Birchcreek Wealth Management, LLC

Add to watchlist

$102 Million is the total value of Birchcreek Wealth Management, LLC's 309 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

All

			Value		Shares		↓ Weighting
VCSH	New	VANGUARD SCOTTSDALE FDSshrt trm corp bd	$5,974,000	–	71,769	+100.0%	5.86%	–
ISTB	New	ISHARES TRcore 1 5 yr usd	$3,971,000	–	76,913	+100.0%	3.90%	–
IUSV	New	ISHARES TRcore s&p us vlu	$3,836,000	–	61,697	+100.0%	3.76%	–
LQD	New	ISHARES TRiboxx inv cp etf	$3,330,000	–	24,113	+100.0%	3.27%	–
IEFA	New	ISHARES TRcore msci eafe	$3,316,000	–	48,003	+100.0%	3.25%	–
AAPL	New	APPLE INC	$2,460,000	–	18,543	+100.0%	2.41%	–
SCHP	New	SCHWAB STRATEGIC TRus tips etf	$2,451,000	–	39,493	+100.0%	2.40%	–
VCIT	New	VANGUARD SCOTTSDALE FDSint-term corp	$2,425,000	–	24,965	+100.0%	2.38%	–
IUSG	New	ISHARES TRcore s&p us gwt	$2,391,000	–	26,960	+100.0%	2.35%	–
VUG	New	VANGUARD INDEX FDSgrowth etf	$2,236,000	–	8,829	+100.0%	2.19%	–
VGT	New	VANGUARD WORLD FDSinf tech etf	$2,047,000	–	5,786	+100.0%	2.01%	–
RSP	New	INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt	$1,959,000	–	15,362	+100.0%	1.92%	–
ICSH	New	ISHARES TRblackrock ultra	$1,873,000	–	37,076	+100.0%	1.84%	–
VTV	New	VANGUARD INDEX FDSvalue etf	$1,748,000	–	14,699	+100.0%	1.72%	–
MGK	New	VANGUARD WORLD FDmega grwth ind	$1,625,000	–	7,976	+100.0%	1.59%	–
MSFT	New	MICROSOFT CORP	$1,447,000	–	6,506	+100.0%	1.42%	–
VB	New	VANGUARD INDEX FDSsmall cp etf	$1,313,000	–	6,745	+100.0%	1.29%	–
MGV	New	VANGUARD WORLD FDmega cap val etf	$1,300,000	–	14,979	+100.0%	1.28%	–
GOVT	New	ISHARES TRus treas bd etf	$1,296,000	–	47,593	+100.0%	1.27%	–
FNDX	New	SCHWAB STRATEGIC TRschwab fdt us lg	$1,291,000	–	28,513	+100.0%	1.27%	–
PG	New	PROCTER AND GAMBLE CO	$1,264,000	–	9,087	+100.0%	1.24%	–
IEMG	New	ISHARES INCcore msci emkt	$1,245,000	–	20,081	+100.0%	1.22%	–
IAU	New	ISHARES GOLD TRUSTishares	$1,194,000	–	65,896	+100.0%	1.17%	–
VIS	New	VANGUARD WORLD FDSindustrial etf	$1,186,000	–	6,977	+100.0%	1.16%	–
VIG	New	VANGUARD SPECIALIZED FUNDSdiv app etf	$1,117,000	–	7,914	+100.0%	1.10%	–
VTIP	New	VANGUARD MALVERN FDSstrm infproidx	$1,075,000	–	21,052	+100.0%	1.06%	–
VXUS	New	VANGUARD STAR FDSvg tl intl stk f	$1,043,000	–	17,341	+100.0%	1.02%	–
FHLC	New	FIDELITY COVINGTON TRUSTmsci hlth care i	$1,018,000	–	17,637	+100.0%	1.00%	–
IVV	New	ISHARES TRcore s&p500 etf	$898,000	–	2,393	+100.0%	0.88%	–
FNCL	New	FIDELITY COVINGTON TRUSTmsci finls idx	$843,000	–	19,978	+100.0%	0.83%	–
VDC	New	VANGUARD WORLD FDSconsum stp etf	$842,000	–	4,847	+100.0%	0.83%	–
IJR	New	ISHARES TRcore s&p scp etf	$793,000	–	8,634	+100.0%	0.78%	–
JNJ	New	JOHNSON & JOHNSON	$793,000	–	5,042	+100.0%	0.78%	–
INTC	New	INTEL CORP	$770,000	–	15,465	+100.0%	0.76%	–
VYM	New	VANGUARD WHITEHALL FDShigh div yld	$755,000	–	8,254	+100.0%	0.74%	–
SCHR	New	SCHWAB STRATEGIC TRintrm trm tres	$712,000	–	12,234	+100.0%	0.70%	–
JPM	New	JPMORGAN CHASE & CO	$707,000	–	5,571	+100.0%	0.69%	–
IDEV	New	ISHARES TRcore msci intl	$692,000	–	11,233	+100.0%	0.68%	–
VGSH	New	VANGUARD SCOTTSDALE FDSshort term treas	$671,000	–	10,898	+100.0%	0.66%	–
XLY	New	SELECT SECTOR SPDR TRsbi cons discr	$659,000	–	4,100	+100.0%	0.65%	–
USIG	New	ISHARES TRusd inv grde etf	$628,000	–	10,142	+100.0%	0.62%	–
IJH	New	ISHARES TRcore s&p mcp etf	$580,000	–	2,525	+100.0%	0.57%	–
FLOT	New	ISHARES TRfltg rate nt etf	$566,000	–	11,160	+100.0%	0.56%	–
IBB	New	ISHARES TRnasdaq biotech	$562,000	–	3,716	+100.0%	0.55%	–
XLE	New	SELECT SECTOR SPDR TRenergy	$561,000	–	14,816	+100.0%	0.55%	–
ORCL	New	ORACLE CORP	$554,000	–	8,565	+100.0%	0.54%	–
USMV	New	ISHARES TRmsci usa min vol	$510,000	–	7,517	+100.0%	0.50%	–
VTI	New	VANGUARD INDEX FDStotal stk mkt	$498,000	–	2,559	+100.0%	0.49%	–
FCOM	New	FIDELITY COVINGTON TRUST	$487,000	–	10,717	+100.0%	0.48%	–
VV	New	VANGUARD INDEX FDSlarge cap etf	$485,000	–	2,764	+100.0%	0.48%	–
PEP	New	PEPSICO INC	$475,000	–	3,209	+100.0%	0.47%	–
VIGI	New	VANGUARD WHITEHALL FDSintl dvd etf	$469,000	–	5,768	+100.0%	0.46%	–
D	New	DOMINION ENERGY INC	$466,000	–	6,200	+100.0%	0.46%	–
SLQD	New	ISHARES TR0-5yr invt gr cp	$459,000	–	8,796	+100.0%	0.45%	–
VEA	New	VANGUARD TAX-MANAGED INTL FDftse dev mkt etf	$449,000	–	9,528	+100.0%	0.44%	–
XLU	New	SELECT SECTOR SPDR TRsbi int-utils	$440,000	–	7,019	+100.0%	0.43%	–
VDE	New	VANGUARD WORLD FDSenergy etf	$437,000	–	8,445	+100.0%	0.43%	–
GLD	New	SPDR GOLD TR	$412,000	–	2,315	+100.0%	0.40%	–
VZ	New	VERIZON COMMUNICATIONS INC	$410,000	–	6,983	+100.0%	0.40%	–
IYG	New	ISHARES TRu.s. fin svc etf	$396,000	–	2,641	+100.0%	0.39%	–
NVDA	New	NVIDIA CORPORATION	$385,000	–	738	+100.0%	0.38%	–
BND	New	VANGUARD BD INDEX FDStotal bnd mrkt	$382,000	–	4,340	+100.0%	0.38%	–
VO	New	VANGUARD INDEX FDSmid cap etf	$382,000	–	1,848	+100.0%	0.38%	–
VNQ	New	VANGUARD INDEX FDSreal estate etf	$367,000	–	4,328	+100.0%	0.36%	–
NOC	New	NORTHROP GRUMMAN CORP	$365,000	–	1,200	+100.0%	0.36%	–
BSV	New	VANGUARD BD INDEX FDSshort trm bond	$361,000	–	4,359	+100.0%	0.35%	–
FREL	New	FIDELITY COVINGTON TRUSTmsci rl est etf	$347,000	–	13,707	+100.0%	0.34%	–
ETV	New	EATON VANCE TAX-MANAGED BUY-	$343,000	–	22,374	+100.0%	0.34%	–
CVX	New	CHEVRON CORP NEW	$338,000	–	4,008	+100.0%	0.33%	–
AMZN	New	AMAZON COM INC	$338,000	–	104	+100.0%	0.33%	–
T	New	AT&T INC	$323,000	–	11,243	+100.0%	0.32%	–
SHM	New	SPDR SER TRnuveen blmbrg sr	$310,000	–	6,244	+100.0%	0.30%	–
VFH	New	VANGUARD WORLD FDSfinancials etf	$308,000	–	4,241	+100.0%	0.30%	–
BNDX	New	VANGUARD CHARLOTTE FDSintl bd idx etf	$296,000	–	5,065	+100.0%	0.29%	–
VBR	New	VANGUARD INDEX FDSsm cp val etf	$287,000	–	2,021	+100.0%	0.28%	–
OEF	New	ISHARES TRs&p 100 etf	$279,000	–	1,628	+100.0%	0.27%	–
UNP	New	UNION PAC CORP	$277,000	–	1,334	+100.0%	0.27%	–
HD	New	HOME DEPOT INC	$274,000	–	1,033	+100.0%	0.27%	–
GE	New	GENERAL ELECTRIC CO	$270,000	–	25,045	+100.0%	0.26%	–
AWK	New	AMERICAN WTR WKS CO INC NEW	$268,000	–	1,750	+100.0%	0.26%	–
GOOG	New	ALPHABET INCcap stk cl c	$257,000	–	147	+100.0%	0.25%	–
QCOM	New	QUALCOMM INC	$255,000	–	1,674	+100.0%	0.25%	–
GSY	New	INVESCO ACTIVELY MANAGED ETFultra shrt dur	$255,000	–	5,056	+100.0%	0.25%	–
BIV	New	VANGUARD BD INDEX FDSintermed term	$253,000	–	2,727	+100.0%	0.25%	–
ITOT	New	ISHARES TRcore s&p ttl stk	$238,000	–	2,771	+100.0%	0.23%	–
XLRE	New	SELECT SECTOR SPDR TRrl est sel sec	$238,000	–	6,530	+100.0%	0.23%	–
TIP	New	ISHARES TRtips bd etf	$224,000	–	1,758	+100.0%	0.22%	–
WAT	New	WATERS CORP	$222,000	–	900	+100.0%	0.22%	–
LLY	New	LILLY ELI & CO	$221,000	–	1,312	+100.0%	0.22%	–
GOOGL	New	ALPHABET INCcap stk cl a	$219,000	–	125	+100.0%	0.22%	–
MBB	New	ISHARES TRmbs etf	$219,000	–	1,992	+100.0%	0.22%	–
GLW	New	CORNING INC	$216,000	–	6,012	+100.0%	0.21%	–
VHT	New	VANGUARD WORLD FDShealth car etf	$214,000	–	959	+100.0%	0.21%	–
NEAR	New	ISHARES U S ETF TRblackrock st mat	$210,000	–	4,203	+100.0%	0.21%	–
XLI	New	SELECT SECTOR SPDR TRsbi int-inds	$210,000	–	2,381	+100.0%	0.21%	–
WMT	New	WALMART INC	$208,000	–	1,446	+100.0%	0.20%	–
IBM	New	INTERNATIONAL BUSINESS MACHS	$207,000	–	1,652	+100.0%	0.20%	–
DIS	New	DISNEY WALT CO	$203,000	–	1,123	+100.0%	0.20%	–
FB	New	FACEBOOK INCcl a	$198,000	–	726	+100.0%	0.19%	–
VAW	New	VANGUARD WORLD FDSmaterials etf	$197,000	–	1,261	+100.0%	0.19%	–
LOW	New	LOWES COS INC	$192,000	–	1,199	+100.0%	0.19%	–
MU	New	MICRON TECHNOLOGY INC	$189,000	–	2,520	+100.0%	0.18%	–
DE	New	DEERE & CO	$188,000	–	702	+100.0%	0.18%	–
PFE	New	PFIZER INC	$184,000	–	5,009	+100.0%	0.18%	–
DVY	New	ISHARES TRselect divid etf	$182,000	–	1,895	+100.0%	0.18%	–
EMR	New	EMERSON ELEC CO	$179,000	–	2,229	+100.0%	0.18%	–
UNH	New	UNITEDHEALTH GROUP INC	$175,000	–	500	+100.0%	0.17%	–
VCR	New	VANGUARD WORLD FDSconsum dis etf	$173,000	–	629	+100.0%	0.17%	–
VOO	New	VANGUARD INDEX FDS	$173,000	–	506	+100.0%	0.17%	–
MRK	New	MERCK & CO. INC	$172,000	–	2,103	+100.0%	0.17%	–
DUK	New	DUKE ENERGY CORP NEW	$170,000	–	1,862	+100.0%	0.17%	–
WMB	New	WILLIAMS COS INC	$162,000	–	8,090	+100.0%	0.16%	–
IMTB	New	ISHARES TRcr 5 10 yr etf	$160,000	–	3,066	+100.0%	0.16%	–
PFF	New	ISHARES TRpfd and incm sec	$155,000	–	4,035	+100.0%	0.15%	–
AMAT	New	APPLIED MATLS INC	$152,000	–	1,763	+100.0%	0.15%	–
KIE	New	SPDR SER TRs&p ins etf	$151,000	–	4,524	+100.0%	0.15%	–
GLQ	New	CLOUGH GLOBAL EQUITY FD	$150,000	–	10,991	+100.0%	0.15%	–
XOM	New	EXXON MOBIL CORP	$148,000	–	3,607	+100.0%	0.14%	–
ILCG	New	ISHARES TRmrngstr lg-cp gr	$147,000	–	510	+100.0%	0.14%	–
MCD	New	MCDONALDS CORP	$146,000	–	683	+100.0%	0.14%	–
TT	New	TRANE TECHNOLOGIES PLC	$145,000	–	1,000	+100.0%	0.14%	–
IGOV	New	ISHARES TRintl trea bd etf	$143,000	–	2,573	+100.0%	0.14%	–
EFAV	New	ISHARES TRmsci eafe min vl	$143,000	–	1,959	+100.0%	0.14%	–
CMCSA	New	COMCAST CORP NEWcl a	$142,000	–	2,722	+100.0%	0.14%	–
ABBV	New	ABBVIE INC	$141,000	–	1,320	+100.0%	0.14%	–
FNDE	New	SCHWAB STRATEGIC TRschwb fdt emk lg	$134,000	–	4,750	+100.0%	0.13%	–
SPY	New	SPDR S&P 500 ETF TRtr unit	$132,000	–	356	+100.0%	0.13%	–
V	New	VISA INC	$130,000	–	596	+100.0%	0.13%	–
BNTX	New	BIONTECH SEsponsored ads	$126,000	–	1,557	+100.0%	0.12%	–
BAC	New	BK OF AMERICA CORP	$122,000	–	4,032	+100.0%	0.12%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$122,000	–	525	+100.0%	0.12%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$120,000	–	518	+100.0%	0.12%	–
TGT	New	TARGET CORP	$120,000	–	680	+100.0%	0.12%	–
SHY	New	ISHARES TR1 3 yr treas bd	$116,000	–	1,345	+100.0%	0.11%	–
HTUS	New	EXCHANGE TRADED CONCEPTS TRhull tactic us	$116,000	–	4,000	+100.0%	0.11%	–
VOX	New	VANGUARD WORLD FDS	$115,000	–	959	+100.0%	0.11%	–
KR	New	KROGER CO	$115,000	–	3,650	+100.0%	0.11%	–
IEIH	New	ISHARES U S ETF TRinovativ hltcr	$114,000	–	3,528	+100.0%	0.11%	–
MDT	New	MEDTRONIC PLC	$111,000	–	950	+100.0%	0.11%	–
GL	New	GLOBE LIFE INC	$106,000	–	1,125	+100.0%	0.10%	–
DD	New	DUPONT DE NEMOURS INC	$106,000	–	1,494	+100.0%	0.10%	–
KO	New	COCA COLA CO	$104,000	–	1,911	+100.0%	0.10%	–
CSCO	New	CISCO SYS INC	$102,000	–	2,290	+100.0%	0.10%	–
PSK	New	SPDR SER TRwells fg pfd etf	$101,000	–	2,280	+100.0%	0.10%	–
SJM	New	SMUCKER J M CO	$98,000	–	851	+100.0%	0.10%	–
SUB	New	ISHARES TRshrt nat mun etf	$97,000	–	901	+100.0%	0.10%	–
BOTZ	New	GLOBAL X FDSrbtcs artfl inte	$97,000	–	2,950	+100.0%	0.10%	–
MGC	New	VANGUARD WORLD FDmega cap index	$96,000	–	722	+100.0%	0.09%	–
LRCX	New	LAM RESEARCH CORP	$96,000	–	204	+100.0%	0.09%	–
VWO	New	VANGUARD INTL EQUITY INDEX Fftse emr mkt etf	$96,000	–	1,925	+100.0%	0.09%	–
VEU	New	VANGUARD INTL EQUITY INDEX Fallwrld ex us	$96,000	–	1,657	+100.0%	0.09%	–
BHK	New	BLACKROCK CORE BD TR	$95,000	–	5,853	+100.0%	0.09%	–
CRWD	New	CROWDSTRIKE HLDGS INCcl a	$95,000	–	450	+100.0%	0.09%	–
XLV	New	SELECT SECTOR SPDR TRsbi healthcare	$95,000	–	844	+100.0%	0.09%	–
BA	New	BOEING CO	$94,000	–	440	+100.0%	0.09%	–
LMT	New	LOCKHEED MARTIN CORP	$94,000	–	267	+100.0%	0.09%	–
NEE	New	NEXTERA ENERGY INC	$92,000	–	1,200	+100.0%	0.09%	–
RTX	New	RAYTHEON TECHNOLOGIES CORP	$92,000	–	1,299	+100.0%	0.09%	–
CAT	New	CATERPILLAR INC	$91,000	–	500	+100.0%	0.09%	–
GSEW	New	GOLDMAN SACHS ETF TRequal weight us	$90,000	–	1,574	+100.0%	0.09%	–
STZ	New	CONSTELLATION BRANDS INCcl a	$84,000	–	385	+100.0%	0.08%	–
AXP	New	AMERICAN EXPRESS CO	$84,000	–	699	+100.0%	0.08%	–
NET	New	CLOUDFLARE INC	$83,000	–	1,100	+100.0%	0.08%	–
SNA	New	SNAP ON INC	$82,000	–	480	+100.0%	0.08%	–
WTRG	New	ESSENTIAL UTILS INC	$78,000	–	1,657	+100.0%	0.08%	–
QQQ	New	INVESCO QQQ TRunit ser 1	$78,000	–	251	+100.0%	0.08%	–
ETG	New	EATON VANCE TX ADV GLBL DIV	$75,000	–	4,149	+100.0%	0.07%	–
NKE	New	NIKE INCcl b	$74,000	–	525	+100.0%	0.07%	–
DBC	New	INVESCO DB COMMDY INDX TRCKunit	$73,000	–	4,996	+100.0%	0.07%	–
NOBL	New	PROSHARES TRs&p 500 dv arist	$72,000	–	913	+100.0%	0.07%	–
ENSG	New	ENSIGN GROUP INC	$72,000	–	1,000	+100.0%	0.07%	–
CRM	New	SALESFORCE COM INC	$71,000	–	320	+100.0%	0.07%	–
CL	New	COLGATE PALMOLIVE CO	$71,000	–	837	+100.0%	0.07%	–
IAGG	New	ISHARES TRcore intl aggr	$70,000	–	1,256	+100.0%	0.07%	–
MMM	New	3M CO	$69,000	–	398	+100.0%	0.07%	–
BAH	New	BOOZ ALLEN HAMILTON HLDG CORcl a	$69,000	–	802	+100.0%	0.07%	–
IEI	New	ISHARES TR3 7 yr treas bd	$69,000	–	521	+100.0%	0.07%	–
BBN	New	BLACKROCK TAX MUNICPAL BD TR	$69,000	–	2,560	+100.0%	0.07%	–
STT	New	STATE STR CORP	$69,000	–	956	+100.0%	0.07%	–
IP	New	INTERNATIONAL PAPER CO	$69,000	–	1,400	+100.0%	0.07%	–
DGX	New	QUEST DIAGNOSTICS INC	$68,000	–	572	+100.0%	0.07%	–
AMED	New	AMEDISYS INC	$67,000	–	230	+100.0%	0.07%	–
KMB	New	KIMBERLY-CLARK CORP	$67,000	–	500	+100.0%	0.07%	–
COST	New	COSTCO WHSL CORP NEW	$67,000	–	179	+100.0%	0.07%	–
TRV	New	TRAVELERS COMPANIES INC	$66,000	–	475	+100.0%	0.06%	–
SPEM	New	SPDR INDEX SHS FDSportfolio emg mk	$65,000	–	1,560	+100.0%	0.06%	–
ZM	New	ZOOM VIDEO COMMUNICATIONS INcl a	$64,000	–	192	+100.0%	0.06%	–
VBK	New	VANGUARD INDEX FDSsml cp grw etf	$64,000	–	240	+100.0%	0.06%	–
VEEV	New	VEEVA SYS INC	$63,000	–	234	+100.0%	0.06%	–
LHCG	New	LHC GROUP INC	$63,000	–	300	+100.0%	0.06%	–
BMY	New	BRISTOL-MYERS SQUIBB CO	$62,000	–	1,000	+100.0%	0.06%	–
XLP	New	SELECT SECTOR SPDR TRsbi cons stpls	$62,000	–	929	+100.0%	0.06%	–
MTUM	New	ISHARES TRmsci usa mmentm	$62,000	–	385	+100.0%	0.06%	–
CVS	New	CVS HEALTH CORP	$61,000	–	900	+100.0%	0.06%	–
XLC	New	SELECT SECTOR SPDR TR	$60,000	–	902	+100.0%	0.06%	–
BK	New	BANK NEW YORK MELLON CORP	$59,000	–	1,408	+100.0%	0.06%	–
RCL	New	ROYAL CARIBBEAN GROUP	$59,000	–	800	+100.0%	0.06%	–
FTNT	New	FORTINET INC	$59,000	–	399	+100.0%	0.06%	–
BLK	New	BLACKROCK INC	$59,000	–	83	+100.0%	0.06%	–
JPUS	New	J P MORGAN EXCHANGE-TRADED Fjpmorgan diver	$58,000	–	700	+100.0%	0.06%	–
HDV	New	ISHARES TRcore high dv etf	$58,000	–	670	+100.0%	0.06%	–
COP	New	CONOCOPHILLIPS	$57,000	–	1,429	+100.0%	0.06%	–
TXT	New	TEXTRON INC	$57,000	–	1,200	+100.0%	0.06%	–
MINT	New	PIMCO ETF TRenhan shrt ma ac	$55,000	–	545	+100.0%	0.05%	–
ED	New	CONSOLIDATED EDISON INC	$55,000	–	762	+100.0%	0.05%	–
AEP	New	AMERICAN ELEC PWR CO INC	$55,000	–	667	+100.0%	0.05%	–
APD	New	AIR PRODS & CHEMS INC	$54,000	–	200	+100.0%	0.05%	–
MA	New	MASTERCARD INCORPORATEDcl a	$54,000	–	152	+100.0%	0.05%	–
TJX	New	TJX COS INC NEW	$54,000	–	800	+100.0%	0.05%	–
TEL	New	TE CONNECTIVITY LTD	$54,000	–	450	+100.0%	0.05%	–
PTON	New	PELOTON INTERACTIVE INC	$53,000	–	350	+100.0%	0.05%	–
NWL	New	NEWELL BRANDS INC	$53,000	–	2,500	+100.0%	0.05%	–
AGZ	New	ISHARES TRagency bond etf	$52,000	–	438	+100.0%	0.05%	–
SJNK	New	SPDR SER TRbloomberg srt tr	$51,000	–	1,921	+100.0%	0.05%	–
ECL	New	ECOLAB INC	$51,000	–	236	+100.0%	0.05%	–
DOCU	New	DOCUSIGN INC	$51,000	–	230	+100.0%	0.05%	–
ADM	New	ARCHER DANIELS MIDLAND CO	$50,000	–	1,000	+100.0%	0.05%	–
IDV	New	ISHARES TRintl sel div etf	$50,000	–	1,697	+100.0%	0.05%	–
MRVL	New	MARVELL TECHNOLOGY GROUP LTDord	$49,000	–	1,035	+100.0%	0.05%	–
WFC	New	WELLS FARGO CO NEW	$49,000	–	1,645	+100.0%	0.05%	–
SPYG	New	SPDR SER TRprtflo s&p500 gw	$49,000	–	903	+100.0%	0.05%	–
VXF	New	VANGUARD INDEX FDSextend mkt etf	$49,000	–	302	+100.0%	0.05%	–
EEMV	New	ISHARES INCmsci emerg mrkt	$49,000	–	812	+100.0%	0.05%	–
SLV	New	ISHARES SILVER TRishares	$48,000	–	1,974	+100.0%	0.05%	–
AGG	New	ISHARES TRcore us aggbd et	$47,000	–	406	+100.0%	0.05%	–
PPT	New	PUTNAM PREMIER INCOME TRsh ben int	$47,000	–	10,271	+100.0%	0.05%	–
BIDU	New	BAIDU INCspon adr rep a	$47,000	–	221	+100.0%	0.05%	–
NICE	New	NICE LTDsponsored adr	$46,000	–	165	+100.0%	0.04%	–
CSX	New	CSX CORP	$45,000	–	500	+100.0%	0.04%	–
XLB	New	SELECT SECTOR SPDR TRsbi materials	$45,000	–	624	+100.0%	0.04%	–
HES	New	HESS CORP	$45,000	–	858	+100.0%	0.04%	–
SO	New	SOUTHERN CO	$45,000	–	740	+100.0%	0.04%	–
MEAR	New	ISHARES U S ETF TRblackrock short	$44,000	–	886	+100.0%	0.04%	–
ABT	New	ABBOTT LABS	$44,000	–	407	+100.0%	0.04%	–
GLO	New	CLOUGH GLOBAL OPPORTUNITIESsh ben int	$44,000	–	3,967	+100.0%	0.04%	–
TXN	New	TEXAS INSTRS INC	$43,000	–	264	+100.0%	0.04%	–
FISV	New	FISERV INC	$42,000	–	374	+100.0%	0.04%	–
XHB	New	SPDR SER TRs&p homebuild	$42,000	–	730	+100.0%	0.04%	–
PSX	New	PHILLIPS 66	$41,000	–	593	+100.0%	0.04%	–
FDN	New	FIRST TR EXCHANGE-TRADED FDdj internt idx	$41,000	–	197	+100.0%	0.04%	–
ITM	New	VANECK VECTORS ETF TRintrmdt muni etf	$41,000	–	792	+100.0%	0.04%	–
IR	New	INGERSOLL RAND INC	$40,000	–	882	+100.0%	0.04%	–
PM	New	PHILIP MORRIS INTL INC	$40,000	–	489	+100.0%	0.04%	–
SLB	New	SCHLUMBERGER LTD	$40,000	–	1,834	+100.0%	0.04%	–
XLF	New	SELECT SECTOR SPDR TRsbi int-finl	$39,000	–	1,325	+100.0%	0.04%	–
TY	New	TRI CONTL CORP	$39,000	–	1,336	+100.0%	0.04%	–
SR	New	SPIRE INC	$38,000	–	603	+100.0%	0.04%	–
ALLE	New	ALLEGION PLC	$38,000	–	333	+100.0%	0.04%	–
SWKS	New	SKYWORKS SOLUTIONS INC	$38,000	–	255	+100.0%	0.04%	–
DXC	New	DXC TECHNOLOGY CO	$38,000	–	1,500	+100.0%	0.04%	–
HBAN	New	HUNTINGTON BANCSHARES INC	$37,000	–	3,000	+100.0%	0.04%	–
SPDW	New	SPDR INDEX SHS FDSportfolio devlpd	$37,000	–	1,099	+100.0%	0.04%	–
HYMB	New	SPDR SER TRnuveen bbg brcly	$37,000	–	644	+100.0%	0.04%	–
IJS	New	ISHARES TRsp smcp600vl etf	$37,000	–	464	+100.0%	0.04%	–
LHX	New	L3HARRIS TECHNOLOGIES INC	$37,000	–	200	+100.0%	0.04%	–
UPS	New	UNITED PARCEL SERVICE INCcl b	$36,000	–	219	+100.0%	0.04%	–
HYD	New	VANECK VECTORS ETF TRhigh yld mun etf	$35,000	–	572	+100.0%	0.03%	–
EOI	New	EATON VANCE ENHANCED EQUITY	$35,000	–	2,200	+100.0%	0.03%	–
HII	New	HUNTINGTON INGALLS INDS INC	$34,000	–	200	+100.0%	0.03%	–
KLAC	New	KLA CORP	$34,000	–	135	+100.0%	0.03%	–
SNOW	New	SNOWFLAKE INCcl a	$34,000	–	124	+100.0%	0.03%	–
NOW	New	SERVICENOW INC	$33,000	–	60	+100.0%	0.03%	–
MELI	New	MERCADOLIBRE INC	$33,000	–	20	+100.0%	0.03%	–
SDY	New	SPDR SER TRs&p divid etf	$33,000	–	316	+100.0%	0.03%	–
TTD	New	THE TRADE DESK INC	$33,000	–	42	+100.0%	0.03%	–
DOW	New	DOW INC	$32,000	–	594	+100.0%	0.03%	–
ES	New	EVERSOURCE ENERGY	$32,000	–	371	+100.0%	0.03%	–
NMZ	New	NUVEEN MUN HIGH INCOME OPPOR	$32,000	–	2,250	+100.0%	0.03%	–
ACM	New	AECOM	$32,000	–	650	+100.0%	0.03%	–
C	New	CITIGROUP INC	$31,000	–	518	+100.0%	0.03%	–
CCI	New	CROWN CASTLE INTL CORP NEW	$31,000	–	201	+100.0%	0.03%	–
K	New	KELLOGG CO	$31,000	–	499	+100.0%	0.03%	–
ZBH	New	ZIMMER BIOMET HOLDINGS INC	$30,000	–	200	+100.0%	0.03%	–
PAYX	New	PAYCHEX INC	$30,000	–	325	+100.0%	0.03%	–
BKH	New	BLACK HILLS CORP	$30,000	–	500	+100.0%	0.03%	–
MS	New	MORGAN STANLEY	$30,000	–	450	+100.0%	0.03%	–
PNTG	New	PENNANT GROUP INC	$29,000	–	500	+100.0%	0.03%	–
WDAY	New	WORKDAY INCcl a	$29,000	–	125	+100.0%	0.03%	–
GD	New	GENERAL DYNAMICS CORP	$29,000	–	200	+100.0%	0.03%	–
LH	New	LABORATORY CORP AMER HLDGS	$28,000	–	141	+100.0%	0.03%	–
TD	New	TORONTO DOMINION BK ONT	$28,000	–	500	+100.0%	0.03%	–
RPM	New	RPM INTL INC	$28,000	–	315	+100.0%	0.03%	–
FLTB	New	FIDELITY MERRIMACK STR TRltd trm bd etf	$28,000	–	536	+100.0%	0.03%	–
CARR	New	CARRIER GLOBAL CORPORATION	$26,000	–	700	+100.0%	0.03%	–
HPQ	New	HP INC	$27,000	–	1,134	+100.0%	0.03%	–
CAH	New	CARDINAL HEALTH INC	$27,000	–	520	+100.0%	0.03%	–
BLL	New	BALL CORP	$27,000	–	300	+100.0%	0.03%	–
CRNC	New	CERENCE INC	$27,000	–	275	+100.0%	0.03%	–
XSOE	New	WISDOMTREE TRem ex st-owned	$27,000	–	700	+100.0%	0.03%	–
FVRR	New	FIVERR INTL LTD	$27,000	–	139	+100.0%	0.03%	–
TREX	New	TREX CO INC	$24,000	–	296	+100.0%	0.02%	–
EDU	New	NEW ORIENTAL ED & TECHNOLOGYspon adr	$24,000	–	131	+100.0%	0.02%	–
HYS	New	PIMCO ETF TR0-5 high yield	$24,000	–	250	+100.0%	0.02%	–
QUAL	New	ISHARES TRmsci usa qlt fct	$23,000	–	199	+100.0%	0.02%	–
OTIS	New	OTIS WORLDWIDE CORP	$23,000	–	350	+100.0%	0.02%	–
MDLZ	New	MONDELEZ INTL INCcl a	$23,000	–	400	+100.0%	0.02%	–
USB	New	US BANCORP DEL	$23,000	–	500	+100.0%	0.02%	–
AVGO	New	BROADCOM INC	$23,000	–	53	+100.0%	0.02%	–
SKYY	New	FIRST TR EXCHANGE TRADED FD	$23,000	–	245	+100.0%	0.02%	–
UMC	New	UNITED MICROELECTRONICS CORPspon adr new	$22,000	–	2,700	+100.0%	0.02%	–
CTVA	New	CORTEVA INC	$22,000	–	594	+100.0%	0.02%	–
SPWH	New	SPORTSMANS WHSE HLDGS INC	$22,000	–	1,300	+100.0%	0.02%	–
QRVO	New	QORVO INC	$21,000	–	130	+100.0%	0.02%	–
OKTA	New	OKTA INCcl a	$21,000	–	83	+100.0%	0.02%	–
FSTA	New	FIDELITY COVINGTON TRUSTconsmr staples	$21,000	–	522	+100.0%	0.02%	–
WPX	New	WPX ENERGY INC	$21,000	–	2,696	+100.0%	0.02%	–
AOM	New	ISHARES TRmodert alloc etf	$21,000	–	500	+100.0%	0.02%	–
SQ	New	SQUARE INCcl a	$20,000	–	94	+100.0%	0.02%	–
SHOP	New	SHOPIFY INCcl a	$20,000	–	18	+100.0%	0.02%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2021-01-28

Signatures

The EDGAR filing(s) were signed by:

Bryan Hatfield — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
VANGUARD SCOTTSDALE FDS	12	Q3 2023	7.1%
ISHARES TR	12	Q3 2023	5.1%
VANGUARD MALVERN FDS	12	Q3 2023	6.3%
ISHARES TR	12	Q3 2023	6.6%
ISHARES TR	12	Q3 2023	3.6%
ISHARES TR	12	Q3 2023	4.5%
APPLE INC	12	Q3 2023	3.1%
INVESCO EXCHANGE TRADED FD T	12	Q3 2023	2.5%
VANGUARD INDEX FDS	12	Q3 2023	2.6%
VANGUARD INDEX FDS	12	Q3 2023	2.5%

View Birchcreek Wealth Management, LLC's complete holdings history.

Latest filings

Type	Filed
13F-HR	2024-02-05
13F-HR	2023-10-24
13F-HR	2023-07-20
13F-HR	2023-05-02
13F-HR	2023-02-06
13F-HR	2022-11-14
13F-HR	2022-08-12
13F-HR	2022-05-13
13F-HR	2022-02-09
13F-HR	2021-11-16

View Birchcreek Wealth Management, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (101982000.0 != 101928000.0)

Export Birchcreek Wealth Management, LLC's holdings

Birchcreek Wealth Management, LLC - Q4 2020 holdings

Original filings

Signatures

Top long-term holdings

Latest filings

All filings