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Bernardo Wealth Planning »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value 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 Value by Bernardo Wealth Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$209k	3.7k	56.81
2025-09-30	$203k	3.7k	55.34
2019-12-31	$254k	7.3k	34.89
2019-09-30	$403k	13k	31.94

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 Value

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Hanson McClain Advisors

Goldman Sachs Group

ValMark Advisers

Ameriprise Financial

Jpmorgan Chase & Co

Raymond James Financial

Willis Johnson & Associates

Equitable Holdings

Wealth Enhancement Advisory Services

Vantagepoint Investment Advisers

NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value

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