account_balance
Investment manager · 13F filer · SEC CIK 2094332
Berman McAleer LLC
Reported value$862Mas of Sep 30, 2026
Positions177 14 new, 12 sold out
Top 10 weight60.6%PRF alone is 10%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PRFInvesco Exchange Traded Fd T
9.8%
DFAIDimensional ETF Trust
8.7%
AGOXStarboard Invt Tr
8.7%
VOEVanguard Index FDS
6.9%
IJRiShares Tr
6.2%Trimmed −2%
JGROJ P Morgan Exchange Traded F
5.3%Added +3%
VTVVanguard Index FDS
5.1%
FNDXSchwab Strategic Tr
3.6%
FENIFidelity Covington Trust
3.4%+9%
SPLVInvesco Exch Traded Fd Tr II
3.1%−6%
VXUSVanguard Star FDS
2.0%
IWDiShares Tr
1.9%
PRFInvesco Exchange Traded Fd T
9.8%
DFAIDimensional ETF Trust
8.7%
AGOXStarboard Invt Tr
8.7%
VOEVanguard Index FDS
6.9%
IJRiShares Tr
6.2%−2%
JGROJ P Morgan Exchange Traded F
5.3%
VTVVanguard Index FDS
5.1%
FNDXSchwab Strategic Tr
3.6%
FENI3.4%
SPLV3.1%
IWD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PRF Invesco Exchange Traded Fd T 9.8% Held
DFAI Dimensional ETF Trust 8.7% Held
AGOX Starboard Invt Tr 8.7% Held
VOE Vanguard Index FDS 6.9% Held
IJR iShares Tr 6.2% Trimmed −2%
JGRO J P Morgan Exchange Traded F 5.3% Added +3%
VTV Vanguard Index FDS 5.1% Held
FNDX Schwab Strategic Tr 3.6% Held
FENI Fidelity Covington Trust 3.4% Added +9%
SPLV Invesco Exch Traded Fd Tr II 3.1% Trimmed −6%
VXUS Vanguard Star FDS 2.0% Held
IWD iShares Tr 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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