HoldingsChannel.com
BerganKDV Wealth Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 695,477 +23,846 $40,880
     SCHR695,477+23,846$40,880
SCHWAB STRATEGIC TR 1,062,244 +96,894 $31,602
     SCHF1,062,244+96,894$31,602
ISHARES TR (IBDM) 1,062,661 +80,855 $26,726
     IBDM1,062,661+80,855$26,726
ISHARES TR (MBB) 185,251 +16,053 $20,507
     MBB185,251+16,053$20,507
ISHARES INC (EEMV) 374,992 +40,835 $19,500
     EEMV374,992+40,835$19,500
ISHARES TR (AGG) 160,001 +137,879 $18,914
     AGG160,001+137,879$18,914
VANGUARD SPECIALIZED FUNDS (VIG) 156,771 +22,306 $18,370
     VIG156,771+22,306$18,370
ISHARES TR (IGIB) 279,732 +39,248 $16,890
     IGIB279,732+39,248$16,890
SCHWAB STRATEGIC TR 255,045 -16,261 $16,665
     SCHA255,045-16,261$16,665
ISHARES TR (IEFA) 249,821 +13,077 $14,280
     IEFA249,821+13,077$14,280
SCHWAB STRATEGIC TR 256,003 +24,373 $13,471
     SCHM256,003+24,373$13,471
ALPS ETF TR (SDOG) 353,154 +7,254 $12,837
     SDOG353,154+7,254$12,837
VANGUARD WORLD FDS (VGT) 39,875 +1,743 $11,114
     VGT39,875+1,743$11,114
INVESCO EXCH TRD SLF IDX FD 197,592 -12,616 $10,202
     DEF197,592-12,616$10,202
SPDR SER TR (SLYV) 165,347 +25,130 $8,122
     SLYV165,347+25,130$8,122
SCHWAB STRATEGIC TR 98,539 -7,699 $7,302
     SCHX98,539-7,699$7,302
SCHWAB STRATEGIC TR 68,698 -11,735 $6,976
     SCHG68,698-11,735$6,976
UNITEDHEALTH GROUP INC 22,817 +888 $6,730
     UNH22,817+888$6,730
ISHARES TR (IJR) 93,461 +46,086 $6,382
     IJR93,461+46,086$6,382
MICROSOFT CORP 30,652 -440 $6,238
     MSFT30,652-440$6,238
SPDR INDEX SHS FDS (SPEM) 165,216 +11,739 $5,528
     SPEM165,216+11,739$5,528
ISHARES TR (IVV) 17,102 +493 $5,296
     IVV17,102+493$5,296
INVESCO EXCHANGE TRADED FD T (RYH) 23,172 +159 $5,150
     RYH23,172+159$5,150
SCHWAB STRATEGIC TR 102,214 -19,180 $5,122
     SCHV102,214-19,180$5,122
APPLE INC 13,702 +238 $4,999
     AAPL13,702+238$4,999
JOHNSON & JOHNSON 35,291 -471 $4,963
     JNJ35,291-471$4,963
SCHWAB STRATEGIC TR 85,181 -207,758 $4,791
     SCHZ85,181-207,758$4,791
PIMCO ETF TR (BOND) 42,675 +9,942 $4,762
     BOND42,675+9,942$4,762
CUMMINS INC 26,848 +1,341 $4,652
     CMI26,848+1,341$4,652
VERIZON COMMUNICATIONS INC 83,287 +3,755 $4,592
     VZ83,287+3,755$4,592
AMAZON COM INC 1,390 +9 $3,835
     AMZN1,390+9$3,835
TEXAS INSTRS INC 28,771 +1,401 $3,653
     TXN28,771+1,401$3,653
ABBOTT LABS 39,944 -11,778 $3,652
     ABT39,944-11,778$3,652
MEDTRONIC PLC 38,657 +1,416 $3,545
     MDT38,657+1,416$3,545
PROCTER AND GAMBLE CO 29,215 +2,358 $3,493
     PG29,215+2,358$3,493
FIRST TR EXCHANGE TRADED FD (LMBS) 66,451 +16,276 $3,434
     LMBS66,451+16,276$3,434
TARGET CORP 27,972 +1,939 $3,355
     TGT27,972+1,939$3,355
ISHARES TR (IJH) 18,705 +495 $3,326
     IJH18,705+495$3,326
INTEL CORP 54,225 +3,245 $3,244
     INTC54,225+3,245$3,244
SCHWAB STRATEGIC TR 59,060 -13,551 $3,056
     SCHD59,060-13,551$3,056
LOWES COS INC 21,885 +2,399 $2,957
     LOW21,885+2,399$2,957
WELLS FARGO CO NEW 110,524 -1,425 $2,829
     WFC110,524-1,425$2,829
ISHARES TR (HYG) 33,841 +7,051 $2,762
     HYG33,841+7,051$2,762
CHUBB LIMITED 21,731 +19,317 $2,752
     CB21,731+19,317$2,752
WALMART INC 22,795 +284 $2,730
     WMT22,795+284$2,730
US BANCORP DEL 72,300 +3,586 $2,662
     USB72,300+3,586$2,662
CISCO SYS INC 56,026 +249 $2,613
     CSCO56,026+249$2,613
TRANE TECHNOLOGIES PLC 28,185 -10 $2,508
     TT28,185-10$2,508
CHEVRON CORP NEW 28,094 +247 $2,507
     CVX28,094+247$2,507
3M CO 14,994 -524 $2,339
     MMM14,994-524$2,339

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 06/30/2020: $583,897
At 03/31/2020: $488,245

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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