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 |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $2,537,246 | 16,699 | 0.00 | 16,699 | +Inf | 12-31-2023 | |
| ISHARES TR | NATIONAL MUN ETF | 52 | $2,411,008 | 22,240 | 0.00 | 22,240 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI USA MIN VOL | 53 | $2,387,727 | 30,600 | 0.00 | 30,600 | +Inf | 12-31-2023 | |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -107 | -0.34 | 12-31-2023 |
