Instuitional Investor - Birchwood Financial Partners, Inc.
Fund Profile
Filing Period:
| Fund Name: | Birchwood Financial Partners, Inc. |
| Portfolio Value | $103,715,717 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Esg Aware Msci Usa Etf - ETF | 47,593 | $6,730,622 | 6.49% | |
| 2. | SCHD | 102,010 | $4,991,353 | 4.81% | |
| 3. | Pimco Etf Trust | 50,727 | $4,681,122 | 4.51% | |
| 4. | Ishares Esg Aware Msci Usa Small-Cap Etf - ETF | 99,013 | $4,655,611 | 4.49% | |
| 5. | AAPL | 17,919 | $4,547,770 | 4.38% |
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