StockDriftsStockDriftsTop 50 Bergankdv Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | 8.78% | 1.78M | $87.8M | +0.56%(+10.00K) | — | 2023-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.59% | 1.57M | $55.9M | -1.73%(-27.66K) | — | 2023-06-30 | |
| MBB | ISHARES TR | 4.13% | 442.4K | $41.3M | +120.67%(+241.90K) | — | 2023-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.58% | 472.4K | $35.7M | +0.23%(+1.06K) | — | 2023-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.56% | 219.2K | $35.6M | -0.84%(-1.86K) | — | 2023-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.41% | 779.1K | $34.1M | +1.51%(+11.58K) | — | 2023-06-30 | |
| IEFA | ISHARES TR | 3.25% | 482.0K | $32.5M | +1.57%(+7.43K) | — | 2023-06-30 | |
| AAPL | APPLE INC | 2.74% | 141.0K | $27.3M | -2.82%(-4.09K) | — | 2023-06-30 | |
| IEMG | ISHARES INC | 2.69% | 545.4K | $26.9M | +0.06%(+302) | — | 2023-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.53% | 62.1K | $25.3M | +3.01%(+1.81K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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