HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD MALVERN FDS (VTIP) |
139,087 | +635 | $6,971 |
| VTIP | 139,087 | +635 | $6,971 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
90,459 | -5,367 | $6,898 |
| VCSH | 90,459 | -5,367 | $6,898 |
| ISHARES TR (IUSG) |
55,465 | +15,443 | $4,642 |
| IUSG | 55,465 | +15,443 | $4,642 |
| ISHARES TR (IUSV) |
61,101 | +4,744 | $4,086 |
| IUSV | 61,101 | +4,744 | $4,086 |
| ISHARES TR (ISTB) |
77,314 | -7,876 | $3,665 |
| ISTB | 77,314 | -7,876 | $3,665 |
| ISHARES TR (IEFA) |
54,373 | +1,241 | $3,200 |
| IEFA | 54,373 | +1,241 | $3,200 |
| FIDELITY COVINGTON TRUST |
52,014 | +11,625 | $3,156 |
| FHLC | 52,014 | +11,625 | $3,156 |
| ISHARES TR (LQD) |
27,904 | -703 | $3,070 |
| LQD | 27,904 | -703 | $3,070 |
| APPLE INC |
21,432 | +4,806 | $2,930 |
| AAPL | 21,432 | +4,806 | $2,930 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
49,127 | +2,315 | $2,892 |
| VGSH | 49,127 | +2,315 | $2,892 |
| FIDELITY COVINGTON TRUST |
29,140 | +4,553 | $2,812 |
| FTEC | 29,140 | +4,553 | $2,812 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
17,985 | +2,465 | $2,414 |
| RSP | 17,985 | +2,465 | $2,414 |
| VANGUARD WORLD FDS (VGT) |
7,192 | +1,683 | $2,349 |
| VGT | 7,192 | +1,683 | $2,349 |
| VANGUARD INDEX FDS (VUG) |
10,354 | +1,324 | $2,308 |
| VUG | 10,354 | +1,324 | $2,308 |
| VANGUARD INDEX FDS (VTV) |
16,431 | -125 | $2,167 |
| VTV | 16,431 | -125 | $2,167 |
| FIDELITY COVINGTON TRUST |
39,545 | +841 | $1,765 |
| FNCL | 39,545 | +841 | $1,765 |
| MICROSOFT CORP |
6,354 | +289 | $1,632 |
| MSFT | 6,354 | +289 | $1,632 |
| ISHARES TR (ICSH) |
30,596 | -873 | $1,531 |
| ICSH | 30,596 | -873 | $1,531 |
| PROCTER AND GAMBLE CO |
10,449 | +876 | $1,502 |
| PG | 10,449 | +876 | $1,502 |
| FIDELITY COVINGTON TRUST |
41,968 | +3,565 | $1,494 |
| FCOM | 41,968 | +3,565 | $1,494 |
| ISHARES TR (IJR) |
16,044 | +4,159 | $1,483 |
| IJR | 16,044 | +4,159 | $1,483 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
18,327 | -4,648 | $1,467 |
| VCIT | 18,327 | -4,648 | $1,467 |
| ISHARES GOLD TR (IAU) |
40,882 | +40,882 | $1,403 |
| IAU | 40,882 | +40,882 | $1,403 |
| INVESCO QQQ TR |
4,581 | +3,229 | $1,284 |
| QQQ | 4,581 | +3,229 | $1,284 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
8,848 | +2,662 | $1,269 |
| VIG | 8,848 | +2,662 | $1,269 |
| ISHARES INC (IEMG) |
25,825 | -2,717 | $1,267 |
| IEMG | 25,825 | -2,717 | $1,267 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
22,871 | +4,344 | $1,146 |
| JPST | 22,871 | +4,344 | $1,146 |
| FIDELITY COVINGTON TRUST |
24,715 | +11,331 | $1,069 |
| FSTA | 24,715 | +11,331 | $1,069 |
| VANGUARD WHITEHALL FDS (VYM) |
10,332 | +2,120 | $1,051 |
| VYM | 10,332 | +2,120 | $1,051 |
| FIDELITY COVINGTON TRUST |
17,630 | -462 | $1,038 |
| FDIS | 17,630 | -462 | $1,038 |
| JOHNSON & JOHNSON |
5,794 | +735 | $1,028 |
| JNJ | 5,794 | +735 | $1,028 |
| VANGUARD BD INDEX FDS (BSV) |
13,376 | -991 | $1,027 |
| BSV | 13,376 | -991 | $1,027 |
| FIDELITY COVINGTON TRUST |
22,421 | +5,357 | $1,013 |
| FIDU | 22,421 | +5,357 | $1,013 |
| ISHARES TR (IDEV) |
18,125 | -7,480 | $974 |
| IDEV | 18,125 | -7,480 | $974 |
| VANGUARD STAR FDS (VXUS) |
18,008 | +180 | $929 |
| VXUS | 18,008 | +180 | $929 |
| ISHARES TR (IVV) |
2,348 | +57 | $890 |
| IVV | 2,348 | +57 | $890 |
| SELECT SECTOR SPDR TR (XLY) |
6,361 | +1,215 | $875 |
| XLY | 6,361 | +1,215 | $875 |
| SELECT SECTOR SPDR TR (XLU) |
12,407 | +6,290 | $870 |
| XLU | 12,407 | +6,290 | $870 |
| INTEL CORP |
23,038 | +4,799 | $862 |
| INTC | 23,038 | +4,799 | $862 |
| ISHARES TR (IJH) |
3,656 | +288 | $827 |
| IJH | 3,656 | +288 | $827 |
| VANGUARD WORLD FDS (VIS) |
5,051 | +508 | $825 |
| VIS | 5,051 | +508 | $825 |
| SCHWAB STRATEGIC TR |
28,476 | +2,589 | $806 |
| FNDF | 28,476 | +2,589 | $806 |
| FIDELITY COVINGTON TRUST |
39,947 | +14,937 | $775 |
| FENY | 39,947 | +14,937 | $775 |
| AMAZON COM INC |
7,210 | +7,043 | $766 |
| AMZN | 7,210 | +7,043 | $766 |
| NVIDIA CORPORATION |
4,859 | +1,607 | $737 |
| NVDA | 4,859 | +1,607 | $737 |
| VANGUARD WORLD FDS (VDC) |
3,947 | +69 | $732 |
| VDC | 3,947 | +69 | $732 |
| SCHWAB STRATEGIC TR |
14,131 | +685 | $719 |
| FNDX | 14,131 | +685 | $719 |
| ISHARES TR (FLOT) |
12,525 | -351 | $625 |
| FLOT | 12,525 | -351 | $625 |
| SCHWAB STRATEGIC TR |
23,621 | +3,282 | $613 |
| FNDE | 23,621 | +3,282 | $613 |
| SPDR S&P 500 ETF TR (SPY) |
1,592 | +1,035 | $601 |
| SPY | 1,592 | +1,035 | $601 |
See Full List: All Stocks Held By Birchcreek Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Birchcreek Wealth Management LLC
|
Size ($ in 1000's)
At 06/30/2022: $111,406 At 03/31/2022: $112,859 Birchcreek Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Birchcreek Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
