BerganKDV Wealth Management, LLC Buys iShares Broad USD High Yield Corporate Bond ETF, Fidelity MSCI Real Estate Index ETF, Coca-Cola Co, Sells BTC iShares MSCI Emerging Markets Min Vol Factor E, iShares iBoxx USD High Yield Corporate Bond ETF, Bank of Am

• New Purchases: USHY, FREL, GOVT, USIG, BSV, LDP, DVYE, BLV, JPST, FPX, SGEN, SNPR, NOV, STON, TCF, TNDM, VIV, WD5A, MAXN, CTRM, VGAC.U, VRT, NCLH, U, Z, XPEV, W, VNT, VIGI, VER, ETSY, ARKK, ABNB, AIV, AIRC, BILL, CSR, CLOV, DNMR, DNB, EQX, SCHN, FNB, FIVN, NVTA, INVH, LMND, RIDE, AMC, PXD, QS, RIO,
• Added Positions: SCHR, MBB, IGIB, AGG, SCHF, KO, ACGL, RY, UL, DG, MRK, VTV, VTI, VOO, HYLB, QUAL, MINT, PPT, ADP, IEFA, ESGE, T, DFS, LMBS, BAB, SPYX, AFL, DOV, XOM, HON, INTC, SHY, LMT, PPG, AOS, TRV, MDT, CB, AEP, DGP, FANG, FMB, GIS, PZA, EMB, SHM, SWK, UNH, VUG, WMT, AGNC, AEM, MO, AEE, AAL, AMH, BXMT, BDN, BTI, CDK, CAH, CCL, CARR, COP, COR, COST, CRWD, DAL, DVN, EBAY, ENB, EQR, EXAS, FRT, AG, FSM, FCX, GM, HFC, IFF, IRM, LHX, LEN, LUMN, MAG, MRNA, NIO, NRG, NRZ, JWN, OMCL, PYPL, PTON, PRFT, DOC, PCK, PMX, MUNI, SMMU, PINS, PII, SH, O, UTG, ROKU, HYMB, SRPT, SCHW, SCHB, SILV, SPG, SNAP, SNOW, STAG, STOR, TRP, TTD, VRTX, WPC, XYL, ZM, RCL,
• Reduced Positions: EEMV, HYG, SCHA, VGT, BAC, SLYV, ABEV, WFC, SCHZ, COF, EVV, COO, IJR, REM, SCHM, TGT, ADBE, MSFT, BOND, SCHV, VIG, BIV, BLK, CMI, EMR, ISRG, LOW, SPYD, SCHX, AAPL, AVGO, CVS, CYRX, DIS, FDX, FTSM, IJH, PFF, JPM, JNJ, SCHG, TXN, BLD, WSM, SDOG, GOOG, AMAT, BRK.B, BA, CSX, CE, CVX, CHD, CSCO, CL, CMCSA, DHI, D, DUK, EQIX, FNV, IDXX, BSCL, IDV, MCD, MGRC, NKE, NVDA, ORLY, PNC, PPL, PEP, PFE, PFG, GLD, FLRN, SNA, SQ, MMM, VWO, VNQ, VTRS, WPM, ETN, LYB, AOD, ATVI, AMD, ALXN, BABA, ALL, GOOGL, AMED, AXP, AFG, AWK, AMP, AMGN, APH, ANTM, TLRY, TLRY, ATR, ADM, ADSK, AZO, BP, BIDU, BIIB, BLUE, BMY, CMS, CAT, CNC, CERN, CMG, C, CTXS, COUP, CCK, DECK, DLR, DLTR, EMN, EW, EXC, EXPE, FMC, FB, F, BEN, GE, GNTX, GPN, GWRE, HAL, HAS, HD, ITT, ITW, INTU, RSP, IAU, IVV, IEF, EFA, IWM, IEI, IHF, IEMG, KSU, KMI, KL, LH, LADR, LBRDK, LULU, MGM, MPC, MLM, MA, MTCH, MCHP, MU, MDLZ, MS, MSI, NFLX, NEE, NSC, NOC, NVS, PKG, RTX, REGN, ROST, SBAC, SLG, CRM, HSIC, SCHE, FNDF, SCHD, SCHH, SA, SBUX, SNPS, TJX, TDOC, TMO, TSCO, TFC, VLO, BND, VNQI, VEU, VCIT, V, VMW, WAB, WM, WU, ZBH, DOX, ACN, MRVL, ALC, CHKP, QGEN,
• Sold Out: EXG, NFJ, SUSA, CIEN, PLUG, SAND, SGT, IBB, ROM, SCHP, KNX, ADT, 3V8, ZS, ELAN, FSKR, JAMF, JAMF, VMBS, AIV, AIV, RETA, BOTZ, BSCM, EBND, FNDA, FNDE, FNDX, SCHC, SPIB, COG, TSPA, CRVL, GPK, KSS, MRCY, TIF, TUP, RNP, CXO, WXC1, NK, CLDT, WPX, HASI, NWSA, KODK, 50AA, PE, VEC, AVNS,

For the details of BerganKDV Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bergankdv+wealth+management%2C+llc/current-portfolio/portfolio

1. Schwab Intermediate-Term U.S. Treasury ETF (SCHR) - 1,039,250 shares, 8.49% of the total portfolio. Shares added by 18.31%
2. Schwab International Equity ETF (SCHF) - 1,172,820 shares, 6.39% of the total portfolio. Shares added by 5.95%
3. Vanguard Dividend Appreciation FTF (VIG) - 212,225 shares, 4.52% of the total portfolio. Shares reduced by 1.16%
4. iShares MBS ETF (MBB) - 268,931 shares, 4.22% of the total portfolio. Shares added by 16.82%
5. iShares Core U.S. Aggregate Bond ETF (AGG) - 252,945 shares, 4.17% of the total portfolio. Shares added by 11.02%

BerganKDV Wealth Management, LLC initiated holding in iShares Broad USD High Yield Corporate Bond ETF. The purchase prices were between $40.37 and $41.08, with an estimated average price of $40.71. The stock is now traded at around $41.200000. The impact to a portfolio due to this purchase was 0.46%. The holding were 76,827 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC initiated holding in Fidelity MSCI Real Estate Index ETF. The purchase prices were between $24.31 and $27.75, with an estimated average price of $26.13. The stock is now traded at around $29.080000. The impact to a portfolio due to this purchase was 0.39%. The holding were 98,905 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC initiated holding in iShares U.S. Credit Bond ETF. The purchase prices were between $58.36 and $61.41, with an estimated average price of $59.99. The stock is now traded at around $59.330000. The impact to a portfolio due to this purchase was 0.16%. The holding were 18,847 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC initiated holding in BTC iShares U.S. Treasury Bond ETF. The purchase prices were between $26.1 and $27.3, with an estimated average price of $26.67. The stock is now traded at around $26.320000. The impact to a portfolio due to this purchase was 0.16%. The holding were 42,494 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $81.91 and $82.54, with an estimated average price of $82.3. The stock is now traded at around $82.290000. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,969 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC initiated holding in Cohen & Steers Ltd Duration Preferred & Income Fun. The purchase prices were between $24.8 and $26.44, with an estimated average price of $25.57. The stock is now traded at around $26.710000. The impact to a portfolio due to this purchase was 0.1%. The holding were 25,698 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC added to a holding in Coca-Cola Co by 116.86%. The purchase prices were between $48.15 and $53.85, with an estimated average price of $50.34. The stock is now traded at around $54.320000. The impact to a portfolio due to this purchase was 0.32%. The holding were 77,398 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC added to a holding in Arch Capital Group Ltd by 33722.22%. The purchase prices were between $31.41 and $39.16, with an estimated average price of $35.58. The stock is now traded at around $39.580000. The impact to a portfolio due to this purchase was 0.25%. The holding were 45,660 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC added to a holding in Royal Bank of Canada by 41385.71%. The purchase prices were between $80.87 and $93.73, with an estimated average price of $86.99. The stock is now traded at around $98.660000. The impact to a portfolio due to this purchase was 0.23%. The holding were 17,424 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC added to a holding in Unilever PLC by 8958.52%. The purchase prices were between $52.06 and $60.97, with an estimated average price of $56.58. The stock is now traded at around $60.030000. The impact to a portfolio due to this purchase was 0.2%. The holding were 24,458 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC added to a holding in Merck & Co Inc by 175.16%. The purchase prices were between $72.17 and $85, with an estimated average price of $77.27. The stock is now traded at around $77.460000. The impact to a portfolio due to this purchase was 0.18%. The holding were 26,162 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC added to a holding in Dollar General Corp by 33983.33%. The purchase prices were between $178.14 and $218.38, with an estimated average price of $198.58. The stock is now traded at around $213.900000. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,135 shares as of 2021-03-31.

BerganKDV Wealth Management, LLC sold out a holding in Eaton Vance Tax-Mgd Glbl Div Eq Inc. The sale prices were between $8.6 and $9.32, with an estimated average price of $8.98.

BerganKDV Wealth Management, LLC sold out a holding in Allianzgi NFJ Dividend, Interest & Premium Strateg. The sale prices were between $13.22 and $13.94, with an estimated average price of $13.62.

BerganKDV Wealth Management, LLC sold out a holding in MSCI USA ESG Select ETF. The sale prices were between $81.1 and $87.82, with an estimated average price of $85.08.

BerganKDV Wealth Management, LLC sold out a holding in Ciena Corp. The sale prices were between $48.87 and $57.24, with an estimated average price of $53.85.

BerganKDV Wealth Management, LLC sold out a holding in Plug Power Inc. The sale prices were between $30.78 and $73.18, with an estimated average price of $51.74.

BerganKDV Wealth Management, LLC sold out a holding in iShares Nasdaq Biotechnology Index Fund. The sale prices were between $146.68 and $172.45, with an estimated average price of $158.7.