Instuitional Investor - Birch Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Birch Financial Group, Llc
Portfolio Value $169,792,089
Filing Period:
No. Security Ticker Shares Value % Port
1. AXP 62,017 $20,599,688 12.13%
2. BRK.A 20 $15,084,000 8.88%
3.
Vanguard Index Fds - S&P 500 ETF SHS
14,159 $8,670,950 5.11%
4. AAPL 28,061 $7,145,195 4.21%
5. BRK.A 12,036 $6,050,933 3.56%