Bernardo Wealth Planning LLC latest Q1_2021 13F filings reported $157,181,000 in market value on this 2021-04-23 report date . The portfolio quarterly return is -39.38%. This fund has 76 securities concentrations of 100% weights.
Bernardo Wealth Planning LLC largest holding is VANGUARD MEGA CAP GROWTHINDEX with weight of 13.57% and $21,335,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.