Instuitional Investor - Bernardo Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Bernardo Wealth Planning Llc |
| Portfolio Value | $417,956,800 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 75,961 | $44,310,494 | 10.6% | |
| 2. | Vanguard World Fd | 119,000 | $40,490,996 | 9.68% | |
| 3. | Vanguard World Fd - MEGA CAP VAL ETF | 234,716 | $29,013,189 | 6.94% | |
| 4. | Vanguard Scottsdale Funds | 319,604 | $25,779,224 | 6.16% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,139,969 | $25,079,311 | 6% |
