Bernardo Wealth Planning LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $58.44M | 11.1% |
| VANGUARD WORLD FD | $44.31M | 8.4% |
| VANGUARD WORLD FD | $31.12M | 5.9% |
| VANGUARD SCOTTSDALE FDS | $31.02M | 5.9% |
| CAPITAL GRP FIXED INCM ETF T | $26.24M | 5.0% |
| VANGUARD SCOTTSDALE FDS | $24.59M | 4.7% |
| iShares MSCI UAE ETF | $24.12M | 4.6% |
| INVESCO EXCHANGE TRADED FD T | $21.73M | 4.1% |
| DIMENSIONAL ETF TRUST | $19.16M | 3.7% |
| J P MORGAN EXCHANGE TRADED F | $18.56M | 3.5% |
| iShares MSCI UAE ETF | $14.13M | 2.7% |
| VANGUARD WHITEHALL FDS | $13.95M | 2.7% |
| J P MORGAN EXCHANGE TRADED F | $13.72M | 2.6% |
| ISHARES TR | $13.63M | 2.6% |
| J P MORGAN EXCHANGE TRADED F | $13.37M | 2.5% |
| ISHARES TR | $12.98M | 2.5% |
| Apple Inc. | $10.81M | 2.1% |
| VANGUARD BD INDEX FDS | $9.22M | 1.8% |
| INVESCO QQQ TR | $6.82M | 1.3% |
| FIRST TR EXCHANGE-TRADED FD | $5.37M | 1.0% |
| INVESCO EXCH TRADED FD TR II | $5.18M | 1.0% |
| HARTFORD FDS EXCHANGE TRADED | $5.05M | 1.0% |
| VANGUARD INDEX FDS | $5.04M | 1.0% |
| VANGUARD INDEX FDS | $4.97M | 0.9% |
| WISDOMTREE TR | $4.81M | 0.9% |
| Amazon.com Inc | $4.20M | 0.8% |
| NEW YORK LIFE INVTS ACTIVE E | $3.65M | 0.7% |
| ISHARES TR | $3.52M | 0.7% |
| Alphabet Inc. | $2.79M | 0.5% |
| ISHARES TR | $2.47M | 0.5% |
| PROSHARES TR | $2.47M | 0.5% |
| ISHARES TR | $2.41M | 0.5% |
| NVIDIA Corp | $2.12M | 0.4% |
| ISHARES TR | $2.06M | 0.4% |
| VANGUARD INDEX FDS | $2.05M | 0.4% |
| MICROSOFT CORP | $2.03M | 0.4% |
| ISHARES TR | $2.01M | 0.4% |
| iShares MSCI UAE ETF | $1.97M | 0.4% |
| Merck & Co., Inc. | $1.81M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $1.80M | 0.3% |
| VANGUARD INDEX FDS | $1.71M | 0.3% |
| SPDR S&P 500 ETF TR | $1.61M | 0.3% |
| Tesla Inc | $1.59M | 0.3% |
| VANGUARD MUN BD FDS | $1.48M | 0.3% |
| JOHNSON & JOHNSON | $1.43M | 0.3% |
| iShares MSCI UAE ETF | $1.38M | 0.3% |
| VANGUARD INDEX FDS | $1.37M | 0.3% |
| ISHARES TR | $1.32M | 0.3% |
| InterDigital, Inc. | $1.23M | 0.2% |
| SPDR SERIES TRUST | $1.19M | 0.2% |