BIRCHCREEK WEALTH MANAGEMENT LLC

Stock Holdings
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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
206,309+14,092+7.33%
Created with Highcharts 10.1.0
$81.8810.77%0.07%17,067,9342025-03-31
IUSG
ISHARES CORE S&P US GROWTH ETF
112,602+9,994+9.74%
Created with Highcharts 10.1.0
$93.279.03%0.07%14,309,3992025-03-31
IUSV
ISHARES CORE S&P US VALUE ETF
144,337+15,355+11.90%
Created with Highcharts 10.1.0
$72.438.41%0.07%13,320,8972025-03-31
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
119,508+6,281+5.55%
Created with Highcharts 10.1.0
$99.287.50%0.33%11,889,8432025-03-31
IEFA
ISHARES CORE MSCI EAFE ETF
108,547+3,343+3.18%
Created with Highcharts 10.1.0
$66.835.18%0.01%8,211,5822025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
33,437+1,527+4.79%
Created with Highcharts 10.1.0
$137.573.66%0.01%5,792,2072025-03-31
AAPL
APPLE
20,469-31-0.15%
Created with Highcharts 10.1.0
$127.852.87%0.00%4,546,8812025-03-31
VTV
VANGUARD VALUE INDEX FUND
23,658-1,125-4.54%
Created with Highcharts 10.1.0
$128.112.58%0.00%4,086,6832025-03-31
VUG
VANGUARD GROWTH INDEX FUND
9,553+822+9.41%
Created with Highcharts 10.1.0
$259.392.24%0.00%3,542,5012025-03-31
DFAS
DIMENSIONAL US SMALL CAP ETF
52,899+9,501+21.89%
Created with Highcharts 10.1.0
$63.231.99%0.00%3,160,7122025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
53,705+5,975+12.52%
Created with Highcharts 10.1.0
$206.151.98%0.00%3,133,7082025-03-31
MSFT
MICROSOFT
7,184-61-0.84%
Created with Highcharts 10.1.0
$233.981.70%0.00%2,696,9262025-03-31
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
4,867-67-1.36%
Created with Highcharts 10.1.0
$342.631.67%0.00%2,639,9552025-03-31
SHV
ISHARES SHORT TREASURY BOND ETF
20,965-1,106-5.01%
Created with Highcharts 10.1.0
$110.251.46%0.01%2,315,7652025-03-31
NVDA
NVIDIA
19,455+456+2.40%
Created with Highcharts 10.1.0
$23.571.33%0.00%2,108,5792025-03-31
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
35,071+4,150+13.42%
Created with Highcharts 10.1.0
$54.051.22%0.01%1,932,0812025-03-31
PG
PROCTER & GAMBLE
10,809-297-2.67%
Created with Highcharts 10.1.0
$142.171.16%0.00%1,842,0692025-03-31
AMZN
AMAZON
9,476-20-0.21%
Created with Highcharts 10.1.0
$134.801.14%0.00%1,802,9042025-03-31
JPM
JPMORGAN CHASE
6,833-320-4.47%
Created with Highcharts 10.1.0
$121.471.06%0.00%1,676,1352025-03-31
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
7,502+474+6.74%
Created with Highcharts 10.1.0
$144.130.92%0.00%1,455,3132025-03-31
LLY
ELI LILLY
1,599-115-6.71%
Created with Highcharts 10.1.0
$253.620.83%0.00%1,320,5142025-03-31
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
10,124-18-0.18%
Created with Highcharts 10.1.0
$94.430.82%0.00%1,305,5912025-03-31
FNCL
FIDELITY MSCI FINANCIALS INDEX ETF
18,567-652-3.39%
Created with Highcharts 10.1.0
$48.360.81%0.00%1,290,7782025-03-31
VIS
VANGUARD INDUSTRIALS INDEX FUND
5,127+228+4.65%
Created with Highcharts 10.1.0
$169.350.80%0.02%1,269,1892025-03-31
QQQ
INVESCO QQQ
2,622-165-5.92%
Created with Highcharts 10.1.0
$304.900.78%0.00%1,229,5012025-03-31
GOOGL
ALPHABET
7,805-49-0.62%
Created with Highcharts 10.1.0
$107.850.76%0.00%1,206,9652025-03-31
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
41,195+5,253+14.62%
Created with Highcharts 10.1.0
$25.760.71%0.00%1,131,6332025-03-31
IVV
ISHARES CORE S&P 500 ETF
1,930-224-10.40%
Created with Highcharts 10.1.0
$376.940.68%0.00%1,084,5982025-03-31
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
5,348+469+9.61%
Created with Highcharts 10.1.0
$165.750.67%0.01%1,056,0162025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
16,778-1,658-8.99%
Created with Highcharts 10.1.0
$56.660.66%0.00%1,041,9142025-03-31
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
15,082-1,473-8.90%
Created with Highcharts 10.1.0
$61.160.65%0.00%1,030,4022025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
3,705-2-0.05%
Created with Highcharts 10.1.0
$207.330.64%0.00%1,018,2822025-03-31
BRK.B
BERKSHIRE HATHAWAY
1,849+5+0.27%
Created with Highcharts 10.1.0
$0.000.62%0.00%984,6452025-03-31
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
17,252-686-3.82%
Created with Highcharts 10.1.0
$47.150.61%0.00%970,5982025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
9,143-1,130-11.00%
Created with Highcharts 10.1.0
$99.770.60%0.00%956,0372025-03-31
VDC
VANGUARD CONSUMER STAPLES INDEX FUND
4,196-298-6.63%
Created with Highcharts 10.1.0
$177.920.58%0.01%918,1692025-03-31
NFLX
NETFLIX
972-58-5.63%
Created with Highcharts 10.1.0
$279.450.57%0.00%906,4192025-03-31
JNJ
JOHNSON & JOHNSON
5,364+17+0.32%
Created with Highcharts 10.1.0
$153.070.56%0.00%889,5662025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
17,402-33-0.19%
Created with Highcharts 10.1.0
$44.820.56%0.00%884,5442025-03-31
SPY
SPDR S&P 500 ETF
1,55600.00%
Created with Highcharts 10.1.0
$426.870.55%0.00%870,5862025-03-31
VFH
VANGUARD FINANCIALS INDEX FUND
6,525-18-0.28%
Created with Highcharts 10.1.0
$75.430.49%0.01%779,5422025-03-31
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
7,700+1,700+28.33%
Created with Highcharts 10.1.0
$100.010.49%0.00%771,3862025-03-31
ORCL
ORACLE
5,516+1,105+25.05%
Created with Highcharts 10.1.0
$83.250.49%0.00%771,1922025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
3,28200.00%
Created with Highcharts 10.1.0
$184.370.46%0.00%727,7842025-03-31
HD
HOME DEPOT
1,847+1+0.05%
Created with Highcharts 10.1.0
$296.370.43%0.00%676,8472025-03-31
VGSH
VANGUARD SHORT-TERM TREASURY INDEX FUND
10,850-774-6.66%
Created with Highcharts 10.1.0
$59.610.40%0.00%636,7732025-03-31
VDE
VANGUARD ENERGY INDEX FUND
4,901-100-2.00%
Created with Highcharts 10.1.0
$62.390.40%0.01%635,7092025-03-31
INTC
INTEL
27,746+4,410+18.90%
Created with Highcharts 10.1.0
$39.750.40%0.00%630,1122025-03-31
XLE
ENERGY SELECT SECTOR SPDR FUND
6,742-91-1.33%
Created with Highcharts 10.1.0
$82.510.40%0.00%630,0402025-03-31
XOM
EXXON MOBIL
5,161+329+6.81%
Created with Highcharts 10.1.0
$69.470.39%0.00%613,7982025-03-31