$94.5 Million is the total value of Birchcreek Wealth Management, LLC's 109 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -18 | -100.0% | -0.02% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -94 | -100.0% | -0.02% | – |
| QRVO | Exit | QORVO INC | $0 | – | -130 | -100.0% | -0.02% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -500 | -100.0% | -0.02% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -83 | -100.0% | -0.02% | – |
| WPX | Exit | WPX ENERGY INC | $0 | – | -2,696 | -100.0% | -0.02% | – |
| SPWH | Exit | SPORTSMANS WHSE HLDGS INC | $0 | – | -1,300 | -100.0% | -0.02% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -594 | -100.0% | -0.02% | – |
| UMC | Exit | UNITED MICROELECTRONICS CORPspon adr new | $0 | – | -2,700 | -100.0% | -0.02% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -500 | -100.0% | -0.02% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -199 | -100.0% | -0.02% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -53 | -100.0% | -0.02% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -400 | -100.0% | -0.02% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -245 | -100.0% | -0.02% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -350 | -100.0% | -0.02% | – |
| TREX | Exit | TREX CO INC | $0 | – | -296 | -100.0% | -0.02% | – |
| HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -250 | -100.0% | -0.02% | – |
| EDU | Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -131 | -100.0% | -0.02% | – |
| BLL | Exit | BALL CORP | $0 | – | -300 | -100.0% | -0.03% | – |
| CRNC | Exit | CERENCE INC | $0 | – | -275 | -100.0% | -0.03% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -139 | -100.0% | -0.03% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -700 | -100.0% | -0.03% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -700 | -100.0% | -0.03% | – |
| HPQ | Exit | HP INC | $0 | – | -1,134 | -100.0% | -0.03% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -520 | -100.0% | -0.03% | – |
| FLTB | Exit | FIDELITY MERRIMACK STR TRltd trm bd etf | $0 | – | -536 | -100.0% | -0.03% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -141 | -100.0% | -0.03% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -500 | -100.0% | -0.03% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -315 | -100.0% | -0.03% | – |
| PNTG | Exit | PENNANT GROUP INC | $0 | – | -500 | -100.0% | -0.03% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -125 | -100.0% | -0.03% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -200 | -100.0% | -0.03% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -450 | -100.0% | -0.03% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -200 | -100.0% | -0.03% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -325 | -100.0% | -0.03% | – |
| BKH | Exit | BLACK HILLS CORP | $0 | – | -500 | -100.0% | -0.03% | – |
| C | Exit | CITIGROUP INC | $0 | – | -518 | -100.0% | -0.03% | – |
| K | Exit | KELLOGG CO | $0 | – | -499 | -100.0% | -0.03% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -201 | -100.0% | -0.03% | – |
| ES | Exit | EVERSOURCE ENERGY | $0 | – | -371 | -100.0% | -0.03% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPPOR | $0 | – | -2,250 | -100.0% | -0.03% | – |
| ACM | Exit | AECOM | $0 | – | -650 | -100.0% | -0.03% | – |
| DOW | Exit | DOW INC | $0 | – | -594 | -100.0% | -0.03% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -20 | -100.0% | -0.03% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -316 | -100.0% | -0.03% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -60 | -100.0% | -0.03% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -42 | -100.0% | -0.03% | – |
| KLAC | Exit | KLA CORP | $0 | – | -135 | -100.0% | -0.03% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -124 | -100.0% | -0.03% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -200 | -100.0% | -0.03% | – |
| EOI | Exit | EATON VANCE ENHANCED EQUITY | $0 | – | -2,200 | -100.0% | -0.03% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -572 | -100.0% | -0.03% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -219 | -100.0% | -0.04% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -1,099 | -100.0% | -0.04% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -200 | -100.0% | -0.04% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -3,000 | -100.0% | -0.04% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -464 | -100.0% | -0.04% | – |
| HYMB | Exit | SPDR SER TRnuveen bbg brcly | $0 | – | -644 | -100.0% | -0.04% | – |
| ALLE | Exit | ALLEGION PLC | $0 | – | -333 | -100.0% | -0.04% | – |
| DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -1,500 | -100.0% | -0.04% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -255 | -100.0% | -0.04% | – |
| SR | Exit | SPIRE INC | $0 | – | -603 | -100.0% | -0.04% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -1,325 | -100.0% | -0.04% | – |
| TY | Exit | TRI CONTL CORP | $0 | – | -1,336 | -100.0% | -0.04% | – |
| IR | Exit | INGERSOLL RAND INC | $0 | – | -882 | -100.0% | -0.04% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -1,834 | -100.0% | -0.04% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -489 | -100.0% | -0.04% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -593 | -100.0% | -0.04% | – |
| ITM | Exit | VANECK VECTORS ETF TRintrmdt muni etf | $0 | – | -792 | -100.0% | -0.04% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -197 | -100.0% | -0.04% | – |
| XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -730 | -100.0% | -0.04% | – |
| FISV | Exit | FISERV INC | $0 | – | -374 | -100.0% | -0.04% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -264 | -100.0% | -0.04% | – |
| GLO | Exit | CLOUGH GLOBAL OPPORTUNITIESsh ben int | $0 | – | -3,967 | -100.0% | -0.04% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -407 | -100.0% | -0.04% | – |
| MEAR | Exit | ISHARES U S ETF TRblackrock short | $0 | – | -886 | -100.0% | -0.04% | – |
| HES | Exit | HESS CORP | $0 | – | -858 | -100.0% | -0.04% | – |
| CSX | Exit | CSX CORP | $0 | – | -500 | -100.0% | -0.04% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -624 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -740 | -100.0% | -0.04% | – |
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -165 | -100.0% | -0.04% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -406 | -100.0% | -0.05% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -221 | -100.0% | -0.05% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -1,974 | -100.0% | -0.05% | – |
| EEMV | Exit | ISHARES INCmsci emerg mrkt | $0 | – | -812 | -100.0% | -0.05% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -302 | -100.0% | -0.05% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -1,035 | -100.0% | -0.05% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -1,645 | -100.0% | -0.05% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -903 | -100.0% | -0.05% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -1,697 | -100.0% | -0.05% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -1,000 | -100.0% | -0.05% | – |
| SJNK | Exit | SPDR SER TRbloomberg srt tr | $0 | – | -1,921 | -100.0% | -0.05% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -230 | -100.0% | -0.05% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -236 | -100.0% | -0.05% | – |
| AGZ | Exit | ISHARES TRagency bond etf | $0 | – | -438 | -100.0% | -0.05% | – |
| PTON | Exit | PELOTON INTERACTIVE INC | $0 | – | -350 | -100.0% | -0.05% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -2,500 | -100.0% | -0.05% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -450 | -100.0% | -0.05% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -152 | -100.0% | -0.05% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -200 | -100.0% | -0.05% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -800 | -100.0% | -0.05% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -762 | -100.0% | -0.05% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -667 | -100.0% | -0.05% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -1,200 | -100.0% | -0.06% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -1,429 | -100.0% | -0.06% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -670 | -100.0% | -0.06% | – |
| JPUS | Exit | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $0 | – | -700 | -100.0% | -0.06% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -800 | -100.0% | -0.06% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -1,408 | -100.0% | -0.06% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -83 | -100.0% | -0.06% | – |
| FTNT | Exit | FORTINET INC | $0 | – | -399 | -100.0% | -0.06% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -902 | -100.0% | -0.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -900 | -100.0% | -0.06% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -1,000 | -100.0% | -0.06% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -929 | -100.0% | -0.06% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -385 | -100.0% | -0.06% | – |
| LHCG | Exit | LHC GROUP INC | $0 | – | -300 | -100.0% | -0.06% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -234 | -100.0% | -0.06% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -192 | -100.0% | -0.06% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -240 | -100.0% | -0.06% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -1,560 | -100.0% | -0.06% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -475 | -100.0% | -0.06% | – |
| AMED | Exit | AMEDISYS INC | $0 | – | -230 | -100.0% | -0.07% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -500 | -100.0% | -0.07% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -179 | -100.0% | -0.07% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -572 | -100.0% | -0.07% | – |
| STT | Exit | STATE STR CORP | $0 | – | -956 | -100.0% | -0.07% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -521 | -100.0% | -0.07% | – |
| BBN | Exit | BLACKROCK TAX MUNICPAL BD TR | $0 | – | -2,560 | -100.0% | -0.07% | – |
| IP | Exit | INTERNATIONAL PAPER CO | $0 | – | -1,400 | -100.0% | -0.07% | – |
| BAH | Exit | BOOZ ALLEN HAMILTON HLDG CORcl a | $0 | – | -802 | -100.0% | -0.07% | – |
| MMM | Exit | 3M CO | $0 | – | -398 | -100.0% | -0.07% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -1,256 | -100.0% | -0.07% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -320 | -100.0% | -0.07% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -837 | -100.0% | -0.07% | – |
| ENSG | Exit | ENSIGN GROUP INC | $0 | – | -1,000 | -100.0% | -0.07% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -913 | -100.0% | -0.07% | – |
| DBC | Exit | INVESCO DB COMMDY INDX TRCKunit | $0 | – | -4,996 | -100.0% | -0.07% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -525 | -100.0% | -0.07% | – |
| ETG | Exit | EATON VANCE TX ADV GLBL DIV | $0 | – | -4,149 | -100.0% | -0.07% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -251 | -100.0% | -0.08% | – |
| WTRG | Exit | ESSENTIAL UTILS INC | $0 | – | -1,657 | -100.0% | -0.08% | – |
| SNA | Exit | SNAP ON INC | $0 | – | -480 | -100.0% | -0.08% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -1,100 | -100.0% | -0.08% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -699 | -100.0% | -0.08% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -385 | -100.0% | -0.08% | – |
| GSEW | Exit | GOLDMAN SACHS ETF TRequal weight us | $0 | – | -1,574 | -100.0% | -0.09% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -500 | -100.0% | -0.09% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -1,200 | -100.0% | -0.09% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -1,299 | -100.0% | -0.09% | – |
| BA | Exit | BOEING CO | $0 | – | -440 | -100.0% | -0.09% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -267 | -100.0% | -0.09% | – |
| BHK | Exit | BLACKROCK CORE BD TR | $0 | – | -5,853 | -100.0% | -0.09% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -450 | -100.0% | -0.09% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -844 | -100.0% | -0.09% | – |
| MGC | Exit | VANGUARD WORLD FDmega cap index | $0 | – | -722 | -100.0% | -0.09% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -1,657 | -100.0% | -0.09% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -204 | -100.0% | -0.09% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -1,925 | -100.0% | -0.09% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -2,950 | -100.0% | -0.10% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -901 | -100.0% | -0.10% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -851 | -100.0% | -0.10% | – |
| PSK | Exit | SPDR SER TRwells fg pfd etf | $0 | – | -2,280 | -100.0% | -0.10% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -2,290 | -100.0% | -0.10% | – |
| KO | Exit | COCA COLA CO | $0 | – | -1,911 | -100.0% | -0.10% | – |
| GL | Exit | GLOBE LIFE INC | $0 | – | -1,125 | -100.0% | -0.10% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -1,494 | -100.0% | -0.10% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -950 | -100.0% | -0.11% | – |
| IEIH | Exit | ISHARES U S ETF TRinovativ hltcr | $0 | – | -3,528 | -100.0% | -0.11% | – |
| KR | Exit | KROGER CO | $0 | – | -3,650 | -100.0% | -0.11% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -959 | -100.0% | -0.11% | – |
| HTUS | Exit | EXCHANGE TRADED CONCEPTS TRhull tactic us | $0 | – | -4,000 | -100.0% | -0.11% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -1,345 | -100.0% | -0.11% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -518 | -100.0% | -0.12% | – |
| TGT | Exit | TARGET CORP | $0 | – | -680 | -100.0% | -0.12% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -525 | -100.0% | -0.12% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -4,032 | -100.0% | -0.12% | – |
| BNTX | Exit | BIONTECH SEsponsored ads | $0 | – | -1,557 | -100.0% | -0.12% | – |
| V | Exit | VISA INC | $0 | – | -596 | -100.0% | -0.13% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -356 | -100.0% | -0.13% | – |
| FNDE | Exit | SCHWAB STRATEGIC TRschwb fdt emk lg | $0 | – | -4,750 | -100.0% | -0.13% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,320 | -100.0% | -0.14% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -2,722 | -100.0% | -0.14% | – |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -1,959 | -100.0% | -0.14% | – |
| IGOV | Exit | ISHARES TRintl trea bd etf | $0 | – | -2,573 | -100.0% | -0.14% | – |
| TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -1,000 | -100.0% | -0.14% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -683 | -100.0% | -0.14% | – |
| ILCG | Exit | ISHARES TRmrngstr lg-cp gr | $0 | – | -510 | -100.0% | -0.14% | – |
| KIE | Exit | SPDR SER TRs&p ins etf | $0 | – | -4,524 | -100.0% | -0.15% | – |
| IMTB | Exit | ISHARES TRcr 5 10 yr etf | $0 | – | -3,066 | -100.0% | -0.16% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -8,090 | -100.0% | -0.16% | – |
| MRK | Exit | MERCK & CO. INC | $0 | – | -2,103 | -100.0% | -0.17% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -506 | -100.0% | -0.17% | – |
| VCR | Exit | VANGUARD WORLD FDSconsum dis etf | $0 | – | -629 | -100.0% | -0.17% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -500 | -100.0% | -0.17% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,009 | -100.0% | -0.18% | – |
| VAW | Exit | VANGUARD WORLD FDSmaterials etf | $0 | – | -1,261 | -100.0% | -0.19% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -726 | -100.0% | -0.19% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,123 | -100.0% | -0.20% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,446 | -100.0% | -0.20% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -4,203 | -100.0% | -0.21% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -1,992 | -100.0% | -0.22% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -1,758 | -100.0% | -0.22% | – |
| IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -2,641 | -100.0% | -0.39% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -2,764 | -100.0% | -0.48% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -14,979 | -100.0% | -1.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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.