HoldingsChannel.com
BerganKDV Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 671,631 -68,551 $39,478
     SCHR671,631-68,551$39,478
SCHWAB STRATEGIC TR 965,350 -125,157 $24,945
     SCHF965,350-125,157$24,945
ISHARES TR (IBDM) 981,806 -31,943 $24,202
     IBDM981,806-31,943$24,202
ISHARES TR (MBB) 169,198 -12,167 $18,686
     MBB169,198-12,167$18,686
SCHWAB STRATEGIC TR 292,939 -4,605 $15,898
     SCHZ292,939-4,605$15,898
ISHARES INC (EEMV) 334,157 +36,291 $15,679
     EEMV334,157+36,291$15,679
SCHWAB STRATEGIC TR 271,306 +45,830 $13,978
     SCHA271,306+45,830$13,978
VANGUARD SPECIALIZED FUNDS (VIG) 134,465 +7,581 $13,902
     VIG134,465+7,581$13,902
ISHARES TR (IGIB) 240,484 -14,109 $13,207
     IGIB240,484-14,109$13,207
ISHARES TR (IEFA) 236,744 +194,367 $11,811
     IEFA236,744+194,367$11,811
ALPS ETF TR (SDOG) 345,900 +27,671 $10,827
     SDOG345,900+27,671$10,827
SCHWAB STRATEGIC TR 231,630 +33,642 $9,766
     SCHM231,630+33,642$9,766
INVESCO EXCH TRD SLF IDX FD 210,208 -11,873 $9,407
     DEF210,208-11,873$9,407
VANGUARD WORLD FDS (VGT) 38,132 +435 $8,080
     VGT38,132+435$8,080
SCHWAB STRATEGIC TR 106,238 +9,721 $6,507
     SCHX106,238+9,721$6,507
SCHWAB STRATEGIC TR 80,433 +15,475 $6,406
     SCHG80,433+15,475$6,406
SPDR SER TR (SLYV) 140,217 +37,197 $5,729
     SLYV140,217+37,197$5,729
UNITEDHEALTH GROUP INC 21,929 +10,239 $5,469
     UNH21,929+10,239$5,469
SCHWAB STRATEGIC TR 121,394 +27,704 $5,374
     SCHV121,394+27,704$5,374
MICROSOFT CORP 31,092 +3,590 $4,904
     MSFT31,092+3,590$4,904
JOHNSON & JOHNSON 35,762 +5,239 $4,689
     JNJ35,762+5,239$4,689
SPDR INDEX SHS FDS (SPEM) 153,477 +153,477 $4,368
     SPEM153,477+153,477$4,368
INVESCO EXCHANGE TRADED FD T (RYH) 23,013 -663 $4,354
     RYH23,013-663$4,354
ISHARES TR (IVV) 16,609 +479 $4,292
     IVV16,609+479$4,292
VERIZON COMMUNICATIONS INC 79,532 +14,301 $4,273
     VZ79,532+14,301$4,273
ABBOTT LABS 51,722 +126 $4,081
     ABT51,722+126$4,081
PIMCO ETF TR (BOND) 32,733 -6,622 $3,475
     BOND32,733-6,622$3,475
CUMMINS INC 25,507 +4,844 $3,452
     CMI25,507+4,844$3,452
APPLE INC 13,464 +416 $3,424
     AAPL13,464+416$3,424
CVS HEALTH CORP 56,923 +9,883 $3,377
     CVS56,923+9,883$3,377
MEDTRONIC PLC 37,241 +5,335 $3,358
     MDT37,241+5,335$3,358
SCHWAB STRATEGIC TR 72,611 +15,558 $3,266
     SCHD72,611+15,558$3,266
WELLS FARGO CO NEW 111,949 +2,352 $3,213
     WFC111,949+2,352$3,213
PROCTER & GAMBLE CO 26,857 +2,644 $2,954
     PG26,857+2,644$2,954
INTEL CORP 50,980 +9,579 $2,759
     INTC50,980+9,579$2,759
TEXAS INSTRS INC 27,370 +16,613 $2,735
     TXN27,370+16,613$2,735
AMAZON COM INC 1,381 +77 $2,693
     AMZN1,381+77$2,693
ISHARES TR (IJR) 47,375 +8,284 $2,658
     IJR47,375+8,284$2,658
ISHARES TR (IJH) 18,210 +1,447 $2,620
     IJH18,210+1,447$2,620
FIRST TR EXCHANGE TRADED FD (LMBS) 50,175 -11,180 $2,559
     LMBS50,175-11,180$2,559
WALMART INC 22,511 +973 $2,558
     WMT22,511+973$2,558
ISHARES TR (AGG) 22,122 -7,768 $2,552
     AGG22,122-7,768$2,552
SCHWAB STRATEGIC TR 75,280 -8,230 $2,465
     SCHH75,280-8,230$2,465
TARGET CORP 26,033 +18,387 $2,420
     TGT26,033+18,387$2,420
US BANCORP DEL 68,714 +4,377 $2,367
     USB68,714+4,377$2,367
TRANE TECHNOLOGIES PLC 28,195 +28,195 $2,329
     TT28,195+28,195$2,329
CISCO SYS INC 55,777 +5,661 $2,193
     CSCO55,777+5,661$2,193
PFIZER INC 66,713 +6,744 $2,178
     PFE66,713+6,744$2,178
3M CO 15,518 -10,142 $2,118
     MMM15,518-10,142$2,118
ISHARES TR (HYG) 26,790 -2,295 $2,065
     HYG26,790-2,295$2,065

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 03/31/2020: $488,245
At 12/31/2019: $561,593

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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