$1.24 Billion is the total value of Bishop & Co Investment Management, LLC's 17 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWN | Sell | ISHARES TRrus 2000 val etf | $11,476,000 | +11.8% | 96,486 | -1.6% | 10.89% | +4.2% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $867,000 | -10.6% | 40,219 | -4.4% | 0.82% | -16.6% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $434,000 | -8.1% | 15,691 | -4.2% | 0.41% | -14.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-31
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS | 32 | Q3 2023 | 27.7% |
ISHARES TR | 32 | Q3 2023 | 12.4% |
ISHARES TR | 32 | Q3 2023 | 12.2% |
ISHARES TR | 32 | Q3 2023 | 14.7% |
VANGUARD INDEX FDS | 32 | Q3 2023 | 12.0% |
VANGUARD INDEX FDS | 32 | Q3 2023 | 10.1% |
VANGUARD INDEX FDS | 32 | Q3 2023 | 9.5% |
ISHARES TR | 32 | Q3 2023 | 10.9% |
VANGUARD INTL EQUITY INDEX F | 32 | Q3 2023 | 9.4% |
ISHARES TR | 32 | Q3 2023 | 6.9% |
View Bishop & Co Investment Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-23 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-22 |
13F-HR | 2022-01-27 |
View Bishop & Co Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.