Birchcreek Wealth Management

Latest statistics and disclosures from Birchcreek Wealth Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Birchcreek Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Birchcreek Wealth Management

Companies in the Birchcreek Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.6 $7.5M 96k 78.09
Vanguard Malvern Fds Strm Infproidx (VTIP) 6.3 $7.1M 139k 51.21
Ishares Tr Core S&p Us Vlu (IUSV) 3.8 $4.3M -7% 56k 75.87
Ishares Tr Core S&p Us Gwt (IUSG) 3.7 $4.2M +16% 40k 105.67
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.7 $4.1M -7% 85k 48.46
Ishares Tr Core Msci Eafe (IEFA) 3.3 $3.7M +3% 53k 69.51
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.1 $3.5M +4% 29k 120.95
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.7 $3.0M +29% 25k 123.07
Apple (AAPL) 2.6 $2.9M -6% 17k 174.61
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.5 $2.8M +17% 47k 59.26
Fidelity Covington Trust Msci Hlth Care I (FHLC) 2.3 $2.7M +18% 40k 65.66
Vanguard Index Fds Growth Etf (VUG) 2.3 $2.6M +13% 9.0k 287.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $2.4M -7% 16k 157.73
Vanguard Index Fds Value Etf (VTV) 2.2 $2.4M +6% 17k 147.80

Setup an alert

Birchcreek Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Vanguard World Fds Inf Tech Etf (VGT) 2.0 $2.3M +10% 5.5k 416.41
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.9 $2.1M +5% 39k 54.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $2.0M 23k 86.05
Microsoft Corporation (MSFT) 1.7 $1.9M -10% 6.1k 308.33
Fidelity Covington Trust Msci Commntn Svc (FCOM) 1.5 $1.7M +31% 38k 45.49
Ishares Tr Core Msci Intl (IDEV) 1.4 $1.6M +49% 26k 63.62
Ishares Core Msci Emkt (IEMG) 1.4 $1.6M +27% 29k 55.57
Ishares Tr Blackrock Ultra (ICSH) 1.4 $1.6M -8% 32k 50.14
Procter & Gamble Company (PG) 1.3 $1.5M 9.6k 152.83
Fidelity Covington Trust Msci Consm Dis (FDIS) 1.3 $1.4M +44% 18k 79.10
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.3M +19% 12k 107.87
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $1.1M +60% 14k 77.89
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.1M 18k 59.74
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.0M 2.3k 453.51
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.0M -5% 6.2k 162.14
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $952k +38% 5.1k 185.00
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $931k +165% 19k 50.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $922k 8.2k 112.27
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.8 $918k -11% 17k 53.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $904k +10% 3.4k 268.41
Intel Corporation (INTC) 0.8 $904k +14% 18k 49.56
Johnson & Johnson (JNJ) 0.8 $897k -2% 5.1k 177.31
NVIDIA Corporation (NVDA) 0.8 $887k +4% 3.3k 272.76
Vanguard World Fds Industrial Etf (VIS) 0.8 $883k -4% 4.5k 194.37
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.7 $835k +64% 26k 32.26
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.7 $787k 13k 58.53
Vanguard World Fds Consum Stp Etf (VDC) 0.7 $760k -32% 3.9k 195.98
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.7 $754k +24% 15k 49.38
JPMorgan Chase & Co. (JPM) 0.6 $683k +4% 5.0k 136.38
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $650k -5% 13k 50.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $643k 2.8k 227.69
Chevron Corporation (CVX) 0.6 $630k +5% 3.9k 162.87
Fidelity Covington Trust Consmr Staples (FSTA) 0.5 $614k +4% 13k 45.88
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.5 $606k -2% 11k 53.23
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.5 $589k +55% 20k 28.96
Vanguard Index Fds Small Cp Etf (VB) 0.5 $557k +11% 2.6k 212.35
Pepsi (PEP) 0.5 $552k 3.3k 167.37
Amazon (AMZN) 0.5 $544k +25% 167.00 3257.49
Northrop Grumman Corporation (NOC) 0.5 $537k 1.2k 447.50
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $532k -6% 9.7k 55.04
Fidelity Covington Trust Msci Energy Idx (FENY) 0.5 $524k -3% 25k 20.95
Oracle Corporation (ORCL) 0.5 $521k -26% 6.3k 82.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $490k NEW 1.4k 362.43
Dominion Resources (D) 0.4 $489k 5.8k 85.03
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $455k -9% 6.1k 74.38
Vanguard World Fds Energy Etf (VDE) 0.4 $443k +14% 4.1k 107.13
Select Sector Spdr Tr Energy (XLE) 0.4 $441k -24% 5.8k 76.50
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $414k +4% 1.7k 237.79
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.4 $399k 26k 15.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $393k NEW 3.7k 104.86
Union Pacific Corporation (UNP) 0.3 $392k 1.4k 273.36
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.3 $387k -26% 12k 32.35
Exxon Mobil Corporation (XOM) 0.3 $384k 4.7k 82.56
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $377k -3% 7.8k 48.04
Eli Lilly & Co. (LLY) 0.3 $376k 1.3k 286.59
Alphabet Cap Stk Cl C (GOOG) 0.3 $363k 130.00 2792.31
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $361k -4% 4.6k 79.01
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $353k NEW 4.0k 88.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $351k 4.4k 79.65
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $347k -41% 3.5k 100.14
Verizon Communications (VZ) 0.3 $344k +2% 6.8k 50.91
Ishares Tr S&p 100 Etf (OEF) 0.3 $339k 1.6k 208.23
Alphabet Cap Stk Cl A (GOOGL) 0.3 $331k +7% 119.00 2781.51
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $322k +13% 3.2k 101.00
Duke Energy Corp Com New (DUK) 0.3 $322k 2.9k 111.61
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $318k -4% 2.9k 108.35
Deere & Company (DE) 0.3 $315k +6% 757.00 416.12
Home Depot (HD) 0.3 $314k +5% 1.1k 299.05
Vanguard World Fds Financials Etf (VFH) 0.3 $303k 3.2k 93.35
International Business Machines (IBM) 0.3 $298k -21% 2.3k 130.13
Biontech Se Sponsored Ads (BNTX) 0.3 $294k +19% 1.7k 170.73
Waters Corporation (WAT) 0.2 $279k 900.00 310.00
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $274k +42% 5.7k 48.38
Williams Companies (WMB) 0.2 $270k 8.1k 33.37
Ishares Tr Select Divid Etf (DVY) 0.2 $269k +8% 2.1k 128.22
American Water Works (AWK) 0.2 $268k 1.6k 165.64
At&t (T) 0.2 $268k +19% 11k 23.64
Vanguard World Fds Health Car Etf (VHT) 0.2 $265k 1.0k 254.07
Lowe's Companies (LOW) 0.2 $265k 1.3k 202.44
Vanguard World Mega Grwth Ind (MGK) 0.2 $264k 1.1k 235.08
Qualcomm (QCOM) 0.2 $263k 1.7k 152.64
Abbvie (ABBV) 0.2 $260k NEW 1.6k 161.99
Pfizer (PFE) 0.2 $260k -6% 5.0k 51.78
McDonald's Corporation (MCD) 0.2 $259k 1.0k 247.61
UnitedHealth (UNH) 0.2 $255k 500.00 510.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $252k 557.00 452.42
Merck & Co (MRK) 0.2 $242k -8% 2.9k 82.06
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $238k -39% 4.4k 54.50
Applied Materials (AMAT) 0.2 $232k 1.8k 131.59
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $224k 2.2k 103.18
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $222k -3% 3.7k 60.66
Corning Incorporated (GLW) 0.2 $222k 6.0k 36.93
Emerson Electric (EMR) 0.2 $219k 2.2k 98.25
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $213k -4% 5.8k 36.49
Vanguard World Fds Materials Etf (VAW) 0.2 $211k -28% 1.1k 194.29
Walt Disney Company (DIS) 0.2 $208k +11% 1.5k 137.48
Putnam Premier Income Tr Sh Ben Int (PPT) 0.0 $41k 10k 3.99

Past Filings by Birchcreek Wealth Management

SEC 13F filings are viewable for Birchcreek Wealth Management going back to 2020