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Home > Institutional Investor > Bernardo Wealth Planning Llc > Profile

Instuitional Investor - Bernardo Wealth Planning Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Bernardo Wealth Planning Llc
Portfolio Value	$585,379,621

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	87,118	$65,241,866	11.15%
2.	Vanguard World Fd		490,460	$43,116,335	7.37%
3.	Vanguard Scottsdale Funds	VCIT	341,766	$36,333,185	6.21%
4.	Vanguard World Fd - MEGA CAP VAL ETF		187,389	$30,628,811	5.23%
5.	Capital Grp Fixed Incm Etf T		1,240,288	$27,646,022	4.72%