Instuitional Investor - Birch Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Birch Financial Group, Llc
Portfolio Value $175,381,372
Filing Period:
No. Security Ticker Shares Value % Port
1. AXP 62,020 $22,944,169 13.08%
2. BRK.A 20 $15,096,000 8.61%
3.
Vanguard Index Fds - S&P 500 ETF SHS
14,473 $9,076,491 5.18%
4. AAPL 25,670 $6,978,611 3.98%
5. BRK.A 12,017 $6,040,102 3.44%