BerganKDV Wealth Management, LLC 13F 持仓 · 最近申报 2023年Q2
BerganKDV Wealth Management 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 862 只证券，申报市值合计 10.00 亿美元。前几大持仓：SCHR（8.78%）、SCHF（5.59%）、MBB（4.13%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | $87.8M | 8.78% | 1.8M | 增持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $55.9M | 5.59% | 1.6M | 减持 |
| 3 | MBB | ISHARES TR | $41.3M | 4.13% | 442,364 | 增持 |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $35.7M | 3.58% | 472,379 | 增持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $35.6M | 3.56% | 219,181 | 减持 |
| 6 | SCHA | SCHWAB STRATEGIC TR | $34.1M | 3.41% | 779,074 | 增持 |
| 7 | IEFA | ISHARES TR | $32.5M | 3.25% | 481,958 | 增持 |
| 8 | AAPL | APPLE INC | $27.3M | 2.74% | 140,974 | 减持 |
| 9 | IEMG | ISHARES INC | $26.9M | 2.69% | 545,390 | 增持 |
| 10 | VOO | VANGUARD INDEX FDS | $25.3M | 2.53% | 62,067 | 增持 |
| 11 | AGG | ISHARES TR | $22.0M | 2.21% | 225,061 | 增持 |
| 12 | STIP | ISHARES TR | $20.1M | 2.01% | 206,357 | 增持 |
| 13 | SCHM | SCHWAB STRATEGIC TR | $17.9M | 1.79% | 252,105 | 增持 |
| 14 | IJR | ISHARES TR | $16.9M | 1.69% | 169,858 | 增持 |
| 15 | VO | VANGUARD INDEX FDS | $14.9M | 1.49% | 67,498 | 增持 |
| 16 | SLYV | SPDR SER TR | $14.0M | 1.40% | 180,920 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $13.6M | 1.37% | 40,071 | 减持 |
| 18 | UNH | UNITEDHEALTH GROUP INC | $11.9M | 1.19% | 24,809 | 减持 |
| 19 | SPEM | SPDR INDEX SHS FDS | $11.7M | 1.17% | 339,371 | 增持 |
| 20 | VGT | VANGUARD WORLD FDS | $11.7M | 1.17% | 26,473 | 减持 |
| 21 | VTV | VANGUARD INDEX FDS | $11.3M | 1.13% | 79,237 | 增持 |
| 22 | POWA | INVESCO EXCH TRD SLF IDX FD | $10.7M | 1.07% | 153,820 | 减持 |
| 23 | GOVT | ISHARES TR | $9.4M | 0.94% | 408,558 | 增持 |
| 24 | MDT | MEDTRONIC PLC | $9.0M | 0.90% | 102,534 | 增持 |
| 25 | SPHQ | INVESCO EXCHANGE TRADED FD T | $8.5M | 0.85% | 168,893 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR