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, IWS, and represent 62.68% of Bishop & Co Investment Management's stock portfolio.
  • Added to shares of these 6 stocks: VTV, VCIT, DYNF, IEFA, IWP, IWS.
  • Started 1 new stock position in DYNF.
  • Reduced shares in these 10 stocks: SCHG, VUG, VBK, LQD, IWO, VWO, IWN, SCHE, SCHF, VOO.
  • Bishop & Co Investment Management was a net seller of stock by $-69k.
  • Bishop & Co Investment Management has $302M in assets under management (AUM), dropping by 0.98%.
  • Central Index Key (CIK): 0001603276

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Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 17.9 $54M 282k 190.99
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Vanguard Index Fds Growth Etf (VUG) 16.6 $50M 103k 487.86
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 13.4 $41M 484k 83.75
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Ishares Tr Core Msci Eafe (IEFA) 8.2 $25M 277k 89.46
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Ishares Tr Rus Mdcp Val Etf (IWS) 6.5 $20M 140k 141.05
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Ishares Tr Rus Md Cp Gr Etf (IWP) 6.5 $20M 144k 136.94
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.1 $15M 24k 627.13
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $11M 197k 53.76
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Vanguard Index Fds Sm Cp Val Etf (VBR) 3.5 $11M 50k 211.79
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.4 $10M 343k 29.61
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.2 $9.8M -3% 300k 32.62
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $9.1M -2% 30k 302.11
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.9 $5.7M 237k 24.04
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.8 $5.3M -2% 17k 323.02
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $4.6M 140k 32.75
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Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $3.9M 21k 181.21
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $2.4M -6% 22k 110.19
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.3M 7.5k 177.37
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Erie Indty Cl A (ERIE) 0.4 $1.1M -2% 3.8k 286.65
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $545k 2.0k 279.14
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Exxon Mobil Corporation (XOM) 0.2 $459k 3.8k 120.34
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Procter & Gamble Company (PG) 0.1 $399k 2.8k 143.31
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Spdr Series Trust State Street Spd (SLYG) 0.1 $390k 4.1k 94.19
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Rockwell Automation (ROK) 0.1 $357k 918.00 389.07
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $350k 570.00 614.31
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Chevron Corporation (CVX) 0.1 $259k 1.7k 152.44
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $256k NEW 4.2k 60.81
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Microsoft Corporation (MSFT) 0.1 $211k 436.00 483.62
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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