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Home > Institutional Investor > Berger Financial Group, Inc > Profile

Instuitional Investor - Berger Financial Group, Inc

Fund Profile
Filing Period:
Fund Name: Berger Financial Group, Inc
Portfolio Value $1,440,839,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,927,350 $81,848,708 5.68%
2.
J P Morgan Exchange Traded F - ACTIVE BOND ETF
 1,250,930 $66,949,798 4.65%
3.
Pgim Etf Tr
 704,041 $59,851,371 4.15%
4.
Schwab Strategic Trust
 FNDF 2,207,231 $55,269,070 3.84%
5.
Schwab Strategic Trust
 FNDF 2,256,872 $49,831,743 3.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)