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Home > Institutional Investor > Bernicke Wealth Management, Ltd. > Profile

Instuitional Investor - Bernicke Wealth Management, Ltd.

Fund Profile
Filing Period:
Fund Name: Bernicke Wealth Management, Ltd.
Portfolio Value $861,335,364
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 1,978,011 $162,157,364 18.83%
2.
Vanguard Scottsdale Funds
 VCIT 1,808,658 $149,485,584 17.36%
3.
Dimensional Etf Trust
 DFAC 2,226,505 $82,959,591 9.63%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 384,396 $81,787,834 9.5%
5.
Ishares Tr - MSCI ACWI ETF
 484,549 $76,059,631 8.83%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.