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 63.01% of Bishop & Co Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: SCHV (+$5.2M), SCHF, VCIT, IEFA, VTV, VUG, VOO, SCHG, VBR, VWO.
  • Reduced shares in these 7 stocks: LQD, IWP, VOE, IWO, IWS, IWN, VOT.
  • Bishop & Co Investment Management was a net buyer of stock by $12M.
  • Bishop & Co Investment Management has $262M in assets under management (AUM), dropping by -0.17%.
  • Central Index Key (CIK): 0001603276

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Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 17.4 $46M 269k 169.30
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Vanguard Index Fds Growth Etf (VUG) 15.2 $40M 97k 410.44
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 13.1 $34M +3% 429k 80.27
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Ishares Tr Core Msci Eafe (IEFA) 9.9 $26M +4% 369k 70.28
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Ishares Tr Rus Md Cp Gr Etf (IWP) 7.4 $20M 154k 126.75
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Ishares Tr Rus Mdcp Val Etf (IWS) 6.9 $18M 140k 129.34
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Vanguard Index Fds Sm Cp Val Etf (VBR) 4.7 $12M 63k 198.18
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.0 $11M 38k 280.06
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $11M 240k 44.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $9.6M +2% 18k 538.81
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.9 $7.6M +211% 293k 26.07
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Ishares Tr Rus 2000 Grw Etf (IWO) 2.2 $5.7M 20k 287.82
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.0 $5.2M +100% 282k 18.50
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $4.4M +3% 167k 26.63
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Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $3.8M -8% 35k 106.84
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Ishares Tr Rus 2000 Val Etf (IWN) 1.4 $3.7M 23k 164.17
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Erie Indty Cl A (ERIE) 0.8 $2.1M +8% 5.2k 412.23
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $694k 4.3k 161.77
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $490k 1.9k 253.75
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Procter & Gamble Company (PG) 0.2 $466k 2.8k 167.65
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Exxon Mobil Corporation (XOM) 0.2 $410k 3.8k 107.57
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $293k 574.00 511.23
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Rockwell Automation (ROK) 0.1 $262k 918.00 285.79
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $252k +295% 9.0k 27.87
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Chevron Corporation (CVX) 0.1 $246k 1.7k 144.87
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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

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