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Home > Institutional Investor > Birchcreek Wealth Management, Llc > 13F Holdings

Instuitional Investor - Birchcreek Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 192,217 $15,757,985 9.89%
2.
Ishares Trust
 IEF 102,608 $14,298,484 8.98%
3.
Ishares Trust
 IEF 128,982 $11,942,443 7.5%
4.
Spdr Ser Tr
 113,227 $11,226,448 7.05%
5.
Ishares Tr
 105,204 $7,393,757 4.64%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)