Instuitional Investor - Birchbrook, Inc.
Fund Profile
Filing Period:
Fund Name: | Birchbrook, Inc. |
Portfolio Value | $186,606,662 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Scottsdale Funds | 589,975 | $35,286,381 | 18.91% | |
2. | Ishares Tr | 370,151 | $19,725,362 | 10.57% | |
3. | Ishares Tr - MSCI USA MIN VOL | 129,631 | $12,168,435 | 6.52% | |
4. | Vanguard Tax-Managed Fds | 191,135 | $10,896,623 | 5.84% | |
5. | IEF | 77,083 | $6,802,533 | 3.65% |