Instuitional Investor - Birchbrook, Inc.
Fund Profile
Filing Period:
| Fund Name: | Birchbrook, Inc. |
| Portfolio Value | $200,555,349 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 601,274 | $36,034,351 | 17.97% | |
| 2. | Ishares Tr | 430,648 | $23,203,328 | 11.57% | |
| 3. | Vanguard Tax-Managed Fds | 198,851 | $12,422,227 | 6.19% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 139,902 | $9,404,204 | 4.69% | |
| 5. | IEF | 109,388 | $7,219,590 | 3.6% |
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