Question 1

What are the top holdings in BDVG?

Accepted Answer

iMGP Berkshire Dividend Growth ETF (BDVG) holds 37 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is BDVG's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review BDVG's holdings table to analyze concentration risk.

Question 3

What is BDVG's sector allocation?

Accepted Answer

The Sector Allocation chart shows how BDVG distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does BDVG invest in?

Accepted Answer

BDVG's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is BDVG ETF?

Accepted Answer

BDVG's diversification can be assessed by reviewing its 37 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are BDVG's largest positions by weight?

Accepted Answer

BDVG's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	JPM	JPMorgan Chase & Co.	Stock	4.79%
2	ABBV	AbbVie Inc.	Stock	4.43%
3	AAPL	Apple Inc.	Stock	4.34%
4	MSFT	Microsoft Corporation	Stock	4.15%
5	BAC	Bank of America Corporation	Stock	3.74%
6	CSCO	Cisco Systems, Inc.	Stock	3.66%
7	# #IWD	iShares Russell 1000 Value ETF	Stock	3.65%
8	NSC	Norfolk Southern Corporation	Stock	3.11%
9	WM	Waste Management, Inc.	Stock	2.95%
10	PPL	PPL Corporation	Stock	2.88%
11	TEL	TE Connectivity plc	Stock	2.77%
12	MTB	M&T Bank Corporation	Stock	2.66%
13	# #ONEY	State Street SPDR Russell 1000 Yield Focus ETF	Stock	2.63%
14	MCD	McDonald's Corporation	Stock	2.58%
15	EMR	Emerson Electric Co.	Stock	2.57%
16	SCHW	The Charles Schwab Corporation	Stock	2.52%
17	DELL	Dell Technologies Inc.	Stock	2.51%
18	WMT	Walmart Inc.	Stock	2.48%
19	LMT	Lockheed Martin Corporation	Stock	2.45%
20	CB	Chubb Limited	Stock	2.44%
21	# #VONV	Vanguard Russell 1000 Value ETF	Stock	2.40%
22	KMI	Kinder Morgan, Inc.	Stock	2.34%
23	JNJ	Johnson & Johnson	Stock	2.26%
24	LOW	Lowe's Companies, Inc.	Stock	2.26%

BDVG ETF Holdings: iMGP Berkshire Dividend Growth ETF

Portfolio Allocations

Top 24 Holdings by Portfolio Weight