BG Investment Services, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001873989 · HAGATNA, GU

As of Sep 30, 2025, BG Investment Services, Inc. reported 45 positions worth 01.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
FIDELITY TOTAL BOND ETF	FBND	—	343,339	5.9M	15.66%
ISHARES CORE S&P 500 ETF	IVV	—	20,775	3.9M	13.72%
FIDELITY BLUE CHIP GROWTH ETF	FBCG	—	240,478	2.9M	12.73%
ISHARES CORE MSCI EAFE ETF	IEFA	—	80,568	$7.0M	6.94%
FIDELITY HIGH DIVIDEND ETF	FDVV	—	75,755	$4.2M	4.16%
JPMORGAN EQUITY PREMIUM INCOME ETF	JEPI	—	68,887	$3.9M	3.88%
FIDELITY COVINGTON TRUST	FENI	—	102,027	$3.6M	3.55%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	15,322	$3.1M	3.08%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	IGSB	—	57,272	$3.0M	3.00%
FIDELITY COVINGTON TRUST	FDHY	—	57,664	$2.8M	2.80%
NVIDIA CORP	NVDA	Technology	13,334	$2.5M	2.45%
ISHARES RUSSELL MID-CAP ETF	IWR	—	22,842	$2.2M	2.18%
ISHARES US INFRASTRUCTURE ETF	IFRA	—	41,152	$2.2M	2.14%
APPLE INC	AAPL	Technology	7,890	$2.0M	1.98%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	62,076	.7M	1.67%
SCHWAB US LARGE-CAP GROWTH	SCHG	—	51,860	.7M	1.63%
VANGUARD 500 INDEX FUND	VOO	—	2,549	.6M	1.54%
TESLA INC	TSLA	Consumer Cyclical	3,399	.5M	1.49%
ISHARES RUSSELL 2000 ETF	IWM	—	6,145	.5M	1.47%
FIDELITY COVINGTON TRUST	FMDE	—	39,807	.4M	1.42%
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	VYMI	—	16,704	.4M	1.40%
AMAZON.COM INC	AMZN	Equity	4,253	$933.8K	0.92%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	12,395	$817.1K	0.81%
MICROSOFT CORP	MSFT	Technology	1,571	$813.9K	0.80%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	VYM	—	5,341	$752.9K	0.74%