Instuitional Investor - Bernardo Wealth Planning Llc
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% |
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