Bishop & Co Investment Management

Bishop & Co Investment Management as of March 31, 2026

Portfolio Holdings for Bishop & Co Investment Management

Bishop & Co Investment Management holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 18.9 $55M 281k 196.20
Ishares Tr Core Msci Eafe (IEFA) 15.2 $44M 489k 90.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 14.7 $43M 519k 82.75
Vanguard Index Fds Growth Etf (VUG) 13.2 $38M 88k 436.79
Blackrock Etf Trust Ishares Us Equit (DYNF) 8.5 $25M 427k 58.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $14M 24k 597.55
Ishares Tr Rus Mdcp Val Etf (IWS) 4.6 $14M 93k 145.74
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.5 $13M 102k 128.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.4 $13M 236k 54.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.9 $8.5M 279k 30.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $7.3M 249k 29.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $4.7M 191k 24.75
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $4.0M 122k 32.95
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $1.1M 5.7k 184.28
Erie Indty Cl A (ERIE) 0.3 $1.0M 4.0k 251.31
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $971k 5.1k 189.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $931k 3.0k 313.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $928k 4.3k 217.27
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $678k 2.2k 302.25
Exxon Mobil Corporation (XOM) 0.2 $647k 3.8k 169.66
Procter & Gamble Company (PG) 0.1 $402k 2.8k 144.44
Chevron Corporation (CVX) 0.1 $351k 1.7k 206.94
Rockwell Automation (ROK) 0.1 $330k 918.00 358.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $327k 566.00 577.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $324k 1.3k 257.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $211k 440.00 479.20