$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
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 | 2024-04-29 |
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 |
View Birchcreek Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.