Bond & Devick Financial Network, Inc.
- SEC CIK
- 0001843495
- Latest filing
- Jul 16, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 30, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 107
- +10 vs. Q1 2021
- Portfolio value
- $121.2M
- +$13.1M (+12.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 9,832 | $3.94M | 3.2% | −80−0.8% | Reduced | History |
| NDSNNordson Corp | COM | 21,142 | $4.64M | 3.8% | 00.0% | Unchanged | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 102,875 | $5.62M | 4.6% | +4,977+5.1% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,735 | $6.70M | 5.5% | +1,897+6.8% | Added | – |
| ACNAccenture plc | Stock | 28,676 | $8.45M | 7.0% | −80−0.3% | Reduced | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 107,825 | $8.52M | 7.0% | +5,302+5.2% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 86,908 | $9.06M | 7.5% | +4,222+5.1% | Added | – |