Berger Financial Group, Inc
CIK Number: 0001826136
1.45B
Market Value
394
# of Holdings
9 months
Avg. Holding Period
34.20%
Win Rate
18.42%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Div... | 25.87 | +0.31% | 2.64M | +216.04% | 72.14M | 25.84 | 4.98% |
| 2 | SCHX | Schwab U.S. Lar... | 21.91 | +0.64% | 2.73M | +205.13% | 63.17M | 17.91 | 4.36% |
| 3 | SCHG | Schwab U.S. Lar... | 25.40 | +0.63% | 2.14M | +327.86% | 59.62M | 19.95 | 4.11% |
| 4 | JBND | JP Morgan Activ... | 53.57 | +0.28% | 1.14M | +1.57% | 59.46M | 51.91 | 4.10% |
| 5 | LMBS | First Trust Low... | 49.08 | +0.16% | 881.59K | +2.83% | 42.91M | 47.7 | 2.96% |
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