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Birchcreek Wealth Management, LLC13F | |
| Birchcreek Wealth Management, LLC | |
| Last update 2025-05-07 | 115 Stocks (5 new) |
| Value $158.00 Mil | Turnover 5 % |
Birchcreek Wealth Management, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 206,309 | 17,067.9 | +7.33% | 10.770 | +0.74% | 0.070 | -0.11% | +0.81% | 23,708.2 | ||
IUSG | ISHARES TRUST | 112,602 | 14,309.4 | +9.74% | 9.030 | +0.80% | 0.070 | +26.36% | +9.82% | 23,728.0 | ||
IUSV | ISHARES TRUST | 144,337 | 13,320.9 | +11.90% | 8.410 | +0.89% | 0.070 | +11.90% | +4.17% | 21,272.3 | ||
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 119,508 | 11,889.8 | +5.55% | 7.500 | +0.39% | 0.300 | -0.05% | +0.17% | 3,813.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 108,547 | 8,211.6 | +3.18% | 5.180 | +0.16% | 0.010 | +8.99% | +18.80% | 144,033.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 33,437 | 5,792.2 | +4.79% | 3.660 | +0.17% | 0.010 | +13.82% | +6.08% | 74,612.5 | ||
AAPL | Apple Inc | 20,469 | 4,546.9 | -0.15% | 2.870 | 0% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
VTV | Vanguard Value ETF | 23,658 | 4,086.7 | -4.54% | 2.580 | -0.12% | 0.000 | +10.19% | +5.65% | 134,245.4 | ||
VUG | Vanguard Growth ETF | 9,553 | 3,542.5 | +9.41% | 2.240 | +0.19% | 0.000 | +27.20% | +8.98% | 164,247.8 | ||
DFAS | Dimensional U.S. Small Cap ETF | 52,899 | 3,160.7 | +21.89% | 1.990 | +0.36% | 0.030 | +17.74% | +1.04% | 10,648.9 |
Birchcreek Wealth Management, LLC's Historical Top Holdings Breakdowns
Birchcreek Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV | ISHARES TRUST | 2025-03-31 | Add Add | +0.89% | 90 ($93.85) 96.32 | $96.45 | 2.77% | Add 11.9% | 144,337 | 15,355 | |
IUSG | ISHARES TRUST | 2025-03-31 | Add Add | +0.80% | 126.86 ($138.28) 146.45 | $153.03 | 10.67% | Add 9.74% | 112,602 | 9,994 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.74% | 81.83 ($82.24) 82.73 | $82.64 | 0.49% | Add 7.33% | 206,309 | 14,092 | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 2025-03-31 | Add Add | +0.39% | 99.16 ($99.33) 99.52 | $99.32 | -0.01% | Add 5.55% | 119,508 | 6,281 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Add Add | +0.36% | 58.81 ($64.31) 68.2 | $65.76 | 2.25% | Add 21.89% | 52,899 | 9,501 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.22% | 57.21 ($62.1) 65.8 | $63.88 | 2.87% | Add 12.52% | 53,705 | 5,975 | |
NOC | Northrop Grumman Corp | 2025-03-31 | Sold Out Sold Out | -0.22% | 433.45 ($477.41) 513.82 | $563.79 | 18.09% | Sold Out | 0 | -740 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.19% | 369.1 ($404.54) 427.61 | $447.28 | 10.57% | Add 9.41% | 9,553 | 822 | |
ROCK | Gibraltar Industries Inc | 2025-03-31 | New Buy New Buy | +0.17% | 56.2 ($62.21) 67.05 | $64.39 | 3.50% | New holding | 4,559 | 4,559 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.17% | 169.43 ($177.82) 182.84 | $185.89 | 4.54% | Add 4.79% | 33,437 | 1,527 |
Birchcreek Wealth Management, LLC Total Holding History ($B)
Birchcreek Wealth Management, LLC's Asset Allocation
Birchcreek Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Birchcreek Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Birchcreek Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Birchcreek Wealth Management, LLC's Holdings Heat Map
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Birchcreek Wealth Management, LLC's Holdings Bubble Chart
Birchcreek Wealth Management, LLC News
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