$190 Million is the total value of Birchcreek Wealth Management, LLC's 156 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSG | Buy | ISHARES TRcore s&p us gwt | $12,530,798 | +14.1% | 106,909 | +1.3% | 6.59% | +0.3% |
| SHV | Buy | ISHARES TRshort treas bd | $11,963,812 | +25.9% | 108,231 | +25.4% | 6.29% | +10.7% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $11,207,538 | +17.5% | 137,045 | +17.9% | 5.89% | +3.3% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $10,708,988 | +14.6% | 118,410 | +6.9% | 5.63% | +0.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,705,724 | +9.1% | 90,349 | +3.4% | 3.52% | -4.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $5,152,931 | +11.0% | 30,424 | +3.4% | 2.71% | -2.4% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,944,793 | +11.8% | 30,362 | +2.7% | 2.60% | -1.7% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,587,150 | +9.7% | 13,327 | -0.9% | 2.41% | -3.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,315,106 | +12.3% | 20,719 | +3.8% | 2.27% | -1.2% |
| AAPL | Buy | APPLE INC | $3,975,967 | -7.7% | 23,186 | +3.6% | 2.09% | -18.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,563,425 | +9.5% | 32,242 | +7.2% | 1.87% | -3.8% |
| MSFT | Buy | MICROSOFT CORP | $3,426,959 | +14.8% | 8,145 | +2.6% | 1.80% | +1.0% |
| NVDA | Sell | NVIDIA CORPORATION | $2,968,214 | +44.9% | 3,285 | -20.6% | 1.56% | +27.3% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $2,899,076 | +4.8% | 5,529 | -3.3% | 1.52% | -7.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $2,766,008 | +5.2% | 15,042 | +2.3% | 1.45% | -7.6% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $2,753,728 | -1.7% | 47,421 | -1.2% | 1.45% | -13.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,744,671 | +17.5% | 45,187 | +435.9% | 1.44% | +3.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $2,717,942 | +10.3% | 18,398 | +1.8% | 1.43% | -3.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,912,928 | +11.7% | 11,790 | +0.9% | 1.01% | -1.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,905,861 | -36.8% | 24,652 | -36.8% | 1.00% | -44.5% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,899,602 | +12.3% | 45,100 | +0.3% | 1.00% | -1.2% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $1,892,764 | +11.1% | 15,027 | +0.6% | 1.00% | -2.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,889,839 | +0.9% | 4,256 | -6.9% | 0.99% | -11.2% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $1,832,171 | +7.3% | 60,628 | +1.7% | 0.96% | -5.7% |
| XLC | Sell | SELECT SECTOR SPDR TR | $1,817,318 | +9.1% | 22,255 | -2.9% | 0.96% | -4.1% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $1,767,774 | +6.4% | 36,913 | +5.5% | 0.93% | -6.4% |
| AMZN | Buy | AMAZON COM INC | $1,706,575 | +19.5% | 9,461 | +0.6% | 0.90% | +5.0% |
| LLY | Buy | ELI LILLY & CO | $1,664,866 | +37.8% | 2,140 | +3.3% | 0.88% | +21.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,598,020 | +8.4% | 8,751 | +1.2% | 0.84% | -4.7% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,449,006 | -4.4% | 20,768 | -11.3% | 0.76% | -15.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,417,317 | +17.6% | 7,076 | -0.1% | 0.74% | +3.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,395,558 | +6.2% | 18,276 | +0.2% | 0.73% | -6.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,375,721 | +16.0% | 2,617 | +5.4% | 0.72% | +2.0% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $1,375,481 | +35.1% | 23,892 | +30.0% | 0.72% | +18.7% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,354,427 | +7.7% | 11,195 | -0.6% | 0.71% | -5.3% |
| INTC | Buy | INTEL CORP | $1,344,711 | -10.5% | 30,444 | +1.8% | 0.71% | -21.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,328,890 | +16.8% | 14,076 | +3.8% | 0.70% | +2.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,322,147 | +8.4% | 8,760 | +0.3% | 0.70% | -4.7% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,315,860 | +3.0% | 53,231 | +0.5% | 0.69% | -9.4% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $1,311,186 | -1.5% | 22,394 | -0.2% | 0.69% | -13.4% |
| VIS | Sell | VANGUARD WORLD FDindustrial etf | $1,301,075 | +6.4% | 5,329 | -3.9% | 0.68% | -6.4% |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $1,262,948 | -0.5% | 21,262 | -10.3% | 0.66% | -12.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,261,857 | +6.7% | 19,221 | +2.9% | 0.66% | -6.2% |
| CALF | Buy | PACER FDS TRpacer us small | $1,133,478 | +18.1% | 23,057 | +15.4% | 0.60% | +3.8% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $1,122,726 | +4.3% | 18,619 | +0.3% | 0.59% | -8.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,065,460 | +79.2% | 4,100 | +63.5% | 0.56% | +57.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $942,180 | +7.8% | 5,956 | +6.8% | 0.50% | -5.4% |
| FCOM | Sell | FIDELITY COVINGTON TRUST | $924,799 | +9.0% | 18,660 | -2.0% | 0.49% | -4.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $918,761 | +64.5% | 2,185 | +39.5% | 0.48% | +44.6% |
| BYLD | Buy | ISHARES TRyld optim bd | $893,868 | +29.4% | 39,976 | +29.8% | 0.47% | +13.8% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $877,385 | +11.8% | 33,629 | +14.2% | 0.46% | -1.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $857,957 | +5.1% | 17,101 | +0.3% | 0.45% | -7.6% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $855,301 | +8.8% | 12,692 | +0.0% | 0.45% | -4.3% |
| VDC | Buy | VANGUARD WORLD FDconsum stp etf | $846,569 | +11.9% | 4,147 | +4.6% | 0.44% | -1.5% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $837,646 | -8.0% | 3,664 | -14.2% | 0.44% | -19.3% |
| NFLX | Buy | NETFLIX INC | $829,005 | +31.1% | 1,365 | +5.1% | 0.44% | +15.3% |
| HD | Buy | HOME DEPOT INC | $819,507 | +27.8% | 2,136 | +15.4% | 0.43% | +12.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $813,541 | -0.5% | 1,555 | -9.6% | 0.43% | -12.5% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $811,729 | +8.5% | 13,435 | -2.9% | 0.43% | -4.5% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $774,559 | +9.8% | 18,512 | +6.7% | 0.41% | -3.6% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $705,221 | +10.4% | 12,136 | -1.2% | 0.37% | -2.9% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $701,605 | +3.4% | 11,254 | -1.1% | 0.37% | -9.1% |
| CVX | Buy | CHEVRON CORP NEW | $697,369 | +10.3% | 4,421 | +4.3% | 0.37% | -2.9% |
| XOM | EXXON MOBIL CORP | $690,008 | +16.3% | 5,936 | 0.0% | 0.36% | +2.3% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $669,612 | -1.0% | 16,939 | +0.3% | 0.35% | -12.9% |
| PEP | Buy | PEPSICO INC | $659,788 | +11.3% | 3,770 | +8.0% | 0.35% | -2.3% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $658,054 | -5.9% | 18,479 | -10.9% | 0.35% | -17.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $658,482 | +5.3% | 8,167 | -0.6% | 0.35% | -7.5% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $619,783 | -28.3% | 3,977 | -33.9% | 0.33% | -36.9% |
| QCOM | Sell | QUALCOMM INC | $618,453 | +16.2% | 3,653 | -0.8% | 0.32% | +2.2% |
| VDE | Sell | VANGUARD WORLD FDenergy etf | $611,878 | -2.1% | 4,646 | -12.8% | 0.32% | -13.9% |
| VFH | VANGUARD WORLD FDfinancials etf | $610,859 | +11.0% | 5,966 | 0.0% | 0.32% | -2.4% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $606,756 | +6.7% | 3,985 | -1.2% | 0.32% | -6.2% |
| FLQH | Buy | FRANKLIN TEMPLETON ETF TRintl cor div til | $598,408 | +16.8% | 18,590 | +11.5% | 0.32% | +2.9% |
| PRK | New | PARK NATL CORP | $562,011 | – | 4,137 | +100.0% | 0.30% | – |
| ORCL | Buy | ORACLE CORP | $554,066 | +22.1% | 4,411 | +2.5% | 0.29% | +7.4% |
| TDV | Buy | PROSHARES TRs&p tech dividen | $551,736 | +8.9% | 7,664 | +5.3% | 0.29% | -4.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $533,289 | -0.3% | 2,134 | -7.2% | 0.28% | -12.5% |
| UNP | Buy | UNION PAC CORP | $518,613 | +9.5% | 2,109 | +9.3% | 0.27% | -3.5% |
| AMAT | APPLIED MATLS INC | $512,069 | +27.2% | 2,483 | 0.0% | 0.27% | +11.6% | |
| VHT | Buy | VANGUARD WORLD FDhealth car etf | $510,096 | +20.0% | 1,886 | +11.2% | 0.27% | +5.5% |
| CAT | CATERPILLAR INC | $496,146 | +23.9% | 1,354 | 0.0% | 0.26% | +9.2% | |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $495,170 | +4.7% | 5,331 | -3.6% | 0.26% | -8.1% |
| ANET | Buy | ARISTA NETWORKS INC | $494,416 | +28.3% | 1,705 | +4.2% | 0.26% | +13.0% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $486,545 | +27.2% | 5,140 | +29.5% | 0.26% | +11.8% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $476,220 | +1.2% | 9,439 | +0.7% | 0.25% | -11.0% |
| MRK | Buy | MERCK & CO INC | $471,029 | +24.3% | 3,570 | +2.7% | 0.25% | +9.3% |
| ABBV | Buy | ABBVIE INC | $466,176 | +22.3% | 2,560 | +4.1% | 0.24% | +7.5% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $456,904 | +87.3% | 1,522 | +52.2% | 0.24% | +64.4% |
| DVY | Buy | ISHARES TRselect divid etf | $438,109 | +5.2% | 3,557 | +0.1% | 0.23% | -7.6% |
| FLDR | Sell | FIDELITY MERRIMACK STR TRlow durtin etf | $434,974 | -11.1% | 8,705 | -11.2% | 0.23% | -21.8% |
| J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $430,340 | +8.6% | 7,934 | 0.0% | 0.23% | -4.6% | ||
| UNH | UNITEDHEALTH GROUP INC | $430,389 | -6.0% | 870 | 0.0% | 0.23% | -17.5% | |
| VCR | Buy | VANGUARD WORLD FDconsum dis etf | $423,852 | +9.2% | 1,334 | +4.7% | 0.22% | -3.9% |
| LOW | Sell | LOWES COS INC | $421,833 | +14.0% | 1,656 | -0.4% | 0.22% | +0.5% |
| IAU | Sell | ISHARES GOLD TRishares new | $411,824 | +0.5% | 9,803 | -6.7% | 0.22% | -11.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $406,654 | +12.3% | 894 | +11.9% | 0.21% | -1.4% |
| DUK | Sell | DUKE ENERGY CORP NEW | $402,604 | -8.9% | 4,163 | -8.6% | 0.21% | -19.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $404,068 | -41.7% | 7,831 | -42.9% | 0.21% | -48.9% |
| OEF | ISHARES TRs&p 100 etf | $402,783 | +10.8% | 1,628 | 0.0% | 0.21% | -2.3% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $400,426 | +16.8% | 2,097 | 0.0% | 0.21% | +2.9% | |
| Sell | DIMENSIONAL ETF TRUSTintl high profit | $398,294 | +2.7% | 14,784 | -2.2% | 0.21% | -9.9% | |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $388,845 | +90.0% | 3,358 | +92.2% | 0.20% | +67.2% |
| VAW | Sell | VANGUARD WORLD FDmaterials etf | $368,792 | +2.4% | 1,804 | -4.9% | 0.19% | -9.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $369,769 | +44.3% | 1,624 | +18.7% | 0.19% | +26.8% |
| FTNT | New | FORTINET INC | $353,163 | – | 5,170 | +100.0% | 0.19% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $354,189 | +62.7% | 740 | +59.1% | 0.19% | +43.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $346,301 | +28.4% | 473 | +15.6% | 0.18% | +13.0% |
| IDEV | Sell | ISHARES TRcore msci intl | $338,638 | -4.4% | 5,045 | -9.3% | 0.18% | -16.0% |
| EMR | Buy | EMERSON ELEC CO | $318,030 | +18.8% | 2,804 | +2.0% | 0.17% | +4.4% |
| KO | Buy | COCA COLA CO | $317,152 | +18.6% | 5,184 | +14.2% | 0.17% | +4.4% |
| WMB | WILLIAMS COS INC | $315,267 | +11.9% | 8,090 | 0.0% | 0.17% | -1.2% | |
| MCD | Buy | MCDONALDS CORP | $313,387 | -4.8% | 1,112 | +0.1% | 0.16% | -16.2% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $308,301 | +49.7% | 106 | +17.8% | 0.16% | +31.7% |
| WMT | Buy | WALMART INC | $308,158 | +10.3% | 5,121 | +189.0% | 0.16% | -3.0% |
| V | New | VISA INC | $303,360 | – | 1,087 | +100.0% | 0.16% | – |
| HDV | Buy | ISHARES TRcore high dv etf | $301,004 | +20.2% | 2,731 | +11.2% | 0.16% | +5.3% |
| MBSD | New | FLEXSHARES TRdiscp dur mbs | $299,643 | – | 14,706 | +100.0% | 0.16% | – |
| DIS | New | DISNEY WALT CO | $299,476 | – | 2,448 | +100.0% | 0.16% | – |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $297,187 | +8.1% | 927 | -13.9% | 0.16% | -4.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $290,754 | -12.8% | 3,611 | -12.0% | 0.15% | -23.1% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $288,331 | +11.8% | 2,863 | +11.4% | 0.15% | -1.3% |
| MU | New | MICRON TECHNOLOGY INC | $273,505 | – | 2,320 | +100.0% | 0.14% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $271,871 | -2.7% | 3,144 | -0.5% | 0.14% | -14.4% |
| D | DOMINION ENERGY INC | $263,216 | +4.7% | 5,351 | 0.0% | 0.14% | -8.0% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $262,384 | +5.5% | 757 | +6.8% | 0.14% | -7.4% |
| FDLO | Buy | FIDELITY COVINGTON TRUSTlow volity etf | $259,870 | +12.2% | 4,626 | +5.8% | 0.14% | -1.4% |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $252,719 | – | 2,373 | +100.0% | 0.13% | – |
| ICSH | Buy | ISHARES TRblackrock ultra | $252,169 | +0.7% | 4,988 | +0.3% | 0.13% | -11.3% |
| HTAB | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $249,508 | -0.9% | 12,743 | 0.0% | 0.13% | -13.2% | |
| DE | Sell | DEERE & CO | $248,087 | -4.8% | 604 | -7.4% | 0.13% | -16.7% |
| KR | New | KROGER CO | $241,277 | – | 4,223 | +100.0% | 0.13% | – |
| BILS | New | SPDR SER TRbloomberg 3-12 m | $238,437 | – | 2,398 | +100.0% | 0.12% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $236,758 | +10.8% | 5,642 | -0.4% | 0.12% | -3.1% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $236,464 | +16.0% | 1,051 | -9.9% | 0.12% | +1.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $233,165 | +11.8% | 2,022 | +2.1% | 0.12% | -1.6% |
| New | GENERAL ELECTRIC CO | $231,757 | – | 1,320 | +100.0% | 0.12% | – | |
| PSX | New | PHILLIPS 66 | $232,759 | – | 1,425 | +100.0% | 0.12% | – |
| AMGN | New | AMGEN INC | $231,436 | – | 814 | +100.0% | 0.12% | – |
| PULS | Buy | PGIM ETF TRpgim ultra sh bd | $229,566 | +2.0% | 4,619 | +1.3% | 0.12% | -10.4% |
| FB | New | META PLATFORMS INCcl a | $223,852 | – | 461 | +100.0% | 0.12% | – |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $223,135 | +4.7% | 3,957 | 0.0% | 0.12% | -7.9% | |
| AMP | New | AMERIPRISE FINL INC | $223,189 | – | 509 | +100.0% | 0.12% | – |
| MCK | New | MCKESSON CORP | $222,256 | – | 414 | +100.0% | 0.12% | – |
| USB | New | US BANCORP DEL | $220,013 | – | 4,922 | +100.0% | 0.12% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $220,265 | – | 1,619 | +100.0% | 0.12% | – |
| PFE | Buy | PFIZER INC | $218,448 | +7.2% | 7,872 | +11.2% | 0.12% | -5.7% |
| AMD | New | ADVANCED MICRO DEVICES INC | $216,588 | – | 1,200 | +100.0% | 0.11% | – |
| ACMR | New | ACM RESH INC | $215,636 | – | 7,400 | +100.0% | 0.11% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $209,979 | – | 3,872 | +100.0% | 0.11% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $205,456 | – | 182 | +100.0% | 0.11% | – |
| BX | New | BLACKSTONE INC | $203,755 | – | 1,551 | +100.0% | 0.11% | – |
| IGV | New | ISHARES TRexpanded tech | $202,090 | – | 2,370 | +100.0% | 0.11% | – |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $197,297 | +3.9% | 11,016 | +0.5% | 0.10% | -8.8% |
| ETV | EATON VANCE TAX-MANAGED BUY- | $162,827 | +4.9% | 12,593 | 0.0% | 0.09% | -7.5% | |
| QS | New | QUANTUMSCAPE CORP | $70,637 | – | 11,230 | +100.0% | 0.04% | – |
| TSLA | Exit | TESLA INC | $0 | – | -854 | -100.0% | -0.13% | – |
| FDIS | Exit | FIDELITY COVINGTON TRUSTmsci consm dis | $0 | – | -2,889 | -100.0% | -0.14% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -5,585 | -100.0% | -0.16% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,607 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-29
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.