Bishop & Co Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Bishop & Co Investment Management, LLC held in its portfolio 28 assets valued at $301,904,761 (i.e. $301.90M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($53.94M), VANGUARD INDEX FDS ($50.24M), and VANGUARD SCOTTSDALE FDS ($40.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 28 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bishop & Co Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 282438 | 53942777 | VALUE ETF |
| VANGUARD INDEX FDS | 102981 | 50240287 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 483675 | 40507781 | INT-TERM CORP |
| ISHARES TR | 277430 | 24818932 | CORE MSCI EAFE |
| ISHARES TR | 139793 | 19717777 | RUS MDCP VAL ETF |
| ISHARES TR | 143562 | 19659415 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 24345 | 15267480 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 197181 | 10600437 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 49976 | 10584482 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 343273 | 10164320 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 299588 | 9772561 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 29985 | 9058794 | SML CP GRW ETF |
| SCHWAB STRATEGIC TR | 236690 | 5690030 | INTL EQTY ETF |
| ISHARES TR | 16524 | 5337520 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 139871 | 4580760 | EMRG MKTEQ ETF |
| ISHARES TR | 21404 | 3878578 | RUS 2000 VAL ETF |
| ISHARES TR | 22142 | 2439827 | IBOXX INV CP ETF |
| VANGUARD INDEX FDS | 7450 | 1321407 | MCAP VL IDXVIP |
| ERIE INDTY CO | 3828 | 1097296 | CL A |
| VANGUARD INDEX FDS | 1952 | 544881 | MCAP GR IDXVIP |
| EXXON MOBIL CORP | 3812 | 458736 | COM |
| PROCTER AND GAMBLE CO | 2782 | 398688 | COM |
| SPDR SERIES TRUST | 4137 | 389664 | STATE STREET SPD |
| ROCKWELL AUTOMATION INC | 918 | 357166 | COM |
| INVESCO QQQ TR | 570 | 350157 | UNIT SER 1 |
| CHEVRON CORP NEW | 1697 | 258687 | COM |
| BLACKROCK ETF TRUST | 4201 | 255463 | ISHARES US EQUIT |
| MICROSOFT CORP | 436 | 210858 | COM |
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