Instuitional Investor - Birchbrook, Inc.
Fund Profile
Filing Period:
| Fund Name: | Birchbrook, Inc. |
| Portfolio Value | $213,054,690 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VCIT | 571,005 | $33,677,902 | 15.81% | |
| 2. | Ishares Tr | 481,354 | $25,593,572 | 12.01% | |
| 3. | Vanguard Tax-Managed Fds | 190,147 | $13,547,972 | 6.36% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 129,406 | $10,719,982 | 5.03% | |
| 5. | Vanguard Index Fds - S&P 500 ETF SHS | 12,297 | $8,445,815 | 3.96% |
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