Instuitional Investor - Bernardo Wealth Planning Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 82,010 | $50,920 | 11.06% | |
| 2. | Vanguard World Fd | 122,348 | $44,800 | 9.73% | |
| 3. | Vanguard World Fd - MEGA CAP VAL ETF | 236,708 | $31,056 | 6.74% | |
| 4. | Vanguard Scottsdale Funds | 334,949 | $28,541 | 6.2% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,058,461 | $23,815 | 5.17% |
Hedge Fund Resource Center 
