Bishop & Co Investment Management

Latest statistics and disclosures from Bishop & Co Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTV, VUG, VCIT, IEFA, IWP, and represent 62.40% of Bishop & Co Investment Management's stock portfolio.
  • Added to shares of these 7 stocks: VCIT, VTV, IWS, VBR, IEFA, VBK, VWO.
  • Reduced shares in these 10 stocks: SCHG, VUG, VOE, SCHF, SCHE, IWP, LQD, VOO, IWO, IWN.
  • Bishop & Co Investment Management was a net buyer of stock by $4.1M.
  • Bishop & Co Investment Management has $299M in assets under management (AUM), dropping by 7.44%.
  • Central Index Key (CIK): 0001603276

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Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 17.4 $52M +2% 279k 186.49
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Vanguard Index Fds Growth Etf (VUG) 16.6 $50M 104k 479.61
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 13.5 $40M +7% 480k 84.11
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Ishares Tr Core Msci Eafe (IEFA) 8.0 $24M 275k 87.31
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Ishares Tr Rus Md Cp Gr Etf (IWP) 6.8 $20M 144k 142.41
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Ishares Tr Rus Mdcp Val Etf (IWS) 6.5 $20M +2% 140k 139.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $15M 24k 612.38
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $11M 199k 54.18
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Vanguard Index Fds Sm Cp Val Etf (VBR) 3.5 $10M +2% 50k 208.71
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.3 $10M 343k 29.11
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.3 $9.9M -2% 309k 31.91
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.1 $9.1M 31k 297.62
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.9 $5.5M 238k 23.28
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.8 $5.4M 17k 320.05
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $4.7M 142k 33.37
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Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $3.8M 22k 176.81
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $2.6M 24k 111.47
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.3M -2% 7.5k 174.58
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Erie Indty Cl A (ERIE) 0.4 $1.2M 3.9k 318.16
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $574k 2.0k 293.79
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Exxon Mobil Corporation (XOM) 0.1 $430k 3.8k 112.75
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Procter & Gamble Company (PG) 0.1 $428k 2.8k 153.65
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Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $390k 4.1k 94.31
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $343k 572.00 600.37
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Rockwell Automation (ROK) 0.1 $321k 918.00 349.53
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Chevron Corporation (CVX) 0.1 $264k 1.7k 155.32
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Microsoft Corporation (MSFT) 0.1 $226k 436.00 517.95
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Past Filings by Bishop & Co Investment Management

SEC 13F filings are viewable for Bishop & Co Investment Management going back to 2015

View all past filings