StockDriftsStockDriftsTop 50 Birchcreek Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 11.63% | 292.4K | $24.1M | +2.81%(+8.01K) | $82.21(-0.33%) | 2026-03-31 | |
| IUSV | ISHARES TR | 9.94% | 201.8K | $20.6M | +1.26%(+2.52K) | $80.08(+39.34%) | 2026-03-31 | |
| IUSG | ISHARES TR | 8.86% | 118.6K | $18.4M | +0.46%(+549) | $99.14(+86.91%) | 2026-03-31 | |
| BILS | SPDR SERIES TRUST | 7.64% | 159.6K | $15.9M | +1.50%(+2.36K) | $99.42(-0.26%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.42% | 289.0K | $11.3M | +4.10%(+11.37K) | $36.86(+12.79%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.14% | 44.7K | $8.6M | +0.87%(+386) | $152.12(+41.28%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.59% | 75.6K | $5.4M | +1.05%(+789) | $63.30(+28.80%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.37% | 72.8K | $4.9M | +2.67%(+1.89K) | $55.50(+37.10%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.27% | 24.0K | $4.7M | -0.86%(-208) | $130.73(+67.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.24% | 18.3K | $4.7M | -0.69%(-128) | $133.77(+130.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.72% |
| Top 20 Holdings Unweighted | +13.63% | +46.70% |
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