Birchcreek Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$153M
Signature - Title
Daniel Johnson - Chief Compliance Officer
Location
Miami Township, OH
Summary
This page shows a list of all the recent 13F filings made by Birchcreek Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Birchcreek Wealth Management, LLC reported 117 stock holdings with total value $153M as of Q3 2024. Top holdings included SHY, IUSG, IUSV, BILS, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 117 $153M +$15.7M -$48M -$32.3M SHY, IUSG, IUSV, BILS, IEFA 13F-HR 11/6/2024, 02:44 PM
Q2 2024 151 $178M +$12.6M -$25.1M -$12.5M IUSG, SHV, SHY, IUSV, IEFA 13F-HR 8/2/2024, 01:33 PM
Q1 2024 156 $190M +$18.1M -$5.16M +$12.9M IUSG, SHV, SHY, IUSV, IEFA 13F-HR 4/29/2024, 12:28 PM
Q4 2023 136 $167M +$16.4M -$9.76M +$6.64M IUSG, SHY, SHV, IUSV, IEFA 13F-HR 2/5/2024, 10:04 AM
Q3 2023 131 $148M +$17.8M -$9.46M +$8.35M IUSG, SHY, IUSV, VCSH, SHV 13F-HR 10/23/2023, 05:33 PM
Q2 2023 131 $143M +$21.8M -$11.8M +$10.1M IUSG, SHY, IUSV, VCSH, IEFA 13F-HR 7/20/2023, 03:56 PM
Q1 2023 129 $126M +$24M -$15.9M +$8.08M IUSG, VCSH, SHY, IUSV, IEFA 13F-HR 5/1/2023, 06:22 PM
Q4 2022 122 $112M +$4.22M -$6.33M -$2.11M VCSH, IUSG, IUSV, VTIP, IEFA 13F-HR 2/6/2023, 05:22 PM
Q3 2022 118 $108M +$7.5M -$4.4M +$3.11M VCSH, VTIP, IUSG, IUSV, ISTB 13F-HR 11/14/2022, 03:57 PM
Q2 2022 114 $111M +$16.5M -$5.03M +$11.5M VTIP, VCSH, IUSG, IUSV, ISTB 13F-HR 8/11/2022, 06:02 PM
Q1 2022 111 $113M +$9.65M -$7.07M +$2.58M VCSH, VTIP, IUSV, IUSG, ISTB 13F-HR 5/13/2022, 02:41 PM
Q4 2021 119 $115M +$7.26M -$5.62M +$1.64M VCSH, VTIP, ISTB, IUSV, IUSG 13F-HR 2/8/2022, 07:15 PM
Q3 2021 117 $107M +$7.15M -$2.84M +$4.32M VCSH, VTIP, ISTB, IUSV, IEFA 13F-HR 11/15/2021, 09:09 PM
Q2 2021 120 $104M +$7.48M -$2.74M +$4.74M VCSH, VTIP, ISTB, IUSV, LQD 13F-HR 8/16/2021, 08:45 AM
Q1 2021 109 $94.5M +$14.2M -$25M -$10.7M VCSH, VTIP, ISTB, IUSV, IEFA 13F-HR 5/17/2021, 10:20 AM
Q4 2020 309 $102M $0 $0 VCSH, ISTB, IUSV, LQD, IEFA 13F-HR 1/28/2021, 08:50 AM