Mike Berger
School Employees Retirement Board Of Ohio
Assets Managed
$245.283M
Holdings
6
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
19.83%(2Q avg: 12.69%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in School Employees Retirement Board Of Ohio's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 6 positions.
Assets under management
The assets under management (AUM) of School Employees Retirement Board Of Ohio over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 245.283M in assets, with a quarterly growth rate of 19.83% and a 2-quarter average growth rate of 12.69%. The portfolio is managed by Mike Berger, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IAUM Ishares Gold Trust Micro
| 54.76% | $134.297M 2.876M shares@ $46.7 avg price | Increased 11.76% |
AMLP Alerian Mlp Etf
| 10.88% | $26.679M 506,822 shares@ $52.64 avg price | |
IEI Ishares 3-7 Year Treasury Bo
| 10.19% | $24.991M 210,715 shares@ $118.6 avg price | |
GOVT Ishares Us Treasury Bond Etf
| 10.18% | $24.949M 1.089M shares@ $22.92 avg price | |
MLPX Global X Mlp & Energy Infras
| 9.97% | $24.443M 330,585 shares@ $73.95 avg price | New Position |
TIP Ishares Tips Bond Etf
| 4.05% | $9.923M 89,915 shares@ $110.36 avg price | New Position |
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