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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bergankdv Wealth Management, Llc reports $999.59M in US-listed equity holdings across 862 positions in its most recent 13F filing. Its largest disclosed positions are SCHR (8.8%), SCHF (5.6%) and MBB (4.1%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bergankdv Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1660203). View Bergankdv Wealth Management, Llc’s 13F filings on SEC