Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCHCREEK WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 156 | 190,218,233 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US GWT | 1 | $12,530,798 | 106,909 | 0.01 | 0.01 | 1,401 | 1.33 | 03-31-2024 |
| ISHARES TR | SHORT TREAS BD | 2 | $11,963,812 | 108,231 | 0.01 | 0.01 | 21,938 | 25.42 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 3 | $11,207,538 | 137,045 | 0.01 | 0.01 | 20,790 | 17.88 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 4 | $10,708,988 | 118,410 | 0.01 | 0.01 | 7,594 | 6.85 | 03-31-2024 |
