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David Einhorn
Bill Ackman
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Steven Cohen
Jim Simons

BerganKDV Wealth Management, LLC INSTITUTION : BerganKDV Wealth Management, LLC
BerganKDV Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-24) --- full portfolio
Company (links to holding history) Ticker Value On
No of Shares % of portfolio
SCHWAB STRATEGIC TR    (INTRM TRM TRES) SCHR 39,478,000 671,631 8.08%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 24,945,000 965,350 5.10%
ISHARES TR    (IBONDS DEC21 ETF) 24,202,000 981,806 4.95%
ISHARES TR    (MBS ETF) MBB 18,686,000 169,198 3.82%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 15,898,000 292,939 3.25%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 15,679,000 334,157 3.21%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 13,978,000 271,306 2.86%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 13,902,000 134,465 2.84%
ISHARES TR    (INTRM TR CRP ETF) CIU 13,207,000 240,484 2.70%
ISHARES TR    (CORE MSCI EAFE) IEFA 11,811,000 236,744 2.41%
ALPS ETF TR    (SECTR DIV DOGS) SDOG 10,827,000 345,900 2.21%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 9,766,000 231,630 2.00%
INVESCO EXCH TRD SLF IDX FD    (DEFENSIVE EQTY) 9,407,000 210,208 1.92%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 8,080,000 38,132 1.65%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 6,507,000 106,238 1.33%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 6,406,000 80,433 1.31%
SPDR SER TR    (S&P 600 SMCP VAL) DSV 5,729,000 140,217 1.17%
UNITEDHEALTH GROUP INC    (COM) UNH 5,469,000 21,929 1.12%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 5,374,000 121,394 1.10%
MICROSOFT CORP    (COM) MSFT 4,904,000 31,092 1.00%

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