StockDriftsStockDriftsTop 50 Bernardo Wealth Planning Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.91% | 85.4K | $55.8M | +0.04%(+36) | $409.76(+77.42%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 7.48% | 104.0K | $38.2M | -3.17%(-3.40K) | $32.66(+160.74%) | 2026-03-31 | |
| VONV | VANGUARD SCOTTSDALE FDS | 6.17% | 336.0K | $31.5M | -0.00%(-6) | $71.90(+41.63%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 6.01% | 211.8K | $30.7M | -3.92%(-8.63K) | $91.41(+67.08%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 5.22% | 1.19M | $26.7M | +3.09%(+35.79K) | $22.45(-0.50%) | 2026-03-31 | |
| ITOT | ISHARES TR | 4.58% | 164.2K | $23.4M | +1.19%(+1.92K) | $121.79(+30.13%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.4% | 204.7K | $22.5M | +1.38%(+2.78K) | $73.39(+68.90%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.97% | 286.2K | $20.3M | +10.82%(+27.95K) | $64.35(+22.57%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.6% | 95.7K | $18.4M | -15.62%(-17.72K) | $156.85(+29.58%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.38% | 304.7K | $17.3M | -6.03%(-19.54K) | $55.16(+2.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.44% | +38.38% |
| Top 20 Holdings Unweighted | +9.15% | +30.04% |
Sign up free to track Bernardo Wealth Planning Llc, compare funds side by side, and get alerts the moment positions change.