Berger Financial Group, Inc 13F Holdings
CIK 0001826136 · Plymouth, MN
As of Sep 30, 2025, Berger Financial Group, Inc reported 445 positions worth
CIK 0001826136 · Plymouth, MN
As of Sep 30, 2025, Berger Financial Group, Inc reported 445 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 3,057,211 | $83.5M | 5.34% |
| PGIM ETF TR | PJFG | — | 724,408 | $79.9M | 5.11% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 2,267,841 | $72.4M | 4.63% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 1,285,301 | $69.6M | 4.45% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 2,363,403 | $62.3M | 3.98% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 1,011,741 | $50.4M | 3.22% |
| APPLE INC | AAPL | Technology | 163,540 | $41.6M | 2.66% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 845,445 | $40.2M | 2.57% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 845,583 | $29.0M | 1.85% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 1,027,185 | $27.6M | 1.76% |
| NVIDIA CORP | NVDA | Technology | 129,750 | $24.2M | 1.55% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 621,650 | $22.6M | 1.45% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 692,205 | $21.8M | 1.40% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 216,341 | $21.7M | 1.39% |
| MICROSOFT CORP | MSFT | Technology | 40,537 | $21.0M | 1.34% |
| VANECK BITCOIN ETF | HODL | — | 644,296 | $20.9M | 1.33% |
| AMAZON.COM INC | AMZN | Equity | 94,421 | $20.7M | 1.33% |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | FBT | — | 115,495 | $20.7M | 1.32% |
| C H ROBINSON WORLDWIDE INC | CHRW | Industrials | 156,272 | $20.7M | 1.32% |
| VANGUARD 500 INDEX FUND | VOO | — | 29,150 | 7.9M | 1.14% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 35,875 | 7.2M | 1.10% |
| SPDR S&P 500 ETF TRUST | SPY | — | 24,691 | 6.4M | 1.05% |
| ALPHABET INC | GOOGL | Equity | 65,581 | 5.9M | 1.02% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 270,340 | 5.5M | 0.99% |
| AMERICAN CENTY ETF TR | — | — | 220,886 | 5.4M | 0.98% |