Instuitional Investor - Birch Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Birch Financial Group, Llc
Portfolio Value $194,509,883
Filing Period:
No. Security Ticker Shares Value % Port
1. AXP 62,109 $21,008,485 10.8%
2. BRK-B 20 $14,977,000 7.7%
3.
Vanguard Index Fds - S&P 500 ETF SHS
21,233 $14,583,355 7.5%
4. AAPL 25,578 $7,401,306 3.81%
5. BRK-B 11,605 $5,807,054 2.99%