Instuitional Investor - Bernardo Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Bernardo Wealth Planning Llc |
| Portfolio Value | $524,754,437 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 85,320 | $58,438,877 | 11.14% | |
| 2. | Vanguard World Fd | 107,354 | $44,312,510 | 8.44% | |
| 3. | Vanguard World Fd - MEGA CAP VAL ETF | 220,480 | $31,122,920 | 5.93% | |
| 4. | Vanguard Scottsdale Funds | 336,028 | $31,015,389 | 5.91% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,158,823 | $26,235,750 | 5% |
Hedge Fund Resource Center 
