| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ACCENTURE PLC IRELAND | 15 | Q2 2024 | 9.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 7.2% |
| NORDSON CORP | 15 | Q2 2024 | 7.9% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 8.6% |
| ISHARES TR | 15 | Q2 2024 | 7.2% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.5% |
| UNITEDHEALTH GROUP INC | 15 | Q2 2024 | 4.5% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.6% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.3% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 2.4% |
View Bond & Devick Financial Network, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-17 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-18 |
View Bond & Devick Financial Network, Inc.'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.