Berger Financial Group, Inc
Annual return
—
SPY
—
Alpha
—
Invested
$3.6B
Holdings
462
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$SCHD
SCHWAB STRATEGIC TR
Q4 2025: Increased +3.1% (3.06M → 3.15M shares)
5.2%
02
$VUG
VANGUARD INDEX FDS
Q4 2025: Increased +1.0% (35.9k → 36.2k shares)
4.7%
03
$JBND
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +3.6% (1.29M → 1.33M shares)
4.4%
04
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Increased +1.2% (2.27M → 2.30M shares)
4.3%
05
$PJFG
PGIM ETF TR
Q3 2025: Increased +1.0% (717.1k → 724.4k shares)
4.0%
06
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: Sold 1.1% (2.36M → 2.34M shares)
3.4%
07
$LMBS
FIRST TR EXCHANGE-TRADED FD
Q4 2025: Increased +4.3% (1.01M → 1.05M shares)
3.2%
08
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +4.5% (845.4k → 883.2k shares)
2.3%
09
$AAPL
APPLE INC
Q4 2025: Sold 1.8% (163.5k → 160.7k shares)
2.2%
10
$RAAX
VANECK ETF TRUST
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 05:52 UTC.