BI

BIRCHBROOK, INC.

13F
BIRCHBROOK, INC.
Last update 2025-06-10 267 Stocks (14 new)
Value $178.00 Mil Turnover 4 %
Countries:
BIRCHBROOK, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
621,992
36,946.3
-2.14%
20.760
-0.45%
0.110
+1.67%
+4.77%
32,201.9
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
354,913
18,640.0
+8.59%
10.470
+0.83%
0.120
+2.64%
+5.45%
15,427.5
 
USMV
iShares MSCI USA Min Vol Factor ETF
131,480
12,314.5
+1.54%
6.920
+0.11%
0.050
+0.58%
+6.46%
23,954.9
 
VEA
Vanguard FTSE Developed Markets ETF
196,306
9,978.3
+2.06%
5.610
+0.11%
0.010
+13.05%
+20.72%
156,276.5
 
TLT
iShares 20+ Year Treasury Bond ETF
76,566
6,969.8
+4.93%
3.920
+0.18%
0.010
-1.95%
+2.90%
49,527.6
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
110,209
5,948.0
+11.36%
3.340
+0.34%
0.010
+12.59%
+16.36%
94,110.4
 
SCHX
Schwab U.S. Large-Cap ETF
253,149
5,589.5
+3.78%
3.140
+0.11%
0.010
+11.02%
+6.06%
55,923.6
 
IJH
iShares Core S&P Mid-Cap ETF
95,243
5,557.4
+21.83%
3.120
+0.56%
0.010
+6.63%
+0.12%
95,088.2
 
SCHM
Schwab U.S. Mid-Cap ETF
185,186
4,851.9
-8.54%
2.730
-0.27%
0.040
+7.45%
+1.89%
11,552.4
 
IJR
iShares Core S&P Small-Cap ETF
34,781
3,637.1
+3.10%
2.040
+0.06%
0.000
+4.90%
-4.51%
79,022.8
 

BIRCHBROOK, INC.'s Historical Top Holdings Breakdowns

BIRCHBROOK, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Add
Add
+0.83%
50.82 ($51.94) 52.7
$53.29
2.60%
Add 8.59%
354,913
28,084
EFIV
SPDR S&P 500 ESG ETF
2025-03-31
New Buy
New Buy
+0.59%
52.53 ($56.18) 58.51
$58.55
4.22%
New holding
19,702
19,702
SUSA
iShares ESG Optimized MSCI USA ETF
2025-03-31
Reduce
Reduce
-0.58%
113.22 ($121.24) 126.36
$126.75
4.54%
Reduce -60.11%
5,592
-8,427
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.58%
58.07 ($58.36) 58.69
$58.78
0.72%
Reduce -31.12%
38,735
-17,497
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.56%
57.21 ($62.1) 65.8
$62.02
-0.13%
Add 21.83%
95,243
17,064
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.45%
57.44 ($58.5) 59.4
$59.81
2.24%
Reduce -2.14%
621,992
-13,578
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
iShares ESG Aware MSCI USA Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.38%
37.84 ($41.56) 44.02
$41.33
-0.55%
Reduce -60.9%
10,367
-16,147
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.34%
50.83 ($53.83) 55.94
$60.03
11.52%
Add 11.36%
110,209
11,240
XJH
iShares ESG Select Screened S&P Mid-Cap ETF
iShares ESG Select Screened S&P Mid-Cap ETF
2025-03-31
New Buy
New Buy
+0.31%
38.41 ($41.65) 44.06
$41.50
-0.36%
New holding
13,906
13,906
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.27%
25.58 ($27.85) 29.24
$28.05
0.72%
Reduce -8.54%
185,186
-17,300

BIRCHBROOK, INC. Total Holding History ($B)

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BIRCHBROOK, INC.'s Asset Allocation

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BIRCHBROOK, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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BIRCHBROOK, INC.'s Hypothetical Growth since 2025-03-31

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