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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 2025 · Filed January 21, 2026 · Accession 0001172661-26-000235

Total Value
$301.9M
Positions
28
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (28)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908744282,438$53.9M17.87%
2VANGUARD INDEX FDS922908736102,981$50.2M16.64%
3VANGUARD SCOTTSDALE FDS92206C870483,675$40.5M13.42%
4ISHARES TR46432F842277,430$24.8M8.22%
5ISHARES TR464287473139,793$19.7M6.53%
6ISHARES TR464287481143,562$19.7M6.51%
7VANGUARD INDEX FDS92290836324,345$15.3M5.06%
8VANGUARD INTL EQUITY INDEX F922042858197,181$10.6M3.51%
9VANGUARD INDEX FDS92290861149,976$10.6M3.51%
10SCHWAB STRATEGIC TR808524409343,273$10.2M3.37%
11SCHWAB STRATEGIC TR808524300299,588$9.8M3.24%
12VANGUARD INDEX FDS92290859529,985$9.1M3.00%
13SCHWAB STRATEGIC TR808524805236,690$5.7M1.88%
14ISHARES TR46428764816,524$5.3M1.77%
15SCHWAB STRATEGIC TR808524706139,871$4.6M1.52%
16ISHARES TR46428763021,404$3.9M1.28%
17ISHARES TR46428724222,142$2.4M0.81%
18VANGUARD INDEX FDS9229085127,450$1.3M0.44%
19ERIE INDTY CO29530P1023,828$1.1M0.36%
20VANGUARD INDEX FDS9229085381,952$544,8810.18%
21EXXON MOBIL CORPXOM3,812$458,7360.15%
22PROCTER AND GAMBLE CO7427181092,782$398,6880.13%
23SPDR SERIES TRUST78464A2014,137$389,6640.13%
24ROCKWELL AUTOMATION INCROK918$357,1660.12%
25INVESCO QQQ TRIVZ570$350,1570.12%
26CHEVRON CORP NEWCVX1,697$258,6870.09%
27BLACKROCK ETF TRUSTBLK4,201$255,4630.08%
28MICROSOFT CORPMSFT436$210,8580.07%