Birchcreek Wealth Management, LLC
121 holdingsFiling period: 2026-03-31Current AUM: $232.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | 292.4K | $24.1M | $24.0M | 10.33% | +8.0K | 2026-03-31 |
| 2 | IUSV | ISHARES TR | 201.8K | $20.6M | $22.7M | 9.76% | +2.5K | 2026-03-31 |
| 3 | IUSG | ISHARES TR | 118.6K | $18.4M | $21.9M | 9.45% | +549 | 2026-03-31 |
| 4 | BILS | SPDR SERIES TRUST | 159.6K | $15.9M | $15.9M | 6.83% | +2.4K | 2026-03-31 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 289.0K | $11.3M | $12.2M | 5.24% | +11.4K | 2026-03-31 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 44.7K | $8.6M | $9.6M | 4.14% | +386 | 2026-03-31 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 75.6K | $5.4M | $6.1M | 2.64% | +789 | 2026-03-31 |
| 8 | IJH | ISHARES TR | 72.8K | $4.9M | $5.5M | 2.36% | +1.9K | 2026-03-31 |
| 9 | VTV | VANGUARD INDEX FDS | 24.0K | $4.7M | $5.3M | 2.28% | -208 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 18.3K | $4.7M | $5.7M | 2.44% | -128 | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 9.7K | $4.2M | $5.0M | 2.14% | -13 | 2026-03-31 |
| 12 | IEFA | ISHARES TR | 42.0K | $3.8M | $4.1M | 1.78% | +818 | 2026-03-31 |
| 13 | EMXC | ISHARES INC | 48.0K | $3.8M | $4.4M | 1.91% | +1.7K | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 17.5K | $3.0M | $3.5M | 1.51% | -788 | 2026-03-31 |
| 15 | INTC | INTEL CORP | 56.9K | $2.5M | $5.1M | 2.21% | +29.3K | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 6.4K | $2.4M | $3.0M | 1.27% | +7 | 2026-03-31 |
| 17 | VGT | VANGUARD WORLD FD | 3.3K | $2.3M | $2.9M | 1.27% | -55 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 9.5K | $2.0M | $2.6M | 1.11% | -89 | 2026-03-31 |
| 19 | GBIL | GOLDMAN SACHS ETF TR | 18.6K | $1.9M | $1.9M | 0.80% | +2.1K | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 6.3K | $1.8M | $2.2M | 0.96% | -164 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 5.7K | $1.7M | $2.0M | 0.87% | -- | 2026-03-31 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | 7.6K | $1.6M | $1.8M | 0.78% | +75 | 2026-03-31 |
| 23 | SHV | ISHARES TR | 14.5K | $1.6M | $1.6M | 0.69% | +39 | 2026-03-31 |
| 24 | QQQ | INVESCO QQQ TR | 2.7K | $1.6M | $1.9M | 0.81% | -5 | 2026-03-31 |
| 25 | FREL | FIDELITY COVINGTON TRUST | 57.3K | $1.5M | $1.7M | 0.74% | +1.0K | 2026-03-31 |
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