Instuitional Investor - Bernardo Wealth Planning Llc

Fund Profile
Filing Period:
Fund Name: Bernardo Wealth Planning Llc
Portfolio Value $317,118,917
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
124,618 $32,339,528 10.19%
2. IEF 65,014 $31,052,516 9.79%
3.
Vanguard World Fd
245,459 $26,845,824 8.46%
4.
Vanguard Scottsdale Funds
226,046 $16,397,371 5.17%
5.
Capital Grp Fixed Incm Etf T
687,453 $15,601,745 4.91%