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Disclosed positions
Birchcreek Wealth Management, LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- SHY
- Class
- 1 3 YR TREAS BD
- Reported value
- $27,100,267
- Reported amount
- 330,048
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001103Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | SHY | 1 3 YR TREAS BD | $27,100,267 | 330,048 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $22,538,544 | 204,617 | SH | None |
| ISHARES TR | IUSG | CORE S&P US GWT | $22,272,490 | 118,414 | SH | None |
| SPDR SERIES TRUST | BILS | ST STR BL 12 ETF | $16,213,825 | 163,150 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $14,057,849 | 340,796 | SH | None |
| INTEL CORP | INTC | COM | $12,271,522 | 87,886 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $8,996,220 | 42,281 | SH | None |
| APPLE INC | AAPL | COM | $6,965,704 | 24,073 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $6,251,475 | 75,923 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $5,606,633 | 72,710 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $5,128,547 | 23,533 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $4,927,118 | 57,199 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $4,827,555 | 47,190 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $4,093,866 | 42,388 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,749,324 | 18,738 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $2,811,395 | 23,522 | SH | None |
| GOLDMAN SACHS ETF TR | GBIL | ACCES TREASURY | $2,617,882 | 26,137 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,438,067 | 6,822 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,410,093 | 6,461 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,394,201 | 10,045 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $2,367,491 | 47,133 | SH | None |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $2,104,311 | 19,069 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,049,740 | 6,262 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,048,522 | 8,066 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $2,004,037 | 2,721 | SH | None |
| FIDELITY COVINGTON TRUST | FREL | MSCI RL EST ETF | $1,775,338 | 60,592 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,757,850 | 7,429 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,707,036 | 11,641 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,613,324 | 1,515 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $1,599,999 | 2,213 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,538,264 | 9,734 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,526,290 | 1,273 | SH | None |
| VANGUARD WORLD FD | VIS | INDUSTRIAL ETF | $1,481,883 | 4,112 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,461,908 | 20,518 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,461,896 | 1,952 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,414,317 | 3,822 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,334,125 | 8,996 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,197,070 | 1,037 | SH | None |
| VANGUARD WORLD FD | VFH | FINANCIALS ETF | $1,194,665 | 9,078 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,012,938 | 1,356 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $995,263 | 2,817 | SH | None |
| FIDELITY COVINGTON TRUST | FHLC | MSCI HLTH CARE I | $980,612 | 12,694 | SH | None |
| CISCO SYS INC | CSCO | COM | $952,796 | 8,112 | SH | None |
| EATON CORP PLC | ETN | SHS | $952,046 | 2,234 | SH | None |
| QUALCOMM INC | QCOM | COM | $933,700 | 5,053 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $922,629 | 1,844 | SH | None |
| HOME DEPOT INC | HD | COM | $918,936 | 2,606 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $907,295 | 10,613 | SH | None |
| VANGUARD WORLD FD | VDC | CONSUM STP ETF | $898,803 | 3,986 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $896,932 | 2,959 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.
