Bond & Devick Financial Network as of March 31, 2022
Portfolio Holdings for Bond & Devick Financial Network
Bond & Devick Financial Network holds 106 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Accenture Plc Ireland Shs Class A (ACN) | 8.0 | $10M | 30k | 337.22 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 5.5 | $6.9M | 94k | 73.73 | |
Vanguard Index Fds Small Cp Etf (VB) | 5.4 | $6.7M | 32k | 212.51 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 5.1 | $6.4M | 120k | 53.39 | |
Natixis Etf Tr Loomis Sayles | 4.9 | $6.2M | 255k | 24.23 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 4.6 | $5.7M | 113k | 50.57 | |
Nordson Corporation (NDSN) | 4.0 | $5.0M | 22k | 227.10 | |
UnitedHealth (UNH) | 3.9 | $4.9M | 9.6k | 509.97 | |
Microsoft Corporation (MSFT) | 3.4 | $4.2M | 14k | 308.33 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.9 | $3.6M | 72k | 49.55 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.4 | $3.1M | 83k | 36.71 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.1 | $2.6M | 5.00 | 529000.00 | |
Ishares Tr Core Msci Total (IXUS) | 1.9 | $2.4M | 35k | 66.58 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.0M | 724.00 | 2781.77 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 1.3 | $1.7M | 17k | 96.81 | |
Apple (AAPL) | 1.3 | $1.6M | 9.3k | 174.61 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.6M | 9.6k | 165.96 | |
Cummins (CMI) | 1.1 | $1.4M | 6.6k | 205.08 | |
Xcel Energy (XEL) | 0.9 | $1.2M | 16k | 72.15 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.9 | $1.1M | 19k | 61.02 | |
Ishares Tr National Mun Etf (MUB) | 0.9 | $1.1M | 10k | 109.66 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.9 | $1.1M | 13k | 86.59 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.9 | $1.1M | 28k | 38.64 | |
CVS Caremark Corporation (CVS) | 0.9 | $1.1M | 11k | 101.22 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.9 | $1.1M | 15k | 72.14 | |
salesforce (CRM) | 0.8 | $1.1M | 5.0k | 212.31 | |
Procter & Gamble Company (PG) | 0.8 | $1.0M | 6.9k | 152.76 | |
Walt Disney Company (DIS) | 0.8 | $1.0M | 7.6k | 137.18 | |
Johnson & Johnson (JNJ) | 0.8 | $1.0M | 5.9k | 177.17 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.0M | 5.0k | 205.37 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $968k | 35k | 27.76 | |
Novo-nordisk A S Adr (NVO) | 0.7 | $924k | 8.3k | 111.00 | |
General Mills (GIS) | 0.7 | $916k | 14k | 67.74 | |
Ishares Esg Awr Msci Em (ESGE) | 0.7 | $906k | 25k | 36.72 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $887k | 2.0k | 453.94 | |
Ishares Msci Gbl Min Vol (ACWV) | 0.7 | $876k | 8.4k | 104.82 | |
Pliant Therapeutics (PLRX) | 0.7 | $842k | 120k | 7.01 | |
Nike CL B (NKE) | 0.7 | $839k | 6.2k | 134.56 | |
Intel Corporation (INTC) | 0.7 | $824k | 17k | 49.55 | |
Coca-Cola Company (KO) | 0.6 | $809k | 13k | 62.02 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.6 | $788k | 2.7k | 288.96 | |
American Express Company (AXP) | 0.6 | $770k | 4.1k | 186.94 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.6 | $749k | 5.8k | 128.14 | |
Medtronic SHS (MDT) | 0.5 | $681k | 6.1k | 110.89 | |
Ishares Tr Msci Gbl Sus Dev (SDG) | 0.5 | $674k | 7.9k | 85.32 | |
Target Corporation (TGT) | 0.5 | $668k | 3.1k | 212.13 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $654k | 14k | 47.36 | |
Ishares Tr Msci Lw Crb Tg (CRBN) | 0.5 | $644k | 3.9k | 163.20 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.5 | $612k | 25k | 24.65 | |
Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.5 | $601k | 16k | 38.46 | |
International Business Machines (IBM) | 0.5 | $599k | 4.6k | 130.08 | |
Amgen (AMGN) | 0.5 | $596k | 2.5k | 241.78 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $586k | 7.4k | 78.84 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $565k | 12k | 46.81 | |
Ishares Tr Esg Aware Msci (ESML) | 0.4 | $547k | 14k | 38.05 | |
Unilever Spon Adr New (UL) | 0.4 | $530k | 12k | 45.58 | |
Bank of America Corporation (BAC) | 0.4 | $517k | 13k | 41.22 | |
Hp (HPQ) | 0.4 | $515k | 14k | 36.27 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.4 | $514k | 14k | 38.07 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $480k | 6.7k | 71.34 | |
Stryker Corporation (SYK) | 0.4 | $464k | 1.7k | 267.28 | |
Eaton Corp SHS (ETN) | 0.4 | $462k | 3.0k | 151.77 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $450k | 6.1k | 73.59 | |
Honeywell International (HON) | 0.4 | $449k | 2.3k | 194.54 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $445k | 4.4k | 100.84 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $443k | 1.3k | 353.27 | |
Intuit (INTU) | 0.3 | $433k | 900.00 | 481.11 | |
Ishares Tr Glob Hlthcre Etf (IXJ) | 0.3 | $430k | 4.9k | 87.59 | |
Us Bancorp Del Com New (USB) | 0.3 | $422k | 7.9k | 53.13 | |
Fair Isaac Corporation (FICO) | 0.3 | $410k | 880.00 | 465.91 | |
Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $394k | 8.0k | 49.44 | |
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.3 | $383k | 13k | 28.97 | |
Pfizer (PFE) | 0.3 | $382k | 7.4k | 51.77 | |
Waste Management (WM) | 0.3 | $380k | 2.4k | 158.33 | |
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.3 | $380k | 7.6k | 50.03 | |
Pepsi (PEP) | 0.3 | $379k | 2.3k | 167.33 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $369k | 4.9k | 74.85 | |
Palo Alto Networks (PANW) | 0.3 | $364k | 585.00 | 622.22 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $354k | 2.6k | 136.26 | |
Abb Sponsored Adr (ABBNY) | 0.3 | $351k | 11k | 32.32 | |
Applied Materials (AMAT) | 0.3 | $344k | 2.6k | 131.80 | |
Ecolab (ECL) | 0.3 | $344k | 2.0k | 176.32 | |
ConocoPhillips (COP) | 0.3 | $338k | 3.4k | 100.03 | |
Deere & Company (DE) | 0.3 | $325k | 783.00 | 415.07 | |
Costco Wholesale Corporation (COST) | 0.3 | $322k | 559.00 | 576.03 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $320k | 3.8k | 84.43 | |
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.2 | $309k | 4.0k | 77.02 | |
Amazon (AMZN) | 0.2 | $306k | 94.00 | 3255.32 | |
Leidos Holdings (LDOS) | 0.2 | $302k | 2.8k | 108.05 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $294k | 14k | 21.49 | |
3M Company (MMM) | 0.2 | $280k | 1.9k | 148.78 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $266k | 584.00 | 455.48 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $265k | 3.4k | 77.71 | |
Science App Int'l (SAIC) | 0.2 | $264k | 2.9k | 92.05 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $258k | 5.0k | 51.62 | |
Sanofi Sponsored Adr (SNY) | 0.2 | $256k | 5.0k | 51.41 | |
Hannon Armstrong (HASI) | 0.2 | $247k | 5.2k | 47.48 | |
Exxon Mobil Corporation (XOM) | 0.2 | $245k | 3.0k | 82.49 | |
Thermo Fisher Scientific (TMO) | 0.2 | $238k | 403.00 | 590.57 | |
Starbucks Corporation (SBUX) | 0.2 | $220k | 2.4k | 90.98 | |
Public Storage (PSA) | 0.2 | $213k | 545.00 | 390.83 | |
Darden Restaurants (DRI) | 0.2 | $211k | 1.6k | 133.12 | |
McDonald's Corporation (MCD) | 0.2 | $210k | 848.00 | 247.64 | |
ON Semiconductor (ON) | 0.2 | $209k | 3.3k | 62.56 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $208k | 5.2k | 39.79 | |
Wal-Mart Stores (WMT) | 0.2 | $208k | 1.4k | 148.89 |