HoldingsChannel.com
BerganKDV Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 1,144,488 +68,857 $35,834
     SCHF1,144,488+68,857$35,834
SCHWAB STRATEGIC TR 572,417 +13,077 $30,785
     SCHR572,417+13,077$30,785
ISHARES TR (IBDM) 1,013,462 +6,752 $25,053
     IBDM1,013,462+6,752$25,053
INVESCO EXCH TRD SLF IDX F 1,139,775 +13,294 $24,186
     BSCK1,139,775+13,294$24,186
ISHARES TR (MBB) 182,253 +372 $19,384
     MBB182,253+372$19,384
ALPS ETF TR (SDOG) 447,206 -173,813 $19,185
     SDOG447,206-173,813$19,185
INVESCO EXCH TRD SLF IDX F 374,086 -3,663 $18,683
     DEF374,086-3,663$18,683
SCHWAB STRATEGIC TR 266,271 +27,752 $18,620
     SCHA266,271+27,752$18,620
ISHARES INC (EEMV) 269,135 +269,135 $15,952
     EEMV269,135+269,135$15,952
SCHWAB STRATEGIC TR 194,421 -29,205 $10,769
     SCHM194,421-29,205$10,769
VANGUARD GROUP (VIG) 89,842 +72,310 $9,850
     VIG89,842+72,310$9,850
INVESCO EXCHANGE TRADED FD (RYH) 49,287 -1,212 $9,728
     RYH49,287-1,212$9,728
WELLS FARGO CO NEW 126,882 -5,669 $6,131
     WFC126,882-5,669$6,131
SCHWAB STRATEGIC TR 116,539 +10,658 $6,046
     SCHZ116,539+10,658$6,046
SCHWAB STRATEGIC TR 81,989 +6,282 $5,543
     SCHX81,989+6,282$5,543
ISHARES TR (IVV) 17,671 +1,551 $5,029
     IVV17,671+1,551$5,029
VANGUARD TAX MANAGED INTL (VEA) 114,921 -6,390 $4,697
     VEA114,921-6,390$4,697
PIMCO ETF TR (BOND) 40,928 +6,934 $4,320
     BOND40,928+6,934$4,320
JOHNSON & JOHNSON 29,866 +1,206 $4,175
     JNJ29,866+1,206$4,175
VERIZON COMMUNICATIONS INC 64,834 +992 $3,834
     VZ64,834+992$3,834
SCHWAB STRATEGIC TR 81,501 -5,742 $3,621
     SCHH81,501-5,742$3,621
US BANCORP DEL 74,534 +11,914 $3,592
     USB74,534+11,914$3,592
3M CO 17,090 -650 $3,551
     MMM17,090-650$3,551
BOEING CO 9,110 +84 $3,475
     BA9,110+84$3,475
ABBOTT LABS 42,096 +37,746 $3,365
     ABT42,096+37,746$3,365
CISCO SYS INC 59,804 +620 $3,229
     CSCO59,804+620$3,229
CHEVRON CORP NEW 26,184 +1,762 $3,225
     CVX26,184+1,762$3,225
ISHARES TR (HYG) 36,543 +2,072 $3,160
     HYG36,543+2,072$3,160
ISHARES TR (IJH) 16,420 -330 $3,110
     IJH16,420-330$3,110
ISHARES TR (AGG) 27,474 +2,016 $2,997
     AGG27,474+2,016$2,997
ISHARES INC (IEMG) 54,409 +1,435 $2,813
     IEMG54,409+1,435$2,813
ISHARES TR (IJR) 36,450 +5,209 $2,812
     IJR36,450+5,209$2,812
TARGET CORP 34,945 +4,912 $2,805
     TGT34,945+4,912$2,805
PFIZER INC 65,104 +7,491 $2,765
     PFE65,104+7,491$2,765
APPLE INC 14,531 +972 $2,760
     AAPL14,531+972$2,760
MICROSOFT CORP 23,312 +1,687 $2,749
     MSFT23,312+1,687$2,749
INTERNATIONAL BUSINESS MAC 18,321 +1,381 $2,585
     IBM18,321+1,381$2,585
MEDTRONIC PLC 27,934 +9,114 $2,544
     MDT27,934+9,114$2,544
VANGUARD BD INDEX FD INC (BIV) 29,299 +3,280 $2,459
     BIV29,299+3,280$2,459
PRINCIPAL FINL GROUP INC 48,266 +5,387 $2,422
     PFG48,266+5,387$2,422
DARDEN RESTAURANTS INC 19,504 +827 $2,369
     DRI19,504+827$2,369
ISHARES TR (IEFA) 38,428 +10,480 $2,335
     IEFA38,428+10,480$2,335
AMAZON COM INC 1,247 -8 $2,221
     AMZN1,247-8$2,221
BP PLC 49,973 +7,975 $2,185
     BP49,973+7,975$2,185
DOMINION ENERGY INC 28,459 +1,914 $2,182
     D28,459+1,914$2,182
HCP INC 69,337 +2,833 $2,170
     HCP69,337+2,833$2,170
PROCTER AND GAMBLE CO 20,480 -979 $2,131
     PG20,480-979$2,131
EATON CORP PLC 26,354 +3,529 $2,123
     ETN26,354+3,529$2,123
SCHWAB STRATEGIC TR 80,837 -503,021 $2,103
     SCHE80,837-503,021$2,103
EMERSON ELEC CO 30,614 +3,858 $2,096
     EMR30,614+3,858$2,096

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 03/31/2019: $489,172
At 12/31/2018: $427,306

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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