Bernicke Wealth Management, Ltd.

13F Portfolio Filings

Most recent 13F
Q2 2020
Location
Altoona, WI
CIK
0001569863
Alternate names
Bernicke & Associates, LTD
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2020 48 135,443 VCIT, ACWI, MUB, EMB 13F-HR 8/19/2020 000156986320000003
Q1 2020 45 164,979 VCIT, ACWI, MUB, EMB 13F-HR 5/14/2020 000122107320000105
Q4 2019 46 179,051 VCIT, ACWI, MUB, EMB 13F-HR 1/31/2020 000122107320000017
Q3 2019 46 172,768 VCIT, ACWI, MUB, EMB 13F-HR 10/31/2019 000122107319000111
Q2 2019 46 167,047 VCIT, ACWI, EMB, MUB 13F-HR 8/5/2019 000122107319000088
Q1 2019 47 159,297 VCIT, ACWI, MUB, SHYG 13F-HR 5/3/2019 000122107319000058
Q4 2018 46 145,358 VCIT, ACWI, MUB, SHYG 13F-HR 2/11/2019 000122107319000024
Q3 2018 48 150,596 VCIT, ACWI, SHYG, MUB 13F-HR 11/8/2018 000122107318000081
Q2 2018 48 142,858 VCIT, ACWI, MUB, SHYG RESTATEMENT 2/11/2019 000122107319000023
Q1 2018 49 137,309 VCIT, ACWI, SHYG, EMB 13F-HR 5/11/2018 000122107318000036
Q4 2017 50 132,493 VCIT, VT, JNK, PCY 13F-HR 2/13/2018 000122107318000011
Q3 2017 48 127,496 VCIT, VT, JNK, PCY 13F-HR 11/13/2017 000108514617002312
Q2 2017 56 125,466 VCIT, VT, JNK, PCY 13F-HR 8/14/2017 000122107317000086
Q1 2017 59 120,294 VCIT, VT, JNK, PCY 13F-HR 5/11/2017 000122107317000060
Q4 2016 37 115,627 VCIT, VT, JNK, PCY 13F-HR 2/10/2017 000122107317000034
Q3 2016 39 115,230 VCIT, VT, JNK, PCY 13F-HR 11/10/2016 000122107316000218
Q2 2016 38 110,884 VCIT, VT, JNK, PCY 13F-HR 8/11/2016 000122107316000191
Q1 2016 38 107,823 VCIT, VT, JNK, PCY 13F-HR 5/12/2016 000122107316000160
Q4 2015 38 103,171 VCIT, VT, JNK, ITM 13F-HR 2/11/2016 000122107316000131
Q3 2015 37 98,187 VCIT, VT, JNK, PCY 13F-HR 11/12/2015 000122107315000110
Q2 2015 41 104,767 VCIT, VT, JNK, VUG 13F-HR 8/14/2015 000122107315000094
Q1 2015 43 93,762 VCIT, VT, VUG, EQL 13F-HR 5/15/2015 000122107315000069
Q4 2014 46 101,744 VCIT, VT, BND, EQL 13F-HR 2/17/2015 000122107315000031
Additional filings from Bernicke Wealth Management, Ltd. that have since been restated