Bishop & Co Investment Management

Bishop & Co Investment Management as of June 30, 2024

Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 23 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 19.7 $32M 405k 79.93
Ishares Tr Core Msci Eafe (IEFA) 15.3 $25M 348k 72.64
Ishares Tr Rus Md Cp Gr Etf (IWP) 10.2 $17M 153k 110.35
Ishares Tr Rus Mdcp Val Etf (IWS) 10.2 $17M 139k 120.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 6.8 $11M 61k 182.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $10M 233k 43.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 5.5 $9.1M 37k 250.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $8.7M 17k 500.13
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $7.0M 94k 74.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $5.4M 140k 38.42
Ishares Tr Rus 2000 Grw Etf (IWO) 3.2 $5.2M 20k 262.53
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.6 $4.3M 40k 107.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.6 $4.2M 159k 26.56
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $3.5M 23k 152.30
Erie Indty Cl A (ERIE) 1.0 $1.7M 4.7k 362.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $658k 4.4k 150.43
Procter & Gamble Company (PG) 0.3 $459k 2.8k 164.92
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $446k 1.9k 229.56
Exxon Mobil Corporation (XOM) 0.3 $439k 3.8k 115.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $275k 574.00 479.11
Chevron Corporation (CVX) 0.2 $266k 1.7k 156.45
Rockwell Automation (ROK) 0.2 $253k 918.00 275.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $230k 2.3k 100.84