GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Bernicke & Associates, LTD Stock Picks
Bernicke & Associates, LTD
|Bernicke & Associates, LTD|
|Last update 2020-08-19||47 Stocks (9 new)|
|Value $134.00 Mil||Turnover 6 %|
Top Holdings: VCIT(37.90%) ACWI(13.52%) MUB(8.95%) EMB(6.99%) SHYG(4.37%)Portfolio Report
Bernicke & Associates, LTD has disclosed 47 total holdings in their latest 13F filing with the SEC for the portfolio date of 2020-06-30. The current portfolio value is calculated to be $134.00 Mil. The turnover rate is 6%.
In Bernicke & Associates, LTD's current portfolio as of 2020-06-30, the top 5 holdings are Vanguard Intermediate-Term Corporate Bond ETF (VCIT), iShares MSCI ACWI Index Fund (ACWI), iShares National Muni Bond ETF (MUB), iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB), iShares 0-5 Year High Yield Corporate Bond ETF (SHYG), not including call and put options. Bernicke & Associates, LTD did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Bernicke & Associates, LTD, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Bernicke & Associates, LTD, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Bernicke & Associates, LTD.
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