Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCHCREEK WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 151 | 177,637,479 |
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 | $13,296,309 | 104,301 | 0.01 | 0.01 | -2,608 | -2.44 | 06-30-2024 |
| ISHARES TR | SHORT TREAS BD | 2 | $13,094,015 | 118,498 | 0.01 | 0.01 | 10,267 | 9.49 | 06-30-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 3 | $10,875,752 | 133,200 | 0.01 | 0.01 | -3,845 | -2.81 | 06-30-2024 |
| ISHARES TR | CORE S&P US VLU | 4 | $10,434,159 | 118,395 | 0.01 | 0.01 | -15 | -0.01 | 06-30-2024 |
