Berger Financial Group, Inc
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationplymouth, MN
- CIK0001826136
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
411 | $1.45B | SCHD, SCHX, PJFG, SCHG | 13F-HR | Feb 14, 2025 | 000117266125001074 | ||
391 | $1.39B | SCHD, JBND, SCHX, PJFG | 13F-HR | Nov 12, 2024 | 000117266124004557 | ||
363 | $1.25B | SCHD, JBND, PJFG, SCHX | 13F-HR | Aug 14, 2024 | 000117266124003393 | ||
361 | $1.21B | SCHX, JBND, SCHD, PJFG | 13F-HR | Apr 16, 2024 | 000117266124001863 | ||
305 | $965.38M | PJFG, BBAG, HCRB, SCHX | 13F-HR | Feb 7, 2024 | 000117266124000504 | ||
277 | $870.69M | BBAG, HCRB, PJFG, SCHX | 13F-HR | Nov 3, 2023 | 000117266123003599 | ||
288 | $881.72M | BBAG, HCRB, PJFG, AAPL | 13F-HR | Aug 10, 2023 | 000117266123002852 | ||
268 | $831.09M | HCRB, BBAG, PJFG, AAPL | 13F-HR | Apr 24, 2023 | 000117266123001757 | ||
260 | $758.09M | BBAG, HCRB, SCHX, LMBS | 13F-HR | Jan 30, 2023 | 000117266123000352 | ||
233 | $680.97M | BBAG, HCRB, SCHX, FPE | 13F-HR | Oct 27, 2022 | 000160658722002019 | ||
242 | $684.49M | HCRB, BBAG, SCHX, FPE | 13F-HR | Aug 8, 2022 | 000160658722001657 | ||
269 | $787.03M | HCRB, BBAG, SCHX, AAPL | 13F-HR | May 10, 2022 | 000160658722001032 | ||
255 | $754.88M | BBAG, SCHX, AAPL, HCRB | 13F-HR | Jan 26, 2022 | 000160658722000128 | ||
208 | $554.76M | BBAG, HCRB, SCHX, FBT | 13F-HR | Oct 28, 2021 | 000108514621002922 | ||
203 | $552.99M | BBAG, HCRB, SCHX, FBT | 13F-HR | Jul 29, 2021 | 000108514621002155 | ||
193 | $459.25M | HCRB, SCHX, CHRW, FBT | 13F-HR | May 12, 2021 | 000108514621001588 | ||
203 | $572.52M | JAGG, TIP, CHRW, FBT | 13F-HR | Feb 2, 2021 | 000108514621000382 |