Berger Financial Group, Inc ETFs

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VGK Vanguard Ftse Europe ETF Ftse	$0	$257,000 0.02% of portfolio	4,057	Q4 2024 Added 0.02%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$253,000 0.02% of portfolio	10,246	Q4 2024 Added 16.39%
DGS Wisdomtree Emerging Markets Sm	$0	$251,000 0.02% of portfolio	5,134	Q4 2024 Added 0.25%
HYD Vaneck High Yield Muni ETF	$0	$248,000 0.02% of portfolio	4,790	Q4 2024 New
IAU Ishares Gold Trust	$47B	$247,000 0.02% of portfolio	5,003	Q4 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$244,000 0.02% of portfolio	4,340	Q4 2024 Added 13.02%
VGSH Vanguard	$0	$244,000 0.02% of portfolio	4,194	Q4 2024 Reduced 7.21%
SLV I Shares Silver Trust	$15.7B	$233,000 0.02% of portfolio	8,869	Q4 2024 New
JVAL J P Morgan ETF Tr U S Value Fa	$0	$232,000 0.02% of portfolio	5,388	Q4 2024 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$230,000 0.02% of portfolio	4,519	Q4 2024 Reduced 11.48%
SPIB Spdr Portfolio Intermediate Te	$0	$229,000 0.02% of portfolio	6,993	Q4 2024 Added 0.21%
DFIP Dimensional ETF Tr Inflation P	$0	$227,000 0.02% of portfolio	5,631	Q4 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$225,000 0.02% of portfolio	3,706	Q4 2024 Reduced 5.89%
GSLC Goldman Sachs ETF Tr Activebet	$0	$221,000 0.02% of portfolio	1,922	Q4 2024 New
PTF Invesco Exchange Traded Fd Tr	$0	$218,000 0.02% of portfolio	3,014	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$216,000 0.02% of portfolio	8,364	Q4 2024 Added 107.7%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$216,000 0.02% of portfolio	3,559	Q4 2024 Added 0.08%
VCIT Vanguard Intermediate Term Cor	$0	$216,000 0.02% of portfolio	2,703	Q4 2024 Reduced 25.29%
DGRO Ishares Core Dividend Growth E	$0	$214,000 0.02% of portfolio	3,489	Q4 2024 Reduced 3.35%
DFAI Dimensional ETF Tr	$0	$213,000 0.02% of portfolio	7,295	Q4 2024 New
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$210,000 0.02% of portfolio	9,466	Q4 2024 New
IBTI Ishares Tr Ibonds Dec 2028 Ter	$0	$210,000 0.02% of portfolio	9,601	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$207,000 0.02% of portfolio	6,252	Q1 2024 Reduced 50.68%
SLYV Spdr S&P 600 Small Cap Value E	$0	$205,000 0.02% of portfolio	2,350	Q4 2024 Reduced 26.29%
FIXD First Tr ETF Viii Tcw Opportun	$0	$205,000 0.02% of portfolio	4,792	Q3 2024 Reduced 0.95%
SMB Vaneck Short Muni ETF	$0	$188,000 0.02% of portfolio	11,048	Q1 2024 New
FDD First Trust Stoxx European Sel	$0	$172,000 0.01% of portfolio	15,305	Q4 2024 Reduced 27.4%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	102,095	Q4 2024 Reduced 7.24%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	16,863	Q3 2024 Reduced 7.92%
RYF Invesco S&P 500 Equal Weight F	$0	$0 0.0% of portfolio	7,106	Q4 2024 Reduced 7.35%
EWRE Invesco S&P 500 Equal Weight R	$0	$0 0.0% of portfolio	5,942	Q4 2024 Reduced 20.47%
RYU Invesco S&P 500 Equal Weight U	$0	$0 0.0% of portfolio	10,890	Q3 2024 Reduced 14.33%
JAGG Jpmorgan Tr Us Aggregate Bond	$0	$0 0.0% of portfolio	486,936	Q4 2024 Added 8.59%

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