Holdings
Berman McAleer LLC
As of Sep 30, 2026, Berman McAleer LLC reported 168 positions worth US$855M. Largest: Invesco RAFI US 1000 ETF, Dimensional International Core Equity Market ETF and Adaptive Alpha Opportunities ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Invesco RAFI US 1000 ETF | 1.54M | US$84.1M | new | Sep 30, 2026 |
| Dimensional International Core Equity Market ETF | 1.81M | US$75.2M | new | Sep 30, 2026 |
| Adaptive Alpha Opportunities ETF | 2.24M | US$74.9M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap Value ETF | 302K | US$59.1M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 392K | US$53.3M | new | Sep 30, 2026 |
| JPMorgan Active Growth ETF | 471K | US$45.5M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 202K | US$43.7M | new | Sep 30, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 974K | US$30.6M | new | Sep 30, 2026 |
| Fidelity Enhanced International ETF | 737K | US$29.4M | new | Sep 30, 2026 |
| Invesco S&P 500 Low Volatility ETF | 378K | US$26.7M | new | Sep 30, 2026 |