Instuitional Investor - Birchbrook, Inc.
Fund Profile
Filing Period:
| Fund Name: | Birchbrook, Inc. |
| Portfolio Value | $177,960,526 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 621,992 | $36,946,301 | 20.76% | |
| 2. | Ishares Tr | 354,913 | $18,640,053 | 10.47% | |
| 3. | Ishares Tr - MSCI USA MIN VOL | 131,480 | $12,314,461 | 6.92% | |
| 4. | Vanguard Tax-Managed Fds | 196,306 | $9,978,246 | 5.61% | |
| 5. | IEF | 76,566 | $6,969,810 | 3.92% |
