0001085146-22-001507.txt : 20220422 0001085146-22-001507.hdr.sgml : 20220422 20220421195921 ACCESSION NUMBER: 0001085146-22-001507 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220422 DATE AS OF CHANGE: 20220421 EFFECTIVENESS DATE: 20220422 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: 22842949 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 03-31-2022 03-31-2022 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 04-20-2022 0 65 109723 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 361 119 SH SOLE 119 0 0 APPLE INC COM 037833100 3192 19313 SH SOLE 19313 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 669 1944 SH SOLE 1944 0 0 BK OF AMERICA CORP COM 060505104 238 6337 SH SOLE 6337 0 0 CHEVRON CORP NEW COM 166764100 335 1955 SH SOLE 1955 0 0 CORNING INC COM 219350105 229 6803 SH SOLE 6803 0 0 COSTCO WHSL CORP NEW COM 22160K105 263 446 SH SOLE 446 0 0 EXXON MOBIL CORP COM 30231G102 1729 19686 SH SOLE 19686 0 0 GENERAL DYNAMICS CORP COM 369550108 221 905 SH SOLE 905 0 0 HOME DEPOT INC COM 437076102 529 1736 SH SOLE 1736 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 260 2238 SH SOLE 2238 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 522 1543 SH SOLE 1543 0 0 ISHARES TR CORE S&P MCP ETF 464287507 253 967 SH SOLE 967 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 230 5201 SH SOLE 5201 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 505 1930 SH SOLE 1930 0 0 ISHARES TR RUS MID CAP ETF 464287499 233 3036 SH SOLE 3036 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 250 1258 SH SOLE 1258 0 0 JPMORGAN CHASE & CO COM 46625H100 318 2520 SH SOLE 2520 0 0 LOCKHEED MARTIN CORP COM 539830109 221 472 SH SOLE 472 0 0 META PLATFORMS INC CL A 30303M102 691 3287 SH SOLE 3287 0 0 MICROSOFT CORP COM 594918104 895 3200 SH SOLE 3200 0 0 NUCOR CORP COM 670346105 1070 6470 SH SOLE 6470 0 0 NVIDIA CORPORATION COM 67066G104 219 1032 SH SOLE 1032 0 0 PFIZER INC COM 717081103 423 7969 SH SOLE 7969 0 0 PROCTER AND GAMBLE CO COM 742718109 252 1591 SH SOLE 1591 0 0 QUALCOMM INC COM 747525103 1082 7904 SH SOLE 7904 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1529 55763 SH SOLE 55763 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2147 59815 SH SOLE 59815 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 9006 283017 SH SOLE 283017 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3633 51751 SH SOLE 51751 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3417 48160 SH SOLE 48160 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 238 4559 SH SOLE 4559 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2461 33038 SH SOLE 33038 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1522 32998 SH SOLE 32998 0 0 SEMPRA COM 816851109 343 2003 SH SOLE 2003 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 832 1901 SH SOLE 1901 0 0 TESLA INC COM 88160R101 1356 1377 SH SOLE 1377 0 0 UNION PAC CORP COM 907818108 302 1228 SH SOLE 1228 0 0 UNITEDHEALTH GROUP INC COM 91324P102 325 608 SH SOLE 608 0 0 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 238 1000 SH SOLE 1000 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1106 4270 SH SOLE 4270 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 1100 7309 SH SOLE 7309 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 7188 26602 SH SOLE 26602 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 366 1711 SH SOLE 1711 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 331 2218 SH SOLE 2218 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 11651 50022 SH SOLE 50022 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 250 2299 SH SOLE 2299 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1100 2732 SH SOLE 2732 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 237 1364 SH SOLE 1364 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 8156 39261 SH SOLE 39261 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 255 1067 SH SOLE 1067 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2320 10512 SH SOLE 10512 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 9042 61077 SH SOLE 61077 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2916 64153 SH SOLE 64153 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 265 5223 SH SOLE 5223 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 693 8326 SH SOLE 8326 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 783 10114 SH SOLE 10114 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2364 14789 SH SOLE 14789 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 2201 37588 SH SOLE 37588 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3767 80123 SH SOLE 80123 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 201 1792 SH SOLE 1792 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 279 1815 SH SOLE 1815 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 5105 47536 SH SOLE 47536 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 5191 23582 SH SOLE 23582 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 317 5888 SH SOLE 5888 0 0