Bishop & Co Investment Management, LLC - Portfolio overview

Bishop & Co Investment Management, LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 18.68%
2. IEFA - ISHARES TR, 15.00%
3. VCIT - VANGUARD SCOTTSDALE FDS, 14.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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