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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 Q1 2025 · Filed May 7, 2025 · Accession 0001172661-25-001608

Total Value
$258.5M
Positions
25
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (25)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908744277,579$47.9M18.55%
2VANGUARD INDEX FDS922908736107,310$39.8M15.39%
3VANGUARD SCOTTSDALE FDS92206C870479,789$39.2M15.18%
4ISHARES TR46432F842307,088$23.2M8.99%
5ISHARES TR464287473140,040$17.6M6.82%
6ISHARES TR464287481144,771$17.0M6.58%
7VANGUARD INDEX FDS92290836319,601$10.1M3.90%
8VANGUARD INTL EQUITY INDEX F922042858206,485$9.3M3.62%
9VANGUARD INDEX FDS92290861149,149$9.2M3.54%
10SCHWAB STRATEGIC TR808524409323,856$8.6M3.33%
11VANGUARD INDEX FDS92290859528,233$7.1M2.75%
12SCHWAB STRATEGIC TR808524300205,405$5.1M1.99%
13SCHWAB STRATEGIC TR808524805224,565$4.4M1.72%
14ISHARES TR46428764817,002$4.3M1.68%
15SCHWAB STRATEGIC TR808524706148,980$4.1M1.59%
16ISHARES TR46428724234,578$3.8M1.45%
17ISHARES TR46428763020,166$3.0M1.18%
18ERIE INDTY CO29530P1023,920$1.6M0.64%
19VANGUARD INDEX FDS9229085125,147$826,2990.32%
20PROCTER AND GAMBLE CO7427181092,782$474,1080.18%
21EXXON MOBIL CORPXOM3,812$453,3610.18%
22VANGUARD INDEX FDS9229085381,308$319,9890.12%
23CHEVRON CORP NEWCVX1,697$283,9430.11%
24INVESCO QQQ TRIVZ574$269,1600.10%
25ROCKWELL AUTOMATION INCROK918$237,1930.09%