Instuitional Investor - Birchbrook, Inc.
Fund Profile
Filing Period:
| Fund Name: | Birchbrook, Inc. |
| Portfolio Value | $203,940,483 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 586,492 | $34,925,577 | 17.13% | |
| 2. | Ishares Tr | 466,277 | $24,815,236 | 12.17% | |
| 3. | Vanguard Tax-Managed Fds | 196,199 | $12,572,453 | 6.16% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 136,927 | $9,550,647 | 4.68% | |
| 5. | IEF | 111,192 | $7,508,817 | 3.68% |
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