The Analysis of Bishop & Co Investment Management, LLC's Holdings

Currently, Bishop & Co Investment Management, LLC holds 27 types of securities in its portfolio with a total value $299.0M. In the most recent quarter, they have increased their positions in VCIT (+31.4K shares, valued at $2.6M), VTV (+5.8K shares, valued at $1.1M), IWS (+3.1K shares, valued at $431.9K); decreased their positions in SCHG (-8.8K shares, valued at $279.6K), VUG (-379 shares, valued at $181.8K), VOE (-203 shares, valued at $35.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS279.1K shares2.14%2025-09-302025-10-30

VUG VANGUARD INDEX FDS103.6K shares-0.36%2025-09-302025-10-30

VCIT VANGUARD SCOTTSDALE FDS479.7K shares7.00%2025-09-302025-10-30

IEFA ISHARES TR275.3K shares0.69%2025-09-302025-10-30

IWP ISHARES TR143.5K shares-0.09%2025-09-302025-10-30

IWS ISHARES TR139.8K shares2.26%2025-09-302025-10-30

VOO VANGUARD INDEX FDS24.4K shares-0.05%2025-09-302025-10-30

VWO VANGUARD INTL EQUITY INDEX F199.2K shares0.02%2025-09-302025-10-30

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VBR VANGUARD INDEX FDS50.0K shares2.70%2025-09-302025-10-30

SCHV SCHWAB STRATEGIC TR343.3K shares0.00%2025-09-302025-10-30

SCHG SCHWAB STRATEGIC TR309.2K shares-2.76%2025-09-302025-10-30

VBK VANGUARD INDEX FDS30.7K shares0.67%2025-09-302025-10-30

SCHF SCHWAB STRATEGIC TR238.3K shares-0.54%2025-09-302025-10-30

IWO ISHARES TR17.0K shares-0.10%2025-09-302025-10-30

SCHE SCHWAB STRATEGIC TR141.6K shares-0.42%2025-09-302025-10-30

IWN ISHARES TR21.7K shares-0.13%2025-09-302025-10-30