | 49,525 | 0.01 | 0.01 | 7,543 | 17.97 | 03-31-2024 |
