Birchwood Financial Partners, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Birchwood Financial Partners, Inc. | Institutional Filer | ▲ 2.97% | $103.7M | 348 |
Current Portfolio Holdings
Showing all 348 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ESGU | ISHARES ESG AWARE MSCI USA ETF | — | 48K | $6.7M | 6.49% |
| 2 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | — | 102K | $5.0M | 4.81% |
| 3 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | — | 51K | $4.7M | 4.51% |
| 4 | ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | — | 99K | $4.7M | 4.49% |
| 5 | AAPL | Apple Inc. | Technology | 18K | $4.5M | 4.38% |
| 6 | VOO | VANGUARD S&P 500 ETF | — | 7K | $4.0M | 3.85% |
| 7 | DCI | Donaldson Company, Inc. | Industrials | 40K | $3.4M | 3.25% |
| 8 | WINN | HARBOR LONG-TERM GROWERS ETF | — | 120K | $3.3M | 3.22% |
| 9 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | — | 77K | $3.0M | 2.85% |
| 10 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 44K | $2.8M | 2.74% |
| 11 | MSFT | Microsoft Corporation | Technology | 7K | $2.8M | 2.65% |
| 12 | VXF | VANGUARD EXTENDED MARKET ETF | — | 10K | $2.1M | 2.04% |
| 13 | JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | — | 29K | $1.8M | 1.73% |
| 14 | ESGE | ISHARES ESG AWARE MSCI EM ETF | — | 38K | $1.7M | 1.65% |
| 15 | UNH | UnitedHealth Group Incorporated | Healthcare | 6K | $1.7M | 1.59% |
Showing 1 to 15 of 348 holdings