0001840341-21-000003.txt : 20210816
0001840341-21-000003.hdr.sgml : 20210816
20210816084525
ACCESSION NUMBER: 0001840341-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210816
DATE AS OF CHANGE: 20210816
EFFECTIVENESS DATE: 20210816
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birchcreek Wealth Management, LLC
CENTRAL INDEX KEY: 0001840341
IRS NUMBER: 842601302
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20479
FILM NUMBER: 211174786
BUSINESS ADDRESS:
STREET 1: 2955 EXCHANGE PLACE BLVD.
STREET 2: SUITE 103
CITY: MIAMI TOWNSHIP
STATE: OH
ZIP: 45342
BUSINESS PHONE: (937) 567-0646
MAIL ADDRESS:
STREET 1: 2955 EXCHANGE PLACE BLVD.
STREET 2: SUITE 103
CITY: MIAMI TOWNSHIP
STATE: OH
ZIP: 45342
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001840341
XXXXXXXX
06-30-2021
06-30-2021
Birchcreek Wealth Management, LLC
2955 EXCHANGE PLACE BLVD.
SUITE 103
MIAMI TOWNSHIP
OH
45342
13F HOLDINGS REPORT
028-20479
N
Daniel Johnson
Chief Compliance Officer
9375670646
Daniel Johnson
Miami Township
OH
08-16-2021
0
120
103774
false
INFORMATION TABLE
2
13FBirchcreek20210630.xml
ALPHABET INC
CAP STK CL C
02079K107
326
130
SH
SOLE
0
0
130
ALPHABET INC
CAP STK CL A
02079K305
271
111
SH
SOLE
0
0
111
AMAZON COM INC
COM
023135106
378
110
SH
SOLE
0
0
110
AMERICAN ELEC PWR CO INC
COM
025537101
221
2616
SH
SOLE
0
0
2616
AMERICAN WTR WKS CO INC NEW
COM
030420103
270
1750
SH
SOLE
0
0
1750
APPLE INC
COM
037833100
2739
19999
SH
SOLE
0
0
19999
APPLIED MATLS INC
COM
038222105
251
1763
SH
SOLE
0
0
1763
ARK ETF TR
GENOMIC REV ETF
00214Q302
248
2686
SH
SOLE
0
0
2686
AT&T INC
COM
00206R102
321
11159
SH
SOLE
0
0
11159
BIONTECH SE
SPONSORED ADS
09075V102
336
1503
SH
SOLE
0
0
1503
BOEING CO
COM
097023105
201
840
SH
SOLE
0
0
840
CHEVRON CORP NEW
COM
166764100
473
4520
SH
SOLE
0
0
4520
CLOUGH GLOBAL EQUITY FD
COM
18914C100
162
10991
SH
SOLE
0
0
10991
CORNING INC
COM
219350105
246
6012
SH
SOLE
0
0
6012
DEERE & CO
COM
244199105
252
714
SH
SOLE
0
0
714
DOMINION ENERGY INC
COM
25746U109
423
5751
SH
SOLE
0
0
5751
DUKE ENERGY CORP NEW
COM NEW
26441C204
285
2885
SH
SOLE
0
0
2885
EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
424
26023
SH
SOLE
0
0
26023
EMERSON ELEC CO
COM
291011104
215
2229
SH
SOLE
0
0
2229
EXXON MOBIL CORP
COM
30231G102
267
4237
SH
SOLE
0
0
4237
FACEBOOK INC
CL A
30303M102
205
589
SH
SOLE
0
0
589
FIDELITY COVINGTON TRUST
MSCI ENERGY IDX
316092402
331
22466
SH
SOLE
0
0
22466
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
2041
17327
SH
SOLE
0
0
17327
FIDELITY COVINGTON TRUST
MSCI MATLS INDEX
316092881
320
6923
SH
SOLE
0
0
6923
FIDELITY COVINGTON TRUST
MSCI RL EST ETF
316092857
652
21413
SH
SOLE
0
0
21413
FIDELITY COVINGTON TRUST
MSCI COMMNTN SVC
316092873
1441
26436
SH
SOLE
0
0
26436
FIDELITY COVINGTON TRUST
MSCI FINLS IDX
316092501
1865
35626
SH
SOLE
0
0
35626
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
316092600
2238
35114
SH
SOLE
0
0
35114
FIDELITY COVINGTON TRUST
MSCI CONSM DIS
316092204
995
12272
SH
SOLE
0
0
12272
FIDELITY COVINGTON TRUST
CONSMR STAPLES
316092303
487
11429
SH
SOLE
0
0
11429
FIDELITY COVINGTON TRUST
MSCI INDL INDX
316092709
893
16472
SH
SOLE
0
0
16472
GENERAL ELECTRIC CO
COM
369604103
207
15413
SH
SOLE
0
0
15413
HOME DEPOT INC
COM
437076102
330
1034
SH
SOLE
0
0
1034
INTEL CORP
COM
458140100
868
15465
SH
SOLE
0
0
15465
INTERNATIONAL BUSINESS MACHS
COM
459200101
245
1674
SH
SOLE
0
0
1674
INVESCO ACTIVELY MANAGED ETF
ULTRA SHRT DUR
46090A887
237
4692
SH
SOLE
0
0
4692
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2452
16266
SH
SOLE
0
0
16266
ISHARES INC
CORE MSCI EMKT
46434G103
1508
22503
SH
SOLE
0
0
22503
ISHARES TR
SELECT DIVID ETF
464287168
248
2124
SH
SOLE
0
0
2124
ISHARES TR
PFD AND INCM SEC
464288687
239
6078
SH
SOLE
0
0
6078
ISHARES TR
CORE 1 5 YR USD
46432F859
4664
90932
SH
SOLE
0
0
90932
ISHARES TR
IBOXX INV CP ETF
464287242
3658
27223
SH
SOLE
0
0
27223
ISHARES TR
USD INV GRDE ETF
464288620
714
11784
SH
SOLE
0
0
11784
ISHARES TR
CORE MSCI EAFE
46432F842
3619
48339
SH
SOLE
0
0
48339
ISHARES TR
CORE S&P SCP ETF
464287804
995
8804
SH
SOLE
0
0
8804
ISHARES TR
CORE S&P US GWT
464287671
3240
32090
SH
SOLE
0
0
32090
ISHARES TR
CORE S&P US VLU
464287663
4421
61435
SH
SOLE
0
0
61435
ISHARES TR
US TREAS BD ETF
46429B267
1550
58277
SH
SOLE
0
0
58277
ISHARES TR
CORE MSCI INTL
46435G326
1127
16702
SH
SOLE
0
0
16702
ISHARES TR
CORE S&P MCP ETF
464287507
676
2516
SH
SOLE
0
0
2516
ISHARES TR
S&P 100 ETF
464287101
319
1628
SH
SOLE
0
0
1628
ISHARES TR
CORE S&P500 ETF
464287200
987
2296
SH
SOLE
0
0
2296
ISHARES TR
ISHARES BIOTECH
464287556
355
2169
SH
SOLE
0
0
2169
ISHARES TR
FLTG RATE NT ETF
46429B655
601
11818
SH
SOLE
0
0
11818
ISHARES TR
CORE S&P TTL STK
464287150
262
2648
SH
SOLE
0
0
2648
ISHARES TR
BLACKROCK ULTRA
46434V878
1797
35573
SH
SOLE
0
0
35573
ISHARES TR
0-5YR INVT GR CP
46434V100
361
6956
SH
SOLE
0
0
6956
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
289
5688
SH
SOLE
0
0
5688
JOHNSON & JOHNSON
COM
478160104
854
5186
SH
SOLE
0
0
5186
JPMORGAN CHASE & CO
COM
46625H100
734
4721
SH
SOLE
0
0
4721
LILLY ELI & CO
COM
532457108
301
1312
SH
SOLE
0
0
1312
LOWES COS INC
COM
548661107
254
1312
SH
SOLE
0
0
1312
MCDONALDS CORP
COM
580135101
218
945
SH
SOLE
0
0
945
MICRON TECHNOLOGY INC
COM
595112103
214
2520
SH
SOLE
0
0
2520
MICROSOFT CORP
COM
594918104
1788
6599
SH
SOLE
0
0
6599
NORTHROP GRUMMAN CORP
COM
666807102
436
1200
SH
SOLE
0
0
1200
NVIDIA CORPORATION
COM
67066G104
637
796
SH
SOLE
0
0
796
ORACLE CORP
COM
68389X105
667
8565
SH
SOLE
0
0
8565
PEPSICO INC
COM
713448108
487
3285
SH
SOLE
0
0
3285
PFIZER INC
COM
717081103
214
5470
SH
SOLE
0
0
5470
PIMCO ETF TR
1-5 US TIP IDX
72201R205
207
3765
SH
SOLE
0
0
3765
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
630
6177
SH
SOLE
0
0
6177
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
209
4070
SH
SOLE
0
0
4070
PROCTER AND GAMBLE CO
COM
742718109
1287
9539
SH
SOLE
0
0
9539
PUTNAM PREMIER INCOME TR
SH BEN INT
746853100
48
10271
SH
SOLE
0
0
10271
QUALCOMM INC
COM
747525103
259
1810
SH
SOLE
0
0
1810
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
390
11730
SH
SOLE
0
0
11730
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
284
4551
SH
SOLE
0
0
4551
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
615
11236
SH
SOLE
0
0
11236
SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
808524730
268
8319
SH
SOLE
0
0
8319
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
653
11476
SH
SOLE
0
0
11476
SELECT SECTOR SPDR TR
ENERGY
81369Y506
569
10556
SH
SOLE
0
0
10556
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
647
3626
SH
SOLE
0
0
3626
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
255
5745
SH
SOLE
0
0
5745
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
474
7504
SH
SOLE
0
0
7504
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
238
2326
SH
SOLE
0
0
2326
SPDR GOLD TR
GOLD SHS
78463V107
263
1587
SH
SOLE
0
0
1587
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
376
7589
SH
SOLE
0
0
7589
UNION PAC CORP
COM
907818108
293
1334
SH
SOLE
0
0
1334
UNITEDHEALTH GROUP INC
COM
91324P102
200
500
SH
SOLE
0
0
500
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
359
4180
SH
SOLE
0
0
4180
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
371
4513
SH
SOLE
0
0
4513
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
254
2820
SH
SOLE
0
0
2820
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
297
5199
SH
SOLE
0
0
5199
VANGUARD INDEX FDS
VALUE ETF
922908744
2036
14811
SH
SOLE
0
0
14811
VANGUARD INDEX FDS
GROWTH ETF
922908736
2156
7516
SH
SOLE
0
0
7516
VANGUARD INDEX FDS
SMALL CP ETF
922908751
562
2495
SH
SOLE
0
0
2495
VANGUARD INDEX FDS
MID CAP ETF
922908629
403
1698
SH
SOLE
0
0
1698
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
338
3316
SH
SOLE
0
0
3316
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
662
2973
SH
SOLE
0
0
2973
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5397
102970
SH
SOLE
0
0
102970
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
6839
82683
SH
SOLE
0
0
82683
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
718
11681
SH
SOLE
0
0
11681
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2480
26086
SH
SOLE
0
0
26086
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1039
6712
SH
SOLE
0
0
6712
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1135
17284
SH
SOLE
0
0
17284
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
418
8109
SH
SOLE
0
0
8109
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
844
8059
SH
SOLE
0
0
8059
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
452
5165
SH
SOLE
0
0
5165
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
294
1271
SH
SOLE
0
0
1271
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
258
1043
SH
SOLE
0
0
1043
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
844
4623
SH
SOLE
0
0
4623
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
1035
5270
SH
SOLE
0
0
5270
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2028
5086
SH
SOLE
0
0
5086
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
203
645
SH
SOLE
0
0
645
VANGUARD WORLD FDS
ENERGY ETF
92204A306
339
4462
SH
SOLE
0
0
4462
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
378
4175
SH
SOLE
0
0
4175
VERIZON COMMUNICATIONS INC
COM
92343V104
394
7034
SH
SOLE
0
0
7034
WATERS CORP
COM
941848103
311
900
SH
SOLE
0
0
900
WILLIAMS COS INC
COM
969457100
215
8090
SH
SOLE
0
0
8090