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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | EXTEND MKT ETF | 351 | $278,505 | 1,589 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ESG AWRE 1 5 YR | 352 | $277,535 | 11,337 | 0.00 | 0.00 | -585 | -4.91 | 03-31-2024 |
| CVS HEALTH CORP | COM | 353 | $276,629 | 3,468 | 0.00 | 0.00 | 631 | 22.24 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 354 | $273,088 | 4,055 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
