Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BERNARDO WEALTH PLANNING LLC 01-25-2024 12-31-2023 89 317,118,917
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD WORLD FD MEGA GRWTH IND 1 $32,339,528 124,618 0.01 124,618 +Inf 12-31-2023
ISHARES TR CORE S&P500 ETF 2 $31,052,516 65,014 0.01 65,014 +Inf 12-31-2023
VANGUARD MEGA CAP GROWTH ETF ETF Liquidated $0 0 0.01 0.01 2,349 1.96 12-31-2023
VANGUARD WORLD FD MEGA CAP VAL ETF 4 $26,845,824 245,459 0.01 245,459 +Inf 12-31-2023
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