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Home > Institutional Investor > Bond & Devick Financial Network, Inc. > Profile

Instuitional Investor - Bond & Devick Financial Network, Inc.

Fund Profile
Filing Period:
Fund Name: Bond & Devick Financial Network, Inc.
Portfolio Value $233,934,194
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P 100 EQL WIGH
 184,919 $18,920,912 8.08%
2.
Ishares Tr - ESG AW MSCI EAFE
 172,613 $14,528,817 6.21%
3.
Ishares Tr
 117,818 $14,091,623 6.02%
4.
Schwab Strategic Trust
 FNDF 274,050 $13,022,860 5.56%
5.
Schwab Strategic Trust
 FNDF 186,163 $12,383,583 5.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)