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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Berger Financial Group, Inc

Quarter ended Q2 2023 · Filed April 24, 2023 · Accession 0001172661-23-001757

Total Value
$758.1M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1HARTFORD FDS EXCHANGE TRADED41653L7011,278,050$44.8M5.40%
2J P MORGAN EXCHANGE TRADED F46641Q241947,210$44.5M5.35%
3PGIM ETF TR69344A875634,324$35.9M4.33%
4APPLE INCAAPL175,256$28.9M3.48%
5SCHWAB STRATEGIC TR808524201580,802$28.1M3.38%
6FIRST TR EXCHANGE-TRADED FD33739Q200530,986$25.4M3.06%
7FIRST TR EXCH TRADED FD III33739E1081,497,804$23.9M2.88%
8SCHWAB STRATEGIC TR808524797320,982$23.5M2.83%
9C H ROBINSON WORLDWIDE INCCHRW221,275$22.0M2.65%
10SCHWAB STRATEGIC TR808524300309,915$20.2M2.43%
11ISHARES TR464287226200,286$20.0M2.40%
12FIRST TR EXCHANGE-TRADED FD33733E203108,925$16.9M2.03%
13GOLDMAN SACHS ETF TRNVGLF349,464$16.2M1.95%
14ISHARES TR464287432105,877$11.3M1.36%
15MICROSOFT CORPMSFT37,822$10.9M1.31%
16HARTFORD FDS EXCHANGE TRADED41653L305318,466$10.8M1.30%
17UNITEDHEALTH GROUP INCUNH21,282$10.1M1.21%
18SCHWAB STRATEGIC TR808524805288,646$10.0M1.21%
19AMAZON COM INCAMZN89,781$9.3M1.12%
20STRATEGY SHSSTRD410,358$8.3M1.00%
21COSTCO WHSL CORP NEW22160K10515,365$7.6M0.92%
22SCHWAB STRATEGIC TR808524607173,688$7.3M0.88%
23LOCKHEED MARTIN CORPLMT15,276$7.2M0.87%
24HOME DEPOT INCHD24,141$7.1M0.86%
25VISA INCV31,473$7.1M0.85%
26VANGUARD INTL EQUITY INDEX F922042858174,840$7.1M0.85%
27MASTERCARD INCORPORATEDMA19,139$7.0M0.84%
28VANGUARD INDEX FDS92290873627,762$6.9M0.83%
29INDEPENDENCE RLTY TR INC45378A106416,094$6.7M0.80%
30VANGUARD INDEX FDS92290836317,453$6.6M0.79%
31ISHARES TR46435G268113,795$6.2M0.75%
32GRAINGER W W INC3848021048,597$5.9M0.71%
33MERCK & CO INCMRK53,693$5.7M0.69%
34WALMART INCWMT36,935$5.4M0.66%
35SPDR INDEX SHS FDS78463X889167,489$5.4M0.65%
36KIMBERLY-CLARK CORPKMB37,955$5.1M0.61%
37TEXAS INSTRS INC88250810427,222$5.1M0.61%
38TE CONNECTIVITY LTDTEL37,927$5.0M0.60%
39VALERO ENERGY CORPVLO35,470$5.0M0.60%
40INTERPUBLIC GROUP COS INCINTR131,666$4.9M0.59%
41GENUINE PARTS COGPC29,159$4.9M0.59%
42INTERNATIONAL BUSINESS MACHSINTR36,984$4.8M0.58%
43PHILLIPS 66PSX47,747$4.8M0.58%
44EXPEDITORS INTL WASH INC30213010943,928$4.8M0.58%
45HENRY SCHEIN INCHSIC59,135$4.8M0.58%
46CDW CORPCDW24,607$4.8M0.58%
47COMCAST CORP NEWCCZ125,732$4.8M0.57%
48NETAPP INCNTAP74,141$4.7M0.57%
49F5 INCFFIV32,431$4.7M0.57%
50LYONDELLBASELL INDUSTRIES NLYB50,300$4.7M0.57%
51KELLOGG COBEKE70,053$4.7M0.56%
52HUMANA INCHUM9,640$4.7M0.56%
53COLGATE PALMOLIVE COCL62,190$4.7M0.56%
54HEWLETT PACKARD ENTERPRISE CHPE-PC291,712$4.6M0.56%
55ELECTRONIC ARTS INCEA38,198$4.6M0.55%
56INNOVATOR ETFS TRINHD166,477$4.6M0.55%
57SCHWAB STRATEGIC TR80852450867,169$4.6M0.55%
58COGNIZANT TECHNOLOGY SOLUTIOCTSH74,779$4.6M0.55%
59TRAVELERS COMPANIES INCTRV26,478$4.5M0.55%
60LEIDOS HOLDINGS INCLDOS48,963$4.5M0.54%
61DTE ENERGY CODTK40,605$4.4M0.54%
62ASSURANT INCAIZN36,831$4.4M0.53%
63INNOVATOR ETFS TRINHD173,001$4.4M0.53%
64HARTFORD FINL SVCS GROUP INCHIG-PG62,474$4.4M0.52%
65INCYTE CORPINCY58,981$4.3M0.51%
66BOEING COBA-PA19,774$4.2M0.51%
67SPDR S&P 500 ETF TRSPY10,243$4.2M0.50%
68MOLINA HEALTHCARE INCMOH15,572$4.2M0.50%
69CAMDEN PPTY TR13313110239,222$4.1M0.49%
70PRUDENTIAL FINL INCPUKPF47,816$4.0M0.48%
71CION INVT CORP17259U204399,320$3.9M0.47%
72METLIFE INCMET-PF67,692$3.9M0.47%
73MEDTRONIC PLCMDT47,193$3.8M0.46%
74CHURCH & DWIGHT CO INCCHD42,674$3.8M0.45%
75THERMO FISHER SCIENTIFIC INCTMO5,801$3.3M0.40%
76VANGUARD TAX-MANAGED FDS92194385873,429$3.3M0.40%
77BIO-TECHNE CORPTECH43,740$3.2M0.39%
78NVIDIA CORPORATIONNVDA11,548$3.2M0.39%
79NEXTERA ENERGY INCNEE-PW39,509$3.0M0.37%
80J P MORGAN EXCHANGE TRADED F46641Q30860,217$3.0M0.37%
81ISHARES TR46428828134,393$3.0M0.36%
82TESLA INCTSLA12,549$2.6M0.31%
83WISDOMTREE TRWT39,147$2.4M0.29%
84ALPHABET INCGOOG21,708$2.3M0.27%
85DONALDSON INCDCI34,460$2.3M0.27%
86ISHARES TR46429B69730,359$2.2M0.27%
87JOHNSON & JOHNSONJNJ14,118$2.2M0.26%
88FISERV INCFISV18,856$2.1M0.26%
89ISHARES TR46428888521,263$2.0M0.24%
90VANGUARD INDEX FDS92290875110,228$1.9M0.23%
91INTUITINTU4,206$1.9M0.23%
92ISHARES TR46435U44038,337$1.8M0.22%
93INVESCO QQQ TRIVZ5,463$1.8M0.21%
94ALPHABET INCGOOG15,089$1.6M0.19%
95GLOBAL X FDS37954Y47537,634$1.5M0.18%
96INNOVATOR ETFS TRINHD65,101$1.5M0.18%
97INNOVATOR ETFS TRINHD52,433$1.5M0.18%
98INVESCO EXCH TRD SLF IDX FDIVZ59,512$1.3M0.15%
99XCEL ENERGY INCXELLL18,600$1.3M0.15%
100INTUITIVE SURGICAL INCISRG4,843$1.2M0.15%
101INVESCO EXCH TRD SLF IDX FDIVZ59,252$1.2M0.15%
102PEPSICO INCPEP6,460$1.2M0.14%
103BLOCK INCBSQKZ16,888$1.2M0.14%
104AMGEN INCAMGN4,567$1.1M0.13%
105EXXON MOBIL CORPXOM9,920$1.1M0.13%
106VANGUARD INDEX FDS9229086375,652$1.1M0.13%
107TORO COTORO9,257$1.0M0.12%
1083M COMMM9,341$981,8460.12%
109LILLY ELI & COLLY2,857$981,0050.12%
110HONEYWELL INTL INC4385161065,014$958,2790.12%
111INNOVATOR ETFS TRINHD38,643$957,0560.12%
112DISNEY WALT CO2546871069,323$933,5070.11%
113ABBVIE INCABBV5,739$914,5460.11%
114ETF MANAGERS TR26924G88817,409$908,2920.11%
115TARGET CORPTGT5,427$898,9490.11%
116ISHARES TR46428730913,455$859,6400.10%
117SPDR SER TR78464A80516,934$853,9580.10%
118PFIZER INCPFE20,799$848,6000.10%
119INVESCO EXCH TRD SLF IDX FDIVZ41,026$832,0100.10%
120COCA COLA COKO13,367$829,1270.10%
121CISCO SYS INCCSCO15,701$820,7870.10%
122VANGUARD SCOTTSDALE FDS92206C10213,967$817,6110.10%
123ISHARES TR4642872001,947$800,4360.10%
124JPMORGAN CHASE & COVYLD6,125$798,0970.10%
125VANGUARD SCOTTSDALE FDS92206C40910,264$782,4040.09%
126BANK MONTREAL QUE0636711018,780$782,3860.09%
127VANGUARD INDEX FDS9229087445,381$743,1330.09%
128SPDR S&P MIDCAP 400 ETF TRMDY1,605$735,7460.09%
129PROCTER AND GAMBLE CO7427181094,800$713,7460.09%
130NETFLIX INCNFLX2,032$702,0160.08%
131VANGUARD BD INDEX FDS9219378278,862$677,8590.08%
132DANAHER CORPORATION2358511022,565$646,3840.08%
133PUBLIC STORAGEPSA-PS2,131$643,9290.08%
134VANGUARD STAR FDS92190976811,655$643,4890.08%
135ISHARES TR46428822432,519$643,2330.08%
136STARBUCKS CORPSBUX6,115$636,7730.08%
137VANGUARD WORLD FD9219108406,290$635,4610.08%
138WP CAREY INC92936U1098,204$635,4390.08%
139META PLATFORMS INCMETA2,938$622,6800.07%
140BECTON DICKINSON & COBDX2,459$608,6710.07%
141ORACLE CORPORCL-PD6,489$602,9850.07%
142FIRST TR EXCHANGE-TRADED FD33733E50011,523$601,8720.07%
143ISHARES TR4642875983,866$588,6540.07%
144INVESCO EXCH TRD SLF IDX FDIVZ30,460$583,6140.07%
145INVESCO EXCH TRADED FD TR IIIVZ9,269$578,3860.07%
146MCDONALDS CORPMCD2,019$564,5320.07%
147SCHWAB STRATEGIC TR8085244098,339$546,8720.07%
148AMPLIFY ETF TR03210840915,285$542,1490.07%
149ADOBE SYSTEMS INCORPORATEDADBE1,406$541,8310.07%
150CHEVRON CORP NEWCVX3,198$521,7090.06%
151MORGAN STANLEYMS-PQ5,877$516,0240.06%
152CATERPILLAR INCCAT2,145$490,8580.06%
153DELAWARE INVTS NATL MUN INCO24610T10845,994$490,7520.06%
154EDWARDS LIFESCIENCES CORPEW5,913$489,1830.06%
155VANGUARD MALVERN FDS92202080510,197$487,6210.06%
156PACER FDS TR69374H88110,363$486,5320.06%
157FRANKLIN ETF TR3535061085,336$482,2820.06%
158UNION PAC CORPUNP2,391$481,2210.06%
159ISHARES TR4642875563,725$481,1210.06%
160SELECT SECTOR SPDR TR81369Y8867,002$473,9470.06%
161ISHARES TR4642874656,594$471,6190.06%
162BRISTOL-MYERS SQUIBB COCELG-RI6,777$469,7340.06%
163PAYPAL HLDGS INCPYPL6,118$464,6010.06%
164SELECT SECTOR SPDR TR81369Y5065,544$459,2100.06%
165BROADCOM INCAVGO711$456,3090.05%
166SOUTHERN COSOMN6,473$450,3920.05%
167VERIZON COMMUNICATIONS INCVZ11,538$448,7050.05%
168VANGUARD CHARLOTTE FDS92203J4079,129$446,6080.05%
169CANADIAN IMPERIAL BK COMM TOCNDIF10,508$445,7500.05%
170INTEL CORPINTC13,624$445,0990.05%
171VANGUARD BD INDEX FDS9219378355,965$440,3960.05%
172ISHARES TR46435G24317,824$428,8460.05%
173PAYCOM SOFTWARE INCPAYC1,401$425,9190.05%
174SPDR GOLD TRGLD2,253$412,7950.05%
175SCHWAB STRATEGIC TR80852475512,676$396,3790.05%
176FASTENAL COFAST7,301$393,7900.05%
177SALESFORCE INCCRM1,967$392,9680.05%
178WOLVERINE WORLD WIDE INCWWW23,000$392,1500.05%
179VANGUARD WORLD FDS92204A5041,611$384,1600.05%
180QUALCOMM INCQCOM2,981$380,3050.05%
181GOLDMAN SACHS GROUP INCGSCE1,155$377,7860.05%
182ISHARES TR4642878043,867$373,9840.04%
183ISHARES TR4642871763,389$373,6550.04%
184BANK AMERICA CORP06050510413,017$372,2850.04%
185J P MORGAN EXCHANGE TRADED F46641Q8377,384$371,5400.04%
186HUNT J B TRANS SVCS INC4456581072,112$370,5720.04%
187SPDR SER TR78464A7632,991$370,0150.04%
188CONSTELLATION BRANDS INCSTZ1,638$369,9000.04%
189PHILIP MORRIS INTL INC7181721093,789$368,5250.04%
190WISDOMTREE TRWT8,384$366,5490.04%
191DOLLAR GEN CORP NEW2566771051,708$359,4080.04%
192US BANCORP DELUSB-PS9,901$356,9140.04%
193ALTRIA GROUP INCMO7,838$349,7170.04%
194ABBOTT LABSABLZF3,424$346,7590.04%
195DEERE & CODE836$345,1060.04%
196VECTOR GROUP LTD92240M10828,595$343,4260.04%
197DELTA AIR LINES INC DELDAL9,795$342,0420.04%
198ENPHASE ENERGY INCENPH1,587$333,7150.04%
199WISDOMTREE TRWT7,650$330,6330.04%
200INNOVATOR ETFS TRINHD11,489$326,8630.04%
201AT&T INCT-PC16,937$326,0300.04%
202ISHARES TR4642875071,262$315,7720.04%
203ELEVANCE HEALTH INCELV686$315,3270.04%
204LEGG MASON ETF INVT52468L50511,596$312,6370.04%
205ISHARES TR46429B6894,475$302,7500.04%
206AUTOZONE INCAZO123$302,3530.04%
207INNOVATOR ETFS TRINHD10,494$299,1590.04%
208ECOLAB INCECL1,787$295,8030.04%
209ROYAL CARIBBEAN GROUPV7780T1034,500$293,8500.04%
210BANK AMERICA CORP060505682251$293,1080.04%
211WISDOMTREE TRWT4,780$291,2940.04%
212FIRST TR STOXX EUROPEAN SELE33735T10924,826$289,5960.03%
213TAIWAN SEMICONDUCTOR MFG LTD8740391003,077$286,2230.03%
214GENERAL MLS INC3703341043,313$283,1690.03%
215SPDR SER TR78464A3594,147$278,1440.03%
216VANGUARD SCOTTSDALE FDS92206C8703,435$275,5720.03%
217REGENERON PHARMACEUTICALSREGN334$274,4380.03%
218ISHARES TR46434V6215,467$273,3010.03%
219TORONTO DOMINION BK ONTTORO4,514$270,3890.03%
220VANGUARD WORLD FDS92204A702692$266,8750.03%
221FIDELITY MERRIMACK STR TR3161883095,798$266,7130.03%
222COHEN & STEERS REIT & PFD &19247X10013,628$265,8910.03%
223VANGUARD SPECIALIZED FUNDS9219088441,719$264,7440.03%
224CVS HEALTH CORPCVS3,551$263,8920.03%
225ISHARES TR4642872422,398$262,8750.03%
226ZOETIS INCZTS1,578$262,6310.03%
227ISHARES TR46434V4567,423$262,0410.03%
228WELLS FARGO CO NEW949746804221$259,9520.03%
229J P MORGAN EXCHANGE TRADED F46641Q1344,663$256,7940.03%
230CSX CORPCSX8,575$256,7290.03%
231REALTY INCOME CORPO4,044$256,0430.03%
232TRACTOR SUPPLY COTSCO1,080$253,8440.03%
233WISDOMTREE TRWT5,474$250,6480.03%
234VANGUARD INTL EQUITY INDEX F9220428744,054$247,0640.03%
235APPLIED MATLS INC0382221052,010$246,9020.03%
236WASTE MGMT INC DEL94106L1091,506$245,8040.03%
237FIRST TR EXCHNG TRADED FD VI33740F8055,388$242,7840.03%
238VANGUARD INDEX FDS9229086521,730$242,5490.03%
239ADVANCED MICRO DEVICES INCAMD2,464$241,4970.03%
240SOUTHERN COPPER CORPSCCO3,160$240,9480.03%
241CHEMED CORP NEWCHE447$240,5280.03%
242UNITED PARCEL SERVICE INCUPS1,233$239,1340.03%
243TOYOTA MOTOR CORPTOYOF1,686$238,8900.03%
244VANGUARD WHITEHALL FDS9219464062,251$237,5330.03%
245SOUTHWEST AIRLS CO8447411087,287$237,1170.03%
246SCHWAB CHARLES CORPSCHW-PJ4,512$236,3420.03%
247SPDR INDEX SHS FDS78463X8717,591$235,1030.03%
248VANGUARD SCOTTSDALE FDS92206C7714,979$231,7730.03%
249WISDOMTREE TRWT8,063$230,2800.03%
250BEST BUY INCBBY2,904$227,3190.03%
251BP PLCBPPFF5,921$224,6490.03%
252VANGUARD INDEX FDS9229087691,095$223,5140.03%
253BOSTON SCIENTIFIC CORPBSX4,446$222,4340.03%
254WELLS FARGO CO NEW9497461015,877$219,6990.03%
255LOWES COS INC5486611071,086$217,1970.03%
256NUSHARES ETF TRNU10,283$213,4040.03%
257CHENIERE ENERGY INCLNG1,338$210,8690.03%
258BOOKING HOLDINGS INCBKNG79$209,5410.03%
259GILEAD SCIENCES INCGILD2,508$208,1230.03%
260BARRICK GOLD CORP06790110811,062$205,4220.02%
261GARTNER INCIT616$200,6750.02%
262VANGUARD WORLD FD9219108731,400$200,3950.02%
263NUVEEN PFD & INCOME SECS FDNU30,428$196,5660.02%
264FORD MTR CO DEL34537086014,362$180,9640.02%
265NORWEGIAN CRUISE LINE HLDG LNCLH8,384$112,7650.01%
266ROYAL CARIBBEAN GROUPV7780T1031,300$84,8900.01%
267NORWEGIAN CRUISE LINE HLDG LNCLH3,800$51,1100.01%
268LEXICON PHARMACEUTICALS INCLXRX10,929$26,5580.00%