$104 Million is the total value of Birchcreek Wealth Management, LLC's 120 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,303 | -100.0% | -0.24% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,691 | -100.0% | -0.30% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -54,724 | -100.0% | -0.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 7.1% |
| ISHARES TR | 15 | Q2 2024 | 7.5% |
| ISHARES TR | 15 | Q2 2024 | 5.9% |
| VANGUARD MALVERN FDS | 15 | Q2 2024 | 6.3% |
| ISHARES TR | 15 | Q2 2024 | 3.7% |
| APPLE INC | 15 | Q2 2024 | 3.1% |
| INVESCO EXCHANGE TRADED FD T | 15 | Q2 2024 | 2.8% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.6% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.6% |
| VANGUARD WORLD FDS | 15 | Q2 2024 | 2.2% |
View Birchcreek Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 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 |
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.