☆Birchcreek Wealth Management, LLC
Quality Q
0.447
AUM ($M)
257
Positions
134
Turnover
0.09
Top-10 wt
55%
Herfindahl
0.042
History (qtrs)
6
Excess Return
—
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Holdings · 138 positions · portfolio value $257M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SHY funds › | ISHARES TR | ADD | — | 10.6% | -1.1% | 27.1 | 330,048 | +37,599 | 5 | — |
| ☆IUSV funds › | ISHARES TR | ADD | — | 8.8% | -1.2% | 22.5 | 204,617 | +2,822 | 5 | — |
| ☆IUSG funds › | ISHARES TR | TRIM | — | 8.7% | -0.2% | 22.3 | 118,414 | -235 | 5 | — |
| ☆BILS funds › | SPDR SERIES TRUST | ADD | — | 6.3% | -1.3% | 16.2 | 163,150 | +3,584 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | ADD | — | 5.5% | +0.1% | 14.1 | 340,796 | +51,747 | 4 | — |
| ☆INTC funds › | INTEL CORP | ADD | — | 4.8% | +3.6% | 12.3 | 87,886 | +31,015 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 3.5% | -0.6% | 9.0 | 42,281 | -2,468 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.7% | +0.5% | 7.0 | 24,073 | +5,736 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.4% | -0.2% | 6.3 | 75,923 | +315 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 2.2% | -0.2% | 5.6 | 72,710 | -87 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 2.0% | -0.3% | 5.1 | 23,533 | -508 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 1.9% | -0.1% | 4.9 | 57,199 | +47,501 | 5 | — |
| ☆EMXC funds › | ISHARES INC | TRIM | — | 1.9% | +0.1% | 4.8 | 47,190 | -845 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 1.6% | -0.2% | 4.1 | 42,388 | +419 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.5% | -0.0% | 3.7 | 18,738 | +1,275 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 1.1% | +0.0% | 2.8 | 23,522 | +20,267 | 5 | — |
| ☆GBIL funds › | GOLDMAN SACHS ETF TR | ADD | — | 1.0% | +0.1% | 2.6 | 26,137 | +7,550 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.9% | +0.1% | 2.4 | 6,822 | +559 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.9% | -0.2% | 2.4 | 6,461 | +96 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.9% | -0.0% | 2.4 | 10,045 | +567 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | ADD | — | 0.9% | +0.3% | 2.4 | 47,133 | +20,644 | 3 | — |
| ☆SHV funds › | ISHARES TR | ADD | — | 0.8% | +0.0% | 2.1 | 19,069 | +4,531 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.8% | -0.0% | 2.0 | 6,262 | +541 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.8% | +0.2% | 2.0 | 8,066 | +2,949 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.8% | +0.0% | 2.0 | 2,721 | -12 | 5 | — |
| ☆FREL funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.7% | -0.1% | 1.8 | 60,592 | +3,316 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.7% | -0.1% | 1.8 | 7,429 | -125 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.7% | -0.0% | 1.7 | 11,641 | +1,974 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.6% | +0.2% | 1.6 | 1,515 | +225 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.6% | +0.3% | 1.6 | 2,213 | +0 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.6% | -0.1% | 1.5 | 9,734 | +69 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.6% | +0.1% | 1.5 | 1,273 | +109 | 5 | — |
| ☆VIS funds › | VANGUARD WORLD FD | ADD | — | 0.6% | +0.0% | 1.5 | 4,112 | +370 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.6% | -0.1% | 1.5 | 20,518 | +111 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.6% | -0.1% | 1.5 | 1,952 | -72 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | -0.0% | 1.4 | 3,822 | +5 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.5% | -0.0% | 1.3 | 8,996 | -36 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 0.5% | +0.3% | 1.2 | 1,037 | -60 | 4 | — |
| ☆VFH funds › | VANGUARD WORLD FD | ADD | — | 0.5% | +0.1% | 1.2 | 9,078 | +2,036 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.4% | -0.1% | 1.0 | 1,356 | -209 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.4% | -0.0% | 1.0 | 2,817 | +0 | 5 | — |
| ☆FHLC funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.4% | -0.1% | 1.0 | 12,694 | -1,207 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.4% | +0.2% | 1.0 | 8,112 | +4,010 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.4% | +0.2% | 1.0 | 2,234 | +1,069 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.4% | +0.1% | 0.9 | 5,053 | +900 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.4% | -0.0% | 0.9 | 1,844 | +122 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.4% | +0.1% | 0.9 | 2,606 | +891 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.4% | -0.0% | 0.9 | 10,613 | +643 | 5 | — |
| ☆VDC funds › | VANGUARD WORLD FD | TRIM | — | 0.4% | -0.2% | 0.9 | 3,986 | -666 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 0.9 | 2,959 | -88 | 5 | — |
| ☆FCOM funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.3% | -0.2% | 0.9 | 12,727 | -4,268 | 5 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.3% | -0.0% | 0.8 | 10,152 | +8,460 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.3% | -0.0% | 0.8 | 13,390 | +1,625 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.3% | -0.2% | 0.8 | 14,538 | -3,091 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.3% | -0.1% | 0.8 | 5,201 | +292 | 5 | — |
| ☆ITOT funds › | ISHARES TR | TRIM | — | 0.3% | -0.1% | 0.7 | 4,554 | -751 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.3% | -0.0% | 0.7 | 737 | +20 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.3% | -0.0% | 0.7 | 1,886 | -70 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.3% | -0.0% | 0.7 | 4,240 | +1,261 | 5 | — |
| ☆PRK funds › | PARK NATL CORP | HOLD | — | 0.3% | -0.0% | 0.7 | 3,667 | +0 | 5 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.3% | -0.2% | 0.7 | 5,615 | -2,413 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.3% | -0.1% | 0.7 | 4,795 | +200 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | NEW | — | 0.3% | +0.3% | 0.6 | 2,060 | +2,060 | 1 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.6 | 23,235 | +18,907 | 5 | — |
| ☆ACMR funds › | ACM RESH INC | NEW | Common Stock | 0.2% | +0.2% | 0.6 | 5,000 | +5,000 | 1 | — |
| ☆VDE funds › | VANGUARD WORLD FD | ADD | — | 0.2% | -0.1% | 0.6 | 4,138 | +42 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.1% | 0.6 | 2,402 | +683 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | HOLD | — | 0.2% | -0.0% | 0.6 | 8,090 | +0 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.0% | 0.6 | 13,244 | +1,617 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.2% | +0.0% | 0.6 | 4,652 | +900 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.2% | -0.1% | 0.6 | 8,318 | +635 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.2% | -0.1% | 0.6 | 5,163 | +481 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 0.2% | -0.0% | 0.6 | 1,165 | -7 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | ADD | — | 0.2% | -0.0% | 0.6 | 8,376 | +325 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.1% | 0.6 | 6,933 | +4,945 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.2% | +0.0% | 0.6 | 6,726 | +862 | 3 | — |
| ☆FTNT funds › | FORTINET INC | TRIM | — | 0.2% | +0.0% | 0.5 | 3,577 | -800 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | HOLD | — | 0.2% | +0.1% | 0.5 | 1,200 | +0 | 3 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.2% | -0.0% | 0.5 | 1,882 | +535 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.0% | 0.5 | 1,808 | +442 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | -0.0% | 0.5 | 862 | +126 | 5 | — |
| ☆FNCL funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.2% | -0.3% | 0.5 | 6,248 | -8,066 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.2% | +0.1% | 0.5 | 1,300 | +626 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | HOLD | — | 0.2% | -0.0% | 0.5 | 3,635 | +0 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | HOLD | — | 0.2% | +0.0% | 0.5 | 2,699 | +0 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 0.2% | +0.1% | 0.4 | 1,479 | -852 | 2 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.2% | +0.1% | 0.4 | 750 | -250 | 3 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 0.2% | -0.0% | 0.4 | 1,245 | +0 | 5 | — |
| ☆VAW funds › | VANGUARD WORLD FD | TRIM | — | 0.2% | -0.0% | 0.4 | 1,827 | -103 | 5 | — |
| ☆VCR funds › | VANGUARD WORLD FD | TRIM | — | 0.2% | -0.0% | 0.4 | 1,049 | -100 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.2% | +0.1% | 0.4 | 1,110 | +331 | 4 | — |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 0.2% | -0.0% | 0.4 | 2,808 | +300 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.2% | +0.0% | 0.4 | 1,169 | +200 | 5 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | NEW | — | 0.2% | +0.2% | 0.4 | 4,422 | +4,422 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.2% | -0.0% | 0.4 | 777 | +88 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.1% | -0.0% | 0.4 | 913 | -9 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.1% | -0.0% | 0.4 | 379 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.1% | -0.0% | 0.4 | 998 | +256 | 5 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | +0.0% | 0.4 | 5,980 | +910 | 5 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 0.1% | -0.0% | 0.4 | 1,605 | +145 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | TRIM | — | 0.1% | -0.0% | 0.4 | 1,183 | -237 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 505 | +64 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | NEW | — | 0.1% | +0.1% | 0.3 | 832 | +832 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,789 | +1,789 | 1 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 3,319 | +225 | 5 | — |
| ☆ROCK funds › | GIBRALTAR INDS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 6,885 | +0 | 2 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | +0.0% | 0.3 | 1,618 | +351 | 4 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.3 | 400 | +400 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.3 | 733 | +733 | 1 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,282 | +1,282 | 1 | — |
| ☆VOOV funds › | VANGUARD ADMIRAL FDS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,352 | +0 | 5 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.3 | 6,605 | -827 | 3 | — |
| ☆SNDK funds › | SANDISK CORP | NEW | — | 0.1% | +0.1% | 0.3 | 127 | +127 | 1 | — |
| ☆DVY funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 1,828 | +42 | 5 | — |
| ☆USB funds › | US BANCORP | ADD | — | 0.1% | -0.0% | 0.3 | 4,706 | +1 | 5 | — |
| ☆IRM funds › | IRON MTN INC DEL | NEW | — | 0.1% | +0.1% | 0.3 | 2,190 | +2,190 | 1 | — |
| ☆OEF funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 748 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.1% | +0.0% | 0.3 | 4,737 | +485 | 3 | — |
| ☆DE funds › | DEERE & CO | ADD | — | 0.1% | -0.0% | 0.3 | 425 | +35 | 2 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | -0.0% | 0.3 | 1,431 | +0 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.1% | -0.0% | 0.3 | 4,475 | +151 | 2 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | NEW | — | 0.1% | +0.1% | 0.3 | 2,832 | +2,832 | 1 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,000 | +1,000 | 1 | — |
| ☆RCL funds › | ROYAL CARIBBEAN GROUP | HOLD | — | 0.1% | -0.0% | 0.3 | 800 | +0 | 5 | — |
| ☆KR funds › | KROGER CO | ADD | — | 0.1% | -0.1% | 0.3 | 4,564 | +256 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | NEW | — | 0.1% | +0.1% | 0.3 | 1,121 | +1,121 | 1 | — |
| ☆NET funds › | CLOUDFLARE INC | HOLD | — | 0.1% | -0.0% | 0.2 | 1,000 | +0 | 2 | — |
| ☆SLV funds › | ISHARES SILVER TR | NEW | — | 0.1% | +0.1% | 0.2 | 4,285 | +4,285 | 1 | — |
| ☆CIBR funds › | FIRST TR EXCHANGE-TRADED FD | NEW | — | 0.1% | +0.1% | 0.2 | 2,443 | +2,443 | 1 | — |
| ☆TJX funds › | TJX COS INC NEW | NEW | — | 0.1% | +0.1% | 0.2 | 1,406 | +1,406 | 1 | — |
| ☆ORLY funds › | OREILLY AUTOMOTIVE INC | TRIM | — | 0.1% | -0.0% | 0.2 | 2,250 | -477 | 5 | — |
| ☆IEZ funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 7,688 | +7,688 | 1 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | NEW | — | 0.1% | +0.1% | 0.2 | 4,874 | +4,874 | 1 | — |
| ☆QS funds › | QUANTUMSCAPE CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 25,360 | -306 | 5 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,209 | 0 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -340 | 0 | — |
| ☆ENSG funds › | ENSIGN GROUP INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,000 | 0 | — |
| ☆IXUS funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,641 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 257 | 134 | 0.09 | 55% | 0.042 | 0.446 | — | in |
| 2026Q1 | 208 | 120 | 0.04 | 57% | 0.047 | 0.544 | — | in |
| 2025Q4 | 204 | 113 | 0.11 | 58% | 0.049 | 0.361 | — | in |
| 2025Q3 | 194 | 115 | 0.03 | 55% | 0.044 | 0.487 | — | in |
| 2025Q2 | 177 | 115 | 0.06 | 54% | 0.043 | 0.450 | — | entered |
| 2025Q1 | 158 | 115 | 0.00 | 54% | 0.042 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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