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Home > Institutional Investor > Birchcreek Wealth Management, Llc > Profile

Instuitional Investor - Birchcreek Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Birchcreek Wealth Management, Llc
Portfolio Value $158,437,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 206,309 $17,067,934 10.77%
2.
Ishares Trust
 IEF 112,602 $14,309,399 9.03%
3.
Ishares Trust
 IEF 144,337 $13,320,897 8.41%
4.
Spdr Ser Tr
 119,508 $11,889,843 7.5%
5.
Ishares Tr - CORE MSCI EAFE
 108,547 $8,211,582 5.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)