BerganKDV Wealth Management, LLC
CIK 1660203
13F portfolio (2023-Q2)
$1000M
Positions
862
As reported on this filer's Form 13F for 2023-Q2, filed 2023-07-24. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | SCHR | SCHWAB STRATEGIC TR |
| 2 | SCHF | SCHWAB STRATEGIC TR |
| 3 | MBB | ISHARES TR |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS |
Top holdings — weights and history with Pro
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