The Analysis of Bishop & Co Investment Management, LLC's Holdings
Currently, Bishop & Co Investment Management, LLC holds 28 types of securities in its portfolio with a total value $301.9M. In the most recent quarter, they have increased their positions in VTV (+3.4K shares, valued at $641.2K), VCIT (+3.9K shares, valued at $330.4K), DYNF (+4.2K shares, valued at $255.5K); decreased their positions in SCHG (-9.7K shares, valued at $314.8K), VUG (-636 shares, valued at $310.3K), VBK (-751 shares, valued at $226.9K); initiated new positions in DYNF (+4.2K shares, valued at $255.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTV VANGUARD INDEX FDS282.4K shares1.20%2025-12-312026-01-21
VUG VANGUARD INDEX FDS103.0K shares-0.61%2025-12-312026-01-21 VCIT VANGUARD SCOTTSDALE FDS483.7K shares0.82%2025-12-312026-01-21 IEFA ISHARES TR277.4K shares0.77%2025-12-312026-01-21 IWS ISHARES TR139.8K shares0.01%2025-12-312026-01-21 IWP ISHARES TR143.6K shares0.06%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F197.2K shares-0.99%2025-12-312026-01-21 VBR VANGUARD INDEX FDS50.0K shares-0.07%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR343.3K shares-0.00%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR299.6K shares-3.12%2025-12-312026-01-21 VBK VANGUARD INDEX FDS30.0K shares-2.44%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR236.7K shares-0.67%2025-12-312026-01-21 IWO ISHARES TR16.5K shares-2.67%2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR139.9K shares-1.25%2025-12-312026-01-21 IWN ISHARES TR21.4K shares-1.49%2025-12-312026-01-21 LQD ISHARES TR22.1K shares-6.70%2025-12-312026-01-21 VOE VANGUARD INDEX FDS7.5K shares-0.09%2025-12-312026-01-21 ERIE ERIE INDTY CO3.8K shares-2.35%2025-12-312026-01-21 VOT VANGUARD INDEX FDS2.0K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP3.8K shares0.00%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO2.8K shares0.00%2025-12-312026-01-21 SLYG SPDR SERIES TRUST4.1K shares-0.02%2025-12-312026-01-21 ROK ROCKWELL AUTOMATION INC918 shares0.00%2025-12-312026-01-21 CVX CHEVRON CORP NEW1.7K shares0.00%2025-12-312026-01-21 DYNF BLACKROCK ETF TRUST4.2K sharesnew addition2025-12-312026-01-21 MSFT MICROSOFT CORP436 shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available