Instuitional Investor - Bernardo Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Bernardo Wealth Planning Llc |
| Portfolio Value | $317,118,917 |
Top 13F Holdings
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% |
