Top 50 Bond & Devick Financial Network, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EQWL | INVESCO EXCHANGE TRADED FD T | 10.01% | 311.4K | $35.9M | -0.17%(-531) | $95.65(+28.69%) | 2026-03-31 | |
| ESGD | ISHARES TR | 8.96% | 335.8K | $32.1M | -1.35%(-4.59K) | $79.36(+27.05%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.01% | 457.3K | $21.5M | +2.83%(+12.60K) | $46.79(+0.00%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 5.47% | 843.7K | $19.6M | +2.51%(+20.68K) | $23.81(-3.04%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 4.26% | 608.3K | $15.3M | +3.79%(+22.21K) | $20.75(+34.66%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.64% | 109.9K | $13.0M | -0.77%(-851) | $116.10(+1.37%) | 2026-03-31 | |
| NDSN | NORDSON CORP | 3.3% | 44.4K | $11.8M | -0.62%(-275) | $202.89(+39.33%) | 2026-03-31 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 3.27% | 175.4K | $11.7M | -1.66%(-2.96K) | $58.28(+26.11%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.85% | 41.0K | $10.2M | +4.44%(+1.74K) | $234.90(+19.84%) | 2026-03-31 | |
| EDIV | SPDR INDEX SHS FDS | 2.82% | 256.3K | $10.1M | -0.76%(-1.96K) | $36.32(+13.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.86% | +22.03% |
| Top 20 Holdings Unweighted | +7.97% | +25.87% |
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