Berger Financial Group, Inc

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Plymouth, MN
CIK
0001826136
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 305 965,378 PGIM ETF TR, JAGG, HCRB, SCHX 13F-HR 2/7/2024 000117266124000504
Q3 2023 277 870,691 JAGG, HCRB, PGIM ETF TR, SCHX 13F-HR 11/3/2023 000117266123003599
Q2 2023 288 881,715 JAGG, HCRB, PGIM ETF TR, AAPL 13F-HR 8/10/2023 000117266123002852
Q1 2023 268 831,085 HCRB, JAGG, PGIM ETF TR, AAPL 13F-HR 4/24/2023 000117266123001757
Q4 2022 260 758,084 JAGG, HCRB, SCHX, LMBS 13F-HR 1/30/2023 000117266123000352
Q3 2022 233 680,968 JAGG, HCRB, SCHX, FPE 13F-HR 10/27/2022 000160658722002019
Q2 2022 242 684,489 HCRB, JAGG, SCHX, FPE 13F-HR 8/8/2022 000160658722001657
Q1 2022 269 787,028 HCRB, JAGG, SCHX, AAPL 13F-HR 5/9/2022 000160658722001032
Q4 2021 255 754,879 JAGG, SCHX, AAPL, HCRB 13F-HR 1/26/2022 000160658722000128
Q3 2021 208 554,764 JAGG, HCRB, SCHX, FBT 13F-HR 10/28/2021 000108514621002922
Q2 2021 203 552,986 JAGG, HCRB, SCHX, FBT 13F-HR 7/29/2021 000108514621002155
Q1 2021 193 459,245 HCRB, SCHX, CHRW, FBT 13F-HR 5/12/2021 000108514621001588
Q4 2020 203 572,525 JAGG, TIP, CHRW, FBT 13F-HR 2/2/2021 000108514621000382