Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOND & DEVICK FINANCIAL NETWORK INC | 04-26-2024 | 03-31-2024 | 142 | 184,390,055 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US SML CAP ETF | 51 | $766,224 | 15,561 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 52 | $762,248 | 6,611 | 0.00 | 0.00 | 146 | 2.26 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 53 | $750,946 | 1,025 | 0.00 | 0.00 | -9 | -0.87 | 03-31-2024 |
| STRYKER CORPORATION | COM | 54 | $730,771 | 2,042 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
