Bishop & Co Investment Management

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

  • Top 5 stock holdings are VCIT, IWS, IEFA, IWP, VTV, and represent 53.85% of Bishop & Co Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: VCIT, VWO, IEFA, VUG, IWP, VBK, IWO, ROK, VOO, VOE.
  • Started 1 new stock positions in ROK.
  • Reduced shares in these 10 stocks: LQD, VTV, SCHE, SCHF, VOT, SCHG, IWS, VBR, SCHV, IWN.
  • Bishop & Co Investment Management was a net buyer of stock by $1.3M.
  • Bishop & Co Investment Management has $206M in assets under management (AUM), dropping by 8.45%.
  • Central Index Key (CIK): 0001603276

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Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 13.3 $27M +7% 354k 77.51
Ishares Tr Rus Mdcp Val Etf (IWS) 11.6 $24M 226k 105.34
Ishares Tr Core Msci Eafe (IEFA) 9.8 $20M +3% 329k 61.64
Ishares Tr Rus Md Cp Gr Etf (IWP) 9.6 $20M +2% 235k 83.60
Vanguard Index Fds Value Etf (VTV) 9.5 $20M -3% 140k 140.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.3 $19M 121k 158.80
Vanguard Index Fds Growth Etf (VUG) 7.7 $16M +3% 75k 213.11
Vanguard Index Fds Sml Cp Grw Etf (VBK) 6.3 $13M +3% 64k 200.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $7.9M +9% 203k 38.98
Ishares Tr Rus 2000 Grw Etf (IWO) 3.2 $6.6M +4% 31k 214.51
Ishares Tr Rus 2000 Val Etf (IWN) 3.2 $6.5M 47k 138.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $5.7M 16k 351.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.6 $5.4M -23% 52k 105.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $4.9M -6% 152k 32.21

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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.3 $2.8M -13% 116k 23.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.8M 13k 135.25
Erie Indty Cl A (ERIE) 0.8 $1.7M 7.0k 248.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $1.1M -2% 17k 66.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $977k -21% 5.4k 179.76
Procter & Gamble Company (PG) 0.3 $520k 3.4k 151.52
Exxon Mobil Corporation (XOM) 0.2 $420k 3.8k 110.18
Chevron Corporation (CVX) 0.1 $305k 1.7k 179.73
Rockwell Automation (ROK) 0.1 $236k NEW 918.00 257.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $213k -50% 3.8k 55.64

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