$149 Million is the total value of Bishop & Co Investment Management, LLC's 21 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $29,677,000 | -0.4% | 324,941 | -0.4% | 19.88% | +1.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $16,902,000 | -1.9% | 110,773 | -1.9% | 11.32% | -0.5% |
| IEFA | Sell | ISHARES TRcore msci eafe | $16,733,000 | -1.7% | 256,488 | -1.7% | 11.21% | -0.3% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $16,230,000 | -1.7% | 171,257 | -1.7% | 10.87% | -0.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $15,722,000 | -1.7% | 86,302 | -1.7% | 10.53% | -0.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $12,882,000 | -1.7% | 107,481 | -1.7% | 8.63% | -0.3% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $11,039,000 | -0.8% | 80,538 | -0.8% | 7.39% | +0.6% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $8,410,000 | -0.7% | 42,325 | -0.7% | 5.63% | +0.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,346,000 | -1.0% | 142,705 | -1.0% | 4.25% | +0.4% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $4,736,000 | -3.5% | 36,831 | -3.5% | 3.17% | -2.1% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $4,039,000 | -3.1% | 18,856 | -3.1% | 2.70% | -1.7% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,290,000 | -4.9% | 47,127 | -4.8% | 0.86% | -3.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $217,000 | -14.6% | 3,541 | -14.2% | 0.14% | -13.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-22
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.