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Mike Berger

School Employees Retirement Board Of Ohio

Assets Managed
$277.537M
Holdings
6
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.15%(2Q avg: 16.49%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in School Employees Retirement Board Of Ohio's 2026 - Q2 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 277.537M in assets, with a quarterly growth rate of 13.15% and a 2-quarter average growth rate of 16.49%. The portfolio is managed by Mike Berger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAUM
Ishares Gold Trust Micro
Recent Activity
Increased 37.91%
57.17%
$158.667M
3.966M shares@ $40.02 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 79.43%
16%
$44.404M
378,065 shares@ $117.45 avg price
AMLP
Alerian Mlp Etf
Recent Activity
9.47%
$26.279M
506,822 shares@ $51.86 avg price
MLPX
Global X Mlp & Energy Infras
Recent Activity
8.78%
$24.351M
330,585 shares@ $73.66 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Decreased -40.2%
5.35%
$14.833M
651,153 shares@ $22.78 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
New Position
3.25%
$9.003M
113,357 shares@ $79.43 avg price

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