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Birchcreek Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Birchcreek Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Birchcreek Wealth Management LLC. In the Birchcreek Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Birchcreek Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Birchcreek Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD MALVERN FDS (VTIP) 139,087 +635 $6,971
     VTIP139,087+635$6,971
VANGUARD SCOTTSDALE FDS (VCSH) 90,459 -5,367 $6,898
     VCSH90,459-5,367$6,898
ISHARES TR (IUSG) 55,465 +15,443 $4,642
     IUSG55,465+15,443$4,642
ISHARES TR (IUSV) 61,101 +4,744 $4,086
     IUSV61,101+4,744$4,086
ISHARES TR (ISTB) 77,314 -7,876 $3,665
     ISTB77,314-7,876$3,665
ISHARES TR (IEFA) 54,373 +1,241 $3,200
     IEFA54,373+1,241$3,200
FIDELITY COVINGTON TRUST 52,014 +11,625 $3,156
     FHLC52,014+11,625$3,156
ISHARES TR (LQD) 27,904 -703 $3,070
     LQD27,904-703$3,070
APPLE INC 21,432 +4,806 $2,930
     AAPL21,432+4,806$2,930
VANGUARD SCOTTSDALE FDS (VGSH) 49,127 +2,315 $2,892
     VGSH49,127+2,315$2,892
FIDELITY COVINGTON TRUST 29,140 +4,553 $2,812
     FTEC29,140+4,553$2,812
INVESCO EXCHANGE TRADED FD T (RSP) 17,985 +2,465 $2,414
     RSP17,985+2,465$2,414
VANGUARD WORLD FDS (VGT) 7,192 +1,683 $2,349
     VGT7,192+1,683$2,349
VANGUARD INDEX FDS (VUG) 10,354 +1,324 $2,308
     VUG10,354+1,324$2,308
VANGUARD INDEX FDS (VTV) 16,431 -125 $2,167
     VTV16,431-125$2,167
FIDELITY COVINGTON TRUST 39,545 +841 $1,765
     FNCL39,545+841$1,765
MICROSOFT CORP 6,354 +289 $1,632
     MSFT6,354+289$1,632
ISHARES TR (ICSH) 30,596 -873 $1,531
     ICSH30,596-873$1,531
PROCTER AND GAMBLE CO 10,449 +876 $1,502
     PG10,449+876$1,502
FIDELITY COVINGTON TRUST 41,968 +3,565 $1,494
     FCOM41,968+3,565$1,494
ISHARES TR (IJR) 16,044 +4,159 $1,483
     IJR16,044+4,159$1,483
VANGUARD SCOTTSDALE FDS (VCIT) 18,327 -4,648 $1,467
     VCIT18,327-4,648$1,467
ISHARES GOLD TR (IAU) 40,882 +40,882 $1,403
     IAU40,882+40,882$1,403
INVESCO QQQ TR 4,581 +3,229 $1,284
     QQQ4,581+3,229$1,284
VANGUARD SPECIALIZED FUNDS (VIG) 8,848 +2,662 $1,269
     VIG8,848+2,662$1,269
ISHARES INC (IEMG) 25,825 -2,717 $1,267
     IEMG25,825-2,717$1,267
J P MORGAN EXCHANGE TRADED F (JPST) 22,871 +4,344 $1,146
     JPST22,871+4,344$1,146
FIDELITY COVINGTON TRUST 24,715 +11,331 $1,069
     FSTA24,715+11,331$1,069
VANGUARD WHITEHALL FDS (VYM) 10,332 +2,120 $1,051
     VYM10,332+2,120$1,051
FIDELITY COVINGTON TRUST 17,630 -462 $1,038
     FDIS17,630-462$1,038
JOHNSON & JOHNSON 5,794 +735 $1,028
     JNJ5,794+735$1,028
VANGUARD BD INDEX FDS (BSV) 13,376 -991 $1,027
     BSV13,376-991$1,027
FIDELITY COVINGTON TRUST 22,421 +5,357 $1,013
     FIDU22,421+5,357$1,013
ISHARES TR (IDEV) 18,125 -7,480 $974
     IDEV18,125-7,480$974
VANGUARD STAR FDS (VXUS) 18,008 +180 $929
     VXUS18,008+180$929
ISHARES TR (IVV) 2,348 +57 $890
     IVV2,348+57$890
SELECT SECTOR SPDR TR (XLY) 6,361 +1,215 $875
     XLY6,361+1,215$875
SELECT SECTOR SPDR TR (XLU) 12,407 +6,290 $870
     XLU12,407+6,290$870
INTEL CORP 23,038 +4,799 $862
     INTC23,038+4,799$862
ISHARES TR (IJH) 3,656 +288 $827
     IJH3,656+288$827
VANGUARD WORLD FDS (VIS) 5,051 +508 $825
     VIS5,051+508$825
SCHWAB STRATEGIC TR 28,476 +2,589 $806
     FNDF28,476+2,589$806
FIDELITY COVINGTON TRUST 39,947 +14,937 $775
     FENY39,947+14,937$775
AMAZON COM INC 7,210 +7,043 $766
     AMZN7,210+7,043$766
NVIDIA CORPORATION 4,859 +1,607 $737
     NVDA4,859+1,607$737
VANGUARD WORLD FDS (VDC) 3,947 +69 $732
     VDC3,947+69$732
SCHWAB STRATEGIC TR 14,131 +685 $719
     FNDX14,131+685$719
ISHARES TR (FLOT) 12,525 -351 $625
     FLOT12,525-351$625
SCHWAB STRATEGIC TR 23,621 +3,282 $613
     FNDE23,621+3,282$613
SPDR S&P 500 ETF TR (SPY) 1,592 +1,035 $601
     SPY1,592+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

Birchcreek Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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