Bishop & Co Investment Management

Bishop & Co Investment Management as of March 31, 2025

Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 18.5 $48M 278k 172.74
Vanguard Index Fds Growth Etf (VUG) 15.4 $40M 107k 370.82
Vanguard Scottsdale Fds Int-term Corp (VCIT) 15.2 $39M 480k 81.76
Ishares Tr Core Msci Eafe (IEFA) 9.0 $23M 307k 75.65
Ishares Tr Rus Mdcp Val Etf (IWS) 6.8 $18M 140k 125.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 6.6 $17M 145k 117.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $10M 20k 513.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $9.3M 207k 45.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.5 $9.2M 49k 186.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.3 $8.6M 324k 26.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.7 $7.1M 28k 251.77
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $5.1M 205k 25.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $4.4M 225k 19.78
Ishares Tr Rus 2000 Grw Etf (IWO) 1.7 $4.3M 17k 255.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $4.1M 149k 27.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $3.8M 35k 108.69
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $3.0M 20k 150.98
Erie Indty Cl A (ERIE) 0.6 $1.6M 3.9k 419.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $826k 5.1k 160.54
Procter & Gamble Company (PG) 0.2 $474k 2.8k 170.42
Exxon Mobil Corporation (XOM) 0.2 $453k 3.8k 118.93
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $320k 1.3k 244.64
Chevron Corporation (CVX) 0.1 $284k 1.7k 167.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $269k 574.00 468.92
Rockwell Automation (ROK) 0.1 $237k 918.00 258.38