StockDriftsStockDriftsTop 50 Berger Financial Group, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 5.15% | 3.00M | $91.9M | -5.00%(-157.75K) | $25.99(+22.18%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.64% | 189.3K | $82.7M | +422.47%(+153.11K) | $71.30(+22.74%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 4.35% | 1.44M | $77.6M | +8.46%(+112.59K) | $52.93(+0.76%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.24% | 2.60M | $75.7M | +13.17%(+302.29K) | $21.23(+61.65%) | 2026-03-31 | |
| PJFG | PGIM ETF TR | 3.95% | 723.2K | $70.4M | +0.09%(+677) | $57.26(+101.93%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.4% | 2.37M | $60.7M | +1.23%(+28.82K) | $17.65(+65.27%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 3.15% | 1.13M | $56.2M | +6.90%(+72.76K) | $48.12(+3.68%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.31% | 875.3K | $41.2M | -0.90%(-7.96K) | $51.56(-9.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.22% | 156.2K | $39.7M | -2.75%(-4.42K) | $144.14(+107.35%) | 2026-03-31 | |
| RAAX | VANECK ETF TRUST | 1.85% | 809.9K | $33.0M | new | $37.37(+13.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.06% | +29.71% |
| Top 20 Holdings Unweighted | +10.00% | +33.09% |
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