Bernardo Wealth Planning LLC
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.
Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-04-23 | 2021-03-31 | Q1_2021 | 13F-HR | 76 | $157,181,000 | -39.38% |
| 2021-01-29 | 2020-12-31 | Q4_2020 | 13F-HR | 172 | $259,269,000 | 16.56% |
| 2020-10-23 | 2020-09-30 | Q3_2020 | 13F-HR | 156 | $222,439,000 | 19.34% |
| 2020-08-03 | 2020-06-30 | Q2_2020 | 13F-HR | 139 | $186,392,000 | 29.50% |
| 2020-05-01 | 2020-03-31 | Q1_2020 | 13F-HR | 133 | $143,937,000 | -12.66% |
| 2020-02-10 | 2019-12-31 | Q4_2019 | 13F-HR | 165 | $164,799,000 | 19.36% |
| 2019-11-04 | 2019-09-30 | Q3_2019 | 13F-HR | 157 | $138,069,000 | 8.11% |
| 2019-09-05 | 2019-06-30 | Q2_2019 | 13F-HR/A | 149 | $127,706,000 | 0.00% |
| 2019-08-13 | 2019-06-30 | Q2_2019 | 13F-HR | 150 | $127,706,000 | 1.17% |