CIK: 0002051999
Total reported value
$191.3M
Reporting period: 2026-03-31 · Number of holdings: 22
Prime Buchholz LLC disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $191.3M and a quarterly turnover rate of 26.3%.
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Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim ESGV
-46.6% -$10.6M
Add VT
+1872.8% $11.0M
Add VXF
+77.2% $7.0M
Add STIP
+59.1% $6.3M
Trim VEA
+0.6% $834.2K
Add VXUS
+25.4% $4.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.96% | -1.40% | +0.63% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 13.12% | -0.65% | — | |
| 3 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 10.79% | -1.10% | +2.91% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.73% | +1.11% | +25.42% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.76% | +2.57% | +59.07% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.62% | +3.01% | +77.22% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.12% | -1.11% | -2.21% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-Other | 6.05% | +5.69% | +1872.79% | |
| 9 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.44% | -7.02% | -46.57% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.46% | -0.75% | -1.77% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 3.09% | -0.40% | — | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.17% | +0.23% | +27.55% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.27% | -0.38% | -12.00% | |
| 14 | GII | State Street Spdr S&p Global | ETF-Other | 1.21% | -0.06% | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.25% | -1.75% | |
| 16 | ICLN | Ishares Global Clean Energy | ETF-Other | 1.03% | -0.38% | -25.48% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | -0.04% | +8.58% | |
| 18 | LPRE | Long Pond Real Estat Sel ETF | ETF-Other | 0.75% | +0.75% | NEW | |
| 19 | IGE | Ishares North American Natur | ETF-Other | 0.51% | -0.09% | -23.88% | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 0.33% | +0.33% | NEW | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.02% | +0.22% | |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.15% | -0.02% | — |
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+20.2%
Based on 82% of reported portfolio value with available pricing
Not enough sector-mapped data yet
Prime Buchholz LLC's most significant position changes for 2026-03-31: New buy: Long Pond Real Estat Sel ETF (LPRE); New buy: Avantis International Equity (AVDE); Trim: Vanguard Esg US Stock ETF (ESGV) — shares -46.57%; Add: Vanguard Tot World Stk ETF (VT) — shares +1872.79%; Add: Vanguard Extended Market ETF (VXF) — shares +77.22%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +5.7% | +1872.79% | Add |
| 2 | VXF | Vanguard Extended Market ETF | +3% | +77.22% | Add |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +2.6% | +59.07% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +1.1% | +25.42% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.2% | +27.55% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.22% | Add |
| 7 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | — | Unchanged |
| 8 | VNQ | Vanguard Real Estate ETF | 0% | +8.58% | Add |
| 9 | GII | State Street Spdr S&p Global | -0.1% | — | Unchanged |
| 10 | IGE | Ishares North American Natur | -0.1% | -23.88% | Trim |
| 11 | VOO | Vanguard S&p 500 ETF | -0.3% | -1.75% | Trim |
| 12 | ICLN | Ishares Global Clean Energy | -0.4% | -25.48% | Trim |
| 13 | BND | Vanguard Total Bond Market | -0.4% | -12.00% | Trim |
| 14 | REET | Ishares Global Reit ETF | -0.4% | — | Unchanged |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.7% | — | Unchanged |
| 16 | VV | Vanguard Large-cap ETF | -0.8% | -1.77% | Trim |
| 17 | VSGX | Vanguard Esg Intl Stock ETF | -1.1% | +2.91% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | -1.1% | -2.21% | Trim |
| 19 | VEA | Vanguard Ftse Developed ETF | -1.4% | +0.63% | Add |
| 20 | ESGV | Vanguard Esg US Stock ETF | -7% | -46.57% | Trim |
| 21 | LPRE | Long Pond Real Estat Sel ETF | — | NEW | New buy |
| 22 | AVDE | Avantis International Equity | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-31 | 13F-HR | View on EDGAR |
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