HoldingsChannel.com
BerganKDV Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 755,241 +182,824 $41,508
     SCHR755,241+182,824$41,508
SCHWAB STRATEGIC TR 1,198,428 +53,940 $38,458
     SCHF1,198,428+53,940$38,458
ISHARES TR (IBDM) 1,017,786 +4,324 $25,373
     IBDM1,017,786+4,324$25,373
ISHARES TR (MBB) 182,270 +17 $19,612
     MBB182,270+17$19,612
SCHWAB STRATEGIC TR 269,529 +3,258 $19,266
     SCHA269,529+3,258$19,266
ISHARES INC (EEMV) 291,038 +21,903 $17,130
     EEMV291,038+21,903$17,130
INVESCO EXCH TRD SLF IDX FD 319,145 -54,941 $16,876
     DEF319,145-54,941$16,876
ISHARES TR (IGIB) 255,905 +255,905 $14,574
     IGIB255,905+255,905$14,574
ALPS ETF TR (SDOG) 329,685 -117,521 $14,341
     SDOG329,685-117,521$14,341
SCHWAB STRATEGIC TR 213,403 +96,864 $11,310
     SCHZ213,403+96,864$11,310
SCHWAB STRATEGIC TR 196,743 +2,322 $11,232
     SCHM196,743+2,322$11,232
VANGUARD GROUP (VIG) 83,658 -6,184 $9,634
     VIG83,658-6,184$9,634
VANGUARD WORLD FDS (VGT) 37,427 +37,169 $7,893
     VGT37,427+37,169$7,893
SCHWAB STRATEGIC TR 102,009 +20,020 $7,160
     SCHX102,009+20,020$7,160
INVESCO EXCHANGE TRADED FD T (RYH) 25,347 -23,940 $5,136
     RYH25,347-23,940$5,136
WELLS FARGO CO NEW 108,284 -18,598 $5,124
     WFC108,284-18,598$5,124
ISHARES TR (IVV) 16,236 -1,435 $4,786
     IVV16,236-1,435$4,786
VANGUARD TAX MANAGED INTL FD (VEA) 114,222 -699 $4,764
     VEA114,222-699$4,764
3M CO 26,750 +9,660 $4,637
     MMM26,750+9,660$4,637
ABBOTT LABS 52,027 +9,931 $4,375
     ABT52,027+9,931$4,375
JOHNSON & JOHNSON 30,326 +460 $4,224
     JNJ30,326+460$4,224
SCHWAB STRATEGIC TR 83,857 +2,356 $3,727
     SCHH83,857+2,356$3,727
PIMCO ETF TR (BOND) 34,428 -6,500 $3,700
     BOND34,428-6,500$3,700
US BANCORP DEL 70,386 -4,148 $3,688
     USB70,386-4,148$3,688
VERIZON COMMUNICATIONS INC 64,224 -610 $3,669
     VZ64,224-610$3,669
BOEING CO 9,493 +383 $3,456
     BA9,493+383$3,456
CHEVRON CORP NEW 26,069 -115 $3,244
     CVX26,069-115$3,244
ISHARES TR (IJH) 16,677 +257 $3,240
     IJH16,677+257$3,240
MICROSOFT CORP 23,196 -116 $3,107
     MSFT23,196-116$3,107
ISHARES TR (IJR) 37,407 +957 $2,928
     IJR37,407+957$2,928
CISCO SYS INC 51,855 -7,949 $2,838
     CSCO51,855-7,949$2,838
MEDTRONIC PLC 29,136 +1,202 $2,838
     MDT29,136+1,202$2,838
ISHARES INC (IEMG) 54,035 -374 $2,780
     IEMG54,035-374$2,780
ISHARES TR (HYG) 31,765 -4,778 $2,769
     HYG31,765-4,778$2,769
ISHARES TR (AGG) 24,783 -2,691 $2,760
     AGG24,783-2,691$2,760
APPLE INC 13,864 -667 $2,744
     AAPL13,864-667$2,744
PFIZER INC 62,803 -2,301 $2,721
     PFE62,803-2,301$2,721
FIRST TR EXCHANGE TRADED FD (LMBS) 52,473 +12,632 $2,712
     LMBS52,473+12,632$2,712
TARGET CORP 30,909 -4,036 $2,677
     TGT30,909-4,036$2,677
PRINCIPAL FINL GROUP INC 44,693 -3,573 $2,589
     PFG44,693-3,573$2,589
CVS HEALTH CORP 46,956 +29,168 $2,559
     CVS46,956+29,168$2,559
SCHWAB STRATEGIC TR 96,834 +15,997 $2,541
     SCHE96,834+15,997$2,541
AMAZON COM INC 1,331 +84 $2,520
     AMZN1,331+84$2,520
PROCTER AND GAMBLE CO 21,667 +1,187 $2,376
     PG21,667+1,187$2,376
INTERNATIONAL BUSINESS MACHS 17,193 -1,128 $2,371
     IBM17,193-1,128$2,371
ISHARES TR (IEFA) 38,043 -385 $2,336
     IEFA38,043-385$2,336
ABBVIE INC 31,733 +6,164 $2,308
     ABBV31,733+6,164$2,308
UNITEDHEALTH GROUP INC 8,831 +370 $2,155
     UNH8,831+370$2,155
DOMINION ENERGY INC 27,621 -838 $2,136
     D27,621-838$2,136
EXXON MOBIL CORP 27,632 +3,261 $2,117
     XOM27,632+3,261$2,117

See Full List: All Stocks Held By BerganKDV Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BerganKDV Wealth Management LLC

Size ($ in 1000's)
At 06/30/2019: $505,701
At 03/31/2019: $489,172

BerganKDV Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BerganKDV Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

BerganKDV Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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