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SPDR DJ Wilshire Large Cap Growth shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Growth (SPYG) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in SPDR DJ Wilshire Large Cap Growth

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Growth held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Growth by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $256k 2.4k 106.70
2025-09-30 $235k 2.2k 104.51
2025-06-30 $214k 2.2k 95.32
2019-12-31 $251k 6.0k 41.88
2019-09-30 $401k 10k 38.85

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Equity Market (DFUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

Top funds holding SPDR DJ Wilshire Large Cap Growth

LPL Financial
Financial Engines Advisors L.L.C
Hanson McClain Advisors
Goldman Sachs Group
Envestnet Asset Management
Ameriprise Financial
Jpmorgan Chase & Co
Horizon Investments
Equitable Holdings
HB Wealth Management
ValMark Advisers
Vantagepoint Investment Advisers
Raymond James Financial
Dynasty Wealth Management
Orgel Wealth Management

View all funds holding SPDR DJ Wilshire Large Cap Growth