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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 $167,244,789
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 105,508 $10,983,366 6.56%
2.
Ishares Trust
 IEF 116,255 $9,537,521 5.7%
3.
Ishares Tr
 86,293 $9,503,495 5.68%
4.
Ishares Trust
 IEF 110,816 $9,345,114 5.58%
5.
Ishares Tr
 87,371 $6,146,583 3.67%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)