Von Berge Wealth Management Group, LLC 13F 持仓 · 最近申报 2025年Q2
Von Berge Wealth Management Group 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 1.78 亿美元。前几大持仓：VO（10.22%）、MGK（9.23%）、MGV（8.94%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $18.2M | 10.22% | 63,667 | 增持 |
| 2 | MGK | VANGUARD WORLD FD | $16.4M | 9.23% | 43,967 | 增持 |
| 3 | MGV | VANGUARD WORLD FD | $15.9M | 8.94% | 120,420 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $11.8M | 6.65% | 48,351 | 增持 |
| 5 | FNDF | SCHWAB STRATEGIC TR | $11.0M | 6.15% | 269,770 | 增持 |
| 6 | VTV | VANGUARD INDEX FDS | $10.6M | 5.95% | 59,217 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $10.4M | 5.85% | 181,751 | 增持 |
| 8 | VUG | VANGUARD INDEX FDS | $10.3M | 5.81% | 23,129 | 减持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $5.3M | 2.99% | 179,350 | 减持 |
| 10 | VTI | VANGUARD INDEX FDS | $5.0M | 2.81% | 16,179 | 增持 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 2.64% | 22,697 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $4.4M | 2.47% | 86,765 | 减持 |
| 13 | SCHV | SCHWAB STRATEGIC TR | $4.3M | 2.42% | 153,341 | 增持 |
| 14 | META | META PLATFORMS INC | $3.8M | 2.16% | 5,446 | 减持 |
| 15 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 2.16% | 173,485 | 减持 |
| 16 | SCHM | SCHWAB STRATEGIC TR | $3.4M | 1.90% | 116,818 | 增持 |
| 17 | TSLA | TESLA INC | $2.3M | 1.27% | 6,792 | 增持 |
| 18 | VXUS | VANGUARD STAR FDS | $2.2M | 1.26% | 32,128 | 增持 |
| 19 | AAPL | APPLE INC | $2.2M | 1.24% | 10,336 | 减持 |
| 20 | VOO | VANGUARD INDEX FDS | $2.1M | 1.18% | 3,625 | 增持 |
| 21 | SCHA | SCHWAB STRATEGIC TR | $2.0M | 1.15% | 77,875 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $1.9M | 1.08% | 3,814 | 增持 |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $1.8M | 0.99% | 63,478 | 增持 |
| 24 | VOOG | VANGUARD ADMIRAL FDS INC | $1.6M | 0.89% | 3,903 | 增持 |
| 25 | SCHE | SCHWAB STRATEGIC TR | $1.6M | 0.88% | 50,336 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR