Bishop & Co Investment Management, LLC Top Holdings and 13F Report (2025) About Bishop & Co Investment Management, LLCInvestment ActivityBishop & Co Investment Management, LLC has $258.49 million in total holdings as of March 31, 2025.Bishop & Co Investment Management, LLC owns shares of 25 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.28% of the portfolio was purchased this quarter.About 6.03% of the portfolio was sold this quarter.This quarter, Bishop & Co Investment Management, LLC has purchased 25 new stocks and bought additional shares in 7 stocks.Bishop & Co Investment Management, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Value ETF $47,949,005Vanguard Growth ETF $39,792,968Vanguard Intermediate-Term Corporate Bond ETF $39,227,549iShares Core MSCI EAFE ETF $23,231,210iShares Russell Mid-Cap Value ETF $17,640,952 Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 196,365 shares (about $4.92M)Vanguard Intermediate-Term Corporate Bond ETF 50,677 shares (about $4.14M)Vanguard Growth ETF 10,266 shares (about $3.81M)Vanguard Value ETF 8,720 shares (about $1.51M)Vanguard S&P 500 ETF 1,753 shares (about $900.88K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 61,846 shares (about $4.68M)Vanguard Small-Cap Value ETF 13,521 shares (about $2.52M)Vanguard Small-Cap Growth ETF 9,463 shares (about $2.38M)Vanguard FTSE Emerging Markets ETF 33,189 shares (about $1.50M)Schwab International Equity ETF 57,562 shares (about $1.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBishop & Co Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$47,949,005$1,506,293 ▲3.2%277,57918.5%ETFVUGVanguard Growth ETF$39,792,968$3,806,864 ▲10.6%107,31015.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$39,227,549$4,143,352 ▲11.8%479,78915.2%ETFIEFAiShares Core MSCI EAFE ETF$23,231,210$4,678,650 ▼-16.8%307,0889.0%ETFIWSiShares Russell Mid-Cap Value ETF$17,640,952$8,566 ▼0.0%140,0406.8%ETFIWPiShares Russell Mid-Cap Growth ETF$17,009,147$1,040,727 ▼-5.8%144,7716.6%ETFVOOVanguard S&P 500 ETF$10,073,150$900,884 ▲9.8%19,6013.9%ETFVWOVanguard FTSE Emerging Markets ETF$9,345,542$1,502,139 ▼-13.8%206,4853.6%ETFVBRVanguard Small-Cap Value ETF$9,156,025$2,518,843 ▼-21.6%49,1493.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$8,608,099$826,373 ▲10.6%323,8563.3%ETFVBKVanguard Small-Cap Growth ETF$7,108,239$2,382,505 ▼-25.1%28,2332.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,143,341$4,916,979 ▲2,172.2%205,4052.0%ETFSCHFSchwab International Equity ETF$4,441,898$1,138,577 ▼-20.4%224,5651.7%ETFIWOiShares Russell 2000 Growth ETF$4,344,582$695,307 ▼-13.8%17,0021.7%ETFSCHESchwab Emerging Markets Equity ETF$4,107,379$495,654 ▼-10.8%148,9801.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,758,283$64,453 ▼-1.7%34,5781.5%FinanceIWNiShares Russell 2000 Value ETF$3,044,689$394,967 ▼-11.5%20,1661.2%ETFERIEErie Indemnity$1,642,676$520,041 ▼-24.0%3,9200.6%FinanceVOEVanguard Mid-Cap Value ETF$826,299$137,422 ▲19.9%5,1470.3%ETFPGProcter & Gamble$474,1080.0%2,7820.2%Consumer StaplesXOMExxon Mobil$453,3610.0%3,8120.2%EnergyVOTVanguard Mid-Cap Growth ETF$319,989$152,166 ▼-32.2%1,3080.1%ETFCVXChevron$283,9430.0%1,6970.1%EnergyQQQInvesco QQQ$269,1600.0%5740.1%FinanceROKRockwell Automation$237,1930.0%9180.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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