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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 Q4 2023 · Filed November 3, 2023 · Accession 0001172661-23-003599

Total Value
$870.7M
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q241988,485$43.7M5.02%
2HARTFORD FDS EXCHANGE TRADED41653L7011,278,303$42.4M4.87%
3PGIM ETF TR69344A875647,240$40.5M4.65%
4SCHWAB STRATEGIC TR808524201620,665$31.4M3.61%
5APPLE INCAAPL168,302$28.8M3.31%
6SCHWAB STRATEGIC TR808524300369,673$26.9M3.09%
7SCHWAB STRATEGIC TR808524797370,584$26.2M3.01%
8FIRST TR EXCHANGE-TRADED FD33739Q200542,391$25.6M2.94%
9FIRST TR EXCH TRADED FD III33739E1081,555,074$24.8M2.85%
10ISHARES TR464287226208,825$19.6M2.26%
11C H ROBINSON WORLDWIDE INCCHRW220,500$19.0M2.18%
12GOLDMAN SACHS ETF TRNVGLF360,867$16.9M1.94%
13FIRST TR EXCHANGE-TRADED FD33733E203113,978$16.7M1.92%
14HARTFORD FDS EXCHANGE TRADED41653L305375,373$12.0M1.38%
15MICROSOFT CORPMSFT37,976$12.0M1.38%
16AMAZON COM INCAMZN87,586$11.1M1.28%
17UNITEDHEALTH GROUP INCUNH21,106$10.6M1.22%
18ISHARES TR464287432107,294$9.5M1.09%
19SCHWAB STRATEGIC TR808524805273,460$9.3M1.07%
20VANGUARD INDEX FDS92290873631,642$8.6M0.99%
21COSTCO WHSL CORP NEW22160K10515,048$8.5M0.98%
22SCHWAB STRATEGIC TR808524607200,601$8.3M0.95%
23VANGUARD INTL EQUITY INDEX F922042858206,356$8.1M0.93%
24MASTERCARD INCORPORATEDMA18,322$7.3M0.83%
25HOME DEPOT INCHD23,658$7.1M0.82%
26VISA INCV29,908$6.9M0.79%
27VANGUARD INDEX FDS92290836317,415$6.8M0.79%
28ISHARES TR46435G268122,805$6.7M0.77%
29SPDR INDEX SHS FDS78463X889211,126$6.5M0.75%
30INNOVATOR ETFS TRINHD254,926$6.5M0.75%
31STRATEGY SHSSTRD325,091$6.2M0.71%
32LOCKHEED MARTIN CORPLMT14,876$6.1M0.70%
33WALMART INCWMT36,140$5.8M0.66%
34SCHWAB STRATEGIC TR80852450883,373$5.6M0.65%
35PHILLIPS 66PSX46,432$5.6M0.64%
36GRAINGER W W INC3848021048,035$5.6M0.64%
37MERCK & CO INCMRK53,600$5.5M0.63%
38NETAPP INCNTAP71,184$5.4M0.62%
39COMCAST CORP NEWCCZ121,517$5.4M0.62%
40INTERNATIONAL BUSINESS MACHSINTR37,943$5.3M0.61%
41ASSURANT INCAIZN35,996$5.2M0.59%
42F5 INCFFIV31,649$5.1M0.59%
43INDEPENDENCE RLTY TR INC45378A106359,697$5.1M0.58%
44INNOVATOR ETFS TRINHD177,479$5.0M0.58%
45HEWLETT PACKARD ENTERPRISE CHPE-PC288,297$5.0M0.58%
46MOLINA HEALTHCARE INCMOH15,266$5.0M0.57%
47VALERO ENERGY CORPVLO35,315$5.0M0.57%
48VANGUARD TAX-MANAGED FDS921943858113,226$5.0M0.57%
49COGNIZANT TECHNOLOGY SOLUTIOCTSH72,954$4.9M0.57%
50CDW CORPCDW24,261$4.9M0.56%
51EXPEDITORS INTL WASH INC30213010942,453$4.9M0.56%
52NVIDIA CORPORATIONNVDA11,094$4.8M0.55%
53LYONDELLBASELL INDUSTRIES NLYB49,505$4.7M0.54%
54HUMANA INCHUM9,586$4.7M0.54%
55TE CONNECTIVITY LTDTEL36,902$4.6M0.52%
56PRUDENTIAL FINL INCPUKPF47,830$4.5M0.52%
57COLGATE PALMOLIVE COCL63,776$4.5M0.52%
58ELECTRONIC ARTS INCEA37,347$4.5M0.52%
59KIMBERLY-CLARK CORPKMB37,150$4.5M0.52%
60LEIDOS HOLDINGS INCLDOS48,457$4.5M0.51%
61HARTFORD FINL SVCS GROUP INCHIG-PG62,039$4.4M0.51%
62TRAVELERS COMPANIES INCTRV26,601$4.3M0.50%
63METLIFE INCMET-PF68,825$4.3M0.50%
64HENRY SCHEIN INCHSIC58,308$4.3M0.50%
65TEXAS INSTRS INC88250810426,864$4.3M0.49%
66GENUINE PARTS COGPC28,871$4.2M0.48%
67HAWKINS INCHWKN70,038$4.1M0.47%
68KELLANOVABEKE69,143$4.1M0.47%
69DTE ENERGY CODTK40,274$4.0M0.46%
70BOEING COBA-PA19,470$3.7M0.43%
71INTERPUBLIC GROUP COS INCINTR129,573$3.7M0.43%
72CAMDEN PPTY TR13313110239,152$3.7M0.43%
73CION INVT CORP17259U204350,283$3.7M0.43%
74CHURCH & DWIGHT CO INCCHD39,358$3.6M0.41%
75INVESCO EXCH TRD SLF IDX FDIVZ172,321$3.6M0.41%
76SPDR S&P 500 ETF TRSPY8,216$3.5M0.40%
77INCYTE CORPINCY60,256$3.5M0.40%
78MEDTRONIC PLCMDT44,039$3.5M0.40%
79ISHARES TR46428828140,938$3.4M0.39%
80BIO-TECHNE CORPTECH43,784$3.0M0.34%
81J P MORGAN EXCHANGE TRADED F46641Q30858,658$3.0M0.34%
82ALPHABET INCGOOG21,169$2.8M0.32%
83THERMO FISHER SCIENTIFIC INCTMO5,458$2.8M0.32%
84INVESCO EXCH TRD SLF IDX FDIVZ133,779$2.7M0.31%
85INNOVATOR ETFS TRINHD119,502$2.7M0.31%
86TESLA INCTSLA10,513$2.6M0.30%
87INNOVATOR ETFS TRINHD90,330$2.6M0.30%
88VANGUARD INDEX FDS92290875113,195$2.5M0.29%
89WISDOMTREE TRWT37,108$2.3M0.26%
90INVESCO EXCH TRD SLF IDX FDIVZ102,845$2.2M0.25%
91JOHNSON & JOHNSONJNJ13,880$2.2M0.25%
92INVESCO EXCH TRD SLF IDX FDIVZ114,524$2.2M0.25%
93VANGUARD BD INDEX FDS92193783530,071$2.1M0.24%
94FISERV INCFISV18,561$2.1M0.24%
95INTUITINTU4,010$2.0M0.24%
96INVESCO QQQ TRIVZ5,707$2.0M0.23%
97DONALDSON INCDCI33,868$2.0M0.23%
98VANGUARD INDEX FDS92290874414,397$2.0M0.23%
99ALPHABET INCGOOG14,746$1.9M0.22%
100ISHARES TR46428888522,384$1.9M0.22%
101INTUITIVE SURGICAL INCISRG6,086$1.8M0.20%
102INNOVATOR ETFS TRINHD70,519$1.8M0.20%
103NEXTERA ENERGY INCNEE-PW29,539$1.7M0.19%
104INNOVATOR ETFS TRINHD52,433$1.6M0.18%
105ELI LILLY & COLLY2,789$1.5M0.17%
106XCEL ENERGY INCXELLL25,486$1.5M0.17%
107GLOBAL X FDS37954Y47536,926$1.4M0.16%
108ISHARES TR46429B69718,950$1.4M0.16%
109AMGEN INCAMGN4,586$1.2M0.14%
110EXXON MOBIL CORPXOM10,174$1.2M0.14%
111VANGUARD INDEX FDS9229086375,881$1.2M0.13%
112OPORTUN FINL CORP68376D104157,098$1.1M0.13%
113ISHARES TR46435U44024,638$1.1M0.13%
114ETF MANAGERS TR26924G88821,735$1.1M0.12%
115PEPSICO INCPEP6,408$1.1M0.12%
116ISHARES TR4642872002,334$1.0M0.12%
117INVESCO EXCH TRD SLF IDX FDIVZ53,476$1.0M0.12%
118PROCTER AND GAMBLE CO7427181096,631$967,2490.11%
119META PLATFORMS INCMETA3,180$954,6680.11%
120INNOVATOR ETFS TRINHD38,766$936,0370.11%
1213M COMMM9,848$922,0040.11%
122HONEYWELL INTL INC4385161064,954$915,1480.11%
123JPMORGAN CHASE & COVYLD6,178$895,8700.10%
124PFIZER INCPFE26,298$872,3070.10%
125ISHARES TR46428730912,396$848,1350.10%
126SPDR SER TR78464A80515,596$818,6570.09%
127ABBVIE INCABBV5,471$815,5770.09%
128CISCO SYS INCCSCO15,153$814,6060.09%
129ISHARES TR4642872427,598$775,1550.09%
130VANGUARD MALVERN FDS92202080516,082$760,3570.09%
131COCA COLA COKO13,314$745,3020.09%
132ORACLE CORPORCL-PD7,014$742,8750.09%
133NETFLIX INCNFLX1,954$737,8310.08%
134SPDR S&P MIDCAP 400 ETF TRMDY1,606$733,4580.08%
135BANK MONTREAL QUE0636711018,531$719,7610.08%
136ADOBE INCADBE1,399$713,3510.08%
137VANGUARD SCOTTSDALE FDS92206C4098,944$672,1370.08%
138DISNEY WALT CO2546871067,909$641,0210.07%
139ISHARES TR4642875984,096$621,8710.07%
140INNOVATOR ETFS TRINHD22,216$618,8800.07%
141BROADCOM INCAVGO742$616,0020.07%
142DANAHER CORPORATION2358511022,474$613,7860.07%
143BECTON DICKINSON & COBDX2,270$586,9630.07%
144VANGUARD STAR FDS92190976810,892$582,9200.07%
145VANGUARD CHARLOTTE FDS92203J40712,129$580,1310.07%
146STARBUCKS CORPSBUX6,169$563,0890.06%
147ISHARES TR4642874576,936$561,5970.06%
148INVESCO EXCHANGE TRADED FD TIVZ3,952$559,9590.06%
149CATERPILLAR INCCAT2,050$559,5670.06%
150TARGET CORPTGT4,961$548,5620.06%
151SELECT SECTOR SPDR TR81369Y5066,011$543,3190.06%
152AMPLIFY ETF TR03210840915,637$543,0750.06%
153CHEVRON CORP NEWCVX3,209$541,1000.06%
154PUBLIC STORAGEPSA-PS2,047$539,3830.06%
155MCDONALDS CORPMCD2,023$532,8340.06%
156SCHWAB STRATEGIC TR8085244098,199$528,5080.06%
157VANGUARD WORLD FD9219108405,201$527,3470.06%
158INTEL CORPINTC14,421$512,6650.06%
159HUNT J B TRANS SVCS INC4456581072,692$507,4960.06%
160UNION PAC CORPUNP2,353$479,0640.06%
161ISHARES TR4642874656,915$476,5580.05%
162MORGAN STANLEYMS-PQ5,651$461,4930.05%
163BLOCK INCBSQKZ10,405$460,5260.05%
164INVESCO EXCH TRADED FD TR IIIVZ7,754$455,8580.05%
165LEGG MASON ETF INVT52468L50516,022$436,7680.05%
166GENERAL MLS INC3703341046,769$433,1720.05%
167FRANKLIN ETF TR3535061084,689$418,6310.05%
168SOUTHERN COSOMN6,450$417,4440.05%
169ISHARES TR4642878044,383$413,4200.05%
170SPDR GOLD TRGLD2,399$411,3090.05%
171BANK AMERICA CORP06050510414,909$408,2150.05%
172WP CAREY INC92936U1097,529$407,1790.05%
173CANADIAN IMPERIAL BK COMM TOCNDIF10,494$405,1740.05%
174SCHWAB STRATEGIC TR80852475512,676$401,4490.05%
175FASTENAL COFAST7,269$397,1940.05%
176PACER FDS TR69374H8818,001$395,4880.05%
177CONSTELLATION BRANDS INCSTZ1,560$391,9550.05%
178WISDOMTREE TRWT8,384$383,5680.04%
179ISHARES TR46435G24315,834$376,3670.04%
180BRISTOL-MYERS SQUIBB COCELG-RI6,454$374,6160.04%
181SALESFORCE INCCRM1,847$374,5350.04%
182DELTA AIR LINES INC DELDAL10,101$373,7250.04%
183J P MORGAN EXCHANGE TRADED F46641Q8377,265$364,5600.04%
184PHILIP MORRIS INTL INC7181721093,865$357,8580.04%
185ROYAL CARIBBEAN GROUPV7780T1033,857$355,3840.04%
186INNOVATOR ETFS TRINHD14,718$354,0940.04%
187ABRDN NATL MUN INCOME FD24610T10840,745$350,8170.04%
188GOLDMAN SACHS GROUP INCGSCE1,080$349,5790.04%
189SPDR SER TR78464A7633,028$348,2700.04%
190QUALCOMM INCQCOM3,119$346,4320.04%
191US BANCORP DELUSB-PS10,329$341,4620.04%
192AUTOZONE INCAZO133$337,8190.04%
193VANGUARD BD INDEX FDS9219378274,444$334,0350.04%
194EDWARDS LIFESCIENCES CORPEW4,810$333,2370.04%
195VANGUARD INDEX FDS9229086291,599$333,0790.04%
196WISDOMTREE TRWT7,650$331,0160.04%
197ISHARES TR46434V4569,825$330,2230.04%
198VANGUARD WORLD FDS92204A5041,394$327,7300.04%
199PAYCOM SOFTWARE INCPAYC1,245$322,9200.04%
200DEERE & CODE853$321,9840.04%
201ABBOTT LABSABLZF3,324$321,9310.04%
202INSPIRE MED SYS INC4577301091,603$318,1000.04%
203ISHARES TR46428822421,694$317,1610.04%
204INNOVATOR ETFS TRINHD10,756$316,0040.04%
205ISHARES TR4642875071,262$314,7640.04%
206ALTRIA GROUP INCMO7,485$314,7420.04%
207FIRST TR EXCHANGE-TRADED FD33733E5007,367$314,0600.04%
208TOYOTA MOTOR CORPTOYOF1,686$303,0590.03%
209VERIZON COMMUNICATIONS INCVZ9,327$302,2780.03%
210ADVANCED MICRO DEVICES INCAMD2,932$301,4690.03%
211ELEVANCE HEALTH INCELV684$297,8770.03%
212WELLS FARGO CO NEW9497461017,185$293,5880.03%
213TAIWAN SEMICONDUCTOR MFG LTD8740391003,364$292,3320.03%
214APPLIED MATLS INC0382221052,055$284,4850.03%
215INNOVATOR ETFS TRINHD10,033$283,2320.03%
216TORONTO DOMINION BK ONTTORO4,687$282,4390.03%
217ISHARES TR46429B6894,321$281,7990.03%
218SCHWAB STRATEGIC TR8085248705,532$279,3090.03%
219VECTOR GROUP LTD92240M10826,050$277,1700.03%
220WISDOMTREE TRWT4,780$274,7070.03%
221SPDR SER TR78464A3594,052$274,7070.03%
222REGENERON PHARMACEUTICALSREGN332$273,2230.03%
223VANGUARD SPECIALIZED FUNDS9219088441,746$271,3670.03%
224ECOLAB INCECL1,599$270,8710.03%
225ISHARES TR4642882734,791$270,5410.03%
226PALO ALTO NETWORKS INCPANW1,116$261,6360.03%
227COINBASE GLOBAL INCCOIN3,468$260,3780.03%
228VANGUARD SCOTTSDALE FDS92206C1024,520$260,3520.03%
229AT&T INCT-PC17,329$260,2880.03%
230FIRST TR STOXX EUROPEAN SELE33735T10923,780$258,9740.03%
231WISDOMTREE TRWT5,545$256,5300.03%
232INVESCO EXCHANGE TRADED FD TIVZ3,180$256,1310.03%
233J P MORGAN EXCHANGE TRADED F46641Q1344,663$253,5300.03%
234CHEMED CORP NEWCHE486$252,8160.03%
235VANGUARD WHITEHALL FDS9219468854,267$252,4360.03%
236BANK AMERICA CORP060505682226$251,3600.03%
237VANGUARD WORLD FDS92204A702603$250,1850.03%
238CVS HEALTH CORPCVS3,572$249,4320.03%
239ZOETIS INCZTS1,432$249,1760.03%
240SCHWAB CHARLES CORPSCHW-PJ4,509$247,5600.03%
241WELLS FARGO CO NEW949746804221$246,4150.03%
242ISHARES TR4642871762,371$245,9200.03%
243VANGUARD INDEX FDS9229086521,709$244,9930.03%
244PAYPAL HLDGS INCPYPL4,189$244,8890.03%
245BP PLCBPPFF6,315$244,5180.03%
246INNOVATOR ETFS TRINHD7,823$240,3320.03%
247FIRST TR EXCHNG TRADED FD VI33740F8055,596$235,3400.03%
248J P MORGAN EXCHANGE TRADED F46641Q3324,388$235,0270.03%
249VANGUARD INTL EQUITY INDEX F9220428744,055$234,8890.03%
250ISHARES TR4642885133,183$234,6760.03%
251TRACTOR SUPPLY COTSCO1,146$232,6960.03%
252WISDOMTREE TRWT8,063$227,3770.03%
253CHENIERE ENERGY INCLNG1,358$225,3740.03%
254BOOKING HOLDINGS INCBKNG73$225,1290.03%
255VANGUARD SCOTTSDALE FDS92206C8702,956$224,5660.03%
256SPDR INDEX SHS FDS78463X8717,640$222,6360.03%
257WASTE MGMT INC DEL94106L1091,454$221,6350.03%
258GENERAL ELECTRIC CO3696043012,000$221,1170.03%
259DBX ETF TR2330514326,401$216,9800.02%
260CSX CORPCSX7,045$216,6480.02%
261PGIM ETF TR69344A1074,348$215,2020.02%
262LPL FINL HLDGS INC50212V100905$215,1150.02%
263VANGUARD WORLD FD9219108731,404$213,2820.02%
264ISHARES TR46434V6214,287$212,3360.02%
265LOWES COS INC5486611071,016$211,2590.02%
266BEST BUY INCBBY2,966$206,0640.02%
267BLACKSTONE INCBX1,920$205,7180.02%
268MCKESSON CORPMCK470$204,3470.02%
269PARKER-HANNIFIN CORPPH515$200,6030.02%
270GARTNER INCIT583$200,3250.02%
271COHEN & STEERS REIT & PFD &19247X10010,991$188,6090.02%
272FORD MTR CO DEL34537086015,101$187,5530.02%
273WOLVERINE WORLD WIDE INCWWW23,000$185,3800.02%
274BARRICK GOLD CORP06790110811,066$161,0110.02%
275NUVEEN PFD & INCOME SECS FDNU25,492$157,2870.02%
276ROYAL CARIBBEAN GROUPV7780T1031,300$119,7820.01%
277LEXICON PHARMACEUTICALS INCLXRX10,929$11,9130.00%