Instuitional Investor - Birch Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Birch Financial Group, Llc
Portfolio Value $171,192,450
Filing Period:
No. Security Ticker Shares Value % Port
1. AXP 62,722 $18,972,205 11.08%
2. BRK.A 20 $14,362,800 8.39%
3.
Vanguard Index Fds - S&P 500 ETF SHS
17,218 $10,288,524 6.01%
4. AAPL 25,659 $6,511,943 3.8%
5. BRK.A 11,559 $5,538,911 3.24%