Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGER FINANCIAL GROUP INC | 04-15-2024 | 03-31-2024 | 361 | 1,214,221,035 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1 | $58,814,450 | 947,703 | 0.00 | 0.00 | 300,268 | 46.38 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 2 | $58,116,065 | 1,106,340 | 0.00 | 1,106,340 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $57,022,937 | 707,217 | 0.00 | 0.00 | 326,056 | 85.54 | 03-31-2024 |
| PGIM ETF TR | JENNISON FOC GWT | 4 | $52,161,593 | 633,886 | 0.00 | 0.01 | -34,583 | -5.17 | 03-31-2024 |
