Berger Financial Group, Inc - Portfolio overview

Berger Financial Group, Inc has 492 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 5.02%
2. VUG - VANGUARD INDEX FDS, 4.51%
3. JBND - J P MORGAN EXCHANGE TRADED F, 4.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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