Prime Buchholz LLC Top Holdings and 13F Report (2025) About Prime Buchholz LLCInvestment ActivityPrime Buchholz LLC has $286.24 million in total holdings as of March 31, 2025.Prime Buchholz LLC owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 11.08% of the portfolio was purchased this quarter.About 18.27% of the portfolio was sold this quarter.This quarter, Prime Buchholz LLC has purchased 31 new stocks and bought additional shares in 6 stocks.Prime Buchholz LLC sold shares of 4 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Total World Stock ETF $112,913,154Vanguard Total Bond Market ETF $28,602,973Vanguard FTSE Developed Markets ETF $23,336,530iShares 0-5 Year TIPS Bond ETF $20,388,424iShares MSCI Emerging Markets ex China ETF $17,586,656 Largest New Holdings this Quarter 46434G764 - iShares MSCI Emerging Markets ex China ETF $17,586,656 Holding921910733 - Vanguard ESG US Stock ETF $11,534,396 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ex China ETF 319,235 shares (about $17.59M)Vanguard ESG US Stock ETF 117,758 shares (about $11.53M)iShares 0-5 Year TIPS Bond ETF 24,582 shares (about $2.54M)Vanguard S&P 500 ETF 68 shares (about $34.95K)Vanguard ESG International Stock ETF 108 shares (about $6.37K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 31,242 shares (about $1.69M)Vanguard FTSE Developed Markets ETF 14,606 shares (about $742.42K)Vanguard Large-Cap ETF 1,420 shares (about $364.98K)Vanguard Total International Stock ETF 1,632 shares (about $101.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrime Buchholz LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVanguard Total World Stock ETF$112,913,1540.0%973,80939.4%ETFBNDVanguard Total Bond Market ETF$28,602,9730.0%389,42110.0%ETFVEAVanguard FTSE Developed Markets ETF$23,336,530$742,424 ▼-3.1%459,1098.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$20,388,424$2,543,522 ▲14.3%197,0457.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$17,586,656$17,586,656 ▲New Holding319,2356.1%ManufacturingVSGXVanguard ESG International Stock ETF$12,770,483$6,370 ▲0.0%216,5224.5%ETFVWOVanguard FTSE Emerging Markets ETF$11,953,065$498 ▲0.0%264,0984.2%ETFESGVVanguard ESG US Stock ETF$11,534,396$11,534,396 ▲New Holding117,7584.0%ETFVVVanguard Large-Cap ETF$11,437,064$364,983 ▼-3.1%44,4974.0%ETFVXFVanguard Extended Market ETF$8,352,0260.0%48,4852.9%ETFREETiShares Global REIT ETF$7,746,9460.0%319,3302.7%ETFIWYiShares Russell Top 200 Growth ETF$3,952,5940.0%18,7381.4%ETFVOOVanguard S&P 500 ETF$2,755,530$34,945 ▲1.3%5,3621.0%ETFVXUSVanguard Total International Stock ETF$2,347,548$101,346 ▼-4.1%37,8030.8%ETFGIISPDR S&P Global Infrastructure ETF$1,889,7130.0%30,4790.7%ETFIWXiShares Russell Top 200 Value ETF$1,872,0600.0%22,7800.7%ETFVNQVanguard Real Estate ETF$1,831,318$1,268 ▲0.1%20,2270.6%ETFICLNiShares Global Clean Energy ETF$1,804,3630.0%158,0000.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,068,1310.0%17,9820.4%ETFIGEiShares North American Natural Resources ETF$921,0860.0%20,2570.3%ETFIJHiShares Core S&P Mid-Cap ETF$438,124$1,225 ▲0.3%7,5090.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$383,619$1,686,132 ▼-81.5%7,1080.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$355,3650.0%7,1220.1%ManufacturingVUGVanguard Growth ETF$0$9,253,028 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$8,552,829 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$8,263,464 ▼-100.0%00.0%FinanceIXUSiShares Core MSCI Total International Stock ETF$0$6,179,588 ▼-100.0%00.0%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$0$5,799,776 ▼-100.0%00.0%FinanceIEFAiShares Core MSCI EAFE ETF$0$5,772,129 ▼-100.0%00.0%ETFGOVTiShares U.S. Treasury Bond ETF$0$1,756,527 ▼-100.0%00.0%ETFMBBiShares MBS ETF$0$1,585,544 ▼-100.0%00.0%ETFVBKVanguard Small-Cap Growth ETF$0$1,131,898 ▼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$1,099,471 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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