Birchcreek Wealth Management

Birchcreek Wealth Management as of March 31, 2025

Portfolio Holdings for Birchcreek Wealth Management

Birchcreek Wealth Management holds 115 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 10.8 $17M 206k 82.73
Ishares Tr Core S&p Us Gwt (IUSG) 9.0 $14M 113k 127.08
Ishares Tr Core S&p Us Vlu (IUSV) 8.4 $13M 144k 92.29
Spdr Ser Tr Bloomberg 3-12 M (BILS) 7.5 $12M 120k 99.49
Ishares Tr Core Msci Eafe (IEFA) 5.2 $8.2M 109k 75.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.7 $5.8M 33k 173.23
Apple (AAPL) 2.9 $4.5M 21k 222.13
Vanguard Index Fds Value Etf (VTV) 2.6 $4.1M 24k 172.74
Vanguard Index Fds Growth Etf (VUG) 2.2 $3.5M 9.6k 370.83
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $3.2M 53k 59.75
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $3.1M 54k 58.35
Microsoft Corporation (MSFT) 1.7 $2.7M 7.2k 375.41
Vanguard World Inf Tech Etf (VGT) 1.7 $2.6M 4.9k 542.42
Ishares Tr Short Treas Bd (SHV) 1.5 $2.3M 21k 110.46
NVIDIA Corporation (NVDA) 1.3 $2.1M 20k 108.38
Ishares Msci Emrg Chn (EMXC) 1.2 $1.9M 35k 55.09
Procter & Gamble Company (PG) 1.2 $1.8M 11k 170.42
Amazon (AMZN) 1.1 $1.8M 9.5k 190.26
JPMorgan Chase & Co. (JPM) 1.1 $1.7M 6.8k 245.30
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.5M 7.5k 193.99
Eli Lilly & Co. (LLY) 0.8 $1.3M 1.6k 825.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.3M 10k 128.96
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.8 $1.3M 19k 69.52
Vanguard World Industrial Etf (VIS) 0.8 $1.3M 5.1k 247.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.2M 2.6k 468.92
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.2M 7.8k 154.64
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.7 $1.1M 41k 27.47
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.1M 1.9k 561.97
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $1.1M 5.3k 197.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.0M 17k 62.10
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.7 $1.0M 15k 68.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.0M 3.7k 274.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $985k 1.8k 532.53
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.6 $971k 17k 56.26
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $956k 9.1k 104.56
Vanguard World Consum Stp Etf (VDC) 0.6 $918k 4.2k 218.82
Netflix (NFLX) 0.6 $906k 972.00 932.53
Johnson & Johnson (JNJ) 0.6 $890k 5.4k 165.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $885k 17k 50.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $871k 1.6k 559.50
Vanguard World Financials Etf (VFH) 0.5 $780k 6.5k 119.47
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $771k 7.7k 100.18
Oracle Corporation (ORCL) 0.5 $771k 5.5k 139.81
Vanguard Index Fds Small Cp Etf (VB) 0.5 $728k 3.3k 221.75
Home Depot (HD) 0.4 $677k 1.8k 366.46
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $637k 11k 58.69
Vanguard World Energy Etf (VDE) 0.4 $636k 4.9k 129.71
Intel Corporation (INTC) 0.4 $630k 28k 22.71
Select Sector Spdr Tr Energy (XLE) 0.4 $630k 6.7k 93.45
Exxon Mobil Corporation (XOM) 0.4 $614k 5.2k 118.93
Qualcomm (QCOM) 0.4 $588k 3.8k 153.62
Meta Platforms Cl A (META) 0.4 $571k 990.00 576.47
Chevron Corporation (CVX) 0.4 $563k 3.4k 167.29
Park National Corporation (PRK) 0.4 $560k 3.7k 151.40
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $516k 2.0k 258.61
Trane Technologies SHS (TT) 0.3 $506k 1.5k 336.96
International Business Machines (IBM) 0.3 $498k 2.0k 248.69
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $497k 1.5k 334.48
Williams Companies (WMB) 0.3 $484k 8.1k 59.76
Fortinet (FTNT) 0.3 $480k 5.0k 96.26
Eaton Corp SHS (ETN) 0.3 $475k 1.7k 271.83
Dominion Resources (D) 0.3 $451k 8.1k 56.07
Wal-Mart Stores (WMT) 0.3 $451k 5.1k 87.79
Alphabet Cap Stk Cl C (GOOG) 0.3 $450k 2.9k 156.23
Ishares Tr Select Divid Etf (DVY) 0.3 $449k 3.3k 134.28
Duke Energy Corp Com New (DUK) 0.3 $443k 3.6k 121.97
Ishares Tr S&p 100 Etf (OEF) 0.3 $441k 1.6k 270.83
Caterpillar (CAT) 0.3 $435k 1.3k 329.80
Ishares Tr Core High Dv Etf (HDV) 0.3 $428k 3.5k 121.12
Vanguard World Consum Dis Etf (VCR) 0.3 $414k 1.3k 325.51
Vanguard World Health Car Etf (VHT) 0.3 $407k 1.5k 264.73
Pepsi (PEP) 0.3 $398k 2.7k 149.94
American Express Company (AXP) 0.2 $394k 1.5k 268.99
Merck & Co (MRK) 0.2 $391k 4.4k 89.76
Lockheed Martin Corporation (LMT) 0.2 $390k 873.00 446.71
Kroger (KR) 0.2 $388k 5.7k 67.69
Arista Networks Com Shs (ANET) 0.2 $386k 5.0k 77.48
Broadcom (AVGO) 0.2 $383k 2.3k 167.43
Abbvie (ABBV) 0.2 $380k 1.8k 209.52
McDonald's Corporation (MCD) 0.2 $374k 1.2k 312.37
Lowe's Companies (LOW) 0.2 $374k 1.6k 233.23
UnitedHealth (UNH) 0.2 $360k 688.00 523.75
Visa Com Cl A (V) 0.2 $350k 999.00 350.46
Applied Materials (AMAT) 0.2 $343k 2.4k 145.12
Amgen (AMGN) 0.2 $341k 1.1k 311.56
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $339k 6.6k 51.78
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $338k 4.3k 78.85
Costco Wholesale Corporation (COST) 0.2 $326k 345.00 945.66
Emerson Electric (EMR) 0.2 $308k 2.8k 109.64
Union Pacific Corporation (UNP) 0.2 $286k 1.2k 236.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $285k 1.7k 166.03
Vanguard World Materials Etf (VAW) 0.2 $277k 1.5k 188.81
Gibraltar Industries (ROCK) 0.2 $267k 4.6k 58.66
Tesla Motors (TSLA) 0.2 $262k 1.0k 259.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $257k 2.8k 90.53
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $249k 1.4k 184.20
Ameriprise Financial (AMP) 0.2 $246k 508.00 484.28
Goldman Sachs (GS) 0.2 $242k 442.00 546.29
Parker-Hannifin Corporation (PH) 0.1 $235k 387.00 607.85
Bristol Myers Squibb (BMY) 0.1 $233k 3.8k 60.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $233k 1.9k 122.03
Chipotle Mexican Grill (CMG) 0.1 $232k 4.6k 50.21
TJX Companies (TJX) 0.1 $229k 1.9k 121.80
Cloudflare Cl A Com (NET) 0.1 $225k 2.0k 112.69
Select Sector Spdr Tr Indl (XLI) 0.1 $224k 1.7k 131.07
O'reilly Automotive (ORLY) 0.1 $222k 155.00 1432.58
American Water Works (AWK) 0.1 $218k 1.5k 147.52
Cisco Systems (CSCO) 0.1 $217k 3.5k 61.71
Royal Caribbean Cruises (RCL) 0.1 $216k 1.1k 205.44
Spdr Gold Tr Gold Shs (GLD) 0.1 $214k 742.00 288.14
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $208k 3.3k 63.00
Deere & Company (DE) 0.1 $208k 442.00 469.35
Novo-nordisk A S Adr (NVO) 0.1 $206k 3.0k 69.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $203k 394.00 513.91
Quantumscape Corp Com Cl A (QS) 0.1 $105k 25k 4.16