Filed: 5/9/2025ACC: 0002051999-25-000004
📋 What this filing means
PRIME BUCHHOLZ LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $286.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$286.24M
Total AUM (reported)
3.70M
Total Shares
Allocation by class
VANGUARD TOTAL WORLD STOCK ETF$112.91M39.4%
VANGUARD TOTAL BOND MARKET ETF$28.60M10.0%
VANGUARD FTSE DEVELOPED MARKETS ETF$23.34M8.2%
ISHARES 0-5 YEAR TIPS BOND ETF$20.39M7.1%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF$17.59M6.1%
VANGUARD ESG INTERNATIONAL STOCK ETF$12.77M4.5%
VANGUARD FTSE EMERGING MARKETS ETF$11.95M4.2%
Portfolio Concentration
Top 3$164.85M57.6%
4–10$94.02M32.8%
11–25$27.37M9.6%
Top 3 weight
57.6%
Top 10 weight
90.4%
Voting Authority Distribution
Total shares with voting rights: 3.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings23
Rows:
The Vanguard Group
SOLEShares973.81K
TypeSH
Market value$112.91M
39.45%
Sole
0.00
Shared
0.00
None
973.81K
The Vanguard Group
SOLEShares389.42K
TypeSH
Market value$28.60M
9.99%
Sole
0.00
Shared
0.00
None
389.42K
The Vanguard Group
SOLEShares459.11K
TypeSH
Market value$23.34M
8.15%
Sole
0.00
Shared
0.00
None
459.11K
Blackrock
SOLEShares197.04K
TypeSH
Market value$20.39M
7.12%
Sole
0.00
Shared
0.00
None
197.04K
Blackrock
SOLEShares319.24K
TypeSH
Market value$17.59M
6.14%
Sole
0.00
Shared
0.00
None
319.24K
The Vanguard Group
SOLEShares216.52K
TypeSH
Market value$12.77M
4.46%
Sole
0.00
Shared
0.00
None
216.52K
The Vanguard Group
SOLEShares264.10K
TypeSH
Market value$11.95M
4.18%
Sole
0.00
Shared
0.00
None
264.10K
The Vanguard Group
SOLEShares117.76K
TypeSH
Market value$11.53M
4.03%
Sole
0.00
Shared
0.00
None
117.76K
The Vanguard Group
SOLEShares44.50K
TypeSH
Market value$11.44M
4.00%
Sole
0.00
Shared
0.00
None
44.50K
The Vanguard Group
SOLEShares48.48K
TypeSH
Market value$8.35M
2.92%
Sole
0.00
Shared
0.00
None
48.48K
Blackrock
SOLEShares319.33K
TypeSH
Market value$7.75M
2.71%
Sole
0.00
Shared
0.00
None
319.33K
Blackrock
SOLEShares18.74K
TypeSH
Market value$3.95M
1.38%
Sole
0.00
Shared
0.00
None
18.74K
The Vanguard Group
SOLEShares5.36K
TypeSH
Market value$2.76M
0.96%
Sole
0.00
Shared
0.00
None
5.36K
The Vanguard Group
SOLEShares37.80K
TypeSH
Market value$2.35M
0.82%
Sole
0.00
Shared
0.00
None
37.80K
SSgA
SOLEShares30.48K
TypeSH
Market value$1.89M
0.66%
Sole
0.00
Shared
0.00
None
30.48K
Blackrock
SOLEShares22.78K
TypeSH
Market value$1.87M
0.65%
Sole
0.00
Shared
0.00
None
22.78K
The Vanguard Group
SOLEShares20.23K
TypeSH
Market value$1.83M
0.64%
Sole
0.00
Shared
0.00
None
20.23K
Blackrock
SOLEShares158K
TypeSH
Market value$1.80M
0.63%
Sole
0.00
Shared
0.00
None
158K
The Vanguard Group
SOLEShares17.98K
TypeSH
Market value$1.07M
0.37%
Sole
0.00
Shared
0.00
None
17.98K
Blackrock
SOLEShares20.26K
TypeSH
Market value$921.1K
0.32%
Sole
0.00
Shared
0.00
None
20.26K
Blackrock
SOLEShares7.51K
TypeSH
Market value$438.1K
0.15%
Sole
0.00
Shared
0.00
None
7.51K
Blackrock
SOLEShares7.11K
TypeSH
Market value$383.6K
0.13%
Sole
0.00
Shared
0.00
None
7.11K
The Vanguard Group
SOLEShares7.12K
TypeSH
Market value$355.4K
0.12%
Sole
0.00
Shared
0.00
None
7.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
The Vanguard GroupSOLE | Vanguard Total World Stock ETF | 973.81K | SH | $112.91M 39.45% | 0.00 | 0.00 | 973.81K |
The Vanguard GroupSOLE | Vanguard Total Bond Market ETF | 389.42K | SH | $28.60M 9.99% | 0.00 | 0.00 | 389.42K |
The Vanguard GroupSOLE | Vanguard FTSE Developed Markets ETF | 459.11K | SH | $23.34M 8.15% | 0.00 | 0.00 | 459.11K |
BlackrockSOLE | iShares 0-5 Year TIPS Bond ETF | 197.04K | SH | $20.39M 7.12% | 0.00 | 0.00 | 197.04K |
BlackrockSOLE | iShares MSCI Emerging Markets ex China ETF | 319.24K | SH | $17.59M 6.14% | 0.00 | 0.00 | 319.24K |
The Vanguard GroupSOLE | Vanguard ESG International Stock ETF | 216.52K | SH | $12.77M 4.46% | 0.00 | 0.00 | 216.52K |
The Vanguard GroupSOLE | Vanguard FTSE Emerging Markets ETF | 264.10K | SH | $11.95M 4.18% | 0.00 | 0.00 | 264.10K |
The Vanguard GroupSOLE | Vanguard ESG U.S. Stock | 117.76K | SH | $11.53M 4.03% | 0.00 | 0.00 | 117.76K |
The Vanguard GroupSOLE | Vanguard Large-Cap ETF | 44.50K | SH | $11.44M 4.00% | 0.00 | 0.00 | 44.50K |
The Vanguard GroupSOLE | Vanguard Extended Market ETF | 48.48K | SH | $8.35M 2.92% | 0.00 | 0.00 | 48.48K |
BlackrockSOLE | iShares Global REIT ETF | 319.33K | SH | $7.75M 2.71% | 0.00 | 0.00 | 319.33K |
BlackrockSOLE | iShares Russell Top 200 Growth | 18.74K | SH | $3.95M 1.38% | 0.00 | 0.00 | 18.74K |
The Vanguard GroupSOLE | Vanguard S&P 500 ETF | 5.36K | SH | $2.76M 0.96% | 0.00 | 0.00 | 5.36K |
The Vanguard GroupSOLE | Vanguard Total International Stock ETF | 37.80K | SH | $2.35M 0.82% | 0.00 | 0.00 | 37.80K |
SSgASOLE | SPDR S&P Global Infrastructure ETF | 30.48K | SH | $1.89M 0.66% | 0.00 | 0.00 | 30.48K |
BlackrockSOLE | iShares Russell Top 200 Value | 22.78K | SH | $1.87M 0.65% | 0.00 | 0.00 | 22.78K |
The Vanguard GroupSOLE | Vanguard Real Estate ETF | 20.23K | SH | $1.83M 0.64% | 0.00 | 0.00 | 20.23K |
BlackrockSOLE | iShares Global Clean Energy ETF | 158K | SH | $1.80M 0.63% | 0.00 | 0.00 | 158K |
The Vanguard GroupSOLE | Vanguard Intermediate-Term Treasury Index ETF | 17.98K | SH | $1.07M 0.37% | 0.00 | 0.00 | 17.98K |
BlackrockSOLE | iShares North American Natural Res ETF | 20.26K | SH | $921.1K 0.32% | 0.00 | 0.00 | 20.26K |
BlackrockSOLE | iShares Core S&P Mid-Cap ETF | 7.51K | SH | $438.1K 0.15% | 0.00 | 0.00 | 7.51K |
BlackrockSOLE | iShares Core MSCI Emerging Markets ETF | 7.11K | SH | $383.6K 0.13% | 0.00 | 0.00 | 7.11K |
The Vanguard GroupSOLE | Vanguard Short-Term Infl-Prot Secs ETF | 7.12K | SH | $355.4K 0.12% | 0.00 | 0.00 | 7.12K |