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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 Q3 2025 · Filed October 30, 2025 · Accession 0001172661-25-004497

Total Value
$299.0M
Positions
27
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (27)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908744279,081$52.0M17.41%
2VANGUARD INDEX FDS922908736103,617$49.7M16.62%
3VANGUARD SCOTTSDALE FDS92206C870479,730$40.4M13.50%
4ISHARES TR46432F842275,297$24.0M8.04%
5ISHARES TR464287481143,469$20.4M6.83%
6ISHARES TR464287473139,778$19.5M6.53%
7VANGUARD INDEX FDS92290836324,393$14.9M5.00%
8VANGUARD INTL EQUITY INDEX F922042858199,155$10.8M3.61%
9VANGUARD INDEX FDS92290861150,013$10.4M3.49%
10SCHWAB STRATEGIC TR808524409343,274$10.0M3.34%
11SCHWAB STRATEGIC TR808524300309,238$9.9M3.30%
12VANGUARD INDEX FDS92290859530,736$9.1M3.06%
13SCHWAB STRATEGIC TR808524805238,286$5.5M1.86%
14ISHARES TR46428764816,977$5.4M1.82%
15SCHWAB STRATEGIC TR808524706141,635$4.7M1.58%
16ISHARES TR46428763021,727$3.8M1.28%
17ISHARES TR46428724223,732$2.6M0.88%
18VANGUARD INDEX FDS9229085127,457$1.3M0.44%
19ERIE INDTY CO29530P1023,920$1.2M0.42%
20VANGUARD INDEX FDS9229085381,952$573,4780.19%
21EXXON MOBIL CORPXOM3,812$429,8030.14%
22PROCTER AND GAMBLE CO7427181092,782$427,4540.14%
23SPDR SERIES TRUST78464A2014,138$390,2550.13%
24INVESCO QQQ TRIVZ572$343,4120.11%
25ROCKWELL AUTOMATION INCROK918$320,8690.11%
26CHEVRON CORP NEWCVX1,697$263,5750.09%
27MICROSOFT CORPMSFT436$225,8260.08%