Prime Buchholz LLC
CIK 2051999 · Holdings on Dec 31, 2024 · First reported Jan 31, 2025
Top ten holdings
Q4 2024- VT37.33%
- BND9.14%
- VEA7.39%
- STIP5.66%
- VV4.04%
- VSGX4.00%
- VWO3.80%
- VUG3.02%
- VXF3.01%
- VTV2.79%
Share classes counted separately80.18%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTVANGUARD TOT WORLD STK ETFVanguard Total World Stock ETF (V) View history and evidence | $114.40M | 37.33% | 973.81K shares | Prior unavailable — | — | ↗▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETVanguard Total Bond Market ETF (V) View history and evidence | $28.00M | 9.14% | 389.42K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVanguard FTSE Developed Markets ETF (V) View history and evidence | $22.65M | 7.39% | 473.71K shares | Prior unavailable — | — | ↗▾ |
| 04 | STIPISHARES 0-5 YEAR TIPS BOND EiShares 0-5 Year TIPS Bond ETF (V) View history and evidence | $17.35M | 5.66% | 172.46K shares | Prior unavailable — | — | ↗▾ |
| 05 | VVVNGRD MRGSTR LRG-CAP ETF-USDVanguard Large-Cap ETF (V) View history and evidence | $12.38M | 4.04% | 45.92K shares | Prior unavailable — | — | ↗▾ |
| 06 | VSGXVANGUARD ESG INTL STOCK ETFVanguard ESG International Stock ETF (V) View history and evidence | $12.27M | 4.00% | 216.41K shares | Prior unavailable — | — | ↗▾ |
| 07 | VWOVANGUARD FTSE EMERGING MARKEVanguard FTSE Emerging Markets ETF (V) View history and evidence | $11.63M | 3.80% | 264.09K shares | Prior unavailable — | — | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIVanguard Growth ETF (V) View history and evidence | $9.25M | 3.02% | 22.54K shares | Prior unavailable — | — | ↗▾ |
| 09 | VXFVANGUARD EXTENDED MARKET ETFVanguard Extended Market ETF (V) View history and evidence | $9.21M | 3.01% | 48.48K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTVVANGUARD MRNGSTR VAL ETF-AUIVanguard Value ETF (V) View history and evidence | $8.55M | 2.79% | 50.52K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2051999 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 306463444
}Research all 31 reported holdings.
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