Instuitional Investor - Birchwood Financial Partners, Inc.
Fund Profile
Filing Period:
| Fund Name: | Birchwood Financial Partners, Inc. |
| Portfolio Value | $122,265,059 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Esg Aware Msci Usa Etf - ETF | 48,250 | $7,897,123 | 6.46% | |
| 2. | MINT | 61,616 | $5,681,643 | 4.65% | |
| 3. | SCHD | 107,344 | $5,663,449 | 4.63% | |
| 4. | Ishares Esg Aware Msci Usa Small-Cap Etf - ETF | 100,267 | $5,607,907 | 4.59% | |
| 5. | Vanguard S&P 500 Etf - ETF | 7,534 | $5,174,319 | 4.23% |
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