Fund HoldingsBishop & Co Investment Management, LLC

Total Portfolio Value
$237.68M
Total Bought
$235.45M
Total Sold
$0
Net Transaction
+$235.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0375,120+375,12035830,49012.83%+30,131
ISHARES TR0230,615+230,61522926,81811.28%+26,589
ISHARES TR0235,398+235,39823424,59010.35%+24,356
ISHARES TR
CORE MSCI EAFE
0333,147+333,14732823,4379.86%+23,109
VANGUARD INDEX FDS071,914+71,9147322,3579.41%+22,283
VANGUARD INDEX FDS0123,383+123,38312322,2059.34%+22,083
VANGUARD INDEX FDS0138,204+138,20413720,6628.69%+20,525
VANGUARD INDEX FDS068,875+68,8756816,6527.01%+16,584
VANGUARD INTL EQUITY INDEX F0214,066+214,0662098,7983.70%+8,589
ISHARES TR030,200+30,200307,6173.20%+7,587
ISHARES TR044,665+44,665456,9382.92%+6,893
VANGUARD INDEX FDS014,579+14,579156,3682.68%+6,353
SCHWAB STRATEGIC TR0143,265+143,2651455,2952.23%+5,150
ISHARES TR041,546+41,546484,5971.93%+4,549
SCHWAB STRATEGIC TR0133,855+133,8551373,3181.40%+3,181
SCHWAB STRATEGIC TR022,917+22,917191,6060.68%+1,587
ERIE INDTY CO(ERIE)04,735+4,73551,5860.67%+1,580
VANGUARD INDEX FDS010,757+10,757111,5600.66%+1,549
VANGUARD INDEX FDS05,633+5,63361,2370.52%+1,231
PROCTER AND GAMBLE CO(PG)02,782+2,78234080.17%+405
EXXON MOBIL CORP03,812+3,81243810.16%+377
ROCKWELL AUTOMATION INC(ROK)0918+91812850.12%+284
CHEVRON CORP NEW(CVX)01,697+1,69722530.11%+251
SPDR SER TR
ST STR SP600GRWO
02,620+2,62002190.09%+219
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