§ 13F · FUND PROFILE
Bishop & Co Investment Management, LLC.
AUM · $325M (13F)Positions · 26Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 282K | $61M | 18.9% | ±0% |
| 2 | IEFA | ISHARES TR | 492K | $47M | 14.6% | +1% |
| 3 | VUG | VANGUARD INDEX FDS | 530K | $46M | 14.1% | +504% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 533K | $44M | 13.6% | +3% |
| 5 | DYNF | BLACKROCK ETF TRUST | 430K | $29M | 9.0% | +1% |
| 6 | VOO | VANGUARD INDEX FDS | 24K | $16M | 5.0% | ±0% |
| 7 | IWS | ISHARES TR | 93K | $15M | 4.7% | ±0% |
| 8 | IWP | ISHARES TR | 103K | $15M | 4.6% | +1% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 237K | $14M | 4.4% | ±0% |
| 10 | SCHV | SCHWAB STRATEGIC TR | 279K | $10M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BISHOP SIGNAL
AC read
Bishop & Co Investment Management, LLC is a Other fund managing $325 million in assets. The fund runs a focused portfolio of just 26 positions.
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