Birchwood Financial Partners, Inc.
344 holdingsFiling period: 2026-06-30Current AUM: $121.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ESGU | iShares Esg Aware Msci USA ETF | 48.3K | $7.9M | $7.8M | 6.39% | +657 | 2026-06-30 |
| 2 | BOND | PIMCO Active Bond Exchange-Traded Fund | 61.6K | $5.7M | $5.5M | 4.53% | +10.9K | 2026-06-30 |
| 3 | FNDF | Schwab Fundamental International Equity ETF | 107.3K | $5.7M | $5.7M | 4.67% | +5.3K | 2026-06-30 |
| 4 | ESML | iShares Esg Aware Msci USA Small-Cap ETF | 100.3K | $5.6M | $5.3M | 4.36% | +1.3K | 2026-06-30 |
| 5 | VOO | Vanguard S&P 500 ETF | 7.5K | $5.2M | $5.1M | 4.20% | +857 | 2026-06-30 |
| 6 | AAPL | Apple Inc | 17.2K | $5.0M | $5.9M | 4.85% | -745 | 2026-06-30 |
| 7 | WINN | Harbor Long-Term Growers ETF | 127.6K | $4.1M | $4.0M | 3.33% | +7.4K | 2026-06-30 |
| 8 | DCI | Donaldson Inc.com | 39.5K | $3.5M | $3.3M | 2.74% | -216 | 2026-06-30 |
| 9 | VEA | Vanguard Ftse Developed Markets ETF | 47.8K | $3.4M | $3.2M | 2.68% | +3.4K | 2026-06-30 |
| 10 | FNDE | Schwab Fundamental Emerging Markets Equity ETF | 82.5K | $3.3M | $3.3M | 2.73% | +5.2K | 2026-06-30 |
| 11 | VXF | Vanguard Extended Market ETF | 12.8K | $3.1M | $2.9M | 2.37% | +2.5K | 2026-06-30 |
| 12 | MSFT | Microsoft | 7.4K | $2.8M | $3.9M | 3.25% | -- | 2026-06-30 |
| 13 | UNH | Unitedhealth Group | 5.8K | $2.4M | $2.3M | 1.88% | -317 | 2026-06-30 |
| 14 | ESGE | iShares Esg Aware Msci EM ETF | 38.7K | $2.1M | $1.9M | 1.53% | +1.0K | 2026-06-30 |
| 15 | FNDA | Schwab Fundamental U.S. Small Company ETF | 52.8K | $2.0M | $1.9M | 1.54% | +2.5K | 2026-06-30 |
| 16 | SCHD | Schwab US Dividend Equity ETF | 62.4K | $2.0M | $2.2M | 1.81% | +10.4K | 2026-06-30 |
| 17 | CGGR | Capital Group Growth ETF | 41.5K | $2.0M | $1.9M | 1.53% | +11.1K | 2026-06-30 |
| 18 | JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | 29.6K | $1.9M | $1.8M | 1.51% | +737 | 2026-06-30 |
| 19 | IVV | iShares Core S&P 500 ETF | 2.4K | $1.8M | $1.8M | 1.46% | +10 | 2026-06-30 |
| 20 | ESGD | iShares Esg Aware Msci Eafe ETF | 17.3K | $1.8M | $1.8M | 1.44% | +862 | 2026-06-30 |
| 21 | SCHG | Schwab U.S. Large-Cap Growth ETF | 51.8K | $1.8M | $1.7M | 1.41% | +24 | 2026-06-30 |
| 22 | FNDX | Schwab Fundamental U.S. Large Company ETF | 46.9K | $1.5M | $1.5M | 1.24% | +145 | 2026-06-30 |
| 23 | CGHM | Capital Group Municipal High-Income ETF | 50.8K | $1.3M | $1.3M | 1.05% | +11.2K | 2026-06-30 |
| 24 | MMM | 3M Co.com | 8.0K | $1.3M | $1.5M | 1.22% | -151 | 2026-06-30 |
| 25 | SCHX | Schwab U.S. Large-Cap ETF | 41.2K | $1.2M | $1.2M | 0.98% | +108 | 2026-06-30 |
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