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CIK: 0002051999
Total reported value
$277.4M
$277.4M
31 檔
70.2%
During the Q4 2024 filing period, Prime Buchholz LLC (CIK: 0002051999) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $277.4M across 31 reported positions.
During Q4 2024, Prime Buchholz LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 37.33% | -4.93% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.14% | -0.28% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.39% | -3.20% | — | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.66% | -5.29% | — | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 4.04% | -1.16% | — | |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 4.00% | -1.34% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.80% | -2.10% | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.02% | +2.41% | NEW | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.01% | -0.31% | — | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.79% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.70% | +3.21% | NEW | |
| 12 | REET | Ishares Global Reit ETF | ETF-Other | 2.50% | -0.75% | — | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.02% | — | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.89% | — | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.88% | — | — | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.44% | — | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.53% | — | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.76% | -1.98% | — | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | — | — | |
| 20 | GII | State Street Spdr S&p Global | ETF-Other | 0.59% | -0.39% | — | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | -0.16% | — | |
| 22 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.59% | — | — | |
| 23 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.59% | -0.45% | — | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.57% | — | — | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 0.52% | — | — | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.37% | — | — | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.36% | — | — | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.34% | -0.34% | — | |
| 29 | IGE | Ishares North American Natur | ETF-Other | 0.28% | -0.20% | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.15% | -0.06% | — | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Prime Buchholz LLC reported a total U.S. public equity portfolio value of $277.4M across 31 disclosed positions in Q4 2024.
During Q4 2024, Prime Buchholz LLC's top holdings by market value included VT (37.3%)、BND (9.1%)、VEA (7.4%). The largest single position, VT, represented 37.3% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VT, BND, VEA) accounted for 70.2% of total reported equity market value during Q4 2024.
In Q4 2024, Prime Buchholz LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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