Bishop & Co Investment Management, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bishop & Co Investment Management, LLC opened 0 positions, added to 8, reduced 7, sold out of 0 and left 5 unchanged. The largest increase in value was VUG (+$7,315,052); the largest decrease was IWN (-$126,065).
- VUG: Country of operation —; Class GROWTH ETF; Shares 2026-03-31 87,849; Shares 2026-06-30 530,376.
- VTV: Country of operation —; Class VALUE ETF; Shares 2026-03-31 280,613; Shares 2026-06-30 281,643.
- DYNF: Country of operation —; Class ISHARES US EQUIT; Shares 2026-03-31 426,761; Shares 2026-06-30 430,033.
- IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2026-03-31 488,522; Shares 2026-06-30 491,811.
Two Form 13F-HR filings compared (SEC CIK 1603276): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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