Birchcreek-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ROCK",
  "DUK",
  "D",
  "QS",
  null,
  null,
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "EMXC",
  "AMAT",
  "EMR",
  "META",
  "PRK",
  "IJH",
  null,
  "MSFT",
  "ORLY",
  "AMP",
  "IJR",
  "ANET",
  "KR",
  "ORCL",
  "VHT",
  null,
  "PEP",
  "VGSH",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "AMGN",
  "IEFA",
  "GLD",
  null,
  null,
  "IBM",
  "TJX",
  "VNQ",
  "VO",
  "RCL",
  "VIG",
  null,
  null,
  "TSM",
  null,
  "VYM",
  null,
  "TT",
  "FTNT",
  "NVO",
  "AMZN",
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VOOV",
  "VXUS",
  "VOOG",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  "IUSG",
  "DVY",
  null,
  null,
  "IUSV",
  "BRK-B",
  "BMY",
  "CVX",
  "CMG",
  "CSCO",
  "NET",
  "COST",
  "DE",
  null,
  "RSP",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "AWK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 115
Total Value: 158437704
Accession Number: 0001951757-25-000520
Form Type: 13F-HR
CIK: birchcreek-wealth-management
Manager Name: Birchcreek-Wealth-Management

Data Enrichment

82% identified

94 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $158.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

Sort by:

464287457

Shares:206.3K

Value:$17.1M

% of Portfolio:10.8% ($17.1M/$158.4M)

464287671

IUSG|464287671

Shares:112.6K

Value:$14.3M

% of Portfolio:9.0% ($14.3M/$158.4M)

464287663

IUSV|464287663

Shares:144.3K

Value:$13.3M

% of Portfolio:8.4% ($13.3M/$158.4M)

78468R523

Shares:119.5K

Value:$11.9M

% of Portfolio:7.5% ($11.9M/$158.4M)

46432F842

IEFA|46432F842

Shares:108.5K

Value:$8.2M

% of Portfolio:5.2% ($8.2M/$158.4M)

46137V357

RSP|46137V357

Shares:33.4K

Value:$5.8M

% of Portfolio:3.7% ($5.8M/$158.4M)

Apple Inc.

AAPL|037833100

Shares:20.5K

Value:$4.5M

% of Portfolio:2.9% ($4.5M/$158.4M)

922908744

VTV|922908744

Shares:23.7K

Value:$4.1M

% of Portfolio:2.6% ($4.1M/$158.4M)

922908736

VUG|922908736

Shares:9.6K

Value:$3.5M

% of Portfolio:2.2% ($3.5M/$158.4M)

25434V500

Shares:52.9K

Value:$3.2M

% of Portfolio:2.0% ($3.2M/$158.4M)

464287507

IJH|464287507

Shares:53.7K

Value:$3.1M

% of Portfolio:2.0% ($3.1M/$158.4M)

MICROSOFT CORP

MSFT|594918104

Shares:7.2K

Value:$2.7M

% of Portfolio:1.7% ($2.7M/$158.4M)

92204A702

VGT|92204A702

Shares:4.9K

Value:$2.6M

% of Portfolio:1.7% ($2.6M/$158.4M)

464288679

Shares:21.0K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$158.4M)

NVIDIA CORP

NVDA|67066G104

Shares:19.5K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$158.4M)

46434G764

EMXC|46434G764

Shares:35.1K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$158.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:10.8K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$158.4M)

AMAZON COM INC

AMZN|023135106

Shares:9.5K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$158.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.8K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$158.4M)

921908844

VIG|921908844

Shares:7.5K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$158.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287457)✕	206.3K	QoQ +7.33% (+14.1K) YoY +50.54% (+69.3K)	All Managers (Combined)	$17.1M	10.8% ($17.1M/$158.4M)	QoQ +8.31% (+$1.3M) YoY +52.28% (+$5.9M)
(IUSGcusip464287671)	112.6K	QoQ +9.73% (+10.0K) YoY +5.32% (+5.7K)	All Managers (Combined)	$14.3M	9.0% ($14.3M/$158.4M)	QoQ +0.07% (+$10.9K) YoY +14.19% (+$1.8M)
(IUSVcusip464287663)	144.3K	QoQ +11.90% (+15.4K) YoY +21.89% (+25.9K)	All Managers (Combined)	$13.3M	8.4% ($13.3M/$158.4M)	QoQ +11.54% (+$1.4M) YoY +24.38% (+$2.6M)
(cusip78468R523)✕	119.5K	QoQ +5.54% (+6.3K) YoY +4883.65% (+117.1K)	All Managers (Combined)	$11.9M	7.5% ($11.9M/$158.4M)	QoQ +5.90% (+$663.4K) YoY +4886.57% (+$11.7M)
(IEFAcusip46432F842)	108.5K	QoQ +3.17% (+3.3K) YoY +20.14% (+18.2K)	All Managers (Combined)	$8.2M	5.2% ($8.2M/$158.4M)	QoQ +11.06% (+$817.8K) YoY +22.45% (+$1.5M)
(RSPcusip46137V357)	33.4K	QoQ +4.78% (+1.5K) YoY +9.90% (+3.0K)	All Managers (Combined)	$5.8M	3.7% ($5.8M/$158.4M)	QoQ +3.58% (+$200.6K) YoY +12.40% (+$639.3K)
Apple Inc.(AAPLcusip037833100)	20.5K	QoQ -0.15% (-31) YoY -11.71% (-2.7K)	All Managers (Combined)	$4.5M	2.9% ($4.5M/$158.4M)	QoQ -11.42% (-$586.8K) YoY +14.35% (-$570.9K)
(VTVcusip922908744)	23.7K	QoQ -4.53% (-1.1K) YoY -22.08% (-6.7K)	All Managers (Combined)	$4.1M	2.6% ($4.1M/$158.4M)	QoQ -2.59% (-$109.1K) YoY -17.35% (-$858.1K)
(VUGcusip922908736)	9.6K	QoQ +9.41% (-822) YoY -28.31% (-3.8K)	All Managers (Combined)	$3.5M	2.2% ($3.5M/$158.4M)	QoQ -1.14% (-$41.1K) YoY -22.77% (-$1.0M)
(cusip25434V500)✕	52.9K	QoQ +21.89% (+9.5K) YoY +370.04% (+41.6K)	All Managers (Combined)	$3.2M	2.0% ($3.2M/$158.4M)	QoQ +11.90% (+$336.4K) YoY +350.49% (+$2.5M)
(IJHcusip464287507)	53.7K	QoQ +12.51% (+6.0K) YoY +18.85% (+8.5K)	All Managers (Combined)	$3.1M	2.0% ($3.1M/$158.4M)	QoQ +5.36% (+$159.6K) YoY +14.17% (+$389.0K)
MICROSOFT CORP(MSFTcusip594918104)	7.2K	QoQ -0.84% (-61) YoY -11.79% (-961)	All Managers (Combined)	$2.7M	1.7% ($2.7M/$158.4M)	QoQ -11.68% (-$356.9K) YoY -21.30% (-$730.0K)
(VGTcusip92204A702)	4.9K	QoQ -1.35% (-67) YoY -11.97% (-662)	All Managers (Combined)	$2.6M	1.7% ($2.6M/$158.4M)	QoQ -13.95% (-$428.2K) YoY -8.93% (-$259.1K)
(cusip464288679)✕	21.0K	QoQ -5.01% (-1.1K) YoY -80.62% (-87.3K)	All Managers (Combined)	$2.3M	1.5% ($2.3M/$158.4M)	QoQ -4.71% (-$114.5K) YoY -80.64% (-$9.6M)
NVIDIA CORP(NVDAcusip67066G104)	19.5K	QoQ +2.40% (-456) YoY +492.23% (-16.2K)	All Managers (Combined)	$2.1M	1.3% ($2.1M/$158.4M)	QoQ -17.35% (-$442.9K) YoY -28.96% (-$859.6K)
(EMXCcusip46434G764)	35.1K	QoQ +13.42% (+4.2K) YoY +46.78% (+11.2K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$158.4M)	QoQ +12.68% (+$217.5K) YoY +40.46% (+$556.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	10.8K	QoQ -2.67% (-297) YoY -8.32% (-981)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$158.4M)	QoQ -1.06% (-$19.8K) YoY -3.70% (-$70.9K)
AMAZON COM INC(AMZNcusip023135106)	9.5K	QoQ -0.21% (-20) YoY +0.15% (+15)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$158.4M)	QoQ -13.46% (-$280.4K) YoY +5.64% (+$96.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.8K	QoQ -4.47% (-320) YoY -3.43% (-243)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$158.4M)	QoQ -2.24% (-$38.5K) YoY +18.26% (-$258.8K)
(VIGcusip921908844)	7.5K	QoQ +6.74% (+474) YoY -14.27% (-1.2K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$158.4M)	QoQ +5.74% (+$79.0K) YoY -8.93% (-$142.7K)