Instuitional Investor - Bergankdv Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bergankdv Wealth Management, Llc |
| Portfolio Value | $999,586,345 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,780,773 | $87,756,501 | 8.77% | |
| 2. | FNDF | 1,567,950 | $55,897,431 | 5.59% | |
| 3. | Ishares Tr - MBS ETF | 442,364 | $41,257,094 | 4.12% | |
| 4. | Vanguard Scottsdale Funds | 472,379 | $35,740,224 | 3.57% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 219,181 | $35,601,538 | 3.56% |
