BW

Bernardo Wealth Planning LLC

13F
Bernardo Wealth Planning LLC
Last update 2025-04-22 113 Stocks (7 new)
Value $418.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(10.49%)MGK(8.86%)MGV(7.34%)VONV(6.48%)CGCP(6.25%)
Summary Stock Picks Current Portfolio
Bernardo Wealth Planning LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
78,020
43,839.3
+2.71%
10.490
+0.28%
0.010
-9.45%
-6.03%
565,189.1
 
MGK 		Vanguard Mega Cap Growth ETF
119,900
37,034.6
+0.76%
8.860
+0.07%
0.140
-11.20%
-8.56%
26,740.9
 
MGV 		Vanguard Mega Cap Value ETF
238,076
30,673.8
+1.43%
7.340
+0.10%
0.320
-6.52%
-2.05%
9,023.8
 
VONV 		Vanguard Russell 1000 Value Index Fund
328,050
27,077.3
+2.64%
6.480
+0.17%
0.230
-6.96%
-2.55%
11,451.6
 
CGCP 		Capital Group Core Plus Income ETF
1,163,193
26,113.7
+2.04%
6.250
+0.12%
0.550
+0.31%
+0.63%
4,704.9
 
VONG 		Vanguard Russell 1000 Growth Index Fund
197,785
18,352.5
+3.12%
4.390
+0.13%
0.070
-12.23%
-9.11%
26,792.3
 
RSP 		Invesco S&P 500 Equal Weight ETF
102,881
17,822.1
+2.64%
4.260
+0.11%
0.020
-8.09%
-4.44%
70,285.5
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
130,132
15,877.4
+4.44%
3.800
+0.16%
0.020
-10.20%
-6.60%
63,586.2
 
GOVT 		iShares U.S. Treasury Bond ETF
554,353
12,741.8
+1.69%
3.050
+0.05%
0.050
+1.96%
-0.26%
27,110.2
 
VYM 		Vanguard High Dividend Yield Indx ETF
97,192
12,533.9
+1.60%
3.000
+0.05%
0.020
-7.34%
-3.36%
62,635.0
 

Bernardo Wealth Planning LLC's Historical Top Holdings Breakdowns

Bernardo Wealth Planning LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.28%
●
554.06 ($590.51) 615.85
$553.19
-6.32%
Add 2.71%
78,020
2,059
VONV 		Vanguard Russell 1000 Value Index Fund2025-03-31Add
+0.17%
●
80.21 ($83.64) 86.14
$79.18
-5.33%
Add 2.64%
328,050
8,446
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+0.16%
●
120.29 ($128.89) 134.6
$120.13
-6.80%
Add 4.44%
130,132
5,534
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Add
+0.13%
●
59.61 ($63.9) 66.74
$59.58
-6.76%
Add 6.2%
158,526
9,254
VONG 		Vanguard Russell 1000 Growth Index Fund2025-03-31Add
+0.13%
●
92.71 ($101.57) 107.38
$93.89
-7.56%
Add 3.12%
197,785
5,979
CGCP 		Capital Group Core Plus Income ETF2025-03-31Add
+0.12%
●
21.94 ($22.37) 22.64
$22.34
-0.13%
Add 2.04%
1,163,193
23,224
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Add
+0.11%
●
169.43 ($177.82) 182.84
$167.45
-5.83%
Add 2.64%
102,881
2,651
MGV 		Vanguard Mega Cap Value ETF2025-03-31Add
+0.10%
●
123.61 ($129.3) 133.01
$122.35
-5.38%
Add 1.43%
238,076
3,360
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Add
+0.09%
●
56.17 ($58.26) 59.71
$54.98
-5.63%
Add 3.69%
181,462
6,462
JPIE 		JPMorgan Income ETF2025-03-31Add
+0.08%
●
45.46 ($45.88) 46.18
$45.93
0.11%
Add 3.62%
208,770
7,303

Bernardo Wealth Planning LLC Total Holding History ($B)

To

Bernardo Wealth Planning LLC's Asset Allocation

To

Bernardo Wealth Planning LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Bernardo Wealth Planning LLC's Hypothetical Growth since 2025-03-31

Bernardo Wealth Planning LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bernardo Wealth Planning LLC's Holdings Heat Map

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Bernardo Wealth Planning LLC's Holdings Bubble Chart

Bernardo Wealth Planning LLC News

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