Instuitional Investor - Bernardo Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Bernardo Wealth Planning Llc |
| Portfolio Value | $417,950,316 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 78,020 | $43,839,277 | 10.49% | |
| 2. | Vanguard World Fd | 119,900 | $37,034,582 | 8.86% | |
| 3. | Vanguard World Fd - MEGA CAP VAL ETF | 238,076 | $30,673,758 | 7.34% | |
| 4. | Vanguard Scottsdale Funds | 328,050 | $27,077,246 | 6.48% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,163,193 | $26,113,686 | 6.25% |
