Berger Financial Group, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Berger Financial Group, Inc reported 459 stock positions worth $1.7 billion. Its top holding was Schwab US DVD Equity ETF (SCHD) at 5.0% of the portfolio, followed by Pgim Jennison Focused Growth (PJFG, 4.7%) and Schwab US Large-Cap Growth (SCHG, 4.3%). Compared with Q3 2025, it opened 34 new positions, sold out of 14, added to 176 and reduced 205. The biggest buy was a new position in Omnicom (OMC) and the biggest sale an exit from Interpublic Group of Cos (IPG).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MN
- CIK
- 0001826136
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001172661-26-000322 ↗ filed Jan 27, 2026
Holdings Value
Holdings 459 stocks · $1.7B
| SCHD Schwab US DVD Equity ETF | 5.02% | 3,152,856 | $86.5M | Add +3.1% |
| PJFG Pgim Jennison Focused Growth | 4.66% | 722,528 | $80.4M | Reduce -0.3% |
| SCHG Schwab US Large-Cap Growth | 4.34% | 2,295,428 | $74.9M | Add +1.2% |
| JBND JPMorgan Active Bond ETF | 4.17% | 1,331,163 | $72.0M | Add +3.6% |
| SCHX Schwab US Large-Cap ETF | 3.65% | 2,337,749 | $62.9M | Reduce -1.1% |
| LMBS First Trust Low Duration Opp | 3.06% | 1,054,929 | $52.7M | Add +4.3% |
| AAPL Apple Inc. | 2.53% | 160,667 | $43.7M | Reduce -1.8% |
| JCPB JPMorgan Core Plus Bond ETF | 2.43% | 883,223 | $41.8M | Add +4.5% |
| HTRB Hartford TTL RTRN BND ETF | 1.78% | 896,483 | $30.6M | Add +6.0% |
| PYLD PIMCO Multisector Bond Actv | 1.64% | 1,062,583 | $28.3M | Add +3.5% |
| DFAI Dimensional International Co. | 1.44% | 650,447 | $24.8M | Add +4.6% |
| NVDA Nvidia Corp. | 1.40% | 129,490 | $24.1M | Reduce -0.2% |
| FBT First Trust Nyse Arca Biotec | 1.38% | 114,950 | $23.7M | Reduce -0.5% |
| CHRW C.H. Robinson Worldwide Inc. | 1.35% | 144,260 | $23.2M | Reduce -7.7% |
| DFAE Dimensional Emerging Core Eq | 1.33% | 706,343 | $23.0M | Add +2.0% |
| AGG iShares Core U.S. Aggregate | 1.25% | 216,330 | $21.6M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.25% | 93,152 | $21.5M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 1.16% | 63,963 | $20.0M | Reduce -2.5% |
| MSFT Microsoft Corp. | 1.12% | 40,088 | $19.4M | Reduce -1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.03% | 36,241 | $17.7M | Add +1.0% |
| HODL Vaneck Bitcoin ETF | 0.98% | 681,155 | $16.8M | Add +5.7% |
| AVSC Avantis US Small Cap Equity | 0.96% | 280,762 | $16.5M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 24,151 | $16.5M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 0.95% | 26,192 | $16.4M | Reduce -1.7% |
| AVMC Avantis US Mid Cap Eq ETF | 0.94% | 230,239 | $16.3M | Add +4.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.93% | 84,021 | $16.0M | Add +3.4% |
| FEOE First Eagle Overseas Eq ETF | 0.92% | 327,163 | $15.8M | Add +0.3% |
| AVEM Avantis Emerging Markets Eq | 0.91% | 202,772 | $15.6M | Add +0.9% |
| MU Micron Technology Inc. | 0.87% | 52,843 | $15.1M | Reduce -6.8% |
| NPFI Nuveen Preferred & Income | 0.82% | 536,784 | $14.1M | Add +3.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 21,903 | $13.5M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.71% | 14,291 | $12.3M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 39,469 | $11.7M | Add +3.4% |
| SMMD iShares Russell 2500 ETF | 0.61% | 141,078 | $10.6M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.60% | 18,181 | $10.4M | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.59% | 49,472 | $10.2M | Reduce -0.6% |
| WMT Walmart Inc. | 0.58% | 89,943 | $10.0M | Add +0.8% |
| HWKN Hawkins Inc. | 0.58% | 70,038 | $9.9M | No change |
| V Visa Inc. Class A | 0.57% | 27,780 | $9.7M | Reduce -2.4% |
| EMB iShares JP Morgan Usd Emergi | 0.52% | 92,615 | $8.9M | Add +6.3% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.50% | 455,416 | $8.7M | Add +5.8% |
| DFCF Dimensional Core Fixed Inc. | 0.50% | 201,212 | $8.6M | Add +28.7% |
| TEL Te Connectivity PLC | 0.48% | 36,151 | $8.2M | Reduce -2.7% |
| FESM Fidelity Enhanced Small Cap | 0.46% | 208,944 | $7.9M | Reduce -0.6% |
| COR Cencora Inc. | 0.45% | 22,729 | $7.7M | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 0.45% | 15,869 | $7.7M | Reduce -9.2% |
| UJUN Innovator U.S. Equity Ultra | 0.44% | 204,545 | $7.7M | Reduce -5.6% |
| DFAC Dimensional US Core Equity 2 | 0.44% | 192,279 | $7.6M | Add +3.1% |
| EXPD Expeditors Intl Wash Inc. | 0.44% | 50,842 | $7.6M | Reduce -0.0% |
| GILD Gilead Sciences Inc. | 0.44% | 61,162 | $7.5M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 48,143 | $7.4M | Reduce -0.6% |
| HIG Hartford Insurance Group Inc. | 0.42% | 51,940 | $7.2M | Reduce -0.3% |
| L Loews Corp. | 0.41% | 67,688 | $7.1M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.41% | 6,568 | $7.1M | Reduce -2.9% |
| IJUL Innovator International Deve | 0.41% | 209,736 | $7.0M | Reduce -0.6% |
| LDOS Leidos Holdings Inc. | 0.41% | 38,727 | $7.0M | Reduce -0.9% |
| T AT&T Inc. | 0.40% | 278,320 | $6.9M | Add +0.8% |
| CB Chubb Ltd. | 0.40% | 21,978 | $6.9M | Add +0.5% |
| ALL Allstate Corp. | 0.39% | 32,252 | $6.7M | Add +0.4% |
| FE Firstenergy Corp. | 0.38% | 144,692 | $6.5M | Add +0.3% |
| PEP Pepsico Inc. | 0.37% | 43,982 | $6.3M | Reduce -1.8% |
| CTSH Cognizant Tech Solutions-A | 0.36% | 74,619 | $6.2M | Add +0.9% |
| APA Apa Corp. | 0.36% | 252,566 | $6.2M | Reduce -1.1% |
| SCHF Schwab Intl Equity ETF | 0.36% | 255,774 | $6.1M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 18,065 | $6.1M | Reduce -0.9% |
| IWY iShares Russell Top 200 Grow | 0.34% | 21,219 | $5.9M | Reduce -2.3% |
| ADSK Autodesk Inc. | 0.33% | 19,253 | $5.7M | Add +0.4% |
| LYV Live Nation Entertainment Inc. | 0.33% | 39,870 | $5.7M | Add +0.9% |
| FFIV F5 Inc. | 0.32% | 21,828 | $5.6M | Add +1.0% |
| OMC Omnicom Group | 0.32% | 68,906 | $5.6M | New |
| J Jacobs Solutions Inc. | 0.32% | 41,455 | $5.5M | Add +0.9% |
| NWSA News Corp. Class A | 0.32% | 209,875 | $5.5M | Add +0.5% |
| TSLA Tesla Inc. | 0.32% | 12,179 | $5.5M | Reduce -5.3% |
| AVY Avery Dennison Corp. | 0.31% | 29,677 | $5.4M | Reduce -0.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.31% | 188,671 | $5.3M | Reduce -0.6% |
| ELV Elevance Health Inc. | 0.29% | 14,499 | $5.1M | Reduce -1.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.29% | 116,964 | $5.0M | Add +7.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.28% | 11,805 | $4.9M | Add +12.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.28% | 120,492 | $4.8M | Add +5.0% |
| WDAY Workday Inc. Class A | 0.28% | 22,143 | $4.8M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.27% | 15,060 | $4.7M | Reduce -0.1% |
| CMCSA Comcast Corp. Class A | 0.27% | 157,480 | $4.7M | Reduce -0.7% |
| CION Cion Investment Corp. | 0.27% | 485,188 | $4.7M | Add +0.1% |
| BSCS Invesco Bulletshares 2028 CB | 0.27% | 227,648 | $4.7M | Reduce -0.8% |
| FTNT Fortinet Inc. | 0.27% | 57,840 | $4.6M | Reduce -1.2% |
| HD Home Depot Inc. | 0.27% | 13,302 | $4.6M | Reduce -2.6% |
| EOG EOG Resources Inc. | 0.26% | 43,426 | $4.6M | Reduce -3.3% |
| BND Vanguard Total Bond Market | 0.26% | 59,726 | $4.4M | Reduce -21.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.26% | 38,670 | $4.4M | Add +6.3% |
| GEW Cambria Global Ew ETF | 0.25% | 84,265 | $4.3M | No change |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 69,845 | $4.2M | Add +0.9% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.24% | 63,639 | $4.2M | New |
| QCOM Qualcomm Inc. | 0.24% | 23,919 | $4.1M | Add +5.8% |
| IRT Independence Realty Trust Inc. | 0.24% | 233,845 | $4.1M | Reduce -9.7% |
| JPM JPMorgan Chase & Co. | 0.23% | 12,548 | $4.0M | Add +1.4% |
| CDW CDW Corp. | 0.23% | 29,287 | $4.0M | Reduce -1.9% |
| BSCR Invesco Bulletshares 2027 CB | 0.23% | 199,548 | $3.9M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.23% | 11,864 | $3.9M | Reduce -18.3% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 62,296 | $3.9M | Reduce -0.8% |
| EJUL Innovator Emerging Markets P | 0.22% | 127,655 | $3.8M | Reduce -6.2% |
Options reported separately and not counted above: VOO puts ($1.6M), QQQ calls ($737K), MU calls ($285K), QQQ puts ($246K), SPY calls ($205K), META calls ($198K), PLTR calls ($178K), UNH calls ($132K), GOOG calls ($126K), XLE calls ($107K), NVDA calls ($93K), EFA calls ($86K), and 3 more.
Portfolio Sells Q3 2025 → Q4 2025
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.34 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.19 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.12% | −0.13 |
| PJFG Pgim Jennison Focused Growth | Reduce -0.3% | 4.66% | −0.12 |
| BND Vanguard Total Bond Market | Reduce -21.2% | 0.26% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.71% | −0.08 |
| ABBV Abbvie Inc. | Reduce -24.6% | 0.20% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.1% | 3.65% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -9.2% | 0.45% | −0.08 |
| FISV Fiserv Inc. | Reduce -7.7% | 0.07% | −0.07 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -18.3% | 0.23% | −0.07 |
| HD Home Depot Inc. | Reduce -2.6% | 0.27% | −0.07 |
| VICI Vici Properties Inc. | Reduce -0.6% | 0.31% | −0.06 |
| ABT Abbott Laboratories | Reduce -52.9% | 0.04% | −0.06 |
| CDW CDW Corp. | Reduce -1.9% | 0.23% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.2% | 1.40% | −0.05 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -0.0% | 1.25% | −0.04 |
| EOG EOG Resources Inc. | Reduce -3.3% | 0.26% | −0.04 |
| LDOS Leidos Holdings Inc. | Reduce -0.9% | 0.41% | −0.04 |
| UJUN Innovator U.S. Equity Ultra | Reduce -5.6% | 0.44% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -2.4% | 0.60% | −0.03 |
| NFLX Netflix Inc. | Reduce -0.2% | 0.10% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.96% | −0.03 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -15.2% | 0.05% | −0.03 |
| FTNT Fortinet Inc. | Reduce -1.2% | 0.27% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -4.3% | 0.16% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.7% | 0.27% | −0.03 |
| TSLA Tesla Inc. | Reduce -5.3% | 0.32% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Reduce -38.3% | 0.04% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 0.95% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -6.6% | 0.15% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -14.7% | 0.07% | −0.02 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -21.0% | 0.04% | −0.02 |
| FICO Fair Isaac Corp. | Reduce -16.5% | 0.19% | −0.02 |
| UAPR Innovator U.S. Equity Ultra | Reduce -8.3% | 0.17% | −0.02 |
| IRT Independence Realty Trust Inc. | Reduce -9.7% | 0.24% | −0.02 |
| GIS General Mills Inc. | Reduce -22.9% | 0.04% | −0.02 |
| HNDL Nasdaq 7 Handl Index ETF | Reduce -7.9% | 0.12% | −0.02 |
| EJUL Innovator Emerging Markets P | Reduce -6.2% | 0.22% | −0.02 |
| V Visa Inc. Class A | Reduce -2.4% | 0.57% | −0.02 |
| ETHE Grayscale Ethereum Staking E | Sold out | 0.00% | −0.02 |
| SMMD iShares Russell 2500 ETF | Reduce -1.0% | 0.61% | −0.02 |
| TECH Bio-Techne Corp. | Reduce -22.4% | 0.06% | −0.02 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.02 |
| IAPR Innovator International Deve | Reduce -15.6% | 0.08% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -2.3% | 0.34% | −0.01 |
| GMUB GS Municipal Income ETF | Reduce -5.0% | 0.18% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -2.4% | 0.08% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| OMC Omnicom Group | New | 0.32% | +0.32 |
| AKRE Akre Focus ETF | New | 0.24% | +0.24 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.12% | +0.12 |
| DFCF Dimensional Core Fixed Inc. | Add +28.7% | 0.50% | +0.10 |
| DFAI Dimensional International Co. | Add +4.6% | 1.44% | +0.09 |
| BPRE Bluerock Private Real Estate | New | 0.07% | +0.07 |
| GSST Goldman Sachs Ultra Short Bo | Add +51.9% | 0.20% | +0.06 |
| CTSH Cognizant Tech Solutions-A | Add +0.9% | 0.36% | +0.06 |
| USEW Cambria US Ew ETF | New | 0.05% | +0.05 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +41.3% | 0.18% | +0.05 |
| UNOV Innovator U.S. Equity Ultra | New | 0.05% | +0.05 |
| UOCT Innovator U.S. Equity Ultra | Add +155.8% | 0.08% | +0.05 |
| LMBS First Trust Low Duration Opp | Add +4.3% | 3.06% | +0.04 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.04% | +0.04 |
| DFLV Dim US Large Cap Value ETF | Add +67.0% | 0.10% | +0.04 |
| HTRB Hartford TTL RTRN BND ETF | Add +6.0% | 1.78% | +0.04 |
| CGMU Cap Group Municipal Income | Add +107.5% | 0.08% | +0.04 |
| USSH Wisdomtree 1-3 Y Lad TRY FD | Add +46.1% | 0.13% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +61.0% | 0.10% | +0.04 |
| GE General Electric | Add +59.9% | 0.09% | +0.03 |
| IBM Intl Business Machines Corp. | Add +3.4% | 0.68% | +0.03 |
| WMT Walmart Inc. | Add +0.8% | 0.58% | +0.03 |
| HSIC Henry Schein Inc. | Add +6.2% | 0.21% | +0.03 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +12.7% | 0.28% | +0.03 |
| AVSC Avantis US Small Cap Equity | Add +3.9% | 0.96% | +0.03 |
| CB Chubb Ltd. | Add +0.5% | 0.40% | +0.03 |
| GLTR Abrdn Precious Metals Basket | New | 0.03% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +2.0% | 1.33% | +0.03 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| IAU iShares Gold Trust | Add +33.9% | 0.08% | +0.02 |
| USFR Wisdomtree Floating Rate Tre | Add +44.0% | 0.08% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.4% | 0.93% | +0.02 |
| AVMC Avantis US Mid Cap Eq ETF | Add +4.2% | 0.94% | +0.02 |
| UTES Virtus Reaves Utilities ETF | New | 0.02% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +6.3% | 0.52% | +0.02 |
| SPMO Invesco S&P 500 Momentum ETF | Add +128.8% | 0.04% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +3.1% | 5.02% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.02% | +0.02 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.02% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +12.4% | 0.20% | +0.02 |
| IOCT Innovator Int Dev Power Buff | Add +23.9% | 0.11% | +0.02 |
| SGOV iShares 0-3 Month Treasury B | Add +21.9% | 0.13% | +0.02 |
| AIQ Global X Art Intel & Tech | New | 0.02% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +143.3% | 0.03% | +0.02 |
| JCPB JPMorgan Core Plus Bond ETF | Add +4.5% | 2.43% | +0.02 |
| IVE iShares S&P 500 Value ETF | New | 0.02% | +0.02 |
| DFAU Dimensional US Core Equity M | Add +18.9% | 0.12% | +0.02 |
| INOV Inno Int Dev Power Buff Nov | New | 0.02% | +0.02 |
| FEOE First Eagle Overseas Eq ETF | Add +0.3% | 0.92% | +0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.02% | +0.02 |
Options Activity Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | call | New | 1,200 | $737K |
| MU Micron Technology Inc. | call | New | 1,000 | $285K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 400 | $246K |
| SLV iShares Silver Trust | call | Sold out | 5,500 | $233Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 300 | $205K |
| META Meta Platforms Inc. Class A | call | New | 300 | $198K |
| PLTR Palantir Technologies Inc. Class A | call | New | 1,000 | $178K |
| GOOG Alphabet Inc. Class C | call | New | 400 | $126K |
| XLI SS Industrial Select Sector | call | Sold out | 700 | $108Kbefore exit |
| XLE SS Energy Select Sector | call | New | 2,400 | $107K |
| NVDA Nvidia Corp. | call | New | 500 | $93K |
| EFA iShares MSCI Eafe ETF | call | Reduce -70.0% | 900 | $86K |
| DIS The Walt Disney Co. | call | New | 700 | $80K |
| IAU iShares Gold Trust | call | Sold out | 600 | $44Kbefore exit |
| CSCO Cisco Systems Inc. | call | New | 500 | $39K |
| NFLX Netflix Inc. | call | New | 200 | $19K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 475 | $2.0B | SCHD, SCHG, VUG, PJFG, JBND |
| Q1 2026 | 463 | $1.8B | SCHD, VUG, JBND, SCHG, PJFG |
| Q4 2025 | 459 | $1.7B | SCHD, PJFG, SCHG, JBND, SCHX |
| Q3 2025 | 439 | $1.7B | SCHD, PJFG, SCHG, JBND, SCHX |
| Q2 2025 | 414 | $1.5B | SCHD, PJFG, JBND, SCHG, SCHX |
| Q1 2025 | 412 | $1.4B | SCHD, JBND, PJFG, SCHG, SCHX |
| Q4 2024 | 408 | $1.4B | SCHD, SCHX, PJFG, SCHG, JBND |
| Q3 2024 | 388 | $1.4B | SCHD, JBND, SCHX, PJFG, SCHG |
| Q2 2024 | 360 | $1.3B | SCHD, JBND, PJFG, SCHX, SCHG |
| Q1 2024 | 359 | $1.2B | SCHX, JBND, SCHD, PJFG, LMBS |