$178 Million is the total value of Birchcreek Wealth Management, LLC's 151 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 30.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSG | Sell | ISHARES TRcore s&p us gwt | $13,296,309 | +6.1% | 104,301 | -2.4% | 7.48% | +13.6% |
| SHV | Buy | ISHARES TRshort treas bd | $13,094,015 | +9.4% | 118,498 | +9.5% | 7.37% | +17.2% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $10,875,752 | -3.0% | 133,200 | -2.8% | 6.12% | +3.9% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $10,434,159 | -2.6% | 118,395 | -0.0% | 5.87% | +4.3% |
| IEFA | Sell | ISHARES TRcore msci eafe | $6,562,843 | -2.1% | 90,348 | -0.0% | 3.70% | +4.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $4,993,926 | -3.1% | 30,399 | -0.1% | 2.81% | +3.8% |
| AAPL | Sell | APPLE INC | $4,583,214 | +15.3% | 21,761 | -6.1% | 2.58% | +23.4% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $4,348,303 | -12.1% | 27,107 | -10.7% | 2.45% | -5.8% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,095,445 | -10.7% | 10,950 | -17.8% | 2.31% | -4.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,829,694 | -11.2% | 16,928 | -18.3% | 2.16% | -5.0% |
| MSFT | Sell | MICROSOFT CORP | $3,576,805 | +4.4% | 8,003 | -1.7% | 2.01% | +11.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,451,978 | -3.1% | 32,364 | +0.4% | 1.94% | +3.7% |
| VGT | Sell | VANGUARD WORLD FDinf tech etf | $3,179,894 | +9.7% | 5,515 | -0.3% | 1.79% | +17.5% |
| NVDA | Buy | NVIDIA CORPORATION | $3,130,911 | +5.5% | 25,343 | +671.5% | 1.76% | +13.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,651,996 | -3.4% | 45,318 | +0.3% | 1.49% | +3.5% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $2,443,991 | -11.6% | 13,399 | -10.9% | 1.38% | -5.4% |
| LLY | Buy | ELI LILLY & CO | $1,981,176 | +19.0% | 2,188 | +2.2% | 1.12% | +27.4% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,881,931 | -30.8% | 12,912 | -29.8% | 1.06% | -25.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,870,679 | -1.0% | 3,904 | -8.3% | 1.05% | +5.9% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $1,812,776 | -34.2% | 31,260 | -34.1% | 1.02% | -29.6% |
| AMZN | Sell | AMAZON COM INC | $1,798,771 | +5.4% | 9,308 | -1.6% | 1.01% | +12.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,754,419 | -8.3% | 10,638 | -9.8% | 0.99% | -1.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,552,464 | +17.4% | 8,523 | -2.7% | 0.87% | +25.8% |
| XLI | Sell | SELECT SECTOR SPDR TRindl | $1,503,879 | -20.5% | 12,340 | -17.9% | 0.85% | -14.9% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $1,458,352 | +6.0% | 24,634 | +3.1% | 0.82% | +13.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,433,930 | -10.3% | 7,855 | -10.2% | 0.81% | -3.9% |
| IVV | ISHARES TRcore s&p500 etf | $1,432,272 | +4.1% | 2,617 | 0.0% | 0.81% | +11.5% | |
| JPM | JPMORGAN CHASE & CO. | $1,431,185 | +1.0% | 7,076 | 0.0% | 0.81% | +8.2% | |
| XLC | Sell | SELECT SECTOR SPDR TR | $1,387,947 | -23.6% | 16,203 | -27.2% | 0.78% | -18.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $1,327,608 | -2.0% | 11,194 | -0.0% | 0.75% | +4.9% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $1,265,731 | -12.6% | 18,451 | -11.2% | 0.71% | -6.4% |
| BYLD | Buy | ISHARES TRyld optim bd | $1,212,948 | +35.7% | 54,687 | +36.8% | 0.68% | +45.3% |
| VIS | Sell | VANGUARD WORLD FDindustrial etf | $1,184,097 | -9.0% | 5,034 | -5.5% | 0.67% | -2.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,171,450 | -38.5% | 15,159 | -38.5% | 0.66% | -34.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,140,878 | -39.9% | 27,752 | -38.5% | 0.64% | -35.7% |
| FNCL | Sell | FIDELITY COVINGTON TRUSTmsci finls idx | $1,126,957 | -10.8% | 19,450 | -8.5% | 0.63% | -4.5% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,124,850 | -36.4% | 23,174 | -37.2% | 0.63% | -31.9% |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $1,122,726 | 0.0% | 18,619 | 0.0% | 0.63% | +7.1% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,081,708 | -18.6% | 11,867 | -15.7% | 0.61% | -12.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,024,965 | -3.8% | 3,832 | -6.5% | 0.58% | +3.0% |
| INTC | Buy | INTEL CORP | $948,797 | -29.4% | 30,636 | +0.6% | 0.53% | -24.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $945,681 | -32.2% | 12,349 | -32.4% | 0.53% | -27.5% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $939,783 | +141.7% | 8,139 | +142.4% | 0.53% | +159.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $937,954 | -25.7% | 13,765 | -28.4% | 0.53% | -20.4% |
| NFLX | Sell | NETFLIX INC | $900,290 | +8.6% | 1,334 | -2.3% | 0.51% | +16.3% |
| VDC | Buy | VANGUARD WORLD FDconsum stp etf | $863,081 | +2.0% | 4,251 | +2.5% | 0.49% | +9.2% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $849,577 | -3.2% | 33,527 | -0.3% | 0.48% | +3.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $848,105 | -7.7% | 2,085 | -4.6% | 0.48% | -1.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $846,570 | +4.1% | 1,556 | +0.1% | 0.48% | +11.4% |
| New | FIDELITY COVINGTON TRUSTenhanced intl | $843,542 | – | 29,765 | +100.0% | 0.48% | – | |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $843,995 | -1.6% | 17,078 | -0.1% | 0.48% | +5.3% |
| FCOM | Sell | FIDELITY COVINGTON TRUST | $834,801 | -9.7% | 15,983 | -14.3% | 0.47% | -3.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $766,171 | -18.7% | 5,242 | -12.0% | 0.43% | -12.9% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $761,855 | +56.6% | 8,135 | +58.3% | 0.43% | +67.6% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $746,846 | -59.2% | 25,172 | -58.5% | 0.42% | -56.4% |
| DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $743,529 | -43.5% | 28,741 | -46.0% | 0.42% | -39.5% |
| HD | Buy | HOME DEPOT INC | $735,555 | -10.2% | 2,137 | +0.0% | 0.41% | -3.9% |
| QCOM | QUALCOMM INC | $727,605 | +17.6% | 3,653 | 0.0% | 0.41% | +26.2% | |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $715,696 | -14.6% | 3,282 | -10.4% | 0.40% | -8.4% |
| FLDR | Buy | FIDELITY MERRIMACK STR TRlow durtin etf | $697,398 | +60.3% | 13,973 | +60.5% | 0.39% | +71.6% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $662,965 | -14.4% | 15,307 | -17.3% | 0.37% | -8.4% |
| New | DIMENSIONAL ETF TRUSTshort duration f | $653,472 | – | 13,904 | +100.0% | 0.37% | – | |
| XOM | Sell | EXXON MOBIL CORP | $646,176 | -6.4% | 5,613 | -5.4% | 0.36% | +0.3% |
| ORCL | ORACLE CORP | $622,833 | +12.4% | 4,411 | 0.0% | 0.35% | +20.6% | |
| VFH | VANGUARD WORLD FDfinancials etf | $595,884 | -2.5% | 5,966 | 0.0% | 0.34% | +4.4% | |
| PRK | Buy | PARK NATL CORP | $590,487 | +5.1% | 4,148 | +0.3% | 0.33% | +12.5% |
| AMAT | APPLIED MATLS INC | $585,963 | +14.4% | 2,483 | 0.0% | 0.33% | +22.7% | |
| MRK | Buy | MERCK & CO INC | $581,581 | +23.5% | 4,698 | +31.6% | 0.33% | +31.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $576,856 | -4.9% | 3,145 | -21.1% | 0.32% | +1.9% |
| ANET | Sell | ARISTA NETWORKS INC | $577,942 | +16.9% | 1,649 | -3.3% | 0.32% | +25.0% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $562,227 | +23.1% | 1,709 | +12.3% | 0.32% | +32.1% |
| PEP | Sell | PEPSICO INC | $561,422 | -14.9% | 3,404 | -9.7% | 0.32% | -8.9% |
| VDE | Sell | VANGUARD WORLD FDenergy etf | $561,563 | -8.2% | 4,402 | -5.3% | 0.32% | -1.9% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $559,547 | -31.1% | 8,806 | -34.5% | 0.32% | -26.2% |
| FLQH | Sell | FRANKLIN TEMPLETON ETF TRintl cor div til | $557,358 | -6.9% | 17,830 | -4.1% | 0.31% | -0.3% |
| CALF | Sell | PACER FDS TRpacer us small | $547,863 | -51.7% | 12,577 | -45.5% | 0.31% | -48.3% |
| CVX | Sell | CHEVRON CORP NEW | $540,588 | -22.5% | 3,456 | -21.8% | 0.30% | -17.2% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $535,179 | -20.1% | 13,933 | -17.7% | 0.30% | -14.5% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $478,877 | -63.5% | 8,224 | -63.3% | 0.27% | -60.8% |
| VHT | Sell | VANGUARD WORLD FDhealth car etf | $473,111 | -7.3% | 1,779 | -5.7% | 0.27% | -0.7% |
| CAT | CATERPILLAR INC | $451,017 | -9.1% | 1,354 | 0.0% | 0.25% | -2.7% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $450,149 | -15.6% | 1,859 | -12.9% | 0.25% | -9.6% |
| J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $440,337 | +2.3% | 7,934 | 0.0% | 0.25% | +9.7% | ||
| UNH | Sell | UNITEDHEALTH GROUP INC | $441,019 | +2.5% | 866 | -0.5% | 0.25% | +9.7% |
| OEF | ISHARES TRs&p 100 etf | $430,280 | +6.8% | 1,628 | 0.0% | 0.24% | +14.2% | |
| DVY | Buy | ISHARES TRselect divid etf | $430,560 | -1.7% | 3,559 | +0.1% | 0.24% | +5.2% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $425,503 | -35.4% | 5,472 | -33.0% | 0.24% | -30.6% |
| VCR | VANGUARD WORLD FDconsum dis etf | $416,648 | -1.7% | 1,334 | 0.0% | 0.24% | +5.4% | |
| LMT | LOCKHEED MARTIN CORP | $417,587 | +2.7% | 894 | 0.0% | 0.24% | +9.8% | |
| DUK | DUKE ENERGY CORP NEW | $417,257 | +3.6% | 4,163 | 0.0% | 0.24% | +10.8% | |
| COST | Buy | COSTCO WHSL CORP NEW | $410,351 | +18.5% | 483 | +2.1% | 0.23% | +26.9% |
| TDV | Sell | PROSHARES TRs&p tech dividen | $399,149 | -27.7% | 5,351 | -30.2% | 0.22% | -22.4% |
| AXP | Buy | AMERICAN EXPRESS CO | $389,344 | +5.3% | 1,681 | +3.5% | 0.22% | +12.9% |
| ABBV | Sell | ABBVIE INC | $370,483 | -20.5% | 2,160 | -15.6% | 0.21% | -14.7% |
| New | T ROWE PRICE ETF INCfloating rate | $370,364 | – | 7,185 | +100.0% | 0.21% | – | |
| LOW | LOWES COS INC | $365,082 | -13.5% | 1,656 | 0.0% | 0.21% | -7.2% | |
| UNP | Sell | UNION PAC CORP | $363,305 | -29.9% | 1,606 | -23.9% | 0.20% | -24.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $356,454 | +61.8% | 2,051 | +26.7% | 0.20% | +73.3% |
| FDEM | New | FIDELITY COVINGTON TRUSTemerg mkts mltft | $349,445 | – | 13,653 | +100.0% | 0.20% | – |
| VAW | Buy | VANGUARD WORLD FDmaterials etf | $348,853 | -5.4% | 1,811 | +0.4% | 0.20% | +1.0% |
| KR | Buy | KROGER CO | $346,679 | +43.7% | 6,943 | +64.4% | 0.20% | +53.5% |
| WMT | Sell | WALMART INC | $346,638 | +12.5% | 5,119 | -0.0% | 0.20% | +20.4% |
| WMB | WILLIAMS COS INC | $343,825 | +9.1% | 8,090 | 0.0% | 0.19% | +16.9% | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $338,507 | +9.8% | 5,403 | +4997.2% | 0.19% | +17.9% |
| NVO | New | NOVO-NORDISK A Sadr | $335,068 | – | 2,347 | +100.0% | 0.19% | – |
| FSMD | New | FIDELITY COVINGTON TRUSTsml mid mltfct | $322,797 | – | 8,567 | +100.0% | 0.18% | – |
| NOC | NORTHROP GRUMMAN CORP | $322,586 | -8.9% | 740 | 0.0% | 0.18% | -2.2% | |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $323,482 | – | 3,605 | +100.0% | 0.18% | – |
| FTNT | FORTINET INC | $311,596 | -11.8% | 5,170 | 0.0% | 0.18% | -5.9% | |
| EMR | EMERSON ELEC CO | $308,889 | -2.9% | 2,804 | 0.0% | 0.17% | +4.2% | |
| FNDF | Sell | SCHWAB STRATEGIC TRfundamental intl | $307,681 | -53.2% | 8,783 | -52.5% | 0.17% | -50.0% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $303,936 | -56.7% | 5,059 | -55.0% | 0.17% | -53.7% |
| HDV | Sell | ISHARES TRcore high dv etf | $291,683 | -3.1% | 2,683 | -1.8% | 0.16% | +3.8% |
| V | Buy | VISA INC | $287,667 | -5.2% | 1,096 | +0.8% | 0.16% | +1.9% |
| MCD | MCDONALDS CORP | $283,255 | -9.6% | 1,112 | 0.0% | 0.16% | -3.6% | |
| FNDX | Sell | SCHWAB STRATEGIC TRfundamental us l | $281,782 | -67.1% | 4,207 | -66.9% | 0.16% | -64.7% |
| AMP | Buy | AMERIPRISE FINL INC | $280,799 | +25.8% | 657 | +29.1% | 0.16% | +35.0% |
| KO | Sell | COCA COLA CO | $273,074 | -13.9% | 4,290 | -17.2% | 0.15% | -7.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $268,178 | -1.4% | 3,202 | +1.8% | 0.15% | +5.6% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $262,514 | -47.0% | 2,973 | -44.2% | 0.15% | -43.1% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $263,387 | -34.2% | 1,523 | -27.4% | 0.15% | -29.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $263,742 | +0.5% | 869 | +14.8% | 0.15% | +7.2% |
| AMGN | Buy | AMGEN INC | $263,068 | +13.7% | 842 | +3.4% | 0.15% | +21.3% |
| D | DOMINION ENERGY INC | $262,199 | -0.4% | 5,351 | 0.0% | 0.15% | +7.2% | |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $263,635 | -11.3% | 688 | -25.8% | 0.15% | -5.1% |
| MCK | Buy | MCKESSON CORP | $257,608 | +15.9% | 441 | +6.5% | 0.14% | +23.9% |
| FB | Buy | META PLATFORMS INCcl a | $257,656 | +15.1% | 511 | +10.8% | 0.14% | +22.9% |
| New | FIDELITY COVINGTON TRUSTenhanced large | $251,002 | – | 8,789 | +100.0% | 0.14% | – | |
| DKS | New | DICKS SPORTING GOODS INC | $245,023 | – | 1,140 | +100.0% | 0.14% | – |
| DIS | DISNEY WALT CO | $243,012 | -18.9% | 2,448 | 0.0% | 0.14% | -12.7% | |
| AVGO | New | BROADCOM INC | $232,802 | – | 145 | +100.0% | 0.13% | – |
| New | FIDELITY COVINGTON TRUSTenhanced large | $229,969 | – | 7,129 | +100.0% | 0.13% | – | |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $227,746 | – | 683 | +100.0% | 0.13% | – |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $225,245 | -4.7% | 864 | -17.8% | 0.13% | +2.4% |
| DE | DEERE & CO | $225,673 | -9.0% | 604 | 0.0% | 0.13% | -2.3% | |
| New | SHELL PLCspon ads | $220,301 | – | 3,052 | +100.0% | 0.12% | – | |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $215,377 | -7.6% | 1,813 | -10.3% | 0.12% | -1.6% |
| TJX | New | TJX COS INC NEW | $213,814 | – | 1,942 | +100.0% | 0.12% | – |
| SO | New | SOUTHERN CO | $210,597 | – | 2,715 | +100.0% | 0.12% | – |
| DD | New | DUPONT DE NEMOURS INC | $210,049 | – | 2,610 | +100.0% | 0.12% | – |
| New | GE AEROSPACE | $209,892 | – | 1,320 | +100.0% | 0.12% | – | |
| BX | Buy | BLACKSTONE INC | $207,865 | +2.0% | 1,679 | +8.3% | 0.12% | +9.3% |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $205,838 | – | 1,171 | +100.0% | 0.12% | – |
| IGV | ISHARES TRexpanded tech | $205,953 | +1.9% | 2,370 | 0.0% | 0.12% | +9.4% | |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $205,791 | -70.8% | 3,777 | -68.9% | 0.12% | -68.7% |
| TMUS | New | T-MOBILE US INC | $201,859 | – | 1,146 | +100.0% | 0.11% | – |
| VOO | New | VANGUARD INDEX FDS | $201,552 | – | 403 | +100.0% | 0.11% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $200,584 | – | 745 | +100.0% | 0.11% | – |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $199,424 | +1.1% | 11,286 | +2.5% | 0.11% | +7.7% |
| ETV | EATON VANCE TAX-MANAGED BUY- | $172,146 | +5.7% | 12,593 | 0.0% | 0.10% | +12.8% | |
| QS | Buy | QUANTUMSCAPE CORP | $59,188 | -16.2% | 12,030 | +7.1% | 0.03% | -10.8% |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -182 | -100.0% | -0.11% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,872 | -100.0% | -0.11% | – |
| ACMR | Exit | ACM RESH INC | $0 | – | -7,400 | -100.0% | -0.11% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,200 | -100.0% | -0.11% | – |
| PFE | Exit | PFIZER INC | $0 | – | -7,872 | -100.0% | -0.12% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,922 | -100.0% | -0.12% | – |
| CIBR | Exit | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $0 | – | -3,957 | -100.0% | -0.12% | – |
| PULS | Exit | PGIM ETF TRpgim ultra sh bd | $0 | – | -4,619 | -100.0% | -0.12% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -1,425 | -100.0% | -0.12% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -1,320 | -100.0% | -0.12% | – | |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -5,642 | -100.0% | -0.12% | – |
| BILS | Exit | SPDR SER TRbloomberg 3-12 m | $0 | – | -2,398 | -100.0% | -0.12% | – |
| HTAB | Exit | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $0 | – | -12,743 | -100.0% | -0.13% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -2,373 | -100.0% | -0.13% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -4,988 | -100.0% | -0.13% | – |
| FDLO | Exit | FIDELITY COVINGTON TRUSTlow volity etf | $0 | – | -4,626 | -100.0% | -0.14% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -2,320 | -100.0% | -0.14% | – |
| SGOV | Exit | ISHARES TR0-3 mnth treasry | $0 | – | -2,863 | -100.0% | -0.15% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -3,611 | -100.0% | -0.15% | – |
| MBSD | Exit | FLEXSHARES TRdiscp dur mbs | $0 | – | -14,706 | -100.0% | -0.16% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -5,045 | -100.0% | -0.18% | – |
| Exit | DIMENSIONAL ETF TRUSTintl high profit | $0 | – | -14,784 | -100.0% | -0.21% | – | |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -7,831 | -100.0% | -0.21% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -9,803 | -100.0% | -0.22% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -9,439 | -100.0% | -0.25% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -3,977 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-02
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.