Bishop & Co Investment Management, LLC 13F 持仓 · 2026年Q2
Bishop & Co Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 26 只证券，申报市值合计 3.25 亿美元。前几大持仓：VTV（18.90%）、IEFA（14.62%）、VUG（14.07%）。本季前 25 大持仓中：增持 8 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $61.4M | 18.90% | 281,643 | 增持 |
| 2 | IEFA | ISHARES TR | $47.5M | 14.62% | 491,811 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $45.7M | 14.07% | 530,376 | 增持 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $44.1M | 13.57% | 533,408 | 增持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $29.2M | 9.00% | 430,033 | 增持 |
| 6 | VOO | VANGUARD INDEX FDS | $16.2M | 4.99% | 23,575 | 减持 |
| 7 | IWS | ISHARES TR | $15.3M | 4.70% | 92,765 | 增持 |
| 8 | IWP | ISHARES TR | $15.1M | 4.65% | 103,129 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $14.1M | 4.35% | 236,869 | 增持 |
| 10 | SCHV | SCHWAB STRATEGIC TR | $9.7M | 2.99% | 279,444 | 持平 |
| 11 | SCHG | SCHWAB STRATEGIC TR | $8.4M | 2.59% | 248,193 | 减持 |
| 12 | SCHF | SCHWAB STRATEGIC TR | $5.3M | 1.63% | 191,329 | 持平 |
| 13 | SCHE | SCHWAB STRATEGIC TR | $4.4M | 1.36% | 121,536 | 减持 |
| 14 | IWO | ISHARES TR | $1.2M | 0.36% | 2,931 | 减持 |
| 15 | VOE | VANGUARD INDEX FDS | $1.1M | 0.35% | 5,721 | 持平 |
| 16 | VBR | VANGUARD INDEX FDS | $1.0M | 0.31% | 4,164 | 减持 |
| 17 | ERIE | ERIE INDTY CO | $857,586 | 0.26% | 3,577 | 减持 |
| 18 | IWN | ISHARES TR | $845,205 | 0.26% | 3,821 | 减持 |
| 19 | VBK | VANGUARD INDEX FDS | $799,055 | 0.25% | 2,185 | 减持 |
| 20 | XOM | EXXON MOBIL CORP | $521,177 | 0.16% | 3,812 | 持平 |
| 21 | PG | PROCTER & GAMBLE CO | $407,952 | 0.13% | 2,782 | 持平 |
| 22 | QQQ | INVESCO QQQ TR | $416,802 | 0.13% | 566 | 持平 |
| 23 | VOT | VANGUARD INDEX FDS | $385,938 | 0.12% | 1,260 | 持平 |
| 24 | ROK | ROCKWELL AUTOMATION INC | $336,654 | 0.10% | 680 | 减持 |
| 25 | CVX | CHEVRON CORPORATION | $281,346 | 0.09% | 1,697 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR