Bond & Devick Financial Network, Inc.
CIK 1843495 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- IEI7.21%
- NDSN6.72%
- SCHZ6.22%
- ACN5.18%
- ESGD4.45%
- EQWL4.39%
- VB4.33%
- SCHB4.23%
- JCPB3.73%
- MSFT3.00%
Share classes counted separately49.46%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $12.67M | 7.21% | 108.18K shares | — | ↗▾ | |
| 02 | NDSNNORDSON CORP View history and evidence | $11.82M | 6.72% | 44.73K shares | — | ↗▾ | |
| 03 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $10.93M | 6.22% | 234.42K shares | — | ↗▾ | |
| 04 | ACNACCENTURE PLC-CL ASHS CLASS A View history and evidence | $9.10M | 5.18% | 25.94K shares | — | ↗▾ | |
| 05 | ESGDISHARES TRUST ISHARES ESG AWESG AW MSCI EAFE View history and evidence | $7.83M | 4.45% | 103.63K shares | — | ↗▾ | |
| 06 | EQWLINVESCO S&P 100 EQUAL WEIGHTS&P 100 EQL WIGH View history and evidence | $7.71M | 4.39% | 88.09K shares | — | ↗▾ | |
| 07 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $7.61M | 4.33% | 35.67K shares | — | ↗▾ | |
| 08 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $7.44M | 4.23% | 133.62K shares | — | ↗▾ | |
| 09 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $6.55M | 3.73% | 139.14K shares | — | ↗▾ | |
| 10 | MSFTMICROSOFT CORP View history and evidence | $5.26M | 3.00% | 14.00K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1843495 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 10, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 175737904
}Research all 143 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.