0001840341-22-000003.txt : 20220812 0001840341-22-000003.hdr.sgml : 20220812 20220811180238 ACCESSION NUMBER: 0001840341-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220812 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: 221157226 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 06-30-2022 06-30-2022 Birchcreek Wealth Management, LLC

2955 EXCHANGE PLACE BLVD. SUITE 103 MIAMI TOWNSHIP OH 45342

13F HOLDINGS REPORT 028-20479 N DANIEL A. JOHNSON (937) 567-0646 DANIEL A. JOHNSON MIAMI TOWNSHIP OH 08-11-2022 0 114 111406 false INFORMATION TABLE 2 13FBirchcreek_20220630.xml VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6971 139087 SH SOLE 0 0 139087 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6898 90459 SH SOLE 0 0 90459 ISHARES TR CORE S&P US GWT 464287671 4642 55465 SH SOLE 0 0 55465 ISHARES TR CORE S&P US VLU 464287663 4086 61101 SH SOLE 0 0 61101 ISHARES TR CORE 1 5 YR USD 46432F859 3665 77314 SH SOLE 0 0 77314 ISHARES TR CORE MSCI EAFE 46432F842 3200 54373 SH SOLE 0 0 54373 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 3156 52014 SH SOLE 0 0 52014 ISHARES TR IBOXX INV CP ETF 464287242 3070 27904 SH SOLE 0 0 27904 APPLE INC COM 037833100 2930 21432 SH SOLE 0 0 21432 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2892 49127 SH SOLE 0 0 49127 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 2812 29140 SH SOLE 0 0 29140 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2414 17985 SH SOLE 0 0 17985 VANGUARD WORLD FDS INF TECH ETF 92204A702 2349 7192 SH SOLE 0 0 7192 VANGUARD INDEX FDS GROWTH ETF 922908736 2308 10354 SH SOLE 0 0 10354 VANGUARD INDEX FDS VALUE ETF 922908744 2167 16431 SH SOLE 0 0 16431 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 1765 39545 SH SOLE 0 0 39545 MICROSOFT CORP COM 594918104 1632 6354 SH SOLE 0 0 6354 ISHARES TR BLACKROCK ULTRA 46434V878 1531 30596 SH SOLE 0 0 30596 PROCTER AND GAMBLE CO COM 742718109 1502 10449 SH SOLE 0 0 10449 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 1494 41968 SH SOLE 0 0 41968 ISHARES TR CORE S&P SCP ETF 464287804 1483 16044 SH SOLE 0 0 16044 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1467 18327 SH SOLE 0 0 18327 ISHARES GOLD TR ISHARES NEW 464285204 1403 40882 SH SOLE 0 0 40882 INVESCO QQQ TR UNIT SER 1 46090E103 1284 4581 SH SOLE 0 0 4581 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1269 8848 SH SOLE 0 0 8848 ISHARES INC CORE MSCI EMKT 46434G103 1267 25825 SH SOLE 0 0 25825 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1146 22871 SH SOLE 0 0 22871 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 1069 24715 SH SOLE 0 0 24715 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1051 10332 SH SOLE 0 0 10332 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 1038 17630 SH SOLE 0 0 17630 JOHNSON & JOHNSON COM 478160104 1028 5794 SH SOLE 0 0 5794 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1027 13376 SH SOLE 0 0 13376 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 1013 22421 SH SOLE 0 0 22421 ISHARES TR CORE MSCI INTL 46435G326 974 18125 SH SOLE 0 0 18125 VANGUARD STAR FDS VG TL INTL STK F 921909768 929 18008 SH SOLE 0 0 18008 ISHARES TR CORE S&P500 ETF 464287200 890 2348 SH SOLE 0 0 2348 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 875 6361 SH SOLE 0 0 6361 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 870 12407 SH SOLE 0 0 12407 INTEL CORP COM 458140100 862 23038 SH SOLE 0 0 23038 ISHARES TR CORE S&P MCP ETF 464287507 827 3656 SH SOLE 0 0 3656 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 825 5051 SH SOLE 0 0 5051 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 806 28476 SH SOLE 0 0 28476 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 775 39947 SH SOLE 0 0 39947 AMAZON COM INC COM 023135106 766 7210 SH SOLE 0 0 7210 NVIDIA CORPORATION COM 67066G104 737 4859 SH SOLE 0 0 4859 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 732 3947 SH SOLE 0 0 3947 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 719 14131 SH SOLE 0 0 14131 ISHARES TR FLTG RATE NT ETF 46429B655 625 12525 SH SOLE 0 0 12525 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 613 23621 SH SOLE 0 0 23621 SPDR S&P 500 ETF TR TR UNIT 78462F103 601 1592 SH SOLE 0 0 1592 CHEVRON CORP NEW COM 166764100 580 4007 SH SOLE 0 0 4007 ISHARES TR 0-5YR INVT GR CP 46434V100 535 11049 SH SOLE 0 0 11049 LILLY ELI & CO COM 532457108 532 1642 SH SOLE 0 0 1642 VANGUARD INDEX FDS TOTAL STK MKT 922908769 527 2792 SH SOLE 0 0 2792 JPMORGAN CHASE & CO COM 46625H100 525 4658 SH SOLE 0 0 4658 PEPSICO INC COM 713448108 521 3124 SH SOLE 0 0 3124 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 491 9524 SH SOLE 0 0 9524 ISHARES TR USD INV GRDE ETF 464288620 478 9384 SH SOLE 0 0 9384 UNITEDHEALTH GROUP INC COM 91324P102 478 930 SH SOLE 0 0 930 DOMINION ENERGY INC COM 25746U109 459 5751 SH SOLE 0 0 5751 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 428 17749 SH SOLE 0 0 17749 HOME DEPOT INC COM 437076102 420 1532 SH SOLE 0 0 1532 SELECT SECTOR SPDR TR ENERGY 81369Y506 412 5763 SH SOLE 0 0 5763 VANGUARD WORLD FDS ENERGY ETF 92204A306 406 4084 SH SOLE 0 0 4084 ALPHABET INC CAP STK CL A 02079K305 399 183 SH SOLE 0 0 183 VANGUARD INDEX FDS SMALL CP ETF 922908751 384 2180 SH SOLE 0 0 2180 ALPHABET INC CAP STK CL C 02079K107 383 175 SH SOLE 0 0 175 NORTHROP GRUMMAN CORP COM 666807102 383 800 SH SOLE 0 0 800 INTERNATIONAL BUSINESS MACHS COM 459200101 361 2554 SH SOLE 0 0 2554 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 357 3601 SH SOLE 0 0 3601 UNION PAC CORP COM 907818108 346 1624 SH SOLE 0 0 1624 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 345 25572 SH SOLE 0 0 25572 VANGUARD INDEX FDS MID CAP ETF 922908629 343 1741 SH SOLE 0 0 1741 PACER FDS TR US CASH COWS 100 69374H881 340 7885 SH SOLE 0 0 7885 VERIZON COMMUNICATIONS INC COM 92343V104 337 6633 SH SOLE 0 0 6633 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 330 4391 SH SOLE 0 0 4391 ABBVIE INC COM 00287Y109 327 2133 SH SOLE 0 0 2133 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 327 12039 SH SOLE 0 0 12039 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 327 8024 SH SOLE 0 0 8024 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 317 3480 SH SOLE 0 0 3480 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 315 13609 SH SOLE 0 0 13609 MCDONALDS CORP COM 580135101 314 1273 SH SOLE 0 0 1273 ISHARES TR 0-5 YR TIPS ETF 46429B747 313 3089 SH SOLE 0 0 3089 EXXON MOBIL CORP COM 30231G102 312 3646 SH SOLE 0 0 3646 DUKE ENERGY CORP NEW COM NEW 26441C204 309 2885 SH SOLE 0 0 2885 PFIZER INC COM 717081103 306 5842 SH SOLE 0 0 5842 WATERS CORP COM 941848103 298 900 SH SOLE 0 0 900 ORACLE CORP COM 68389X105 294 4213 SH SOLE 0 0 4213 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 286 4173 SH SOLE 0 0 4173 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 284 3860 SH SOLE 0 0 3860 ISHARES TR S&P 100 ETF 464287101 281 1628 SH SOLE 0 0 1628 MERCK & CO INC COM 58933Y105 281 3086 SH SOLE 0 0 3086 WILLIAMS COS INC COM 969457100 275 8824 SH SOLE 0 0 8824 ISHARES TR CORE S&P TTL STK 464287150 264 3155 SH SOLE 0 0 3155 BIONTECH SE SPONSORED ADS 09075V102 260 1747 SH SOLE 0 0 1747 LOWES COS INC COM 548661107 258 1475 SH SOLE 0 0 1475 PACER FDS TR DEVELOPED MRKT 69374H873 254 9445 SH SOLE 0 0 9445 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 253 3276 SH SOLE 0 0 3276 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 250 917 SH SOLE 0 0 917 ISHARES TR SELECT DIVID ETF 464287168 247 2099 SH SOLE 0 0 2099 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 246 1043 SH SOLE 0 0 1043 AMERICAN WTR WKS CO INC NEW COM 030420103 241 1618 SH SOLE 0 0 1618 DEERE & CO COM 244199105 240 802 SH SOLE 0 0 802 CATERPILLAR INC COM 149123101 231 1291 SH SOLE 0 0 1291 QUALCOMM INC COM 747525103 230 1797 SH SOLE 0 0 1797 DISNEY WALT CO COM 254687106 225 2388 SH SOLE 0 0 2388 VANGUARD WORLD FD MEGA GRWTH IND 921910816 215 1185 SH SOLE 0 0 1185 ISHARES TR 1 3 YR TREAS BD 464287457 209 2530 SH SOLE 0 0 2530 FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881 206 5028 SH SOLE 0 0 5028 HONEYWELL INTL INC COM 438516106 206 1188 SH SOLE 0 0 1188 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 205 5012 SH SOLE 0 0 5012 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 204 662 SH SOLE 0 0 662 WALMART INC COM 931142103 202 1663 SH SOLE 0 0 1663 PUTNAM PREMIER INCOME TR SH BEN INT 746853100 39 10271 SH SOLE 0 0 10271