Bond & Devick Financial Network, Inc.
- SEC CIK
- 0001843495
- 最新申報
- 2026/7/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 157
- 較 2024 年第 3 季 0
- 總值
- $2.34 億
- 較 2024 年第 3 季 $0 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TMOThermo Fisher Scientific Inc. | Stock | 326 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| URIUnited Rentals, Inc. | COM | 250 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,006 | $20.4 萬 | 0.1% | −6,012−66.7% | 減碼依 3 比 1 拆股換算 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,403 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| T Rowe Price ETF Inc87283Q305 | PRICE GRW STOCK | 5,428 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 528 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,057 | $20.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 663 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 454 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,655 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,581 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 2,226 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 5,511 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,036 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 400 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRIThomson Reuters Corp | COM NO PAR | 1,374 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 16,039 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 976 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 289 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 5,914 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 1,902 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,530 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 8,237 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 2,479 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 4,594 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Leuthold FDS Inc527289789 | CORE ETF | 7,578 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| T Rowe Price Exchange-Traded87283Q206 | PRICE EQT INCOME | 6,472 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 968 | $27.4 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,062 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 3,172 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,082 | $29.1 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 973 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 603 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,091 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,799 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,734 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| GSKGSK plc | ADR | 7,830 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,222 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 6,108 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,235 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 1,625 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,392 | $33.8 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 839 | $34.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SAPSAP SE | ADR | 1,500 | $34.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 615 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EVREvercore Inc. | CLASS A | 1,400 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 6,708 | $35.5 萬 | 0.2% | 00.0% | 不變 | – |
| PSAPublic Storage | COM | 1,020 | $37.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,641 | $37.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,221 | $37.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,260 | $37.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 8,651 | $37.8 萬 | 0.2% | 00.0% | 不變 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 9,037 | $38.7 萬 | 0.2% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 7,583 | $38.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 4,079 | $39.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 3,790 | $39.4 萬 | 0.2% | 00.0% | 不變 | – |
| SAICScience Applications International Corp | COM | 2,868 | $39.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,051 | $41.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 1,631 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 9,982 | $41.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,005 | $41.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 13,220 | $42.7 萬 | 0.2% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 9,741 | $43.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,374 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,367 | $45.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 2,795 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 17,273 | $46.6 萬 | 0.2% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 908 | $47.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,654 | $47.3 萬 | 0.2% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 7,669 | $48.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 3,099 | $48.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 6,556 | $49.2 萬 | 0.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 2,400 | $49.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 14,199 | $50.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,435 | $51.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,930 | $51.4 萬 | 0.2% | −14,790−75.0% | 減碼依 4 比 1 拆股換算 | – |
| DALDelta Air Lines, Inc. | COM NEW | 10,167 | $51.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,243 | $53.1 萬 | 0.2% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 18,579 | $53.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 5,547 | $54.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 8,736 | $54.8 萬 | 0.2% | 00.0% | 不變 | – |
| Putnam ETF Trust746729102 | EXCHANGE TRADED FUNDS | 16,403 | $55.5 萬 | 0.2% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 904 | $56.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 14,237 | $56.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,897 | $59.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 9,261 | $60.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,783 | $60.9 萬 | 0.3% | −1,783−50.0% | 減碼依 2 比 1 拆股換算 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,313 | $61.3 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 13,561 | $63.1 萬 | 0.3% | 00.0% | 不變 | – |
| SYKStryker Corp | Stock | 1,772 | $64.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,505 | $64.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 15,500 | $64.8 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 3,671 | $68.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,115 | $68.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 15,124 | $70.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 19,418 | $70.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 9,625 | $71.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 8,566 | $72.6 萬 | 0.3% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 8,455 | $74.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 13,264 | $75.1 萬 | 0.3% | 00.0% | 不變 | – |