The Analysis of Birchcreek Wealth Management, LLC's Holdings

Currently, Birchcreek Wealth Management, LLC holds 113 types of securities in its portfolio with a total value $203.6M. In the most recent quarter, they have increased their positions in DFAI (+266.6K shares, valued at $10.2M), SHY (+43.2K shares, valued at $3.6M), IUSV (+30.9K shares, valued at $3.2M); decreased their positions in IEFA (-83.7K shares, valued at $7.5M), VGT (-1.5K shares, valued at $1.2M), FNCL (-6.6K shares, valued at $512.3K); initiated new positions in VTIP (+9.1K shares, valued at $448.6K), DFUS (+4.5K shares, valued at $337.0K), XLRE (+7.1K shares, valued at $286.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHY ISHARES TR284.4K shares17.91%2025-12-312026-01-16

IUSV ISHARES TR199.3K shares18.37%2025-12-312026-01-16

IUSG ISHARES TR118.1K shares-1.97%2025-12-312026-01-16

BILS SPDR SERIES TRUST157.2K shares17.42%2025-12-312026-01-16

DFAI DIMENSIONAL ETF TRUST277.7K shares2401.60%2025-12-312026-01-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T44.4K shares11.71%2025-12-312026-01-16

DFAS DIMENSIONAL ETF TRUST74.8K shares11.68%2025-12-312026-01-16

AAPL APPLE INC18.5K shares-6.70%2025-12-312026-01-16

Sponsored

VUG VANGUARD INDEX FDS9.7K shares-0.55%2025-12-312026-01-16

IJH ISHARES TR70.9K shares11.29%2025-12-312026-01-16

VTV VANGUARD INDEX FDS24.2K shares2.69%2025-12-312026-01-16

IEFA ISHARES TR41.2K shares-67.05%2025-12-312026-01-16

NVDA NVIDIA CORPORATION18.3K shares-5.42%2025-12-312026-01-16

EMXC ISHARES INC46.3K shares12.17%2025-12-312026-01-16

MSFT MICROSOFT CORP6.4K shares-6.24%2025-12-312026-01-16

VGT VANGUARD WORLD FD3.3K shares-31.71%2025-12-312026-01-16

Sponsored

AMZN AMAZON COM INC9.6K shares-5.95%2025-12-312026-01-16

ALPHABET INC ALPHABET INC6.4K shares-15.38%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.5.7K shares-10.34%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR2.7K shares-13.27%2025-12-312026-01-16

GBIL GOLDMAN SACHS ETF TR16.5K shares34.51%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS7.5K shares0.00%2025-12-312026-01-16

SHV ISHARES TR14.5K shares-23.39%2025-12-312026-01-16

FREL FIDELITY COVINGTON TRUST56.2K shares9.29%2025-12-312026-01-16

Sponsored

PG PROCTER AND GAMBLE CO10.1K shares-0.52%2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS9.9K shares-4.13%2025-12-312026-01-16

VTI VANGUARD INDEX FDS3.8K shares-0.24%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS20.4K shares-0.52%2025-12-312026-01-16

LLY ELI LILLY & CO1.2K shares-7.66%2025-12-312026-01-16

IVV ISHARES TR1.8K shares-12.25%2025-12-312026-01-16

FCOM FIDELITY COVINGTON TRUST16.3K shares-16.09%2025-12-312026-01-16

VIS VANGUARD WORLD FD3.7K shares-27.93%2025-12-312026-01-16

Sponsored

FHLC FIDELITY COVINGTON TRUST14.4K shares-31.95%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR1.6K shares0.00%2025-12-312026-01-16

FNCL FIDELITY COVINGTON TRUST13.4K shares-33.02%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON4.9K shares0.00%2025-12-312026-01-16

INTC INTEL CORP27.5K shares0.00%2025-12-312026-01-16

IJR ISHARES TR8.4K shares0.72%2025-12-312026-01-16

ORCL ORACLE CORP4.9K shares3.43%2025-12-312026-01-16

VFH VANGUARD WORLD FD7.0K shares1.76%2025-12-312026-01-16

Sponsored

VDC VANGUARD WORLD FD4.3K shares2.72%2025-12-312026-01-16

ALPHABET INC ALPHABET INC2.9K shares-5.09%2025-12-312026-01-16

XLY SELECT SECTOR SPDR TR7.3K shares18.63%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares-16.43%2025-12-312026-01-16

VB VANGUARD INDEX FDS3.2K shares-2.72%2025-12-312026-01-16

VOOG VANGUARD ADMIRAL FDS INC1.7K shares0.00%2025-12-312026-01-16

VXUS VANGUARD STAR FDS9.9K shares6.91%2025-12-312026-01-16

XLE SELECT SECTOR SPDR TR16.2K shares89.38%2025-12-312026-01-16

Sponsored

NFLX NETFLIX INC7.7K shares849.44%2025-12-312026-01-16

QCOM QUALCOMM INC4.2K shares0.00%2025-12-312026-01-16

VGSH VANGUARD SCOTTSDALE FDS11.7K shares6.38%2025-12-312026-01-16

CAT CATERPILLAR INC1.1K shares-4.21%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC717 shares-8.89%2025-12-312026-01-16

VO VANGUARD INDEX FDS2.2K shares0.05%2025-12-312026-01-16

BROADCOM INC BROADCOM INC1.8K shares-23.02%2025-12-312026-01-16

HD HOME DEPOT INC1.7K shares-5.51%2025-12-312026-01-16

Sponsored

AMAT APPLIED MATLS INC2.2K shares0.00%2025-12-312026-01-16

XOM EXXON MOBIL CORP4.7K shares-1.05%2025-12-312026-01-16

VDE VANGUARD WORLD FD4.4K shares5.48%2025-12-312026-01-16

PRK PARK NATL CORP3.7K shares0.00%2025-12-312026-01-16

HDV ISHARES TR4.5K shares24.34%2025-12-312026-01-16

ITOT ISHARES TR3.5K shares57.64%2025-12-312026-01-16

WMT WALMART INC4.7K shares-8.54%2025-12-312026-01-16

META META PLATFORMS INC759 shares-8.11%2025-12-312026-01-16

Sponsored

WMB WILLIAMS COS INC8.1K shares0.00%2025-12-312026-01-16

CVX CHEVRON CORP NEW3.2K shares-5.27%2025-12-312026-01-16

XLU SELECT SECTOR SPDR TR11.2K shares89.76%2025-12-312026-01-16

D DOMINION ENERGY INC8.1K shares0.00%2025-12-312026-01-16

TT TRANE TECHNOLOGIES PLC1.2K shares-3.10%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-5.95%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC1.6K shares1.08%2025-12-312026-01-16

VCR VANGUARD WORLD FD1.1K shares-9.38%2025-12-312026-01-16

Sponsored

VTIP VANGUARD MALVERN FDS9.1K sharesnew addition2025-12-312026-01-16

AXP AMERICAN EXPRESS CO1.2K shares-5.45%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares0.00%2025-12-312026-01-16

TSLA TESLA INC922 shares-12.11%2025-12-312026-01-16

VHT VANGUARD WORLD FD1.4K shares-15.38%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC1.2K shares0.00%2025-12-312026-01-16

ABBV ABBVIE INC1.6K shares0.00%2025-12-312026-01-16

MCD MCDONALDS CORP1.2K shares0.00%2025-12-312026-01-16

Sponsored

VAW VANGUARD WORLD FD1.8K shares-3.83%2025-12-312026-01-16

ARISTA NETWORKS INC ARISTA NETWORKS INC2.7K shares-3.94%2025-12-312026-01-16

FTNT FORTINET INC4.5K shares0.00%2025-12-312026-01-16

LOW LOWES COS INC1.5K shares0.00%2025-12-312026-01-16

V VISA INC969 shares-2.61%2025-12-312026-01-16

DFUS DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-12-312026-01-16

LMT LOCKHEED MARTIN CORP696 shares-18.98%2025-12-312026-01-16

PH PARKER-HANNIFIN CORP379 shares-1.04%2025-12-312026-01-16

Sponsored

EMR EMERSON ELEC CO2.5K shares0.00%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC2.8K shares1.46%2025-12-312026-01-16

JEPQ J P MORGAN EXCHANGE TRADED F5.1K shares-22.83%2025-12-312026-01-16

GLD SPDR GOLD TR742 shares0.00%2025-12-312026-01-16

XLRE SELECT SECTOR SPDR TR7.1K sharesnew addition2025-12-312026-01-16

VOOV VANGUARD ADMIRAL FDS INC1.4K shares0.00%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS441 shares9.98%2025-12-312026-01-16

CSCO CISCO SYS INC3.6K shares2.10%2025-12-312026-01-16

Sponsored

VNQ VANGUARD INDEX FDS3.1K shares1.90%2025-12-312026-01-16

KR KROGER CO4.3K shares-22.25%2025-12-312026-01-16

QS QUANTUMSCAPE CORP25.9K shares2.57%2025-12-312026-01-16

OEF ISHARES TR783 shares-51.90%2025-12-312026-01-16

DVY ISHARES TR1.8K shares-46.73%2025-12-312026-01-16

USB US BANCORP DEL4.7K shares0.99%2025-12-312026-01-16

XLP SELECT SECTOR SPDR TR3.2K sharesnew addition2025-12-312026-01-16

ORLY OREILLY AUTOMOTIVE INC2.7K shares-4.81%2025-12-312026-01-16

Sponsored

UNH UNITEDHEALTH GROUP INC704 shares0.00%2025-12-312026-01-16

RTX RTX CORPORATION1.3K shares0.00%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE734 shares0.00%2025-12-312026-01-16

RCL ROYAL CARIBBEAN GROUP800 shares0.00%2025-12-312026-01-16

AMGN AMGEN INC680 shares-19.53%2025-12-312026-01-16

XLI SELECT SECTOR SPDR TR1.4K shares-0.28%2025-12-312026-01-16

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-12-312026-01-16

BAC BANK AMERICA CORP3.8K sharesnew addition2025-12-312026-01-16

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available