0001085146-22-003395.txt : 20221014 0001085146-22-003395.hdr.sgml : 20221014 20221013201229 ACCESSION NUMBER: 0001085146-22-003395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221013 EFFECTIVENESS DATE: 20221014 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: 221310060 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 09-30-2022 09-30-2022 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 10-13-2022 0 63 94086 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 328 2884 SH SOLE 2884 0 0 APPLE INC COM 037833100 2718 19356 SH SOLE 19356 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 520 1947 SH SOLE 1947 0 0 CHEVRON CORP NEW COM 166764100 307 1955 SH SOLE 1955 0 0 CORNING INC COM 219350105 202 6700 SH SOLE 6700 0 0 COSTCO WHSL CORP NEW COM 22160K105 208 446 SH SOLE 446 0 0 EXXON MOBIL CORP COM 30231G102 1877 18987 SH SOLE 18987 0 0 EXXON MOBIL CORP COM 30231G102 3 1000 PRN Call SOLE 1000 0 0 EXXON MOBIL CORP COM 30231G102 0 1000 PRN Put SOLE 1000 0 0 GENERAL DYNAMICS CORP COM 369550108 204 905 SH SOLE 905 0 0 HOME DEPOT INC COM 437076102 491 1738 SH SOLE 1738 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 201 3093 SH SOLE 3093 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 411 1543 SH SOLE 1543 0 0 ISHARES TR CORE S&P MCP ETF 464287507 218 967 SH SOLE 967 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 407 1930 SH SOLE 1930 0 0 ISHARES TR RUS MID CAP ETF 464287499 209 3310 SH SOLE 3310 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 229 1364 SH SOLE 1364 0 0 JPMORGAN CHASE & CO COM 46625H100 212 2020 SH SOLE 2020 0 0 JPMORGAN CHASE & CO COM 46625H100 4 1000 PRN Put SOLE 1000 0 0 META PLATFORMS INC CL A 30303M102 437 3265 SH SOLE 3265 0 0 META PLATFORMS INC CL A 30303M102 0 0 PRN Call SOLE 0 0 0 MICROSOFT CORP COM 594918104 754 3289 SH SOLE 3289 0 0 NUCOR CORP COM 670346105 764 6470 SH SOLE 6470 0 0 PFIZER INC COM 717081103 330 7895 SH SOLE 7895 0 0 QUALCOMM INC COM 747525103 965 8424 SH SOLE 8424 0 0 QUALCOMM INC COM 747525103 0 0 PRN Call SOLE 0 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1874 83274 SH SOLE 83274 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2160 76154 SH SOLE 76154 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 7259 283870 SH SOLE 283870 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3375 60571 SH SOLE 60571 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3145 52905 SH SOLE 52905 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 218 5094 SH SOLE 5094 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2667 43139 SH SOLE 43139 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1687 43817 SH SOLE 43817 0 0 SEMPRA COM 816851109 303 2055 SH SOLE 2055 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 730 2027 SH SOLE 2027 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 0 1000 PRN Put SOLE 1000 0 0 TESLA INC COM 88160R101 980 4392 SH SOLE 4392 0 0 UNION PAC CORP COM 907818108 238 1228 SH SOLE 1228 0 0 UNITEDHEALTH GROUP INC COM 91324P102 304 610 SH SOLE 610 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 901 4325 SH SOLE 4325 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 935 7404 SH SOLE 7404 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 5584 26136 SH SOLE 26136 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 311 1804 SH SOLE 1804 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 286 2315 SH SOLE 2315 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 9618 50491 SH SOLE 50491 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1184 3578 SH SOLE 3578 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 6914 39602 SH SOLE 39602 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1956 10813 SH SOLE 10813 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 7589 60559 SH SOLE 60559 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1956 53389 SH SOLE 53389 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1675 34544 SH SOLE 34544 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 371 4936 SH SOLE 4936 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 608 8208 SH SOLE 8208 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2045 14997 SH SOLE 14997 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1465 31771 SH SOLE 31771 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3330 90693 SH SOLE 90693 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 242 2510 SH SOLE 2510 0 0 VANGUARD WORLD FD MEGA CAP INDEX 921910873 228 1815 SH SOLE 1815 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 5015 54995 SH SOLE 54995 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 4717 27139 SH SOLE 27139 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 217 5915 SH SOLE 5915 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 0 0 PRN Call SOLE 0 0 0