Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 10.0% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 7.8% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 4.2% |
VANGUARD SPECIALIZED PORTFOL | 30 | Q2 2023 | 4.3% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 4.0% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 3.3% |
APPLE INC | 30 | Q2 2023 | 2.7% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 3.2% |
WELLS FARGO CO NEW | 30 | Q2 2023 | 1.9% |
SCHWAB STRATEGIC TR | 30 | Q2 2023 | 3.3% |
View BerganKDV Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-07-24 |
13F-HR | 2023-04-27 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-13 |
13F-HR | 2022-05-09 |
13F-HR | 2022-01-28 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-10 |
13F-HR | 2021-05-11 |
View BerganKDV Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.