Berger Financial Group, Inc - Q4 2020 holdings

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$573 Million is the total value of Berger Financial Group, Inc's 203 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

All

			Value		Shares		↓ Weighting
JAGG	New	J P MORGAN EXCHANGE-TRADED Fus aggregate	$37,230,000	–	1,336,817	+100.0%	6.50%	–
TIP	New	ISHARES TRtips bd etf	$25,903,000	–	202,924	+100.0%	4.52%	–
CHRW	New	C H ROBINSON WORLDWIDE INC	$24,046,000	–	256,167	+100.0%	4.20%	–
FBT	New	FIRST TR EXCHANGE-TRADED FDny arca biotech	$19,083,000	–	113,595	+100.0%	3.33%	–
SCHX	New	SCHWAB STRATEGIC TRus lrg cap etf	$18,303,000	–	201,245	+100.0%	3.20%	–
AAPL	New	APPLE INC	$14,492,000	–	109,217	+100.0%	2.53%	–
HYLS	New	FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl	$12,888,000	–	264,535	+100.0%	2.25%	–
FPE	New	FIRST TR EXCH TRADED FD IIIpfd secs inc etf	$12,770,000	–	632,496	+100.0%	2.23%	–
FNDF	New	SCHWAB STRATEGIC TRschwb fdt int lg	$12,407,000	–	423,730	+100.0%	2.17%	–
RESD	New	WISDOMTREE TRintl esg fund	$12,233,000	–	429,523	+100.0%	2.14%	–
RODM	New	LATTICE STRATEGIES TRhartford mlt etf	$11,467,000	–	405,047	+100.0%	2.00%	–
SCHG	New	SCHWAB STRATEGIC TRus lcap gr etf	$9,597,000	–	74,736	+100.0%	1.68%	–
SCHZ	New	SCHWAB STRATEGIC TRus aggregate b	$8,734,000	–	155,879	+100.0%	1.53%	–
VGSH	New	VANGUARD SCOTTSDALE FDSshort term treas	$8,550,000	–	138,798	+100.0%	1.49%	–
JPIN	New	J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq	$7,968,000	–	136,881	+100.0%	1.39%	–
DIM	New	WISDOMTREE TRintl midcap dv	$7,825,000	–	123,079	+100.0%	1.37%	–
AMZN	New	AMAZON COM INC	$7,289,000	–	2,238	+100.0%	1.27%	–
TECH	New	BIO-TECHNE CORP	$7,285,000	–	22,940	+100.0%	1.27%	–
SCHM	New	SCHWAB STRATEGIC TRus mid-cap etf	$6,769,000	–	99,279	+100.0%	1.18%	–
MDT	New	MEDTRONIC PLC	$6,751,000	–	57,635	+100.0%	1.18%	–
EFG	New	ISHARES TReafe grwth etf	$6,409,000	–	63,510	+100.0%	1.12%	–
JNJ	New	JOHNSON & JOHNSON	$5,995,000	–	38,092	+100.0%	1.05%	–
GOOGL	New	ALPHABET INCcap stk cl a	$5,361,000	–	3,059	+100.0%	0.94%	–
CTSH	New	COGNIZANT TECHNOLOGY SOLUTIOcl a	$5,131,000	–	62,606	+100.0%	0.90%	–
MSFT	New	MICROSOFT CORP	$5,020,000	–	22,571	+100.0%	0.88%	–
STX	New	SEAGATE TECHNOLOGY PLC	$5,002,000	–	80,467	+100.0%	0.87%	–
HPQ	New	HP INC	$5,006,000	–	203,590	+100.0%	0.87%	–
ORCL	New	ORACLE CORP	$4,924,000	–	76,124	+100.0%	0.86%	–
JCI	New	JOHNSON CTLS INTL PLC	$4,876,000	–	104,647	+100.0%	0.85%	–
IP	New	INTERNATIONAL PAPER CO	$4,798,000	–	96,492	+100.0%	0.84%	–
WMT	New	WALMART INC	$4,636,000	–	32,159	+100.0%	0.81%	–
LEN	New	LENNAR CORPcl a	$4,635,000	–	60,803	+100.0%	0.81%	–
CB	New	CHUBB LIMITED	$4,532,000	–	29,447	+100.0%	0.79%	–
UHS	New	UNIVERSAL HLTH SVCS INCcl b	$4,487,000	–	32,636	+100.0%	0.78%	–
TRV	New	TRAVELERS COMPANIES INC	$4,392,000	–	31,288	+100.0%	0.77%	–
VZ	New	VERIZON COMMUNICATIONS INC	$4,355,000	–	74,134	+100.0%	0.76%	–
MRK	New	MERCK & CO. INC	$4,338,000	–	53,031	+100.0%	0.76%	–
PFE	New	PFIZER INC	$4,335,000	–	117,760	+100.0%	0.76%	–
EXR	New	EXTRA SPACE STORAGE INC	$4,329,000	–	37,361	+100.0%	0.76%	–
COST	New	COSTCO WHSL CORP NEW	$4,319,000	–	11,464	+100.0%	0.75%	–
ALL	New	ALLSTATE CORP	$4,207,000	–	38,272	+100.0%	0.74%	–
DGS	New	WISDOMTREE TRemg mkts smcap	$4,205,000	–	88,118	+100.0%	0.73%	–
LDOS	New	LEIDOS HOLDINGS INC	$4,200,000	–	39,952	+100.0%	0.73%	–
RESE	New	WISDOMTREE TRemerg mkts esg	$4,180,000	–	116,877	+100.0%	0.73%	–
DGX	New	QUEST DIAGNOSTICS INC	$4,172,000	–	35,008	+100.0%	0.73%	–
FEMS	New	FIRST TR EXCH TRD ALPHDX FDem sml cp alph	$4,155,000	–	101,121	+100.0%	0.73%	–
GIS	New	GENERAL MLS INC	$4,135,000	–	70,328	+100.0%	0.72%	–
INTC	New	INTEL CORP	$4,106,000	–	82,409	+100.0%	0.72%	–
IBM	New	INTERNATIONAL BUSINESS MACHS	$4,095,000	–	32,531	+100.0%	0.72%	–
EMMF	New	WISDOMTREE TRemgring mkts	$4,060,000	–	168,079	+100.0%	0.71%	–
EEMV	New	ISHARES INCmsci emerg mrkt	$4,012,000	–	65,690	+100.0%	0.70%	–
TTWO	New	TAKE-TWO INTERACTIVE SOFTWAR	$4,000,000	–	19,251	+100.0%	0.70%	–
KR	New	KROGER CO	$3,988,000	–	125,571	+100.0%	0.70%	–
WU	New	WESTERN UN CO	$3,980,000	–	181,388	+100.0%	0.70%	–
CVS	New	CVS HEALTH CORP	$3,929,000	–	57,525	+100.0%	0.69%	–
EA	New	ELECTRONIC ARTS INC	$3,915,000	–	27,261	+100.0%	0.68%	–
OMC	New	OMNICOM GROUP INC	$3,815,000	–	61,172	+100.0%	0.67%	–
LMT	New	LOCKHEED MARTIN CORP	$3,793,000	–	10,684	+100.0%	0.66%	–
SCHF	New	SCHWAB STRATEGIC TRintl eqty etf	$3,769,000	–	104,652	+100.0%	0.66%	–
GD	New	GENERAL DYNAMICS CORP	$3,704,000	–	24,892	+100.0%	0.65%	–
JNPR	New	JUNIPER NETWORKS INC	$3,699,000	–	164,344	+100.0%	0.65%	–
LHX	New	L3HARRIS TECHNOLOGIES INC	$3,645,000	–	19,283	+100.0%	0.64%	–
TSN	New	TYSON FOODS INCcl a	$3,643,000	–	56,531	+100.0%	0.64%	–
ETR	New	ENTERGY CORP NEW	$3,570,000	–	35,757	+100.0%	0.62%	–
NOC	New	NORTHROP GRUMMAN CORP	$3,504,000	–	11,500	+100.0%	0.61%	–
GILD	New	GILEAD SCIENCES INC	$3,376,000	–	57,942	+100.0%	0.59%	–
JPEM	New	J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt	$2,991,000	–	54,520	+100.0%	0.52%	–
EES	New	WISDOMTREE TRus smallcap fund	$2,986,000	–	76,710	+100.0%	0.52%	–
PDP	New	INVESCO EXCHANGE TRADED FD Tdwa momentum	$2,985,000	–	34,013	+100.0%	0.52%	–
BA	New	BOEING CO	$2,841,000	–	13,273	+100.0%	0.50%	–
DLN	New	WISDOMTREE TRus largecap divd	$2,831,000	–	26,337	+100.0%	0.49%	–
MTUM	New	ISHARES TRmsci usa mmentm	$2,822,000	–	17,495	+100.0%	0.49%	–
SPMD	New	SPDR SER TRportfolio s&p400	$2,682,000	–	66,395	+100.0%	0.47%	–
SMLV	New	SPDR SER TRssga us smal etf	$2,454,000	–	25,648	+100.0%	0.43%	–
USMV	New	ISHARES TRmsci usa min vol	$2,397,000	–	35,315	+100.0%	0.42%	–
DWAS	New	INVESCO EXCH TRADED FD TR IIdwa smlcp ment	$2,256,000	–	29,959	+100.0%	0.39%	–
SCHP	New	SCHWAB STRATEGIC TRus tips etf	$2,146,000	–	34,571	+100.0%	0.38%	–
VOO	New	VANGUARD INDEX FDS	$2,141,000	–	6,230	+100.0%	0.37%	–
SLYG	New	SPDR SER TRs&p 600 smcp grw	$2,084,000	–	27,290	+100.0%	0.36%	–
MMM	New	3M CO	$2,053,000	–	11,744	+100.0%	0.36%	–
DES	New	WISDOMTREE TRus smallcap divd	$2,039,000	–	76,664	+100.0%	0.36%	–
SPY	New	SPDR S&P 500 ETF TRtr unit	$2,005,000	–	5,361	+100.0%	0.35%	–
SLYV	New	SPDR SER TRs&p 600 smcp val	$1,930,000	–	29,153	+100.0%	0.34%	–
HYLB	New	DBX ETF TRxtrack usd high	$1,826,000	–	36,456	+100.0%	0.32%	–
QQQ	New	INVESCO QQQ TRunit ser 1	$1,593,000	–	5,077	+100.0%	0.28%	–
UNH	New	UNITEDHEALTH GROUP INC	$1,484,000	–	4,231	+100.0%	0.26%	–
DON	New	WISDOMTREE TRus midcap divid	$1,351,000	–	38,797	+100.0%	0.24%	–
VWO	New	VANGUARD INTL EQUITY INDEX Fftse emr mkt etf	$1,314,000	–	26,231	+100.0%	0.23%	–
VEA	New	VANGUARD TAX-MANAGED INTL FDftse dev mkt etf	$1,302,000	–	27,584	+100.0%	0.23%	–
VV	New	VANGUARD INDEX FDSlarge cap etf	$1,253,000	–	7,132	+100.0%	0.22%	–
FTSD	New	FRANKLIN ETF TRliberty shrt etf	$1,239,000	–	12,935	+100.0%	0.22%	–
BNDX	New	VANGUARD CHARLOTTE FDSintl bd idx etf	$1,161,000	–	19,836	+100.0%	0.20%	–
XMLV	New	INVESCO EXCH TRADED FD TR IIs&p midcp low	$1,128,000	–	23,436	+100.0%	0.20%	–
AMGN	New	AMGEN INC	$1,082,000	–	4,705	+100.0%	0.19%	–
VB	New	VANGUARD INDEX FDSsmall cp etf	$1,034,000	–	5,313	+100.0%	0.18%	–
ISRG	New	INTUITIVE SURGICAL INC	$1,017,000	–	1,243	+100.0%	0.18%	–
SCHD	New	SCHWAB STRATEGIC TRus dividend eq	$949,000	–	14,797	+100.0%	0.17%	–
BWX	New	SPDR SER TRblomberg intl tr	$903,000	–	28,904	+100.0%	0.16%	–
BSV	New	VANGUARD BD INDEX FDSshort trm bond	$894,000	–	10,790	+100.0%	0.16%	–
VCSH	New	VANGUARD SCOTTSDALE FDSshrt trm corp bd	$846,000	–	10,166	+100.0%	0.15%	–
TSLA	New	TESLA INC	$766,000	–	1,086	+100.0%	0.13%	–
PEP	New	PEPSICO INC	$751,000	–	5,064	+100.0%	0.13%	–
HNDL	New	STRATEGY SHSns 7handl idx	$742,000	–	29,041	+100.0%	0.13%	–
TGT	New	TARGET CORP	$739,000	–	4,187	+100.0%	0.13%	–
BGRN	New	ISHARES TRgbl green etf	$731,000	–	12,991	+100.0%	0.13%	–
BMO	New	BANK MONTREAL QUE	$727,000	–	9,561	+100.0%	0.13%	–
VMM	New	DELAWARE INVTS MINN MUN INCO	$722,000	–	55,017	+100.0%	0.13%	–
IBND	New	SPDR SER TRblombrg brc intl	$685,000	–	18,063	+100.0%	0.12%	–
BND	New	VANGUARD BD INDEX FDStotal bnd mrkt	$686,000	–	7,781	+100.0%	0.12%	–
CWB	New	SPDR SER TRblmbrg brc cnvrt	$675,000	–	8,155	+100.0%	0.12%	–
MDY	New	SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp	$676,000	–	1,610	+100.0%	0.12%	–
EFA	New	ISHARES TRmsci eafe etf	$666,000	–	9,129	+100.0%	0.12%	–
XEL	New	XCEL ENERGY INC	$646,000	–	9,696	+100.0%	0.11%	–
HD	New	HOME DEPOT INC	$619,000	–	2,332	+100.0%	0.11%	–
HON	New	HONEYWELL INTL INC	$621,000	–	2,921	+100.0%	0.11%	–
VUG	New	VANGUARD INDEX FDSgrowth etf	$599,000	–	2,363	+100.0%	0.10%	–
VXUS	New	VANGUARD STAR FDSvg tl intl stk f	$581,000	–	9,655	+100.0%	0.10%	–
IVW	New	ISHARES TRs&p 500 grwt etf	$576,000	–	9,024	+100.0%	0.10%	–
JPM	New	JPMORGAN CHASE & CO	$573,000	–	4,511	+100.0%	0.10%	–
QCLN	New	FIRST TR EXCHANGE-TRADED FDnas clnedg green	$553,000	–	7,874	+100.0%	0.10%	–
KO	New	COCA COLA CO	$558,000	–	10,180	+100.0%	0.10%	–
ICLN	New	ISHARES TRgl clean ene etf	$545,000	–	19,298	+100.0%	0.10%	–
XLU	New	SELECT SECTOR SPDR TRsbi int-utils	$524,000	–	8,362	+100.0%	0.09%	–
BLV	New	VANGUARD BD INDEX FDSlong term bond	$529,000	–	4,829	+100.0%	0.09%	–
VMBS	New	VANGUARD SCOTTSDALE FDSmortg-back sec	$526,000	–	9,731	+100.0%	0.09%	–
DCI	New	DONALDSON INC	$520,000	–	9,308	+100.0%	0.09%	–
EFAV	New	ISHARES TRmsci eafe min vl	$514,000	–	7,004	+100.0%	0.09%	–
ETHO	New	ETF MANAGERS TRetho climate lea	$503,000	–	9,463	+100.0%	0.09%	–
BIV	New	VANGUARD BD INDEX FDSintermed term	$494,000	–	5,319	+100.0%	0.09%	–
ADBE	New	ADOBE SYSTEMS INCORPORATED	$479,000	–	957	+100.0%	0.08%	–
IBB	New	ISHARES TRnasdaq biotech	$472,000	–	3,118	+100.0%	0.08%	–
VXF	New	VANGUARD INDEX FDSextend mkt etf	$445,000	–	2,704	+100.0%	0.08%	–
NVDA	New	NVIDIA CORPORATION	$445,000	–	853	+100.0%	0.08%	–
PG	New	PROCTER AND GAMBLE CO	$442,000	–	3,179	+100.0%	0.08%	–
SBUX	New	STARBUCKS CORP	$441,000	–	4,119	+100.0%	0.08%	–
SO	New	SOUTHERN CO	$434,000	–	7,067	+100.0%	0.08%	–
LUV	New	SOUTHWEST AIRLS CO	$433,000	–	9,287	+100.0%	0.08%	–
PCY	New	INVESCO EXCH TRADED FD TR IIemrng mkt svrg	$435,000	–	15,068	+100.0%	0.08%	–
EPS	New	WISDOMTREE TRus largecap fund	$422,000	–	10,501	+100.0%	0.07%	–
GLD	New	SPDR GOLD TR	$412,000	–	2,312	+100.0%	0.07%	–
AGG	New	ISHARES TRcore us aggbd et	$412,000	–	3,483	+100.0%	0.07%	–
CM	New	CANADIAN IMP BK COMM	$407,000	–	4,759	+100.0%	0.07%	–
GWX	New	SPDR INDEX SHS FDSs&p intl smlcp	$408,000	–	11,522	+100.0%	0.07%	–
DLS	New	WISDOMTREE TRintl smcap div	$404,000	–	5,932	+100.0%	0.07%	–
EDIT	New	EDITAS MEDICINE INC	$372,000	–	5,300	+100.0%	0.06%	–
UNP	New	UNION PAC CORP	$373,000	–	1,793	+100.0%	0.06%	–
ABBV	New	ABBVIE INC	$373,000	–	3,477	+100.0%	0.06%	–
RNP	New	COHEN & STEERS REIT & PFD &I	$356,000	–	15,611	+100.0%	0.06%	–
EXAS	New	EXACT SCIENCES CORP	$356,000	–	2,688	+100.0%	0.06%	–
FDD	New	FIRST TR STOXX EUROPEAN SELE	$336,000	–	26,117	+100.0%	0.06%	–
VCIT	New	VANGUARD SCOTTSDALE FDSint-term corp	$337,000	–	3,466	+100.0%	0.06%	–
XOM	New	EXXON MOBIL CORP	$330,000	–	8,011	+100.0%	0.06%	–
SPLV	New	INVESCO EXCH TRADED FD TR IIs&p500 low vol	$333,000	–	5,915	+100.0%	0.06%	–
T	New	AT&T INC	$330,000	–	11,476	+100.0%	0.06%	–
DGRO	New	ISHARES TRcore div grwth	$333,000	–	7,430	+100.0%	0.06%	–
FB	New	FACEBOOK INCcl a	$320,000	–	1,170	+100.0%	0.06%	–
JBHT	New	HUNT J B TRANS SVCS INC	$321,000	–	2,346	+100.0%	0.06%	–
OGIG	New	OSI ETF TR	$307,000	–	5,664	+100.0%	0.05%	–
JPST	New	J P MORGAN EXCHANGE-TRADED Fultra shrt inc	$311,000	–	6,120	+100.0%	0.05%	–
DIS	New	DISNEY WALT CO	$304,000	–	1,677	+100.0%	0.05%	–
MA	New	MASTERCARD INCORPORATEDcl a	$301,000	–	844	+100.0%	0.05%	–
USB	New	US BANCORP DEL	$296,000	–	6,362	+100.0%	0.05%	–
PTF	New	INVESCO EXCHANGE TRADED FD Tdwa technology	$294,000	–	2,092	+100.0%	0.05%	–
DAL	New	DELTA AIR LINES INC DEL	$294,000	–	7,318	+100.0%	0.05%	–
ABT	New	ABBOTT LABS	$287,000	–	2,620	+100.0%	0.05%	–
CSII	New	CARDIOVASCULAR SYS INC DEL	$284,000	–	6,494	+100.0%	0.05%	–
CSCO	New	CISCO SYS INC	$286,000	–	6,387	+100.0%	0.05%	–
JPS	New	NUVEEN PFD & INCM SECURTIES	$282,000	–	28,932	+100.0%	0.05%	–
GOOG	New	ALPHABET INCcap stk cl c	$277,000	–	158	+100.0%	0.05%	–
VEU	New	VANGUARD INTL EQUITY INDEX Fallwrld ex us	$270,000	–	4,622	+100.0%	0.05%	–
NUHY	New	NUSHARES ETF TResg hi tld crp	$263,000	–	10,515	+100.0%	0.05%	–
VIG	New	VANGUARD SPECIALIZED FUNDSdiv app etf	$263,000	–	1,864	+100.0%	0.05%	–
FAST	New	FASTENAL CO	$261,000	–	5,346	+100.0%	0.05%	–
SUSB	New	ISHARES TResg awre 1 5 yr	$261,000	–	9,988	+100.0%	0.05%	–
IJH	New	ISHARES TRcore s&p mcp etf	$259,000	–	1,129	+100.0%	0.04%	–
EEM	New	ISHARES TRmsci emg mkt etf	$255,000	–	4,941	+100.0%	0.04%	–
BMY	New	BRISTOL-MYERS SQUIBB CO	$254,000	–	4,096	+100.0%	0.04%	–
VTV	New	VANGUARD INDEX FDSvalue etf	$244,000	–	2,053	+100.0%	0.04%	–
VT	New	VANGUARD INTL EQUITY INDEX Ftt wrld st etf	$241,000	–	2,604	+100.0%	0.04%	–
VNLA	New	JANUS DETROIT STR TRhendrsn shrt etf	$242,000	–	4,798	+100.0%	0.04%	–
SCHC	New	SCHWAB STRATEGIC TRintl sceqt etf	$243,000	–	6,453	+100.0%	0.04%	–
VTRS	New	VIATRIS INC	$233,000	–	12,447	+100.0%	0.04%	–
GOLD	New	BARRICK GOLD CORP	$232,000	–	10,186	+100.0%	0.04%	–
GNL	New	GLOBAL NET LEASE INC	$237,000	–	13,847	+100.0%	0.04%	–
SDY	New	SPDR SER TRs&p divid etf	$232,000	–	2,191	+100.0%	0.04%	–
IVV	New	ISHARES TRcore s&p500 etf	$230,000	–	612	+100.0%	0.04%	–
IJR	New	ISHARES TRcore s&p scp etf	$227,000	–	2,473	+100.0%	0.04%	–
LLY	New	LILLY ELI & CO	$230,000	–	1,362	+100.0%	0.04%	–
MS	New	MORGAN STANLEY	$228,000	–	3,332	+100.0%	0.04%	–
KIO	New	KKR INCOME OPPORTUNITIES FD	$227,000	–	15,708	+100.0%	0.04%	–
SCHV	New	SCHWAB STRATEGIC TRus lcap va etf	$223,000	–	3,739	+100.0%	0.04%	–
DVY	New	ISHARES TRselect divid etf	$222,000	–	2,313	+100.0%	0.04%	–
CAT	New	CATERPILLAR INC	$220,000	–	1,206	+100.0%	0.04%	–
DEM	New	WISDOMTREE TRemer mkt high fd	$213,000	–	5,175	+100.0%	0.04%	–
VGK	New	VANGUARD INTL EQUITY INDEX Fftse europe etf	$214,000	–	3,548	+100.0%	0.04%	–
IWM	New	ISHARES TRrussell 2000 etf	$210,000	–	1,070	+100.0%	0.04%	–
EMN	New	EASTMAN CHEM CO	$206,000	–	2,053	+100.0%	0.04%	–
VGT	New	VANGUARD WORLD FDSinf tech etf	$205,000	–	579	+100.0%	0.04%	–
TD	New	TORONTO DOMINION BK ONT	$207,000	–	3,672	+100.0%	0.04%	–
AAL	New	AMERICAN AIRLS GROUP INC	$192,000	–	12,169	+100.0%	0.03%	–
GE	New	GENERAL ELECTRIC CO	$165,000	–	15,236	+100.0%	0.03%	–
EVV	New	EATON VANCE LTD DURATION INC	$143,000	–	11,375	+100.0%	0.02%	–
JPC	New	NUVEEN PFD & INCOME OPPORTUN	$96,000	–	10,076	+100.0%	0.02%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2021-02-02

Signatures

The EDGAR filing(s) were signed by:

Nick Asmus — President

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
Schwab US Large-Cap ETF	12	Q3 2023	4.9%
C H ROBINSON WORLDWIDE INC	12	Q3 2023	4.5%
APPLE INC	12	Q3 2023	4.2%
First Trust Preferred Sec & Inc ETF	12	Q3 2023	3.7%
First Trust NYSE Arca Biotech ETF	12	Q3 2023	4.0%
Schwab US Large-Cap Growth ETF	12	Q3 2023	3.1%
Schwab US Dividend Equity ETF	12	Q3 2023	3.0%
AMAZON COM INC	12	Q3 2023	2.5%
SCHWAB STRATEGIC TR	12	Q3 2023	2.5%
ISHARES TR	12	Q3 2023	2.9%

View Berger Financial Group, Inc's complete holdings history.

Latest filings

Type	Filed
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
13F-HR	2022-05-10
13F-HR	2022-01-26

View Berger Financial Group, Inc's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (572527000.0 != 572525000.0)

Export Berger Financial Group, Inc's holdings