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Ashleigh C. Swayze

@Bernardo Wealth Planning Llc

Latest period2024 - Q4ReportedManaged Assets$417.957MTotal holdings109
Assets growth rate1.34%Assets growth rate (2-Q avg)6.15%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bernardo Wealth Planning Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Bernardo Wealth Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 417.957M in assets, with a quarterly growth rate of 1.34% and a 2-quarter average growth rate of 6.15%. The portfolio is managed by Ashleigh C. Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFUSDimensional Etf Trust
Recent Activity
Increased 1086.4%
2.26%
$9.437M
149,272 shares@ $63.23 avg price
MBBIshares Tr
Recent Activity
Increased 38.79%
2.24%
$9.326M
103,027 shares@ $90.52 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 7.77%
2.2%
$9.159M
201,467 shares@ $45.46 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 8.65%
1.29%
$5.356M
72,459 shares@ $73.93 avg price
USFRWisdomtree Tr
Recent Activity
Increased 2.37%
1.15%
$4.796M
95,153 shares@ $50.41 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.11%
0.91%
$3.774M
17,238 shares@ $218.95 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.81%
0.43%
$1.789M
9,259 shares@ $193.17 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.74%
0.37%
$1.519M
3,627 shares@ $418.95 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3%
0.3%
$1.236M
4,302 shares@ $287.27 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.07%
0.28%
$1.163M
2,178 shares@ $533.92 avg price