Bishop & Co Investment Management, LLC

Est. AUM

$291.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$55.1M	280613	18.89%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$44.2M	488522	15.17%	SOLE
3	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$42.9M	518516	14.72%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$38.4M	87849	13.16%	SOLE
5	BLACKROCK ETF TRUST	ISHARES US EQUIT	$24.8M	426761	8.52%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.1M	23647	4.85%	SOLE
7	ISHARES TR	RUS MDCP VAL ETF	$13.5M	92615	4.63%	SOLE
8	ISHARES TR	RUS MD CP GR ETF	$13.0M	101651	4.47%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.8M	236288	4.38%	SOLE
10	SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.5M	279444	2.92%	SOLE
11	SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.3M	249284	2.49%	SOLE
12	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.7M	191329	1.62%	SOLE
13	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.0M	121813	1.38%	SOLE
14	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.1M	5721	0.36%	SOLE
15	ERIE INDTY CO	CL A	$1.0M	4048	0.35%	SOLE
16	ISHARES TR	RUS 2000 VAL ETF	$971K	5123	0.33%	SOLE
17	ISHARES TR	RUS 2000 GRW ETF	$931K	2967	0.32%	SOLE
18	VANGUARD INDEX FDS	SM CP VAL ETF	$928K	4269	0.32%	SOLE
19	VANGUARD INDEX FDS	SML CP GRW ETF	$678K	2244	0.23%	SOLE
20	EXXON MOBIL CORP	COM	$647K	3812	0.22%	SOLE
21	PROCTER & GAMBLE CO	COM	$402K	2782	0.14%	SOLE
22	CHEVRON CORPORATION	COM	$351K	1697	0.12%	SOLE
23	ROCKWELL AUTOMATION INC	COM	$329K	918	0.11%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$327K	566	0.11%	SOLE
25	VANGUARD INDEX FDS	MCAP GR IDXVIP	$324K	1260	0.11%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$211K	440	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.