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Birchcreek Wealth Management, LLC Buys Vanguard Short-Term Inflation-Protected Securities, iShares Gold Trust, Vanguard Short-Term Government Bond ETF, Sells BTC iShares U.S. Treasury Bond ETF, Vanguard Total International Bond ETF, Micron Technology Inc

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Nov 17, 2021
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Investment company Birchcreek Wealth Management, LLC (Current Portfolio) buys Vanguard Short-Term Inflation-Protected Securities, iShares Gold Trust, Vanguard Short-Term Government Bond ETF, Vanguard Small Cap Value ETF, Schwab Fundamental Emerging Markets Large Company , sells BTC iShares U.S. Treasury Bond ETF, Vanguard Total International Bond ETF, Micron Technology Inc, Meta Platforms Inc, UnitedHealth Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Birchcreek Wealth Management, LLC. As of 2021Q3, Birchcreek Wealth Management, LLC owns 118 stocks with a total value of $107 million. These are the details of the buys and sells.

For the details of Birchcreek Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/birchcreek+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Birchcreek Wealth Management, LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 92,511 shares, 7.11% of the total portfolio. Shares added by 11.89%
  2. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 129,061 shares, 6.33% of the total portfolio. Shares added by 25.34%
  3. iShares Core 1-5 Year USD Bond ETF (ISTB) - 93,874 shares, 4.47% of the total portfolio. Shares added by 3.24%
  4. ISHARES TRUST (IUSV) - 63,865 shares, 4.22% of the total portfolio. Shares added by 3.96%
  5. BTC iShares Core MSCI EAFE ETF (IEFA) - 49,885 shares, 3.45% of the total portfolio. Shares added by 3.20%
New Purchase: iShares Gold Trust (IAU)

Birchcreek Wealth Management, LLC initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $35.510000. The impact to a portfolio due to this purchase was 1.02%. The holding were 32,650 shares as of 2021-09-30.

New Purchase: Vanguard Small Cap Value ETF (VBR)

Birchcreek Wealth Management, LLC initiated holding in Vanguard Small Cap Value ETF. The purchase prices were between $162.03 and $175.05, with an estimated average price of $170.58. The stock is now traded at around $183.560000. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,375 shares as of 2021-09-30.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Birchcreek Wealth Management, LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 25.34%. The purchase prices were between $51.06 and $51.92, with an estimated average price of $51.58. The stock is now traded at around $52.559900. The impact to a portfolio due to this purchase was 1.28%. The holding were 129,061 shares as of 2021-09-30.

Added: Vanguard Short-Term Government Bond ETF (VGSH)

Birchcreek Wealth Management, LLC added to a holding in Vanguard Short-Term Government Bond ETF by 117.38%. The purchase prices were between $61.34 and $61.49, with an estimated average price of $61.42. The stock is now traded at around $61.150000. The impact to a portfolio due to this purchase was 0.78%. The holding were 25,392 shares as of 2021-09-30.

Added: Schwab Fundamental Emerging Markets Large Company (FNDE)

Birchcreek Wealth Management, LLC added to a holding in Schwab Fundamental Emerging Markets Large Company by 51.89%. The purchase prices were between $30.86 and $32.92, with an estimated average price of $31.84. The stock is now traded at around $32.490000. The impact to a portfolio due to this purchase was 0.13%. The holding were 12,636 shares as of 2021-09-30.

Added: Schwab Fundamental International Large Company Ind (FNDF)

Birchcreek Wealth Management, LLC added to a holding in Schwab Fundamental International Large Company Ind by 27.60%. The purchase prices were between $31.76 and $33.8, with an estimated average price of $33.15. The stock is now traded at around $33.505000. The impact to a portfolio due to this purchase was 0.1%. The holding were 14,968 shares as of 2021-09-30.

Added: PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun (STPZ)

Birchcreek Wealth Management, LLC added to a holding in PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun by 46.27%. The purchase prices were between $53.98 and $54.97, with an estimated average price of $54.57. The stock is now traded at around $55.612300. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,507 shares as of 2021-09-30.

Added: iShares 0-5 Year Investment Grade Corporate Bond E (SLQD)

Birchcreek Wealth Management, LLC added to a holding in iShares 0-5 Year Investment Grade Corporate Bond E by 20.16%. The purchase prices were between $51.52 and $51.7, with an estimated average price of $51.6. The stock is now traded at around $51.210000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,358 shares as of 2021-09-30.

Sold Out: Vanguard Total International Bond ETF (BNDX)

Birchcreek Wealth Management, LLC sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $56.88 and $57.94, with an estimated average price of $57.51.

Sold Out: Micron Technology Inc (MU)

Birchcreek Wealth Management, LLC sold out a holding in Micron Technology Inc. The sale prices were between $70.23 and $82, with an estimated average price of $75.15.

Sold Out: Meta Platforms Inc (FB)

Birchcreek Wealth Management, LLC sold out a holding in Meta Platforms Inc. The sale prices were between $336.95 and $382.18, with an estimated average price of $360.33.

Sold Out: UnitedHealth Group Inc (UNH)

Birchcreek Wealth Management, LLC sold out a holding in UnitedHealth Group Inc. The sale prices were between $390.74 and $429.71, with an estimated average price of $414.25.



Here is the complete portfolio of Birchcreek Wealth Management, LLC. Also check out:

1. Birchcreek Wealth Management, LLC's Undervalued Stocks
2. Birchcreek Wealth Management, LLC's Top Growth Companies, and
3. Birchcreek Wealth Management, LLC's High Yield stocks
4. Stocks that Birchcreek Wealth Management, LLC keeps buying
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