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

Currently, Bishop & Co Investment Management, LLC holds 26 types of securities in its portfolio with a total value $291.5M. In the most recent quarter, they have increased their positions in DYNF (+422.6K shares, valued at $24.6M), IEFA (+211.1K shares, valued at $19.1M), VCIT (+34.8K shares, valued at $2.9M); decreased their positions in VBR (-45.7K shares, valued at $9.9M), VBK (-27.7K shares, valued at $8.4M), IWS (-47.2K shares, valued at $6.9M); initiated new positions in N/A (+440 shares, valued at $210.8K).

1M P&L

+9.1M+3.10%

3M P&L

-194.9M-39.21%

HY P&L

-183.3M-37.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A274.1M

99.0%

2Insurance Brokers1.0M

0.4%

3Oil & Gas Integrated997.9K

0.4%

Top Industries by Stock Count

1N/A18 stocks

78.3%

2Oil & Gas Integrated2 stocks

8.7%

3Insurance Brokers1 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS280.6K shares-0.65%2026-03-312026-04-24

IEFA ISHARES TR488.5K shares76.09%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS518.5K shares7.20%2026-03-312026-04-24

VUG VANGUARD INDEX FDS87.8K shares-14.69%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST426.8K shares10058.56%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS23.6K shares-2.87%2026-03-312026-04-24

IWS ISHARES TR92.6K shares-33.75%2026-03-312026-04-24

IWP ISHARES TR101.7K shares-29.19%2026-03-312026-04-24

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VWO VANGUARD INTL EQUITY INDEX F236.3K shares19.83%2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR279.4K shares-18.59%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR249.3K shares-16.79%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR191.3K shares-19.16%2026-03-312026-04-24

SCHE SCHWAB STRATEGIC TR121.8K shares-12.91%2026-03-312026-04-24

VOE VANGUARD INDEX FDS5.7K shares-23.21%2026-03-312026-04-24

ERIE ERIE INDTY CO4.0K shares5.75%2026-03-312026-04-24

IWN ISHARES TR5.1K shares-76.07%2026-03-312026-04-24

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IWO ISHARES TR3.0K shares-82.04%2026-03-312026-04-24

VBR VANGUARD INDEX FDS4.3K shares-91.46%2026-03-312026-04-24

VBK VANGUARD INDEX FDS2.2K shares-92.52%2026-03-312026-04-24

XOM EXXON MOBIL CORP3.8K shares0.00%2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.8K shares0.00%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.7K shares0.00%2026-03-312026-04-24

ROK ROCKWELL AUTOMATION INC918 shares0.00%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR566 shares-0.70%2026-03-312026-04-24

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VOT VANGUARD INDEX FDS1.3K shares-35.45%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL440 sharesnew addition2026-03-312026-04-24

VTV

VANGUARD INDEX FDS

-0.65%

Shares280.6K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

76.09%

Shares488.5K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

7.20%

Shares518.5K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-14.69%

Shares87.8K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

10058.56%

Shares426.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-2.87%

Shares23.6K

Event2026-03-31

Filed2026-04-24

IWS

ISHARES TR

-33.75%

Shares92.6K

Event2026-03-31

Filed2026-04-24

IWP

ISHARES TR

-29.19%

Shares101.7K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

19.83%

Shares236.3K

Event2026-03-31

Filed2026-04-24

SCHV

SCHWAB STRATEGIC TR

-18.59%

Shares279.4K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-16.79%

Shares249.3K

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

-19.16%

Shares191.3K

Event2026-03-31

Filed2026-04-24

SCHE

SCHWAB STRATEGIC TR

-12.91%

Shares121.8K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

-23.21%

Shares5.7K

Event2026-03-31

Filed2026-04-24

ERIE

ERIE INDTY CO

5.75%

Shares4.0K

Event2026-03-31

Filed2026-04-24

IWN

ISHARES TR

-76.07%

Shares5.1K

Event2026-03-31

Filed2026-04-24

IWO

ISHARES TR

-82.04%

Shares3.0K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-91.46%

Shares4.3K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

-92.52%

Shares2.2K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares918

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-0.70%

Shares566

Event2026-03-31

Filed2026-04-24

VOT

VANGUARD INDEX FDS

-35.45%

Shares1.3K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

New

Shares440

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available