Instuitional Investor - Bernardo Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Bernardo Wealth Planning Llc |
| Portfolio Value | $510,063,943 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 85,298 | $57,090,274 | 11.19% | |
| 2. | Vanguard World Fd | 108,862 | $43,808,403 | 8.59% | |
| 3. | Vanguard World Fd - MEGA CAP VAL ETF | 220,979 | $30,437,640 | 5.97% | |
| 4. | Vanguard Scottsdale Funds | 335,966 | $30,025,277 | 5.89% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,125,315 | $25,567,156 | 5.01% |
Hedge Fund Resource Center 
