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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 151 | $301,846 | 4,191 | 0.00 | 4,191 | +Inf | 12-31-2023 | |
| AUTOMATIC DATA PROCESSING IN | COM | 152 | $300,216 | 1,289 | 0.00 | 1,289 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P MCP ETF | 153 | $297,771 | 1,074 | 0.00 | 1,074 | +Inf | 12-31-2023 | |
| SPDR SER TR | S&P DIVID ETF | 154 | $297,540 | 2,381 | 0.00 | 2,381 | +Inf | 12-31-2023 |
