$232 Million is the total value of Bishop & Co Investment Management, LLC's 22 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $1,909,000 | -5.5% | 51,976 | 0.0% | 0.82% | -1.3% | |
| ERIE | ERIE INDTY COcl a | $1,234,000 | -8.6% | 7,008 | 0.0% | 0.53% | -4.5% | |
| PG | PROCTER AND GAMBLE CO | $524,000 | -6.6% | 3,432 | 0.0% | 0.23% | -2.6% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $395,000 | -12.4% | 1,773 | 0.0% | 0.17% | -8.6% | |
| XOM | EXXON MOBIL CORP | $315,000 | +35.2% | 3,812 | 0.0% | 0.14% | +41.7% | |
| ROK | ROCKWELL AUTOMATION INC | $257,000 | -19.7% | 918 | 0.0% | 0.11% | -15.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-22
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.