Birchcreek Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Miami Township, OH
CIK
0001840341
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 117 152,604 SHY, IUSG, IUSV, BILS 13F-HR 11/6/2024 000195175724001182
Q2 2024 151 177,637 IUSG, SHV, SHY, IUSV 13F-HR 8/2/2024 000195175724000635
Q1 2024 156 190,218 IUSG, SHV, SHY, IUSV 13F-HR 4/29/2024 000195175724000390
Q4 2023 136 167,244 IUSG, SHY, SHV, IUSV 13F-HR 2/5/2024 000195175724000181
Q3 2023 131 147,507 IUSG, SHY, IUSV, VCSH 13F-HR 10/23/2023 000195175723000587
Q2 2023 131 143,247 IUSG, SHY, IUSV, VCSH 13F-HR 7/20/2023 000195175723000416
Q1 2023 129 126,388 IUSG, VCSH, SHY, IUSV 13F-HR 5/1/2023 000195175723000218
Q4 2022 122 112,433 VCSH, IUSG, IUSV, VTIP 13F-HR 2/6/2023 000184034123000001
Q3 2022 118 107,887 VCSH, VTIP, IUSG, IUSV 13F-HR 11/14/2022 000184034122000005
Q2 2022 114 111,406 VTIP, VCSH, IUSG, IUSV 13F-HR 8/11/2022 000184034122000003
Q1 2022 111 112,859 VCSH, VTIP, IUSV, IUSG 13F-HR 5/13/2022 000184034122000002
Q4 2021 119 114,645 VCSH, VTIP, ISTB, IUSV 13F-HR 2/8/2022 000184034122000001
Q3 2021 117 107,213 VCSH, VTIP, ISTB, IUSV 13F-HR 11/15/2021 000184034121000004
Q2 2021 120 103,774 VCSH, VTIP, ISTB, IUSV 13F-HR 8/16/2021 000184034121000003
Q1 2021 109 94,509 VCSH, VTIP, ISTB, IUSV 13F-HR 5/17/2021 000184034121000002
Q4 2020 309 101,928 VCSH, ISTB, IUSV, LQD 13F-HR 1/28/2021 000184034121000001