Instuitional Investor - Birchbrook, Inc.
Fund Profile
Filing Period:
| Fund Name: | Birchbrook, Inc. |
| Portfolio Value | $193,349,291 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 587,320 | $35,256,791 | 18.23% | |
| 2. | Ishares Tr | 403,027 | $21,799,757 | 11.27% | |
| 3. | Vanguard Tax-Managed Fds | 200,143 | $11,992,547 | 6.2% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 140,152 | $9,238,834 | 4.78% | |
| 5. | IEF | 109,476 | $7,144,419 | 3.7% |
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