| |
|
|
| Name: |
Bishop & Co Investment Management LLC |
| City: |
ERIE |
| State: |
PA |
| Zip: |
16505 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
8 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTV |
Vanguard Value VIPERS |
1 |
- |
$161.40 |
$42,943,000 |
263,678 |
17.78% |
22,281,000 |
125,474 |
0.048 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
2 |
- |
$343.81 |
$33,133,000 |
96,260 |
13.72% |
10,776,000 |
24,346 |
0.036 |
Closed - End Fund - E... |
|
|
VCIT |
Vanguard Intermediate-Term |
3 |
- |
$79.12 |
$31,305,000 |
388,836 |
12.96% |
815,000 |
13,716 |
0.043 |
Closed - End Fund - Debt |
|
|
IEFA |
Ishares Core Msci Eafe |
4 |
- |
$0.00 |
$25,509,000 |
343,695 |
10.56% |
2,072,000 |
10,548 |
0.003 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
8 |
- |
$43.46 |
$9,655,000 |
231,156 |
4% |
857,000 |
17,090 |
0.002 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
10 |
- |
$478.74 |
$8,363,000 |
17,398 |
3.46% |
1,995,000 |
2,819 |
0.002 |
Closed - End Fund - E... |
|
|
SCHV |
Schwab Strategic Trust |
11 |
- |
$74.81 |
$6,579,000 |
86,587 |
2.72% |
4,973,000 |
63,670 |
0.067 |
Closed - End Fund - Debt |
|
|
SCHE |
Schwab Emerging Markets Equ... |
15 |
- |
$26.32 |
$3,886,000 |
153,893 |
1.61% |
568,000 |
20,038 |
0.057 |
N/A |
|
