BIRCHBROOK INC

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Time since open
% Portfolio
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VGIT
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
621,992-13,578-2.14%
Created with Highcharts 10.1.0
$57.5420.76%0.12%36,946,3012025-03-31
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
354,913+28,084+8.59%
Created with Highcharts 10.1.0
$50.1010.47%0.12%18,640,0532025-03-31
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
131,480+1,998+1.54%
Created with Highcharts 10.1.0
$79.656.92%0.05%12,314,4612025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
196,306+3,953+2.06%
Created with Highcharts 10.1.0
$45.035.61%0.01%9,978,2462025-03-31
TLT
ISHARES 20+ YEAR TREASURY BOND ETF
76,566+3,598+4.93%
Created with Highcharts 10.1.0
$90.463.92%0.01%6,969,8102025-03-31
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
110,209+11,240+11.36%
Created with Highcharts 10.1.0
$49.573.34%0.01%5,947,9842025-03-31
SCHX
SCHWAB US LARGE-CAP ETF
253,149+9,228+3.78%
Created with Highcharts 10.1.0
$17.473.14%0.00%5,589,5232025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
95,243+17,064+21.83%
Created with Highcharts 10.1.0
$68.403.12%0.01%5,557,4352025-03-31
SCHM
SCHWAB US MID-CAP ETF
185,186-17,300-8.54%
Created with Highcharts 10.1.0
$22.352.73%0.00%4,851,8682025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
34,781+1,047+3.10%
Created with Highcharts 10.1.0
$97.402.04%0.00%3,637,0972025-03-31
AMZN
AMAZON
14,026-330-2.30%
Created with Highcharts 10.1.0
$139.171.50%0.00%2,668,5872025-03-31
AAPL
APPLE
11,856-79-0.66%
Created with Highcharts 10.1.0
$183.271.48%0.00%2,633,4662025-03-31
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
100,694+4,852+5.06%
Created with Highcharts 10.1.0
$19.541.42%0.00%2,521,3692025-03-31
IDXX
IDEXX LABORATORIES
5,893+48+0.82%
Created with Highcharts 10.1.0
$464.691.39%0.01%2,474,7662025-03-31
MSFT
MICROSOFT
6,326+23+0.36%
Created with Highcharts 10.1.0
$357.121.33%0.00%2,374,6782025-03-31
VGSH
VANGUARD SHORT-TERM TREASURY INDEX FUND
38,735-17,497-31.12%
Created with Highcharts 10.1.0
$58.051.28%0.01%2,273,3592025-03-31
JPM
JPMORGAN CHASE
9,153-381-4.00%
Created with Highcharts 10.1.0
$150.961.26%0.00%2,245,3342025-03-31
IBM
IBM
7,886-224-2.76%
Created with Highcharts 10.1.0
$151.081.10%0.00%1,960,8832025-03-31
BRK.B
BERKSHIRE HATHAWAY
3,528+81+2.35%
Created with Highcharts 10.1.0
$0.001.06%0.00%1,878,9432025-03-31
GOOGL
ALPHABET
12,072-4-0.03%
Created with Highcharts 10.1.0
$133.671.05%0.00%1,866,8422025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
6,15400.00%
Created with Highcharts 10.1.0
$270.560.95%0.00%1,691,4662025-03-31
WMT
WALMART
17,826-1,243-6.52%
Created with Highcharts 10.1.0
$52.530.88%0.00%1,564,9212025-03-31
PEP
PEPSICO
10,305-341-3.20%
Created with Highcharts 10.1.0
$165.540.87%0.00%1,545,0992025-03-31
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
18,721+648+3.59%
Created with Highcharts 10.1.0
$71.300.86%0.02%1,529,3162025-03-31
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
9,963+639+6.85%
Created with Highcharts 10.1.0
$149.820.82%0.00%1,454,6982025-03-31
SUSC
ISHARES ESG AWARE USD CORPORATE BOND ETF
60,857+12,748+26.50%
Created with Highcharts 10.1.0
$22.330.79%0.12%1,403,3642025-03-31
META
META
2,409+126+5.52%
Created with Highcharts 10.1.0
$355.400.78%0.00%1,388,4952025-03-31
FTNT
FORTINET
14,293-785-5.21%
Created with Highcharts 10.1.0
$54.410.77%0.00%1,375,8452025-03-31
CRM
SALESFORCE
5,112-105-2.01%
Created with Highcharts 10.1.0
$232.400.77%0.00%1,371,9202025-03-31
DIS
WALT DISNEY
13,431-127-0.94%
Created with Highcharts 10.1.0
$88.200.74%0.00%1,325,6842025-03-31
C
CITIGROUP
18,069-917-4.83%
Created with Highcharts 10.1.0
$44.190.72%0.00%1,282,7212025-03-31
FDX
FEDEX
5,149-46-0.89%
Created with Highcharts 10.1.0
$254.310.71%0.00%1,255,1882025-03-31
HON
HONEYWELL INTERNATIONAL
5,765-77-1.32%
Created with Highcharts 10.1.0
$191.260.69%0.00%1,220,6802025-03-31
XOM
EXXON MOBIL
9,847+59+0.60%
Created with Highcharts 10.1.0
$105.040.66%0.00%1,171,1042025-03-31
EFIV
SPDR S&P 500 ESG ETF
19,702+19,702
Open
Created with Highcharts 10.1.0
$56.400.59%0.07%1,054,0582025-03-31
BMY
BRISTOL MYERS SQUIBB
17,009-773-4.35%
Created with Highcharts 10.1.0
$51.900.58%0.00%1,037,4032025-03-31
UBER
UBER
12,940+1,133+9.60%
Created with Highcharts 10.1.0
$70.240.53%0.00%942,8092025-03-31
NVDA
NVIDIA
8,506+15+0.18%
Created with Highcharts 10.1.0
$92.100.52%0.00%921,8812025-03-31
BABA
ALIBABA
6,486-824-11.27%
Created with Highcharts 10.1.0
$78.380.48%0.00%857,6442025-03-31
JNJ
JOHNSON & JOHNSON
5,024-375-6.95%
Created with Highcharts 10.1.0
$153.330.47%0.00%833,1812025-03-31
LMT
LOCKHEED MARTIN
1,809-10-0.55%
Created with Highcharts 10.1.0
$442.150.45%0.00%807,9112025-03-31
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
31,695+13,033+69.84%
Created with Highcharts 10.1.0
$24.330.45%0.08%792,0592025-03-31
ADSK
AUTODESK
2,895-43-1.46%
Created with Highcharts 10.1.0
$216.090.43%0.00%757,9112025-03-31
PG
PROCTER & GAMBLE
4,345-75-1.70%
Created with Highcharts 10.1.0
$148.110.42%0.00%740,5172025-03-31
SUSA
ISHARES MSCI USA ESG SELECT ETF
5,592-8,427-60.11%
Created with Highcharts 10.1.0
$90.510.36%0.02%642,3542025-03-31
IQV
IQVIA HOLDINGS
3,568+197+5.84%
Created with Highcharts 10.1.0
$201.770.35%0.00%629,0392025-03-31
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
24,091-8,591-26.29%
Created with Highcharts 10.1.0
$23.000.33%0.00%586,3762025-03-31
XJH
ISHARES ESG SCREENED S&P MID-CAP ETF
13,906+13,906
Open
Created with Highcharts 10.1.0
$41.650.31%0.21%543,3082025-03-31
CVX
CHEVRON
3,058-124-3.90%
Created with Highcharts 10.1.0
$150.190.29%0.00%511,6462025-03-31
ESGE
ISHARES ESG AWARE MSCI EM ETF
12,989+9,024+227.59%
Created with Highcharts 10.1.0
$33.160.26%0.01%453,9542025-03-31