MF · holdings as filed 2026-03-31

What's inside BDVG?

iMGP Berkshire Dividend Growth ETF
Holdings
40
positions in the fund
Top 10
36%
of fund assets
Expense ratio
0.55%
net, per year
Fund size
$9M
total net assets
Top 15 holdings
1
CVXCHEVRON CORP
4.85%
2
JPMJPMORGAN CHASE & CO
4.17%
3
ABBVABBVIE INC
3.88%
4
AAPLAPPLE INC
3.86%
5
NUENUCOR CORP
3.61%
6
CSCOCISCO SYSTEMS INC
3.38%
7
LMTLOCKHEED MARTIN CORP
3.36%
8
BACBANK OF AMERICA CORP
3.18%
9
MSFTMICROSOFT CORP
3.02%
10
PPLPPL CORP
3.00%
11
DELLDELL TECHNOLOGIES -C
2.99%
12
NSCNORFOLK SOUTHERN CORP
2.96%
13
WMWASTE MANAGEMENT INC
2.82%
14
EOGEOG RESOURCES INC
2.80%
15
HONGBPHONEYWELL INTERNATIONAL INC
2.67%
Sectors
1Information Technology
22%
2Financials
18%
3Health Care
11%
4Consumer Discretionary
10%
5Utilities
8%
6Energy
8%
7Unclassified
7%
8Industrials
7%
Geography
1United States
93%
2Unclassified
3%
3Ireland
2%
4Switzerland
2%
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Data source: official SEC Form N-PORT filings (as of 2026-03-31); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.