StockDrifts LogoStockDrifts

Bishop & Co Investment Management, LLC

Portfolio Manager
Bishop & Co Investment Management, LLC
Performance
-1.89% (2026 Q1)
AUM (13F)
$291.52M
# of Holdings
26
Performance Rank
Allocation (Top 20)
99.33%

Bishop & Co Investment Management, LLC Holdings Map

Top 26 Bishop & Co Investment Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTV
VANGUARD INDEX FDS
18.89%280.6K$55.1M
-0.65%(-1.82K)
2025-Q1: 277.6K shares2025-Q2: 273.2K shares2025-Q3: 279.1K shares2025-Q4: 282.4K shares2026-Q1: 280.6K shares
$149.41(+39.46%)
2026-03-31
IEFA
ISHARES TR
15.17%488.5K$44.2M
+76.09%(+211.09K)
2025-Q1: 307.1K shares2025-Q2: 273.4K shares2025-Q3: 275.3K shares2025-Q4: 277.4K shares2026-Q1: 488.5K shares
$77.43(+25.46%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
14.72%518.5K$42.9M
+7.20%(+34.84K)
2025-Q1: 479.8K shares2025-Q2: 448.3K shares2025-Q3: 479.7K shares2025-Q4: 483.7K shares2026-Q1: 518.5K shares
$80.28(+2.84%)
2026-03-31
VUG
VANGUARD INDEX FDS
13.16%87.8K$38.4M
-14.69%(-15.13K)
2025-Q1: 107.3K shares2025-Q2: 104.0K shares2025-Q3: 103.6K shares2025-Q4: 103.0K shares2026-Q1: 87.8K shares
$48.56(+80.21%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
8.52%426.8K$24.8M
+10058.56%(+422.56K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.2K shares2026-Q1: 426.8K shares
$59.50(+11.66%)
2026-03-31
VOO
VANGUARD INDEX FDS
4.85%23.6K$14.1M
-2.87%(-698)
2025-Q1: 19.6K shares2025-Q2: 24.4K shares2025-Q3: 24.4K shares2025-Q4: 24.3K shares2026-Q1: 23.6K shares
$439.17(+55.39%)
2026-03-31
IWS
ISHARES TR
4.63%92.6K$13.5M
-33.75%(-47.18K)
2025-Q1: 140.0K shares2025-Q2: 136.7K shares2025-Q3: 139.8K shares2025-Q4: 139.8K shares2026-Q1: 92.6K shares
$107.70(+46.14%)
2026-03-31
IWP
ISHARES TR
4.47%101.7K$13.0M
-29.19%(-41.91K)
2025-Q1: 144.8K shares2025-Q2: 143.6K shares2025-Q3: 143.5K shares2025-Q4: 143.6K shares2026-Q1: 101.7K shares
$92.78(+47.02%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
4.38%236.3K$12.8M
+19.83%(+39.11K)
2025-Q1: 206.5K shares2025-Q2: 199.1K shares2025-Q3: 199.2K shares2025-Q4: 197.2K shares2026-Q1: 236.3K shares
$43.12(+38.99%)
2026-03-31
SCHV
SCHWAB STRATEGIC TR
2.92%279.4K$8.5M
-18.59%(-63.83K)
2025-Q1: 323.9K shares2025-Q2: 343.3K shares2025-Q3: 343.3K shares2025-Q4: 343.3K shares2026-Q1: 279.4K shares
$24.30(+35.15%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Bishop & Co Investment Management, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all