James D Bishop
0trades
$8.3Mest. assets · Nominee 278 (01/29/2025)
No published trades on file.
Asset holdings
Nominee 278 (01/29/2025) · filed Jan 29, 2025All positions
65 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Roth IRA F | Self | — | — |
| DFA Diversified Fixed Income Portfolio - Institutional DFXIX | Self | $15K – $50K | — |
| Vanguard Emerging Markets Bond Fund Admiral Shares VEGBX | Self | $1K – $15K | — |
| U.S. brokerage #1 sweep account (cash) | Self | $15K – $50K | — |
| IRA F | Self | — | — |
| American Funds Multi-Sector Income Fund Class F-2 MIAYX | Self | $15K – $50K | — |
| Dodge & Cox Income Fund - Class I DODIX | Self | $250K – $500K | — |
| DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I DBLLX | Self | $100K – $250K | — |
| Emerging Markets ex China Core Equity Portfolio DAADX | Self | $50K – $100K | — |
| iShares 20+ Year Treasury Bond ETF TLT | Self | $15K – $50K | — |
| iShares Short Treasury Bond ETF SHV | Self | $50K – $100K | — |
| MFS Funds MA Investors Growth Stock I | Self | $50K – $100K | — |
| Vanguard Inter Term Treas ETF | Self | $15K – $50K | — |
| Vanguard Mid-Cap Value Index ETF | Self | $50K – $100K | — |
| Vanguard Total Stock Market ETF | Self | $100K – $250K | — |
| Schwab US Treasury Money Fund SUTXX | Self | $500K – $1M | — |
| U.S. brokerage #1 sweep account (cash) | Self | $100K – $250K | — |
| IRA S | Spouse | — | — |
| American Funds Multi-Sector Income Fund Class F-2 MIAYX | Spouse | $1K – $15K | — |
| DoubleLine Funds Core Fixed Income I | Spouse | $250K – $500K | — |
| Emerging Markest ex China Core Equity Portfolio DAADX | Spouse | $50K – $100K | — |
| INVESCO Funds Oppenheimer Intl Growth Y | Spouse | $1K – $15K | — |
| iShares 20+ Year Treasury Bond ETF | Spouse | $1K – $15K | — |
| MFS Funds MA Investors Trust I | Spouse | $15K – $50K | — |
| Vanguard Emerging Markets Bond Fund Admiral Shares VEGBX | Spouse | $50K – $100K | — |
| Vanguard Eqty Income Admiral | Spouse | $100K – $250K | — |
| Vanguard Intermediate-Term Treasury ETF VGIT | Spouse | $15K – $50K | — |
| Vanguard Mid-Cap Value Index ETF | Spouse | $15K – $50K | — |
| Schwab US Treasury Money Fund SUTXX | Spouse | $500K – $1M | — |
| U.S. brokerage #1 sweep account (cash) | Spouse | $100K – $250K | — |
| U.S. brokerage #1 sweep accounts (cash) | — | $100K – $250K | Interest · $1K – $2.5K |
| U.S. Bank #1 cash accounts | — | $15K – $50K | Interest |
| U.S. brokerage #1 account JTWROS | — | — | — |
| Health Care Select Sector SPDR Fund XLV | — | $15K – $50K | $201 – $1K |
| Technology Select Sector SPDR Fund XLK | — | $50K – $100K | $201 – $1K |
| Vanguard Mid-Cap Index Fund ETF Shares VO | — | $15K – $50K | $201 – $1K |
| Vanguard 500 Index Fund ETF Shares VOO | — | $250K – $500K | $2.5K – $5K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | — | $100K – $250K | $1K – $2.5K |
| U.S. brokerage #1 account SP | — | — | — |
| Washington Mutual Investors Fund Class F2 Shares WMFFX | — | $100K – $250K | $15K – $50K |
| Vanguard Small-Cap Index Fund Admiral Shares VSMAX | — | $15K – $50K | $201 – $1K |
| United States T-bills | — | Under $1K | $2.5K – $5K |
| Northwestern Mutual, variable life | — | — | Dividends · $1K – $2.5K |
| Select Bond (MSA/Allspring Global Inv) | — | $1K – $15K | — |
| Index 500 Stock (MSA/BlackRock) | — | $50K – $100K | — |
| Index 400 Stock (MSA/NorthernTrust) | — | $15K – $50K | — |
| Small Cap Growth Stock (MSA/Wellington) | — | $1K – $15K | — |
| Global Real Estate Securities RIF | — | $1K – $15K | — |
| International Growth (MSA/FIAM LLC) | — | $15K – $50K | — |
| Small Cap Value (MSA/T Rowe Price) | — | $1K – $15K | — |
| Emerging Markets Equity (MSA/abrdn) | — | $1K – $15K | — |
| Multi Sector Bond (MSA/PIMCO) | — | $1K – $15K | — |
| U.S. Bank #2 cash account | — | $1K – $15K | Interest |
| Nevada 529 College Savings Trust Fund | — | — | Cash distributions · $37.8K |
| Commencement Portfolio | — | $50K – $100K | — |
| U.S. brokerage #2 account JTWROS | — | — | — |
| Vanguard Treasury Money Market Fund Investor Shares VUSXX | — | $1M – $5M | $50K – $100K |
| U.S. brokerage #2 account F | — | — | — |
| Vanguard Treasury Money Market Fund Investor Shares VUSXX | — | $50K – $100K | $2.5K – $5K |
| U.S. brokerage #1 account JTWROS-House | — | — | — |
| Schwab Government Money Fund Ultra Shares SGUXX | — | Under $1K | $5K – $15K |
| U.S. brokerage #1 account DC | — | — | — |
| American Funds American Mutual Fund Class F-2 Shares AMRFX | — | $1K – $15K | $201 – $1K |
| Massachusetts Investors Growth Stock Fund Class I Shares MGTIX | — | $1K – $15K | — |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | — | $1K – $15K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.