| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Large-Cap ETF | 15 | Q2 2024 | 4.9% |
| APPLE INC | 15 | Q2 2024 | 4.2% |
| C H ROBINSON WORLDWIDE INC | 15 | Q2 2024 | 4.5% |
| First Trust NYSE Arca Biotech ETF | 15 | Q2 2024 | 4.0% |
| Schwab US Large-Cap Growth ETF | 15 | Q2 2024 | 3.7% |
| First Trust Preferred Sec & Inc ETF | 15 | Q2 2024 | 3.7% |
| Schwab US Dividend Equity ETF | 15 | Q2 2024 | 4.9% |
| AMAZON COM INC | 15 | Q2 2024 | 2.5% |
| ISHARES TR | 15 | Q2 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 2.5% |
View Berger Financial Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-08 |
View Berger Financial Group, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.