Loading…
CIK 0001603276 • 6 13F filings • May 7, 2025 – Jul 22, 2026
Import this data to Google Sheets with:
=jivedata("bishop-co-investment-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $255K | 0.1% | 4,201 SH | New |
| CHEVRON CORP NEW | COM | $259K | 0.1%Prev: 0.1% | 1,697 SH | Decreased |
| ERIE INDTY CO | CL A | $1.1M | 0.4%Prev: 0.4% | 3,828 SH | Decreased-92 SH |
| EXXON MOBIL CORP | COM | $459K | 0.2%Prev: 0.1% | 3,812 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $350K | 0.1%Prev: 0.1% | 570 SH | Increased-2 SH |
| ISHARES TR | CORE MSCI EAFE | $24.8M | 8.2%Prev: 8.0% | 277,430 SH | Increased+2,133 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.4M | 0.8%Prev: 0.9% | 22,142 SH | Decreased-1,590 SH |
| ISHARES TR | RUS 2000 GRW ETF | $5.3M | 1.8%Prev: 1.8% | 16,524 SH | Decreased-453 SH |
| ISHARES TR | RUS 2000 VAL ETF | $3.9M | 1.3%Prev: 1.3% | 21,404 SH | Increased-323 SH |
| ISHARES TR | RUS MD CP GR ETF | $19.7M | 6.5%Prev: 6.8% | 143,562 SH | Decreased+93 SH |
| ISHARES TR | RUS MDCP VAL ETF | $19.7M | 6.5%Prev: 6.5% | 139,793 SH | Increased+15 SH |
| MICROSOFT CORP | COM | $211K | 0.1%Prev: 0.1% | 436 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $399K | 0.1%Prev: 0.1% | 2,782 SH | Decreased |
| ROCKWELL AUTOMATION INC | COM | $357K | 0.1%Prev: 0.1% | 918 SH | Increased |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $4.6M | 1.5%Prev: 1.6% | 139,871 SH | Decreased-1,764 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $5.7M | 1.9%Prev: 1.9% | 236,690 SH | Increased-1,596 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $9.8M | 3.2%Prev: 3.3% | 299,588 SH | Decreased-9,650 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $10.2M | 3.4%Prev: 3.3% | 343,273 SH | Increased-1 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $390K | 0.1% | 4,137 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $50.2M | 16.6%Prev: 16.6% | 102,981 SH | Increased-636 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $545K | 0.2%Prev: 0.2% | 1,952 SH | Decreased |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.3M | 0.4%Prev: 0.4% | 7,450 SH | Increased-7 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $15.3M | 5.1%Prev: 5.0% | 24,345 SH | Increased-48 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $10.6M | 3.5%Prev: 3.5% | 49,976 SH | Increased-37 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.1M | 3.0%Prev: 3.1% | 29,985 SH | Decreased-751 SH |
| VANGUARD INDEX FDS | VALUE ETF | $53.9M | 17.9%Prev: 17.4% | 282,438 SH | Increased+3,357 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.6M | 3.5%Prev: 3.6% | 197,181 SH | Decreased-1,974 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $40.5M | 13.4%Prev: 13.5% | 483,675 SH | Increased+3,945 SH |
| 13F-HR |
| 0001603276-26-000003 |
| $324.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003421 | $278.3M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001603276-26-000002 | $291.5M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001608 | $258.5M | View |