0001085146-22-000556.txt : 20220207 0001085146-22-000556.hdr.sgml : 20220207 20220204190450 ACCESSION NUMBER: 0001085146-22-000556 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220204 EFFECTIVENESS DATE: 20220207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Von Berge Wealth Management Group, LLC CENTRAL INDEX KEY: 0001908070 IRS NUMBER: 825528197 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21617 FILM NUMBER: 22595125 BUSINESS ADDRESS: STREET 1: 600 WEST BROADWAY STREET 2: SUITE 2625 CITY: SAN DIEGO STATE: CA ZIP: 92101 BUSINESS PHONE: 619-343-3212 MAIL ADDRESS: STREET 1: 600 WEST BROADWAY STREET 2: SUITE 2625 CITY: SAN DIEGO STATE: CA ZIP: 92101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908070 XXXXXXXX 12-31-2021 12-31-2021 false Von Berge Wealth Management Group, LLC

600 WEST BROADWAY SUITE 2625 SAN DIEGO CA 92101

13F HOLDINGS REPORT 028-21617 N Erick Conway 619-343-3212 /s/Erick Conway San Diego CA 02-03-2022 0 65 108402 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 356 119 SH SOLE 119 0 0 APPLE INC COM 037833100 3375 19311 SH SOLE 19311 0 0 APPLE INC COM 037833100 5 1000 SH Call SOLE 1000 0 0 APPLE INC COM 037833100 0 0 SH Put SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 563 1799 SH SOLE 1799 0 0 BK OF AMERICA CORP COM 060505104 288 6238 SH SOLE 6238 0 0 CHEVRON CORP NEW COM 166764100 257 1955 SH SOLE 1955 0 0 CORNING INC COM 219350105 286 6803 SH SOLE 6803 0 0 COSTCO WHSL CORP NEW COM 22160K105 225 446 SH SOLE 446 0 0 EXXON MOBIL CORP COM 30231G102 1517 19970 SH SOLE 19970 0 0 HOME DEPOT INC COM 437076102 637 1736 SH SOLE 1736 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 209 2238 SH SOLE 2238 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 550 1514 SH SOLE 1514 0 0 ISHARES TR CORE S&P MCP ETF 464287507 263 1004 SH SOLE 1004 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 264 5416 SH SOLE 5416 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 539 1930 SH SOLE 1930 0 0 ISHARES TR RUS MID CAP ETF 464287499 222 2887 SH SOLE 2887 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 253 1257 SH SOLE 1257 0 0 JPMORGAN CHASE & CO COM 46625H100 226 1520 SH SOLE 1520 0 0 META PLATFORMS INC CL A 30303M102 411 1311 SH SOLE 1311 0 0 META PLATFORMS INC CL A 30303M102 18 1000 SH Call SOLE 1000 0 0 META PLATFORMS INC CL A 30303M102 0 0 SH Put SOLE 0 0 0 MICROSOFT CORP COM 594918104 995 3200 SH SOLE 3200 0 0 NUCOR CORP COM 670346105 656 6470 SH SOLE 6470 0 0 NVIDIA CORPORATION COM 67066G104 250 1022 SH SOLE 1022 0 0 PFIZER INC COM 717081103 418 7938 SH SOLE 7938 0 0 PROCTER AND GAMBLE CO COM 742718109 255 1589 SH SOLE 1589 0 0 QUALCOMM INC COM 747525103 1475 8393 SH SOLE 8393 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1680 56097 SH SOLE 56097 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2253 60012 SH SOLE 60012 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 9252 281637 SH SOLE 281637 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3795 25448 SH SOLE 25448 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3361 47264 SH SOLE 47264 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 239 2231 SH SOLE 2231 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2414 32314 SH SOLE 32314 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1477 15835 SH SOLE 15835 0 0 SEMPRA COM 816851109 277 2003 SH SOLE 2003 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 855 1900 SH SOLE 1900 0 0 TESLA INC COM 88160R101 1289 1376 SH SOLE 1376 0 0 UNION PAC CORP COM 907818108 300 1228 SH SOLE 1228 0 0 UNITEDHEALTH GROUP INC COM 91324P102 287 607 SH SOLE 607 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1131 4092 SH SOLE 4092 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 1087 7308 SH SOLE 7308 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 7551 25974 SH SOLE 25974 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 379 1711 SH SOLE 1711 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 324 2218 SH SOLE 2218 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 11263 47990 SH SOLE 47990 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 245 2299 SH SOLE 2299 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1018 2462 SH SOLE 2462 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 233 1364 SH SOLE 1364 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 7893 37908 SH SOLE 37908 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 262 1067 SH SOLE 1067 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2397 10570 SH SOLE 10570 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 8703 59803 SH SOLE 59803 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2845 57269 SH SOLE 57269 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 201 3767 SH SOLE 3767 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1068 11812 SH SOLE 11812 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 871 10846 SH SOLE 10846 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2400 14751 SH SOLE 14751 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2308 37375 SH SOLE 37375 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3592 73180 SH SOLE 73180 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 289 1815 SH SOLE 1815 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 4688 44303 SH SOLE 44303 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 5349 22456 SH SOLE 22456 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 313 5876 SH SOLE 5876 0 0