BW

BerganKDV Wealth Management, LLC

13F
BerganKDV Wealth Management, LLC
Last update 2023-07-24 862 Stocks (54 new)
Value $1.00 Bil Turnover 5 %
Countries:
Top Holdings: SCHR(8.78%)SCHF(5.59%)MBB(4.13%)VCSH(3.58%)VIG(3.56%)
Summary Stock Picks Current Portfolio
BerganKDV Wealth Management, L... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
1,780,773
87,756.5
+0.56%
8.780
+0.05%
1.230
+1.40%
+4.38%
10,885.9
 
SCHF
Schwab International Equity ETF
1,567,950
55,897.4
-1.73%
5.590
-0.10%
0.180
+13.45%
+20.44%
49,029.0
 
MBB
iShares MBS ETF
442,364
41,257.1
+120.67%
4.130
+2.26%
0.160
+2.24%
+3.51%
39,073.3
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
472,379
35,740.2
+0.23%
3.580
+0.01%
0.100
+2.19%
+3.91%
35,051.3
 
VIG
Vanguard Dividend Appreciation FTF
219,181
35,601.5
-0.84%
3.560
-0.03%
0.050
+15.47%
+6.75%
89,804.4
 
SCHA
Schwab U.S. Small-Cap ETF
779,074
34,123.4
+1.51%
3.410
+0.05%
0.240
+23.02%
+1.74%
17,810.8
 
IEFA
iShares Core MSCI EAFE ETF
481,958
32,532.2
+1.57%
3.250
+0.05%
0.030
+13.00%
+20.64%
142,569.1
 
AAPL
Apple Inc
140,974
27,344.7
-2.82%
2.740
-0.07%
0.000
+10.69%
-14.53%
3,189,097.6
Hardware
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
545,390
26,882.3
+0.06%
2.690
0%
0.040
+19.97%
+19.35%
100,002.6
 
VOO
Vanguard S&P 500 ETF
62,067
25,278.5
+3.01%
2.530
+0.07%
0.010
+23.24%
+8.41%
664,751.6
 

BerganKDV Wealth Management, LLC's Historical Top Holdings Breakdowns

BerganKDV Wealth Management, LLC Total Holding History ($B)

To

BerganKDV Wealth Management, LLC's Asset Allocation

To

BerganKDV Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BerganKDV Wealth Management, LLC's Hypothetical Growth since 2023-06-30

BerganKDV Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BerganKDV Wealth Management, LLC's Holdings Heat Map

Size field:

BerganKDV Wealth Management, LLC's Holdings Bubble Chart

BerganKDV Wealth Management, LLC News

  • 1

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