account_balance

Investment manager · 13F filer · SEC CIK 1603276

Bishop & Co Investment Management, LLC

Reported value$323Mas of Sep 30, 2026
Positions26 0 new, 0 sold out
Top 10 weight91.8%VTV alone is 19%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTV Vanguard Index FDS 18.8% Held
IEFA iShares Tr 14.9% Held
VUG Vanguard Index FDS 14.8% Held
VCIT Vanguard Scottsdale FDS 12.7% Held
DYNF BlackRock ETF Trust 9.2% Held
VOO Vanguard Index FDS 5.1% Held
IWS iShares Tr 4.6% Held
IWP iShares Tr 4.4% Held
VWO Vanguard Intl Equity Index F 4.4% Held
SCHV Schwab Strategic Tr 2.9% Held
SCHG Schwab Strategic Tr 2.7% Held
SCHF Schwab Strategic Tr 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Jul 22, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed
  • IWO −5%
  • VBR −4%
  • ERIE −4%
  • IWN −4%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist