Bergan Kdv Wealth Management, LLC ETFs

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VNQ Vanguard Specialized Funds Van	$0	$30,000 0.0% of portfolio	360	Q2 2023 Reduced 32.46%
IJJ Ishares S&P Midcap 400 Value E	$0	$29,000 0.0% of portfolio	277	Q1 2022 Reduced 50.54%
DXJ Wisdomtree Trust Japan Hedged	$0	$29,000 0.0% of portfolio	352	Q2 2018 New
BSV Vanguard Bd Index Fd Inc Short	$0	$28,000 0.0% of portfolio	372	Q2 2023 Reduced 77.43%
DVY Ishares Tr	$0	$28,000 0.0% of portfolio	250	Q1 2020 Reduced 69.51%
IYLD Ishares Tr Ishares Morningstar	$0	$24,000 0.0% of portfolio	1,279	Q2 2018 New
MLPA Global X Mlp ETF	$0	$24,000 0.0% of portfolio	562	Q2 2023 New
SHV Ishares Tr	$0	$23,000 0.0% of portfolio	213	Q2 2023 Reduced 69.92%
CSB Victory Portf Ii Shs Us Small	$0	$23,000 0.0% of portfolio	465	Q1 2023 Reduced 22.11%
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$23,000 0.0% of portfolio	883	Q4 2022 Reduced 82.92%
DGRO Ishares Core Dividend Growth E	$0	$22,000 0.0% of portfolio	427	Q3 2022 New
BND Vanguard Bd Index Fd Inc Total	$0	$22,000 0.0% of portfolio	310	Q2 2023 Reduced 84.32%
RSP Invesco S&P 500 Equal Weight E	$0	$21,000 0.0% of portfolio	145	Q2 2023 Reduced 28.92%
EFZ Proshares Short Msci Eafe	$0	$20,000 0.0% of portfolio	1,140	Q2 2023 Reduced 29.85%
TLT Ishares Barclays 20+ Year Trea	$0	$18,000 0.0% of portfolio	182	Q2 2023 Reduced 0.55%
VB Vanguard Small Cap ETF	$0	$18,000 0.0% of portfolio	92	Q2 2023 Reduced 66.55%
FV First Trust Dorsey Wright Focu	$0	$17,000 0.0% of portfolio	374	Q2 2023 New
HYS Pimco ETF Tr 1 5 Yr High Yield	$0	$16,000 0.0% of portfolio	185	Q2 2018 New
KBWP Invesco ETF Tr Ii Kbw Property	$0	$16,000 0.0% of portfolio	200	Q3 2022 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$16,000 0.0% of portfolio	183	Q2 2023 Reduced 80.86%
VHT Vanguard Health Care ETF	$0	$15,000 0.0% of portfolio	65	Q2 2023 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$14,000 0.0% of portfolio	284	Q2 2023 Reduced 79.8%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$14,000 0.0% of portfolio	344	Q3 2020 Reduced 24.56%
DLN Wisdomtree Tr U.S Largecap Div	$0	$14,000 0.0% of portfolio	234	Q3 2022 New
IWN Ishares Russell2000 Val ETF	$0	$14,000 0.0% of portfolio	102	Q1 2023 Reduced 25.0%
FUTY Fidelity Covington Tr Msci Uti	$0	$12,000 0.0% of portfolio	297	Q4 2022 Reduced 2.62%
IWS Ishares Russell Midcap Value E	$0	$12,000 0.0% of portfolio	117	Q2 2023 Reduced 53.94%
IWO Ishares Russell 2000 Gwt ETF	$0	$12,000 0.0% of portfolio	50	Q1 2023 Reduced 30.56%
URNM Sprott Fds Tr Uranium Miners E	$0	$10,000 0.0% of portfolio	300	Q4 2022 Added 100.0%
ITB Ishares Tr	$0	$10,000 0.0% of portfolio	125	Q1 2022 Reduced 35.9%
FHLC Fidelity Covington Tr Msci Hea	$0	$8,000 0.0% of portfolio	140	Q2 2022 Reduced 31.71%
SCHO Schwab Short Term Us Treasury	$0	$5,000 0.0% of portfolio	111	Q2 2022 Reduced 28.85%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$5,000 0.0% of portfolio	16	Q3 2021 New
VXF Vanguard Extended Market ETF	$0	$4,000 0.0% of portfolio	29	Q1 2023 Reduced 34.09%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$4,000 0.0% of portfolio	48	Q1 2023 Added 100.0%
FNDA Schwab Fundamental U S Small C	$0	$4,000 0.0% of portfolio	85	Q1 2023 Reduced 49.4%
VNQI Vanguard Global Ex U.S. Real	$0	$3,000 0.0% of portfolio	98	Q4 2022 Reduced 68.69%
SLV I Shares Silver Trust	$14.2B	$2,000 0.0% of portfolio	109	Q3 2021 Added 9.0%
FXI Ishares Tr	$0	$2,000 0.0% of portfolio	110	Q4 2022 Added 0.92%
SCHH Schwab Strategic U.S. Reit ETF	$0	$2,000 0.0% of portfolio	138	Q2 2023 Reduced 42.5%
QQQM Invesco Exchange Traded Fd Tr	$0	$2,000 0.0% of portfolio	17	Q2 2023 New
IEF Ishares Barclays	$0	$1,000 0.0% of portfolio	11	Q2 2023 Reduced 96.76%
LIT Global X Fds Global X Lithium	$0	$1,000 0.0% of portfolio	26	Q4 2022 Reduced 49.02%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$0 0.0% of portfolio	13	Q3 2021 New
ACWI Ishares Msci Acwi ETF	$0	$0 0.0% of portfolio	3	Q2 2021 Reduced 93.02%
DGRW Wisdomtree Tr Us Quality Divid	$0	$0 0.0% of portfolio	6	Q4 2019 Reduced 14.29%
PHB Invesco Fd Tr Ii Fundamental H	$0	$0 0.0% of portfolio	16	Q2 2023 Reduced 95.93%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$0 0.0% of portfolio	1	Q2 2023 Reduced 99.93%
ROBO Robo Global Robotics And Autom	$0	$0 0.0% of portfolio	7	Q3 2021 Reduced 90.91%
SLYG Spdr S&P 600 Small Cap Growth	$0	$0 0.0% of portfolio	3	Q3 2022 Reduced 99.37%

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