Data as of Q4 2025 (Dec 31, 2025)

Bishop & Co Investment Management, LLC

•CIK: 1603276•Filing: Q4 2025

**Bishop & Co Investment Management, LLC** manages $302M across a diversified portfolio of 28 positions. The fund exhibits a significant tilt toward U.S. equity exposure, with top holdings including VTV ($53.9M) and VUG ($50.2M). Notable allocations also include fixed income via VCIT ($40.5M) and international exposure through IEFA ($24.8M). This structure suggests a core strategy emphasizing large-cap U.S. growth and value plays alongside tactical fixed income diversification.

Total AUM
$301.9M
QoQ Performance
+1.0%
Positions
14
Top 10 Concentration
84.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VTV
VUG
VCIT
IEFA
IWS
IWP
VOO
VTV17.9%
VUG16.6%
VCIT13.4%
IEFA8.2%
IWS6.5%
IWP6.5%
VOO5.1%
VWO3.5%

📈 Biggest Buys

VTV
VANGUARD INDEX FDS
+1.2%
17.9% of portfolio
VCIT
VANGUARD SCOTTSDALE FDS
+0.8%
13.4% of portfolio
DYNF
BLACKROCK ETF TRUST
NEW
0.1% of portfolio
IEFA
ISHARES TR
+0.8%
8.2% of portfolio
IWP
ISHARES TR
+0.1%
6.5% of portfolio

📉 Biggest Sells

SCHG
SCHWAB STRATEGIC TR
-3.1%
3.2% of portfolio
VUG
VANGUARD INDEX FDS
-0.6%
16.6% of portfolio
VBK
VANGUARD INDEX FDS
-2.4%
3.0% of portfolio
LQD
ISHARES TR
-6.7%
0.8% of portfolio
IWO
ISHARES TR
-2.7%
1.8% of portfolio

Sector Breakdown

Other94.7%
ETF5.1%
Energy0.2%
Technology0.1%

Changes from Q3 2025

NEW1 new position
↑5 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTV17.9%
VANGUARD INDEX FDS
$53.9M
VUG16.6%
VANGUARD INDEX FDS
$50.2M
VCIT13.4%
VANGUARD SCOTTSDALE FDS
$40.5M
IEFA8.2%
ISHARES TR
$24.8M
IWS6.5%
ISHARES TR
$19.7M

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