StockDriftsStockDriftsTop 50 Birchwood Financial Partners INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 6.49% | 47.6K | $6.7M | -1.03%(-495) | $147.29(+10.94%) | 2026-03-31 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 4.81% | 102.0K | $5.0M | +2.12%(+2.12K) | $44.15(+19.46%) | 2026-03-31 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 4.51% | 50.7K | $4.7M | +12.51%(+5.64K) | $93.16(-1.46%) | 2026-03-31 | |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 4.49% | 99.0K | $4.7M | +78.82%(+43.64K) | $45.95(+19.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.38% | 17.9K | $4.5M | -2.83%(-521) | $263.24(+17.24%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 3.85% | 6.7K | $4.0M | +9.37%(+572) | $619.12(+10.62%) | 2026-03-31 | |
| DCI | DONALDSON INC COM | 3.25% | 39.7K | $3.4M | +0.00%(+1) | $85.26(+4.50%) | 2026-03-31 | |
| WINN | HARBOR LONG-TERM GROWERS ETF | 3.22% | 120.3K | $3.3M | +4.52%(+5.20K) | $31.04(+4.59%) | 2026-03-31 | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 2.85% | 77.3K | $3.0M | +2.10%(+1.59K) | $36.13(+9.10%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.74% | 44.4K | $2.8M | +5.42%(+2.28K) | $61.30(+15.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.59% | -37.70% |
| Top 20 Holdings Unweighted | -13.68% | -35.69% |
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