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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 52 | $849,577 | 33,527 | 0.00 | 0.00 | -102 | -0.30 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 53 | $848,105 | 2,085 | 0.00 | 0.00 | -100 | -4.58 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 54 | $846,570 | 1,556 | 0.00 | 0.00 | 1 | 0.06 | 06-30-2024 |
