Bishop & Co Investment Management, LLC: 13F holdings
CIK 16032762026Q2
| Positions | 26 |
|---|
| Reported value | $324.8m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 26 (+0 vs prior quarter) |
|---|
| Reported value | $324.8m (+11.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 281,643 | $61.4m | 18.9% |
| IEFA ISHARES TR | 491,811 | $47.5m | 14.6% |
| VUG VANGUARD INDEX FDS | 530,376 | $45.7m | 14.1% |
| VCIT VANGUARD SCOTTSDALE FDS | 533,408 | $44.1m | 13.6% |
| DYNF BLACKROCK ETF TRUST | 430,033 | $29.2m | 9.0% |
| VOO VANGUARD INDEX FDS | 23,575 | $16.2m | 5.0% |
| IWS ISHARES TR | 92,765 | $15.3m | 4.7% |
| IWP ISHARES TR | 103,129 | $15.1m | 4.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 236,869 | $14.1m | 4.4% |
| SCHV SCHWAB STRATEGIC TR | 279,444 | $9.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1603276")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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