Instuitional Investor - Birchwood Financial Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Birchwood Financial Partners, Inc.
Portfolio Value $100,724,648
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Esg Aware Msci Usa Etf - ETF
48,088 $7,164,183 7.11%
2. AAPL 18,440 $5,013,129 4.98%
3. FNDF 99,889 $4,515,985 4.48%
4.
Pimco Etf Trust
45,087 $4,196,705 4.17%
5.
Vanguard S&P 500 Etf - ETF
6,105 $3,828,789 3.8%