Berger Financial Group, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Berger Financial Group, Inc | Institutional Filer | ▲ 2.20% | $1.77B | 459 |
Current Portfolio Holdings
Showing all 459 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | — | 3.0M | $91.9M | 5.20% |
| 2 | VUG | VANGUARD INDEX FDS | — | 189K | $82.7M | 4.68% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | — | 1.4M | $77.6M | 4.40% |
| 4 | SCHG | SCHWAB STRATEGIC TR | — | 2.6M | $75.7M | 4.28% |
| 5 | PJFG | PGIM ETF TR | — | 723K | $70.4M | 3.99% |
| 6 | SCHX | SCHWAB STRATEGIC TR | — | 2.4M | $60.7M | 3.44% |
| 7 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 1.1M | $56.2M | 3.18% |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 875K | $41.2M | 2.33% |
| 9 | AAPL | Apple Inc. | Technology | 156K | $39.7M | 2.25% |
| 10 | RAAX | VANECK ETF TRUST | — | 810K | $33.0M | 1.87% |
| 11 | PYLD | PIMCO ETF TR | — | 1.2M | $30.2M | 1.71% |
| 12 | HTRB | HARTFORD FDS EXCHANGE TRADED | — | 892K | $30.1M | 1.70% |
| 13 | CHRW | C.H. Robinson Worldwide, Inc. | Industrials | 137K | $22.8M | 1.29% |
| 14 | NVDA | NVIDIA Corporation | Technology | 128K | $22.3M | 1.26% |
| 15 | BOND | PIMCO ETF TR | — | 241K | $22.2M | 1.26% |
Showing 1 to 15 of 459 holdings