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Disclosed positions
BIRCHBROOK, INC.: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- VANGUARD SCOTTSDALE FDS
- Ticker
- VGIT
- Class
- INTER TERM TREAS
- Reported value
- $33,677,902
- Reported amount
- 571,005
- 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: 0002071468-26-000004Open 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
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $33,677,902 | 571,005 | SH | None |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $25,593,572 | 481,354 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,547,972 | 190,147 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $10,719,982 | 129,406 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $8,445,815 | 12,297 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $8,315,880 | 107,844 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $7,707,522 | 51,969 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $7,503,464 | 86,826 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $6,802,792 | 70,524 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $5,368,314 | 145,601 | SH | None |
| SPDR SERIES TRUST | EFIV | SPDR S&P 500 ESG | $3,456,589 | 47,396 | SH | None |
| APPLE INC | AAPL | COM | $3,347,066 | 11,567 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,287,633 | 9,200 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,272,170 | 13,729 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $3,182,614 | 94,049 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,937,775 | 7,876 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,670,010 | 8,157 | SH | None |
| IDEXX LABS INC | IDXX | COM | $2,356,872 | 4,477 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $2,209,766 | 37,968 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,121,098 | 10,601 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,067,471 | 7,352 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,054,756 | 5,553 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $2,012,563 | 19,576 | SH | None |
| META PLATFORMS INC | META | CL A | $1,787,194 | 3,173 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $1,726,453 | 58,663 | SH | None |
| ISHARES TR | SUSC | ESG AWRE USD ETF | $1,717,476 | 74,185 | SH | None |
| WALMART INC | WMT | COM | $1,709,135 | 15,090 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,685,814 | 3,369 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $1,389,678 | 1,821 | SH | None |
| FORTINET INC | FTNT | COM | $1,253,693 | 8,161 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $1,231,424 | 3,611 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,211,528 | 8,861 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $1,194,040 | 7,526 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $1,170,970 | 11,677 | SH | None |
| CITIGROUP INC | C | COM NEW | $1,116,114 | 7,975 | SH | None |
| ISHARES TR | SUSB | ESG AWRE 1 5 YR | $1,090,614 | 43,642 | SH | None |
| ISHARES TR | XJH | ESG SELECT SCRE | $1,081,086 | 20,730 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $983,541 | 13,630 | SH | None |
| PEPSICO INC | PEP | COM | $922,833 | 6,816 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $910,737 | 3,586 | SH | None |
| DISNEY WALT CO | DIS | COM | $909,625 | 9,451 | SH | None |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $906,052 | 16,567 | SH | None |
| INTEL CORP | INTC | COM | $902,341 | 6,462 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $823,585 | 3,695 | SH | None |
| SALESFORCE INC | CRM | COM | $809,963 | 5,170 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $796,554 | 2,003 | SH | None |
| CONOCOPHILLIPS | COP | COM | $785,522 | 7,556 | SH | None |
| IQVIA HLDGS INC | IQV | COM | $731,725 | 3,787 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $717,161 | 1,408 | SH | None |
| SERVICENOW INC | NOW | COM | $687,713 | 6,927 | SH | None |
No matching rows. Clear the filter to see all records.
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. 2 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.