Fund Universe

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☆Von Berge Wealth Management Group, LLC

CIK 0001908070 · holdings for 2025Q3 (change vs 2025Q2) aum_below_min from universe
Quality Q
0.000
AUM ($M)
0
Positions
0
Turnover
0.50
Top-10 wt
0%
Herfindahl
0.000
History (qtrs)
3
Excess Return
not eligible

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Quarter
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Security type

Holdings · 65 positions · portfolio value $0M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOE funds › VANGUARD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -1,865 0 —
☆VNQ funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -2,338 0 —
☆MGV funds › VANGUARD WORLD FD EXIT — 0.0% -8.9% 0.0 0 -120,420 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.6% 0.0 0 -10,180 0 —
☆CUSIP:000000000 funds › N/A NEW — 0.0% +0.0% 0.0 0 +0 0 —
☆HD funds › HOME DEPOT INC EXIT — 0.0% -0.4% 0.0 0 -1,788 0 —
☆VTI funds › VANGUARD INDEX FDS EXIT — 0.0% -2.8% 0.0 0 -16,179 0 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC EXIT — 0.0% -0.7% 0.0 0 -6,508 0 —
☆VBR funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -1,153 0 —
☆GOOG funds › ALPHABET INC EXIT — 0.0% -0.1% 0.0 0 -1,191 0 —
☆NVDA funds › NVIDIA CORPORATION EXIT — 0.0% -0.7% 0.0 0 -7,970 0 —
☆BAC funds › BANK AMERICA CORP EXIT — 0.0% -0.1% 0.0 0 -4,993 0 —
☆MGK funds › VANGUARD WORLD FD EXIT — 0.0% -9.2% 0.0 0 -43,967 0 —
☆SCHA funds › SCHWAB STRATEGIC TR EXIT — 0.0% -1.1% 0.0 0 -77,875 0 —
☆SCHF funds › SCHWAB STRATEGIC TR EXIT — 0.0% -2.2% 0.0 0 -173,485 0 —
☆COST funds › COSTCO WHSL CORP NEW EXIT — 0.0% -0.4% 0.0 0 -839 0 —
☆FNDE funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.4% 0.0 0 -22,055 0 —
☆VTEB funds › VANGUARD MUN BD FDS EXIT — 0.0% -0.8% 0.0 0 -27,995 0 —
☆CAT funds › CATERPILLAR INC EXIT — 0.0% -0.1% 0.0 0 -500 0 —
☆IWP funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,800 0 —
☆NUE funds › NUCOR CORP EXIT — 0.0% -0.5% 0.0 0 -6,494 0 —
☆SCHG funds › SCHWAB STRATEGIC TR EXIT — 0.0% -3.0% 0.0 0 -179,350 0 —
☆VUG funds › VANGUARD INDEX FDS EXIT — 0.0% -5.8% 0.0 0 -23,129 0 —
☆VYM funds › VANGUARD WHITEHALL FDS EXIT — 0.0% -0.2% 0.0 0 -2,141 0 —
☆SCHV funds › SCHWAB STRATEGIC TR EXIT — 0.0% -2.4% 0.0 0 -153,341 0 —
☆PG funds › PROCTER AND GAMBLE CO EXIT — 0.0% -0.1% 0.0 0 -1,654 0 —
☆MGC funds › VANGUARD WORLD FD EXIT — 0.0% -0.2% 0.0 0 -1,765 0 —
☆IWF funds › ISHARES TR EXIT — 0.0% -0.5% 0.0 0 -1,900 0 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T EXIT — 0.0% -1.0% 0.0 0 -63,478 0 —
☆VBK funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -902 0 —
☆BA funds › BOEING CO EXIT — 0.0% -0.2% 0.0 0 -1,171 0 —
☆QCOM funds › QUALCOMM INC EXIT — 0.0% -0.6% 0.0 0 -6,382 0 —
☆EFA funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,652 0 —
☆QQQ funds › INVESCO QQQ TR EXIT — 0.0% -0.4% 0.0 0 -1,224 0 —
☆IJH funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -3,710 0 —
☆FNDF funds › SCHWAB STRATEGIC TR EXIT — 0.0% -6.2% 0.0 0 -269,770 0 —
☆UNP funds › UNION PAC CORP EXIT — 0.0% -0.2% 0.0 0 -1,228 0 —
☆JPM funds › JPMORGAN CHASE & CO. EXIT — 0.0% -0.3% 0.0 0 -1,730 0 —
☆IWR funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -3,317 0 —
☆SPY funds › SPDR S&P 500 ETF TR EXIT — 0.0% -0.8% 0.0 0 -2,305 0 —
☆VTV funds › VANGUARD INDEX FDS EXIT — 0.0% -5.9% 0.0 0 -59,217 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -2.5% 0.0 0 -86,765 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL EXIT — 0.0% -0.5% 0.0 0 -1,841 0 —
☆META funds › META PLATFORMS INC EXIT — 0.0% -2.2% 0.0 0 -5,446 0 —
☆SCHE funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.9% 0.0 0 -50,336 0 —
☆VB funds › VANGUARD INDEX FDS EXIT — 0.0% -6.6% 0.0 0 -48,351 0 —
☆VXUS funds › VANGUARD STAR FDS EXIT — 0.0% -1.3% 0.0 0 -32,128 0 —
☆VOT funds › VANGUARD INDEX FDS EXIT — 0.0% -0.2% 0.0 0 -1,489 0 —
☆MA funds › MASTERCARD INCORPORATED EXIT — 0.0% -0.1% 0.0 0 -467 0 —
☆AAPL funds › APPLE INC EXIT — 0.0% -1.2% 0.0 0 -10,336 0 —
☆SCHM funds › SCHWAB STRATEGIC TR EXIT — 0.0% -1.9% 0.0 0 -116,818 0 —
☆MSFT funds › MICROSOFT CORP EXIT — 0.0% -1.1% 0.0 0 -3,814 0 —
☆TDG funds › TRANSDIGM GROUP INC EXIT — 0.0% -0.2% 0.0 0 -175 0 —
☆IWM funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,155 0 —
☆VEA funds › VANGUARD TAX-MANAGED FDS EXIT — 0.0% -5.8% 0.0 0 -181,751 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -1.3% 0.0 0 -6,792 0 —
☆GLW funds › CORNING INC EXIT — 0.0% -0.2% 0.0 0 -7,759 0 —
☆SRE funds › SEMPRA EXIT — 0.0% -0.1% 0.0 0 -3,260 0 —
☆AMZN funds › AMAZON COM INC EXIT — 0.0% -0.3% 0.0 0 -2,720 0 —
☆DFAC funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.2% 0.0 0 -9,687 0 —
☆VOO funds › VANGUARD INDEX FDS EXIT — 0.0% -1.2% 0.0 0 -3,625 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS EXIT — 0.0% -2.6% 0.0 0 -22,697 0 —
☆PCEF funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.1% 0.0 0 -12,035 0 —
☆VO funds › VANGUARD INDEX FDS EXIT — 0.0% -10.2% 0.0 0 -63,667 0 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC EXIT — 0.0% -0.9% 0.0 0 -3,903 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2025Q3 0 0 0.50 0% 0.000 0.000 — left
2025Q2 178 64 0.03 65% 0.052 0.625 — entered
2025Q1 155 63 0.00 65% 0.052 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status