Bishop & Co Investment Management, LLC holdings history

34 is the total number of securities Bishop & Co Investment Management, LLC has owned. The longest Bishop & Co Investment Management, LLC has owned a single stock is 32 quarters.

Bishop & Co Investment Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VCIT VANGUARD SCOTTSDALE FDS323210.51%19.71%27.70%Q4 2015Q3 202332
IWS ISHARES TR323210.10%11.34%12.44%Q4 2015Q3 202332
IWP ISHARES TR32328.87%10.89%12.22%Q4 2015Q3 202332
IEFA ISHARES TR32326.84%10.07%14.71%Q4 2015Q3 202332
VUG VANGUARD INDEX FDS32323.29%9.73%12.02%Q4 2015Q3 202332
VTV VANGUARD INDEX FDS32326.12%8.81%10.14%Q4 2015Q3 202332
VBR VANGUARD INDEX FDS32320.82%6.34%9.54%Q4 2015Q3 202332
IWN ISHARES TR32322.01%4.75%10.89%Q4 2015Q3 202332
VWO VANGUARD INTL EQUITY I...32322.04%3.84%9.37%Q4 2015Q3 202332
IWO ISHARES TR32321.36%3.83%6.86%Q4 2015Q3 202332
SCHE SCHWAB STRATEGIC TR32320.82%1.35%6.15%Q4 2015Q3 202332
SCHF SCHWAB STRATEGIC TR32320.41%1.22%6.50%Q4 2015Q3 202332
ERIE ERIE INDTY CO32320.24%0.82%1.62%Q4 2015Q3 202332
VBK VANGUARD INDEX FDS27270.22%4.87%6.77%Q1 2017Q3 202327
VOE VANGUARD INDEX FDS1440.19%0.52%0.88%Q2 2016Q3 202322
PG PROCTER & GAMBLE CO22220.12%0.39%0.72%Q2 2018Q3 202322
XOM EXXON MOBIL CORP11100.10%0.29%0.65%Q2 2018Q3 202321
ROK ROCKWELL AUTOMATION INC1640.04%0.18%0.27%Q2 2018Q3 202320
VOO VANGUARD INDEX FDS19190.53%1.21%2.77%Q1 2019Q3 202319
VOT VANGUARD INDEX FDS1420.15%0.32%0.64%Q2 2019Q3 202316
CVX CHEVRON CORP NEW970.08%0.15%0.22%Q1 2018Q3 202316
SCHV SCHWAB STRATEGIC TR14140.36%0.52%0.87%Q2 2020Q3 202314
SCHX SCHWAB STRATEGIC TR740.20%0.25%0.33%Q4 2015Q3 201911
VZ VERIZON COMMUNICATIONS...810.11%0.16%0.20%Q2 2018Q2 20229
LQD ISHARES TR662.17%3.39%7.11%Q2 2022Q3 20236
VCSH VANGUARD SCOTTSDALE FDS660.41%0.60%0.69%Q3 2020Q4 20216
SCHG SCHWAB STRATEGIC TR550.10%0.17%0.23%Q2 2022Q2 20235
IVE ISHARES TR440.27%0.28%0.28%Q2 2016Q1 20174
VTC VANGUARD SCOTTSDALE FDS440.23%0.24%0.26%Q4 2018Q3 20194
GE GENERAL ELECTRIC CO210.12%0.18%0.23%Q4 2016Q2 20184
KO COCA COLA CO330.16%0.17%0.18%Q2 2018Q4 20183
T AT&T INC330.15%0.16%0.16%Q3 2019Q1 20203
TXT TEXTRON INC220.80%0.87%0.93%Q4 2015Q1 20162
COL ROCKWELL COLLINS INC220.20%0.20%0.20%Q2 2018Q3 20182

The securities at the top of the list , including VANGUARD SCOTTSDALE FDS, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Bishop & Co Investment Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Bishop & Co Investment Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Bishop & Co Investment Management, LLC owns currently or has owned in the past.