0001951757-23-000416.txt : 20230720
0001951757-23-000416.hdr.sgml : 20230720
20230720155633
ACCESSION NUMBER: 0001951757-23-000416
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230720
DATE AS OF CHANGE: 20230720
EFFECTIVENESS DATE: 20230720
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: 231099662
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
X0202
13F-HR
LIVE
false
false
false
0001840341
XXXXXXXX
06-30-2023
06-30-2023
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
(937) 567-0646
Daniel Johnson
Miami Township
OH
07-20-2023
0
131
143247898
false
INFORMATION TABLE
2
F_13F_Birchcreek_Q22023.xml
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COM
00287Y109
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2646
SH
SOLE
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0
2646
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
211686
686
SH
SOLE
0
0
686
ALPHABET INC
CAP STK CL C
02079K107
457871
3785
SH
SOLE
0
0
3785
ALPHABET INC
CAP STK CL A
02079K305
994348
8307
SH
SOLE
0
0
8307
AMAZON COM INC
COM
023135106
1265405
9707
SH
SOLE
0
0
9707
AMERICAN WTR WKS CO INC NEW
COM
030420103
235680
1651
SH
SOLE
0
0
1651
APPLE INC
COM
037833100
4467323
23031
SH
SOLE
0
0
23031
APPLIED MATLS INC
COM
038222105
356002
2463
SH
SOLE
0
0
2463
ARISTA NETWORKS INC
COM
040413106
222833
1375
SH
SOLE
0
0
1375
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
405449
1189
SH
SOLE
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0
1189
CATERPILLAR INC
COM
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SH
SOLE
0
0
1393
CHEVRON CORP NEW
COM
166764100
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4022
SH
SOLE
0
0
4022
COCA COLA CO
COM
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SH
SOLE
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DEERE & CO
COM
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EMGR CRE EQT MNG
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INTL CORE EQT MK
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DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
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DIMENSIONAL ETF TRUST
US SMALL CAP ETF
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US HIGH PROFITAB
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DISNEY WALT CO
COM
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SH
SOLE
0
0
2456
DOMINION ENERGY INC
COM
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SOLE
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DUKE ENERGY CORP NEW
COM NEW
26441C204
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4516
EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
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SOLE
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15334
EMERSON ELEC CO
COM
291011104
216394
2394
SH
SOLE
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2394
EXXON MOBIL CORP
COM
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5750
SH
SOLE
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5750
FIDELITY COVINGTON TRUST
MSCI RL EST ETF
316092857
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FIDELITY COVINGTON TRUST
MSCI COMMNTN SVC
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FIDELITY COVINGTON TRUST
MSCI FINLS IDX
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FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
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FIDELITY COVINGTON TRUST
MSCI CONSM DIS
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FIDELITY COVINGTON TRUST
CONSMR STAPLES
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FIDELITY COVINGTON TRUST
MSCI ENERGY IDX
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FIDELITY COVINGTON TRUST
MSCI INDL INDX
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10498
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
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SH
SOLE
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HOME DEPOT INC
COM
437076102
641782
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SH
SOLE
0
0
2066
HONEYWELL INTL INC
COM
438516106
353165
1702
SH
SOLE
0
0
1702
INTEL CORP
COM
458140100
986881
29512
SH
SOLE
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29512
INTERNATIONAL BUSINESS MACHS
COM
459200101
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SH
SOLE
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ULTRA SHRT DUR
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
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UNIT SER 1
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SOLE
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ISHARES GOLD TR
ISHARES NEW
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SH
SOLE
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ISHARES INC
CORE MSCI EMKT
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SOLE
0
0
28727
ISHARES TR
SELECT DIVID ETF
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SOLE
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ISHARES TR
1 3 YR TREAS BD
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SH
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ISHARES TR
SHORT TREAS BD
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CORE 1 5 YR USD
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ISHARES TR
CORE MSCI EAFE
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CORE S&P MCP ETF
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ISHARES TR
CORE S&P SCP ETF
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ISHARES TR
CORE S&P US GWT
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ISHARES TR
CORE S&P US VLU
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S&P 100 ETF
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ISHARES TR
CORE S&P500 ETF
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CORE MSCI INTL
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ISHARES TR
CORE HIGH DV ETF
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ISHARES TR
7-10 YR TRSY BD
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ISHARES TR
3 7 YR TREAS BD
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ISHARES TR
BLACKROCK ULTRA
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ISHARES TR
0-5YR INVT GR CP
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ISHARES TR
CORE S&P TTL STK
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
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JOHNSON & JOHNSON
COM
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SH
SOLE
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JPMORGAN CHASE & CO
COM
46625H100
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SH
SOLE
0
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KROGER CO
COM
501044101
200845
4273
SH
SOLE
0
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LILLY ELI & CO
COM
532457108
979699
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SH
SOLE
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LOCKHEED MARTIN CORP
COM
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SH
SOLE
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LOWES COS INC
COM
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SH
SOLE
0
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1695
MCDONALDS CORP
COM
580135101
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SH
SOLE
0
0
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MERCK & CO INC
COM
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SOLE
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MICROSOFT CORP
COM
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SH
SOLE
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NETFLIX INC
COM
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SOLE
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NVIDIA CORPORATION
COM
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SH
SOLE
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3849
ORACLE CORP
COM
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PACER FDS TR
PACER US SMALL
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PACER FDS TR
US CASH COWS 100
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PEPSICO INC
COM
713448108
654197
3532
SH
SOLE
0
0
3532
PFIZER INC
COM
717081103
210433
5737
SH
SOLE
0
0
5737
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
205240
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SH
SOLE
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0
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PROCTER AND GAMBLE CO
COM
742718109
1779758
11729
SH
SOLE
0
0
11729
PROSHARES TR
S&P TECH DIVIDEN
74347G606
459632
6937
SH
SOLE
0
0
6937
QUALCOMM INC
COM
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382476
3213
SH
SOLE
0
0
3213
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
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SH
SOLE
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23946
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
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SH
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SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
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SH
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SH
SOLE
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SELECT SECTOR SPDR TR
ENERGY
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SELECT SECTOR SPDR TR
SBI INT-UTILS
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SELECT SECTOR SPDR TR
COMMUNICATION
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12795
SELECT SECTOR SPDR TR
SBI CONS DISCR
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SH
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11093
SELECT SECTOR SPDR TR
SBI CONS STPLS
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10114
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10114
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
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25196
SH
SOLE
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0
25196
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
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9106
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9106
SELECT SECTOR SPDR TR
TECHNOLOGY
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SELECT SECTOR SPDR TR
RL EST SEL SEC
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SH
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SELECT SECTOR SPDR TR
SBI MATERIALS
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SPDR S&P 500 ETF TR
TR UNIT
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1558
SH
SOLE
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0
1558
TARGET CORP
COM
87612E106
200356
1519
SH
SOLE
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0
1519
TESLA INC
COM
88160R101
241352
922
SH
SOLE
0
0
922
UNION PAC CORP
COM
907818108
391029
1911
SH
SOLE
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0
1911
UNITEDHEALTH GROUP INC
COM
91324P102
447476
931
SH
SOLE
0
0
931
VANGUARD BD INDEX FDS
VANGUARD ULTRA
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340948
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SH
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VANGUARD BD INDEX FDS
SHORT TRM BOND
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VANGUARD INDEX FDS
TOTAL STK MKT
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SH
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VANGUARD INDEX FDS
MID CAP ETF
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SH
SOLE
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VANGUARD INDEX FDS
REAL ESTATE ETF
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VANGUARD INDEX FDS
SMALL CP ETF
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GROWTH ETF
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD MALVERN FDS
STRM INFPROIDX
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SHRT TRM CORP BD
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SHORT TERM TREAS
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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VANGUARD STAR FDS
VG TL INTL STK F
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949995
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16940
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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SH
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1424193
13427
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SOLE
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13427
VANGUARD WORLD FD
MEGA GRWTH IND
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206376
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SH
SOLE
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877
VANGUARD WORLD FDS
CONSUM STP ETF
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SH
SOLE
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4197
VANGUARD WORLD FDS
INDUSTRIAL ETF
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6372
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6372
VANGUARD WORLD FDS
INF TECH ETF
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VANGUARD WORLD FDS
MATERIALS ETF
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376132
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2067
VANGUARD WORLD FDS
ENERGY ETF
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536792
4755
SH
SOLE
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0
4755
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
360797
1274
SH
SOLE
0
0
1274
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
523429
6443
SH
SOLE
0
0
6443
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
427116
1745
SH
SOLE
0
0
1745
WALMART INC
COM
931142103
268739
1710
SH
SOLE
0
0
1710
WILLIAMS COS INC
COM
969457100
263977
8090
SH
SOLE
0
0
8090
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
206781
5403
SH
SOLE
0
0
5403