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Home > Institutional Investor > Bergankdv Wealth Management, Llc > Profile

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.
Schwab Strategic Trust
 FNDF 1,780,773 $87,756,501 8.77%
2.
Schwab Strategic Trust
 FNDF 1,567,950 $55,897,431 5.59%
3.
Ishares Tr
 442,364 $41,257,094 4.12%
4.
Vanguard Scottsdale Funds
 472,379 $35,740,224 3.57%
5.
Vanguard Specialized Funds
 219,181 $35,601,538 3.56%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)