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Home > Institutional Investor > Birchcreek Wealth Management, Llc > 13F Holdings

Instuitional Investor - Birchcreek Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 292,449 $24,147,506 11.63%
2.
Ishares Trust
 IEF 201,795 $20,633,553 9.94%
3.
Ishares Trust
 IEF 118,649 $18,403,597 8.86%
4.
Spdr Series Trust
 159,566 $15,867,267 7.64%
5.
Dimensional Etf Trust
 289,049 $11,261,333 5.42%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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