Berman McAleer LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO EXCHANGE TRADED FD T | $73.44M | 10.0% |
| DIMENSIONAL ETF TRUST | $68.38M | 9.3% |
| STARBOARD INVT TR | $62.43M | 8.5% |
| VANGUARD INDEX FDS | $53.30M | 7.3% |
| ISHARES TR | $48.82M | 6.7% |
| J P MORGAN EXCHANGE TRADED F | $40.99M | 5.6% |
| VANGUARD INDEX FDS | $39.05M | 5.3% |
| SCHWAB STRATEGIC TR | $27.12M | 3.7% |
| INVESCO EXCH TRADED FD TR II | $26.00M | 3.6% |
| VANGUARD STAR FDS | $15.23M | 2.1% |
| VANGUARD INDEX FDS | $15.13M | 2.1% |
| ISHARES TR | $15.00M | 2.0% |
| ISHARES TR | $14.69M | 2.0% |
| SPDR S&P 500 ETF TR | $13.75M | 1.9% |
| INVESCO EXCHANGE TRADED FD T | $13.70M | 1.9% |
| FIDELITY COVINGTON TRUST | $11.06M | 1.5% |
| VANGUARD INDEX FDS | $10.88M | 1.5% |
| VANGUARD ADMIRAL FDS INC | $10.46M | 1.4% |
| Apple Inc. | $8.93M | 1.2% |
| VANGUARD INDEX FDS | $8.67M | 1.2% |
| FIDELITY WISE ORIGIN BITCOIN | $7.54M | 1.0% |
| MICROSOFT CORP | $6.80M | 0.9% |
| AH Realty Trust, Inc. | $6.77M | 0.9% |
| JOHNSON & JOHNSON | $6.36M | 0.9% |
| ISHARES TR | $6.04M | 0.8% |
| Aon plc | $5.86M | 0.8% |
| Amazon.com Inc | $5.83M | 0.8% |
| ISHARES TR | $5.26M | 0.7% |
| VANGUARD INDEX FDS | $3.86M | 0.5% |
| ISHARES TR | $3.70M | 0.5% |
| Warren E. Buffett | $2.66M | 0.4% |
| iShares MSCI UAE ETF | $2.64M | 0.4% |
| Motorola Solutions, Inc. | $2.40M | 0.3% |
| ISHARES INC | $2.28M | 0.3% |
| HOME DEPOT, INC. | $2.26M | 0.3% |
| Alphabet Inc. | $2.25M | 0.3% |
| SPDR S&P MIDCAP 400 ETF TR | $2.24M | 0.3% |
| ISHARES TR | $2.22M | 0.3% |
| Visa Inc | $2.09M | 0.3% |
| JPMORGAN CHASE & CO | $2.03M | 0.3% |
| NVIDIA Corp | $2.00M | 0.3% |
| AMERICAN CENTY ETF TR | $1.98M | 0.3% |
| Alphabet Inc. | $1.94M | 0.3% |
| iShares MSCI UAE ETF | $1.88M | 0.3% |
| ISHARES TR | $1.86M | 0.3% |
| iShares MSCI UAE ETF | $1.67M | 0.2% |
| COCA COLA CO | $1.63M | 0.2% |
| AFLAC INC | $1.56M | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.40M | 0.2% |
| SPDR SERIES TRUST | $1.36M | 0.2% |