HoldingsChannel.com
BerganKDV Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 740,182 -4,877 $40,658
     SCHR740,182-4,877$40,658
SCHWAB STRATEGIC TR 1,090,507 -147,854 $36,674
     SCHF1,090,507-147,854$36,674
ISHARES TR (IBDM) 1,013,749 +1,577 $25,303
     IBDM1,013,749+1,577$25,303
ISHARES TR (MBB) 181,365 +299 $19,598
     MBB181,365+299$19,598
ISHARES INC (EEMV) 297,866 -5,430 $17,473
     EEMV297,866-5,430$17,473
SCHWAB STRATEGIC TR 225,476 -1,121 $17,055
     SCHA225,476-1,121$17,055
SCHWAB STRATEGIC TR 297,544 +85,976 $15,898
     SCHZ297,544+85,976$15,898
VANGUARD GROUP (VIG) 126,884 +34,064 $15,817
     VIG126,884+34,064$15,817
ALPS ETF TR (SDOG) 318,229 -9,384 $14,903
     SDOG318,229-9,384$14,903
ISHARES TR (IGIB) 254,593 -1,316 $14,761
     IGIB254,593-1,316$14,761
INVESCO EXCH TRD SLF IDX FD 222,081 -11,558 $12,374
     DEF222,081-11,558$12,374
SCHWAB STRATEGIC TR 197,988 +1,083 $11,909
     SCHM197,988+1,083$11,909
VANGUARD WORLD FDS (VGT) 37,697 -348 $9,230
     VGT37,697-348$9,230
SCHWAB STRATEGIC TR 96,517 +2,460 $7,413
     SCHX96,517+2,460$7,413
SPDR SERIES TRUST (SLYV) 103,020 -1,387 $6,769
     SLYV103,020-1,387$6,769
SCHWAB STRATEGIC TR 64,958 +64,958 $6,035
     SCHG64,958+64,958$6,035
WELLS FARGO CO NEW 109,597 +445 $5,896
     WFC109,597+445$5,896
SCHWAB STRATEGIC TR 93,690 +93,690 $5,633
     SCHV93,690+93,690$5,633
INVESCO EXCHANGE TRADED FD T (RYH) 23,676 -841 $5,244
     RYH23,676-841$5,244
ISHARES TR (IVV) 16,130 +84 $5,214
     IVV16,130+84$5,214
VANGUARD TAX MANAGED INTL FD (VEA) 108,302 +119 $4,772
     VEA108,302+119$4,772
3M CO 25,660 -377 $4,527
     MMM25,660-377$4,527
ABBOTT LABS 51,596 +69 $4,482
     ABT51,596+69$4,482
JOHNSON & JOHNSON 30,523 -1,271 $4,452
     JNJ30,523-1,271$4,452
MICROSOFT CORP 27,502 -410 $4,337
     MSFT27,502-410$4,337
PIMCO ETF TR (BOND) 39,355 +4,244 $4,243
     BOND39,355+4,244$4,243
VERIZON COMMUNICATIONS INC 65,231 +626 $4,005
     VZ65,231+626$4,005
SCHWAB STRATEGIC TR 83,510 +799 $3,838
     SCHH83,510+799$3,838
APPLE INC 13,048 +859 $3,832
     AAPL13,048+859$3,832
US BANCORP DEL 64,337 -1,415 $3,815
     USB64,337-1,415$3,815
CUMMINS INC 20,663 +9,344 $3,698
     CMI20,663+9,344$3,698
INGERSOLL RAND PLC 27,820 +27,810 $3,698
     IR27,820+27,810$3,698
MEDTRONIC PLC 31,906 +476 $3,620
     MDT31,906+476$3,620
CVS HEALTH CORP 47,040 -112 $3,495
     CVS47,040-112$3,495
ISHARES TR (IJH) 16,763 +186 $3,450
     IJH16,763+186$3,450
UNITEDHEALTH GROUP INC 11,690 +236 $3,437
     UNH11,690+236$3,437
ISHARES TR (AGG) 29,890 +1,296 $3,359
     AGG29,890+1,296$3,359
SCHWAB STRATEGIC TR 57,053 +56,769 $3,305
     SCHD57,053+56,769$3,305
ISHARES TR (IJR) 39,091 +545 $3,278
     IJR39,091+545$3,278
BOEING CO 9,867 +440 $3,214
     BA9,867+440$3,214
FIRST TR EXCHANGE TRADED FD (LMBS) 61,355 +6,265 $3,178
     LMBS61,355+6,265$3,178
CHEVRON CORP NEW 25,157 +235 $3,032
     CVX25,157+235$3,032
PROCTER & GAMBLE CO 24,213 +970 $3,024
     PG24,213+970$3,024
ISHARES INC (IEMG) 55,126 +663 $2,964
     IEMG55,126+663$2,964
SCHWAB STRATEGIC TR 102,452 +8,461 $2,804
     SCHE102,452+8,461$2,804
ISHARES TR (IEFA) 42,377 +1,290 $2,765
     IEFA42,377+1,290$2,765
PRINCIPAL FINL GROUP INC 48,196 +2,525 $2,651
     PFG48,196+2,525$2,651
WALMART INC 21,538 +578 $2,560
     WMT21,538+578$2,560
ISHARES TR (HYG) 29,085 -2,261 $2,558
     HYG29,085-2,261$2,558
INTEL CORP 41,401 +1,664 $2,478
     INTC41,401+1,664$2,478

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 12/31/2019: $561,593
At 09/30/2019: $506,132

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.