Bishop & Co Investment Management

Bishop & Co Investment Management as of Dec. 31, 2023

Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 24 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 12.8 $31M 375k 81.28
Ishares Tr Rus Mdcp Val Etf (IWS) 11.3 $27M 231k 116.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 10.3 $25M 235k 104.46
Ishares Tr Core Msci Eafe (IEFA) 9.9 $23M 333k 70.35
Vanguard Index Fds Growth Etf (VUG) 9.4 $22M 72k 310.88
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.3 $22M 123k 179.97
Vanguard Index Fds Value Etf (VTV) 8.7 $21M 138k 149.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 7.0 $17M 69k 241.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.7 $8.8M 214k 41.10
Ishares Tr Rus 2000 Grw Etf (IWO) 3.2 $7.6M 30k 252.22
Ishares Tr Rus 2000 Val Etf (IWN) 2.9 $6.9M 45k 155.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $6.4M 15k 436.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $5.3M 143k 36.96
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.9 $4.6M 42k 110.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $3.3M 134k 24.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $1.6M 23k 70.10
Erie Indty Cl A (ERIE) 0.7 $1.6M 4.7k 334.92
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $1.6M 11k 145.01
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.2M 5.6k 219.57
Procter & Gamble Company (PG) 0.2 $408k 2.8k 146.54
Exxon Mobil Corporation (XOM) 0.2 $381k 3.8k 99.98
Rockwell Automation (ROK) 0.1 $285k 918.00 310.48
Chevron Corporation (CVX) 0.1 $253k 1.7k 149.19
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $219k 2.6k 83.63