Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WORLD FD | 23 | Q2 2024 | 15.2% |
ISHARES TR | 23 | Q2 2024 | 10.3% |
APPLE INC COM | 23 | Q2 2024 | 9.3% |
VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 5.6% |
INVESCO QQQ TRUST SERIES I | 23 | Q2 2024 | 5.1% |
VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 4.9% |
ISHARES TR | 23 | Q2 2024 | 7.6% |
ISHARES TR | 23 | Q2 2024 | 6.4% |
AMAZON COM INC COM | 23 | Q2 2024 | 3.4% |
ISHARES TR | 23 | Q2 2024 | 2.8% |
View Bernardo Wealth Planning LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-10 |
13F-HR | 2024-05-07 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-21 |
13F-HR | 2023-05-05 |
13F-HR | 2023-01-30 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-29 |
13F-HR/A | 2022-05-06 |
View Bernardo Wealth Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.