Top 26 Bishop & Co Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 18.89% | 280.6K | $55.1M | -0.65%(-1.82K) | $149.41(+39.46%) | 2026-03-31 | |
| IEFA | ISHARES TR | 15.17% | 488.5K | $44.2M | +76.09%(+211.09K) | $77.43(+25.46%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 14.72% | 518.5K | $42.9M | +7.20%(+34.84K) | $80.28(+2.84%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 13.16% | 87.8K | $38.4M | -14.69%(-15.13K) | $48.56(+80.21%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 8.52% | 426.8K | $24.8M | +10058.56%(+422.56K) | $59.50(+11.66%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.85% | 23.6K | $14.1M | -2.87%(-698) | $439.17(+55.39%) | 2026-03-31 | |
| IWS | ISHARES TR | 4.63% | 92.6K | $13.5M | -33.75%(-47.18K) | $107.70(+46.14%) | 2026-03-31 | |
| IWP | ISHARES TR | 4.47% | 101.7K | $13.0M | -29.19%(-41.91K) | $92.78(+47.02%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.38% | 236.3K | $12.8M | +19.83%(+39.11K) | $43.12(+38.99%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.92% | 279.4K | $8.5M | -18.59%(-63.83K) | $24.30(+35.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.88% | +36.31% |
| Top 20 Holdings Unweighted | +10.55% | +35.09% |
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