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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bishop & Co Investment Management, LLC

Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001172661-25-000653

Total Value
$262.2M
Positions
25
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (25)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908744268,859$45.5M17.36%
2VANGUARD INDEX FDS92290873697,044$39.8M15.19%
3VANGUARD SCOTTSDALE FDS92206C870429,112$34.4M13.14%
4ISHARES TR46432F842368,934$25.9M9.89%
5ISHARES TR464287481153,629$19.5M7.43%
6ISHARES TR464287473140,108$18.1M6.91%
7VANGUARD INDEX FDS92290861162,670$12.4M4.74%
8VANGUARD INDEX FDS92290859537,696$10.6M4.03%
9VANGUARD INTL EQUITY INDEX F922042858239,674$10.6M4.03%
10VANGUARD INDEX FDS92290836317,848$9.6M3.67%
11SCHWAB STRATEGIC TR808524409292,766$7.6M2.91%
12ISHARES TR46428764819,723$5.7M2.17%
13SCHWAB STRATEGIC TR808524805282,127$5.2M1.99%
14SCHWAB STRATEGIC TR808524706166,958$4.4M1.70%
15ISHARES TR46428724235,171$3.8M1.43%
16ISHARES TR46428763022,782$3.7M1.43%
17ERIE INDTY CO29530P1025,161$2.1M0.81%
18VANGUARD INDEX FDS9229085124,291$694,1550.26%
19VANGUARD INDEX FDS9229085381,930$489,7380.19%
20PROCTER AND GAMBLE CO7427181092,782$466,4020.18%
21EXXON MOBIL CORPXOM3,812$410,0570.16%
22INVESCO QQQ TRIVZ574$293,4460.11%
23ROCKWELL AUTOMATION INCROK918$262,3550.10%
24SCHWAB STRATEGIC TR8085243009,040$251,9450.10%
25CHEVRON CORP NEWCVX1,697$245,8390.09%