Instuitional Investor - Bernardo Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Bernardo Wealth Planning Llc |
| Portfolio Value | $510,840,197 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 85,356 | $55,755,396 | 10.91% | |
| 2. | Vanguard World Fd | 103,956 | $38,197,560 | 7.48% | |
| 3. | Vanguard Scottsdale Funds | 336,022 | $31,498,676 | 6.17% | |
| 4. | Vanguard World Fd - MEGA CAP VAL ETF | 211,847 | $30,707,178 | 6.01% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,194,615 | $26,687,708 | 5.22% |
Hedge Fund Resource Center 
