Prime Buchholz LLC
- SEC CIK
- 0002051999
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 31, 2025. Long positions only.
- Positions
- 31
- No filing for Q3 2024
- Portfolio value
- $306.5M
- No filing for Q3 2024
Prime Buchholz LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 973,809 | $114.4M | 37.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 389,421 | $28.0M | 9.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 473,715 | $22.7M | 7.4% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 172,463 | $17.3M | 5.7% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 45,917 | $12.4M | 4.0% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 216,414 | $12.3M | 4.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 264,087 | $11.6M | 3.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,544 | $9.25M | 3.0% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 48,485 | $9.21M | 3.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 50,519 | $8.55M | 2.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,100 | $8.26M | 2.7% | – | – | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 319,330 | $7.65M | 2.5% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 93,432 | $6.18M | 2.0% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 59,853 | $5.80M | 1.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 82,130 | $5.77M | 1.9% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 18,738 | $4.41M | 1.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,294 | $2.85M | 0.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 39,435 | $2.32M | 0.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 38,350 | $2.00M | 0.7% | – | – | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 30,479 | $1.80M | 0.6% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 20,213 | $1.80M | 0.6% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 22,780 | $1.80M | 0.6% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 158,000 | $1.80M | 0.6% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 76,437 | $1.76M | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 17,924 | $1.59M | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,042 | $1.13M | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,548 | $1.10M | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 17,982 | $1.04M | 0.3% | – | – | – |
| iShares Tr464287374 | NORTH AMERN NAT | 20,257 | $865.6K | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,488 | $466.6K | 0.2% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 7,122 | $344.8K | 0.1% | – | – | – |