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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 $256,680,781
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 330,048 $27,100,267 10.56%
2.
Ishares Trust
 IEF 204,617 $22,538,544 8.78%
3.
Ishares Trust
 IEF 118,414 $22,272,490 8.68%
4.
Spdr Series Trust - ST STR BL 12 ETF
 163,150 $16,213,825 6.32%
5.
Dimensional Etf Trust
 DFAC 340,796 $14,057,849 5.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.