Berger Financial Group, Inc

CIK Number: 0001826136

1.45B
Market Value
393
# of Holdings
9 months
Avg. Holding Period
34.28%
Win Rate
18.42%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SCHD Schwab U.S. Div...
26.72
-4.13% 2.64M +216.04% 72.14M 25.84 4.98%
2 SCHX Schwab U.S. Lar...
21.20
-5% 2.73M +205.13% 63.17M 17.91 4.36%
3 SCHG Schwab U.S. Lar...
24.02
-5.68% 2.14M +327.86% 59.62M 19.95 4.11%
4 JBND JP Morgan Activ...
53.76
+0.64% 1.14M +1.57% 59.46M 51.91 4.10%
5 LMBS First Trust Low...
49.27
+0.19% 881.59K +2.83% 42.91M 47.7 2.96%

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