Birchwood Financial Partners, Inc.
349 holdingsFiling period: 2026-03-31Current AUM: $116.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ESGU | ISHARES ESG AWARE MSCI USA ETF | 47.6K | $6.7M | $7.8M | 6.71% | -495 | 2026-03-31 |
| 2 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 102.0K | $5.0M | $5.5M | 4.75% | +2.1K | 2026-03-31 |
| 3 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 50.7K | $4.7M | $4.6M | 3.96% | +5.6K | 2026-03-31 |
| 4 | ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 99.0K | $4.7M | $5.3M | 4.58% | +43.6K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 17.9K | $4.5M | $5.5M | 4.77% | -521 | 2026-03-31 |
| 6 | VOO | VANGUARD S&P 500 ETF | 6.7K | $4.0M | $4.6M | 3.95% | +572 | 2026-03-31 |
| 7 | DCI | DONALDSON INC COM | 39.7K | $3.4M | $3.7M | 3.22% | +1 | 2026-03-31 |
| 8 | WINN | HARBOR LONG-TERM GROWERS ETF | 120.3K | $3.3M | $3.9M | 3.36% | +5.2K | 2026-03-31 |
| 9 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 77.3K | $3.0M | $3.2M | 2.75% | +1.6K | 2026-03-31 |
| 10 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 44.4K | $2.8M | $3.1M | 2.70% | +2.3K | 2026-03-31 |
| 11 | MSFT | MICROSOFT | 7.4K | $2.8M | $3.5M | 2.98% | +49 | 2026-03-31 |
| 12 | VXF | VANGUARD EXTENDED MARKET ETF | 10.3K | $2.1M | $2.4M | 2.09% | +1.1K | 2026-03-31 |
| 13 | JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | 28.8K | $1.8M | $1.9M | 1.61% | +107 | 2026-03-31 |
| 14 | ESGE | ISHARES ESG AWARE MSCI EM ETF | 37.7K | $1.7M | $1.9M | 1.67% | -471 | 2026-03-31 |
| 15 | UNH | UNITEDHEALTH GROUP | 6.1K | $1.7M | $2.5M | 2.18% | +3 | 2026-03-31 |
| 16 | FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 50.2K | $1.6M | $1.9M | 1.61% | +3.1K | 2026-03-31 |
| 17 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 52.0K | $1.6M | $1.7M | 1.50% | +4.9K | 2026-03-31 |
| 18 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 16.5K | $1.6M | $1.7M | 1.48% | -57 | 2026-03-31 |
| 19 | IVV | ISHARES CORE S&P 500 ETF | 2.4K | $1.6M | $1.8M | 1.54% | -14 | 2026-03-31 |
| 20 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 51.8K | $1.5M | $1.8M | 1.52% | +24 | 2026-03-31 |
| 21 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 46.7K | $1.3M | $1.5M | 1.28% | -483 | 2026-03-31 |
| 22 | CGGR | CAPITAL GROUP GROWTH ETF | 30.4K | $1.2M | $1.4M | 1.18% | +3.1K | 2026-03-31 |
| 23 | MMM | 3M CO COM | 8.2K | $1.2M | $1.4M | 1.24% | -- | 2026-03-31 |
| 24 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 41.1K | $1.1M | $1.2M | 1.04% | +111 | 2026-03-31 |
| 25 | CGHM | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | 39.6K | $1.0M | $1.0M | 0.87% | +10.0K | 2026-03-31 |
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