Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bishop & Co Investment Management, LLC (CIK 1603276) reported $291.5M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($55.1M, 18.89%), IEFA ($44.2M, 15.17%), VCIT ($42.9M, 14.72%), VUG ($38.4M, 13.16%), DYNF ($24.8M, 8.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $55.1M | 18.89% | 280,613 | Trimmed |
| 2 | IEFA | ISHARES TR | $44.2M | 15.17% | 488,522 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $42.9M | 14.72% | 518,516 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $38.4M | 13.16% | 87,849 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $24.8M | 8.52% | 426,761 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $14.1M | 4.85% | 23,647 | Trimmed |
| 7 | IWS | ISHARES TR | $13.5M | 4.63% | 92,615 | Trimmed |
| 8 | IWP | ISHARES TR | $13.0M | 4.47% | 101,651 | Trimmed |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $12.8M | 4.38% | 236,288 | Added |
| 10 | SCHV | SCHWAB STRATEGIC TR | $8.5M | 2.92% | 279,444 | Trimmed |
| 11 | SCHG | SCHWAB STRATEGIC TR | $7.3M | 2.49% | 249,284 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $4.7M | 1.62% | 191,329 | Trimmed |
| 13 | SCHE | SCHWAB STRATEGIC TR | $4.0M | 1.38% | 121,813 | Trimmed |
| 14 | VOE | VANGUARD INDEX FDS | $1.1M | 0.36% | 5,721 | Trimmed |
| 15 | ERIE | ERIE INDTY CO | $1.0M | 0.35% | 4,048 | Added |
| 16 | IWN | ISHARES TR | $971,270 | 0.33% | 5,123 | Trimmed |
| 17 | IWO | ISHARES TR | $931,074 | 0.32% | 2,967 | Trimmed |
| 18 | VBR | VANGUARD INDEX FDS | $927,538 | 0.32% | 4,269 | Trimmed |
| 19 | VBK | VANGUARD INDEX FDS | $678,249 | 0.23% | 2,244 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $646,744 | 0.22% | 3,812 | Hold |
| 21 | PG | PROCTER & GAMBLE CO | $401,832 | 0.14% | 2,782 | Hold |
| 22 | CVX | CHEVRON CORPORATION | $351,174 | 0.12% | 1,697 | Hold |
| 23 | ROK | ROCKWELL AUTOMATION INC | $329,452 | 0.11% | 918 | Hold |
| 24 | QQQ | INVESCO QQQ TR | $326,684 | 0.11% | 566 | Trimmed |
| 25 | VOT | VANGUARD INDEX FDS | $324,261 | 0.11% | 1,260 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31