Filling information for Bond & Devick Financial Network, Inc. as Treemap, investor disclosed 127 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 204524 | 1141 | |
| 67092P300 | 67092P300 | NUSHARES ETF TR | NUVEEN ESG LRGVL | 907761 | 26198 | |
| 46435G532 | 46435G532 | ISHARES TR | MSCI GBL SUS DEV | 1088895 | 13775 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 752370 | 4319 | |
| 98389B100 | 98389B100 | XCEL ENERGY INC | COM | 968249 | 15574 | |
| 808524730 | 808524730 | SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 353899 | 13220 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 1021178 | 13314 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 234014 | 595 | |
| 46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 202564 | 5690 | |
| 904767704 | 904767704 | UNILEVER PLC | SPON ADR NEW | 465365 | 8927 | |
| 46435U549 | 46435U549 | ISHARES TR | ESG AWR US AGRGT | 2374019 | 50329 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 224402 | 2242 | |
| 46641Q308 | 46641Q308 | J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 341615 | 6766 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1704528 | 14240 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 1714507 | 10863 | |
| 031162100 | 031162100 | AMGEN INC | COM | 791501 | 3565 | |
| 464287325 | 464287325 | ISHARES TR | GLOB HLTHCRE ETF | 484698 | 5703 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 513006 | 5823 | |
| 729139105 | 729139105 | PLIANT THERAPEUTICS INC | COM | 1814899 | 100160 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 327104 | 1053 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 496516 | 2469 | |
| 237194105 | 237194105 | DARDEN RESTAURANTS INC | COM | 258633 | 1548 | |
| 92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 303773 | 4293 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 386311 | 13465 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 358909 | 8638 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 239521 | 1980 | |
| 464288802 | 464288802 | ISHARES TR | MSCI USA ESG SLC | 1676477 | 17903 | |
| 682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 308425 | 3261 | |
| 46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 562530 | 15837 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 776150 | 15455 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 425121 | 2923 | |
| 037833100 | 037833100 | APPLE INC | COM | 3451890 | 17796 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 666927 | 2186 | |
| 46137V142 | 46137V142 | INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 553411 | 9814 | |
| 74460D109 | 74460D109 | PUBLIC STORAGE | COM | 361856 | 1240 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 247050 | 6073 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 271920 | 2745 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 419618 | 4284 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 233549 | 1251 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 1369124 | 21864 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 8837731 | 28640 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1124085 | 15479 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 4795345 | 9977 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 809658 | 13445 | |
| 244199105 | 244199105 | DEERE & CO | COM | 290116 | 716 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 575528 | 1069 | |
| 231021106 | 231021106 | CUMMINS INC | COM | 1643666 | 6704 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 354123 | 2450 | |
| 464288224 | 464288224 | ISHARES TR | GL CLEAN ENE ETF | 559984 | 30434 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 266320 | 2308 | |
| 464286533 | 464286533 | ISHARES INC | MSCI EMERG MRKT | 846307 | 15393 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 369504 | 4930 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 416208 | 2400 | |
| 808625107 | 808625107 | SCIENCE APPLICATIONS INTL CO | COM | 322593 | 2868 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 348563 | 4299 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 285570 | 584 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 6814387 | 34262 | |
| 46137V506 | 46137V506 | INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 497755 | 13020 | |
| 464287762 | 464287762 | ISHARES TR | US HLTHCARE ETF | 866821 | 3093 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 6800086 | 131530 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 799672 | 32467 | |
| 654106103 | 654106103 | NIKE INC | CL B | 821153 | 7440 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 274669 | 2107 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 269540 | 1135 | |
| 46435G516 | 46435G516 | ISHARES TR | ESG AW MSCI EAFE | 7312554 | 100268 | |
| 46641Q647 | 46641Q647 | J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 295302 | 5879 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 448420 | 1755 | |
| 46434V464 | 46434V464 | ISHARES TR | MSCI LW CRB TG | 697191 | 4458 | |
| 78470E106 | 78470E106 | SPDR INDEX SHS FDS | MSCI EAFE FS ETF | 287270 | 7630 | |
| 464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 395770 | 4097 | |
| 464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 964925 | 11464 | |
| 67092P607 | 67092P607 | NUSHARES ETF TR | NUVEEN ESG SMLCP | 324032 | 8760 | |
| 247361702 | 247361702 | DELTA AIR LINES INC DEL | COM NEW | 483339 | 10167 | |
| 670100205 | 670100205 | NOVO-NORDISK A S | ADR | 1344484 | 8308 | |
| 525327102 | 525327102 | LEIDOS HOLDINGS INC | COM | 247302 | 2795 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 227196 | 4409 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 833843 | 3947 | |
| 717081103 | 717081103 | PFIZER INC | COM | 333018 | 9079 | |
| 46436E718 | 46436E718 | ISHARES TR | 0-3 MNTH TREASRY | 206996 | 2057 | |
| 46435G524 | 46435G524 | ISHARES TR | INTL DIV GRWTH | 562459 | 9069 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 555981 | 4155 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 411374 | 2221 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 5019219 | 14739 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 2589050 | 5 | |
| 803054204 | 803054204 | SAP SE | SPON ADR | 242154 | 1770 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 483938 | 6675 | |
| 461202103 | 461202103 | INTUIT | COM | 412371 | 900 | |
| 46641Q670 | 46641Q670 | J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 10128681 | 217447 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 261206 | 766 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 238945 | 7232 | |
| 46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 515158 | 16287 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 428543 | 3249 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 312602 | 3137 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 626778 | 14310 | |
| 40434L105 | 40434L105 | HP INC | COM | 436051 | 14199 | |
| 46429B689 | 46429B689 | ISHARES TR | MSCI EAFE MIN VL | 574898 | 8517 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 284068 | 1369 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1041999 | 6867 | |
| 46641Q118 | 46641Q118 | J P MORGAN EXCHANGE TRADED F | MKT EXPN ENHNCD | 342543 | 6829 | |
| 464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 12118091 | 105137 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 260516 | 7005 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 390345 | 5370 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 10552553 | 228608 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 631166 | 6451 | |
| 316188309 | 316188309 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 262709 | 5784 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 961396 | 2157 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 759628 | 6197 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 1073597 | 10059 | |
| 464287788 | 464287788 | ISHARES TR | U.S. FINLS ETF | 282772 | 3790 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1015962 | 6138 | |
| 92203C303 | 92203C303 | VANGUARD BD INDEX FDS | VANGUARD ULTRA | 391756 | 7969 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 599207 | 2008 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 256849 | 2479 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 3859084 | 108249 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 511485 | 5729 | |
| 931142103 | 931142103 | WALMART INC | COM | 290311 | 1847 | |
| 655663102 | 655663102 | NORDSON CORP | COM | 11111267 | 44771 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 762142 | 11360 | |
| 303250104 | 303250104 | FAIR ISAAC CORP | COM | 712105 | 880 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 365186 | 3405 | |
| 458140100 | 458140100 | INTEL CORP | COM | 274944 | 8222 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 943466 | 5038 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 742802 | 10745 | |
| 464286525 | 464286525 | ISHARES INC | MSCI GBL MIN VOL | 782577 | 7981 | |
| 78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 1032156 | 30022 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 567012 | 11798 | |
| 67092P805 | 67092P805 | NUSHARES ETF TR | NUVEEN ESG INTL | 799730 | 27615 |