Birchcreek Wealth Management, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$190M
Signature - Title
Daniel Johnson - Chief Compliance Officer
Location
2955 Exchange Place Blvd., Suite 103, Miami Township, Ohio
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 156 $190M +$18.1M -$5.16M +$12.9M IUSG, SHV, SHY, IUSV, IEFA, RSP 13F-HR 4/29/2024, 12:28 PM
Q4 2023 136 $167M +$16.4M -$9.76M +$6.64M IUSG, SHY, SHV, IUSV, IEFA, RSP 13F-HR 2/5/2024, 10:04 AM
Q3 2023 131 $148M +$17.8M -$9.46M +$8.35M IUSG, SHY, IUSV, VCSH, SHV, IEFA 13F-HR 10/23/2023, 05:33 PM
Q2 2023 131 $143M +$21.8M -$11.8M +$10.1M IUSG, SHY, IUSV, VCSH, IEFA, SHV 13F-HR 7/20/2023, 03:56 PM
Q1 2023 129 $126M +$24M -$8.59M +$15.4M IUSG, VCSH, SHY, IUSV, IEFA, AAPL 13F-HR 5/1/2023, 06:22 PM
Q4 2022 122 $112M +$4.22M -$5.61M -$1.38M VCSH, IUSG, IUSV, VTIP, IEFA, ISTB 13F-HR 2/6/2023, 04:22 PM
Q3 2022 118 $108M +$7.5M -$2.88M +$4.62M VCSH, VTIP, IUSG, IUSV, ISTB, IEFA 13F-HR 11/14/2022, 02:57 PM
Q2 2022 114 $111M +$16.5M -$2.98M +$13.5M VTIP, VCSH, IUSG, IUSV, ISTB, IEFA 13F-HR 8/11/2022, 06:02 PM
Q1 2022 111 $113M +$9.65M -$3.42M +$6.23M VCSH, VTIP, IUSV, IUSG, ISTB, IEFA 13F-HR 5/13/2022, 02:41 PM
Q4 2021 119 $115M +$7.26M -$2.56M +$4.7M VCSH, VTIP, ISTB, IUSV, IUSG, IEFA 13F-HR 2/8/2022, 06:15 PM
Q3 2021 117 $107M +$7.15M -$1.71M +$5.44M VCSH, VTIP, ISTB, IUSV, IEFA, LQD 13F-HR 11/15/2021, 08:09 PM
Q2 2021 120 $104M +$7.48M -$1.34M +$6.14M VCSH, VTIP, ISTB, IUSV, LQD, IEFA 13F-HR 8/16/2021, 08:45 AM
Q1 2021 109 $94.5M +$14.2M -$8.61M +$5.63M VCSH, VTIP, ISTB, IUSV, IEFA, LQD 13F-HR 5/17/2021, 10:20 AM
Q4 2020 309 $102M VCSH, ISTB, IUSV, LQD, IEFA, AAPL 13F-HR 1/28/2021, 07:50 AM