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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 Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003421

Total Value
$278.3M
Positions
27
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (27)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908744273,240$48.3M17.35%
2VANGUARD INDEX FDS922908736103,996$45.6M16.38%
3VANGUARD SCOTTSDALE FDS92206C870448,335$37.2M13.36%
4ISHARES TR46432F842273,399$22.8M8.20%
5ISHARES TR464287481143,605$19.9M7.16%
6ISHARES TR464287473136,686$18.1M6.49%
7VANGUARD INDEX FDS92290836324,405$13.9M4.98%
8VANGUARD INTL EQUITY INDEX F922042858199,112$9.8M3.54%
9SCHWAB STRATEGIC TR808524409343,274$9.5M3.41%
10VANGUARD INDEX FDS92290861148,697$9.5M3.41%
11SCHWAB STRATEGIC TR808524300318,001$9.3M3.34%
12VANGUARD INDEX FDS92290859530,532$8.5M3.04%
13SCHWAB STRATEGIC TR808524805239,578$5.3M1.90%
14ISHARES TR46428764816,994$4.9M1.75%
15SCHWAB STRATEGIC TR808524706142,239$4.3M1.54%
16ISHARES TR46428763021,756$3.4M1.23%
17ISHARES TR46428724223,891$2.6M0.94%
18ERIE INDTY CO29530P1023,920$1.4M0.49%
19VANGUARD INDEX FDS9229085127,660$1.3M0.45%
20VANGUARD INDEX FDS9229085381,952$555,1290.20%
21PROCTER AND GAMBLE CO7427181092,782$443,2280.16%
22EXXON MOBIL CORPXOM3,812$410,9340.15%
23SPDR SERIES TRUST78464A2014,138$367,2480.13%
24INVESCO QQQ TRIVZ574$316,6410.11%
25ROCKWELL AUTOMATION INCROK918$304,9320.11%
26CHEVRON CORP NEWCVX1,697$243,0380.09%
27MICROSOFT CORPMSFT436$216,8710.08%