Close

Form 13F-HR Birchcreek Wealth Manage For: Mar 31

FREE Breaking News Alerts from StreetInsider.com!

E-mail Address

StreetInsider.com Top Tickers, 4/24/2024

1. TSLA
2. ENPH
3. TXN
4. SPOT
5. BA
6. META
7. IBM
8. V
9. KMB
10. FI


May 17, 2021 10:21 AM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2021
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Birchcreek Wealth Management, LLC
Address: 2955 EXCHANGE PLACE BLVD.
SUITE 103
MIAMI TOWNSHIP , OH45342
Form 13F File Number: 028-20479

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Bryan Hatfield
Title: Chief Compliance Officer
Phone: 937-567-0646
Signature, Place, and Date of Signing:
Bryan Hatfield Miami Township , OH 05-17-2021
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 109
Form 13F Information Table Value Total: 94,509
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881 278 6,282 SH SOLE 0 0 6,282
ISHARES TR SELECT DIVID ETF 464287168 242 2,123 SH SOLE 0 0 2,123
ISHARES TR PFD AND INCM SEC 464288687 215 5,611 SH SOLE 0 0 5,611
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 300 3,545 SH SOLE 0 0 3,545
ISHARES TR CORE 1 5 YR USD 46432F859 4,193 81,760 SH SOLE 0 0 81,760
ISHARES TR IBOXX INV CP ETF 464287242 3,295 25,333 SH SOLE 0 0 25,333
SCHWAB STRATEGIC TR US TIPS ETF 808524870 343 5,605 SH SOLE 0 0 5,605
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 834 8,246 SH SOLE 0 0 8,246
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6,388 77,431 SH SOLE 0 0 77,431
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,420 85,754 SH SOLE 0 0 85,754
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 669 10,870 SH SOLE 0 0 10,870
VANGUARD INDEX FDS VALUE ETF 922908744 1,845 14,032 SH SOLE 0 0 14,032
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,263 15,975 SH SOLE 0 0 15,975
ISHARES TR USD INV GRDE ETF 464288620 698 11,819 SH SOLE 0 0 11,819
ISHARES TR CORE MSCI EAFE 46432F842 3,440 47,738 SH SOLE 0 0 47,738
ISHARES TR CORE S&P SCP ETF 464287804 881 8,115 SH SOLE 0 0 8,115
ISHARES TR CORE S&P US GWT 464287671 2,735 30,119 SH SOLE 0 0 30,119
ISHARES TR CORE S&P US VLU 464287663 4,156 60,325 SH SOLE 0 0 60,325
ISHARES TR US TREAS BD ETF 46429B267 1,393 53,171 SH SOLE 0 0 53,171
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 318 5,569 SH SOLE 0 0 5,569
SELECT SECTOR SPDR TR ENERGY 81369Y506 547 11,156 SH SOLE 0 0 11,156
INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 271 5,377 SH SOLE 0 0 5,377
ISHARES INC CORE MSCI EMKT 46434G103 1,359 21,117 SH SOLE 0 0 21,117
ISHARES TR CORE MSCI INTL 46435G326 984 15,238 SH SOLE 0 0 15,238
SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 495 9,589 SH SOLE 0 0 9,589
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 988 6,720 SH SOLE 0 0 6,720
VANGUARD INDEX FDS GROWTH ETF 922908736 1,963 7,638 SH SOLE 0 0 7,638
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 215 939 SH SOLE 0 0 939
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 435 5,249 SH SOLE 0 0 5,249
VANGUARD WORLD FD MEGA GRWTH IND 921910816 265 1,282 SH SOLE 0 0 1,282
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 422 5,135 SH SOLE 0 0 5,135
VANGUARD INDEX FDS SMALL CP ETF 922908751 626 2,923 SH SOLE 0 0 2,923
ISHARES TR CORE S&P TTL STK 464287150 231 2,523 SH SOLE 0 0 2,523
ALPHABET INC CAP STK CL C 02079K107 263 127 SH SOLE 0 0 127
APPLE INC COM 037833100 2,369 19,391 SH SOLE 0 0 19,391
AT&T INC COM 00206R102 322 10,626 SH SOLE 0 0 10,626
ISHARES TR S&P 100 ETF 464287101 293 1,628 SH SOLE 0 0 1,628
MICRON TECHNOLOGY INC COM 595112103 222 2,520 SH SOLE 0 0 2,520
FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1,778 16,799 SH SOLE 0 0 16,799
ISHARES TR CORE S&P500 ETF 464287200 921 2,314 SH SOLE 0 0 2,314
ISHARES TR CORE S&P MCP ETF 464287507 632 2,426 SH SOLE 0 0 2,426
ARK ETF TR GENOMIC REV ETF 00214Q302 213 2,398 SH SOLE 0 0 2,398
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 644 3,833 SH SOLE 0 0 3,833
FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 1,369 27,757 SH SOLE 0 0 27,757
FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 1,736 35,474 SH SOLE 0 0 35,474
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2,183 37,029 SH SOLE 0 0 37,029
ISHARES TR FLTG RATE NT ETF 46429B655 587 11,556 SH SOLE 0 0 11,556
ISHARES TR NASDAQ BIOTECH 464287556 413 2,745 SH SOLE 0 0 2,745
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 244 6,178 SH SOLE 0 0 6,178
SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 632 11,207 SH SOLE 0 0 11,207
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 452 7,052 SH SOLE 0 0 7,052
VANGUARD WORLD FDS CONSUM STP ETF 92204A207 869 4,878 SH SOLE 0 0 4,878
VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 1,005 5,310 SH SOLE 0 0 5,310
VANGUARD WORLD FDS INF TECH ETF 92204A702 1,877 5,236 SH SOLE 0 0 5,236
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2,472 26,576 SH SOLE 0 0 26,576
FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 535 19,469 SH SOLE 0 0 19,469
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 275 20,777 SH SOLE 0 0 20,777
FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 924 12,101 SH SOLE 0 0 12,101
FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 480 11,529 SH SOLE 0 0 11,529
FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 771 14,798 SH SOLE 0 0 14,798
AMERICAN WTR WKS CO INC NEW COM 030420103 262 1,750 SH SOLE 0 0 1,750
PEPSICO INC COM 713448108 465 3,285 SH SOLE 0 0 3,285
VANGUARD INDEX FDS MID CAP ETF 922908629 409 1,848 SH SOLE 0 0 1,848
AMAZON COM INC COM 023135106 309 100 SH SOLE 0 0 100
CHEVRON CORP NEW COM 166764100 441 4,213 SH SOLE 0 0 4,213
INTEL CORP COM 458140100 990 15,465 SH SOLE 0 0 15,465
ISHARES GOLD TR ISHARES 464285105 890 54,724 SH SOLE 0 0 54,724
JOHNSON & JOHNSON COM 478160104 838 5,099 SH SOLE 0 0 5,099
NVIDIA CORPORATION COM 67066G104 447 838 SH SOLE 0 0 838
PROCTER AND GAMBLE CO COM 742718109 1,294 9,556 SH SOLE 0 0 9,556
UNION PAC CORP COM 907818108 294 1,334 SH SOLE 0 0 1,334
VERIZON COMMUNICATIONS INC COM 92343V104 358 6,156 SH SOLE 0 0 6,156
ALPHABET INC CAP STK CL A 02079K305 229 111 SH SOLE 0 0 111
APPLIED MATLS INC COM 038222105 236 1,763 SH SOLE 0 0 1,763
JPMORGAN CHASE & CO COM 46625H100 859 5,646 SH SOLE 0 0 5,646
QUALCOMM INC COM 747525103 218 1,641 SH SOLE 0 0 1,641
VANGUARD WORLD FDS ENERGY ETF 92204A306 335 4,928 SH SOLE 0 0 4,928
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 310 3,378 SH SOLE 0 0 3,378
DUKE ENERGY CORP NEW COM NEW 26441C204 278 2,885 SH SOLE 0 0 2,885
EMERSON ELEC CO COM 291011104 201 2,229 SH SOLE 0 0 2,229
GENERAL ELECTRIC CO COM 369604103 329 25,045 SH SOLE 0 0 25,045
HOME DEPOT INC COM 437076102 305 1,000 SH SOLE 0 0 1,000
ISHARES TR MSCI USA MIN VOL 46429B697 229 3,303 SH SOLE 0 0 3,303
SPDR GOLD TR GOLD SHS 78463V107 259 1,618 SH SOLE 0 0 1,618
VANGUARD INDEX FDS TOTAL STK MKT 922908769 599 2,896 SH SOLE 0 0 2,896
SPDR SER TR NUVEEN BLMBRG SR 78468R739 435 8,770 SH SOLE 0 0 8,770
DEERE & CO COM 244199105 266 710 SH SOLE 0 0 710
DOMINION ENERGY INC COM 25746U109 437 5,751 SH SOLE 0 0 5,751
PIMCO ETF TR ENHAN SHRT MA AC 72201R833 502 4,925 SH SOLE 0 0 4,925
ISHARES TR BLACKROCK ULTRA 46434V878 1,766 34,950 SH SOLE 0 0 34,950
VANGUARD BD INDEX FDS INTERMED TERM 921937819 254 2,862 SH SOLE 0 0 2,862
EXXON MOBIL CORP COM 30231G102 229 4,098 SH SOLE 0 0 4,098
INTERNATIONAL BUSINESS MACHS COM 459200101 223 1,674 SH SOLE 0 0 1,674
MICROSOFT CORP COM 594918104 1,540 6,532 SH SOLE 0 0 6,532
VANGUARD INDEX FDS SM CP VAL ETF 922908611 280 1,691 SH SOLE 0 0 1,691
ISHARES TR 0-5YR INVT GR CP 46434V100 358 6,921 SH SOLE 0 0 6,921
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 229 2,326 SH SOLE 0 0 2,326
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 353 4,175 SH SOLE 0 0 4,175
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 398 8,101 SH SOLE 0 0 8,101
VANGUARD STAR FDS VG TL INTL STK F 921909768 1,076 17,166 SH SOLE 0 0 17,166
EATON VANCE TAX-MANAGED BUY- COM 27828Y108 371 23,974 SH SOLE 0 0 23,974
ORACLE CORP COM 68389X105 601 8,565 SH SOLE 0 0 8,565
CORNING INC COM 219350105 262 6,012 SH SOLE 0 0 6,012
LILLY ELI & CO COM 532457108 245 1,312 SH SOLE 0 0 1,312
LOWES COS INC COM 548661107 251 1,321 SH SOLE 0 0 1,321
CLOUGH GLOBAL EQUITY FD COM 18914C100 167 10,991 SH SOLE 0 0 10,991
PUTNAM PREMIER INCOME TR SH BEN INT 746853100 50 10,271 SH SOLE 0 0 10,271
WATERS CORP COM 941848103 256 900 SH SOLE 0 0 900
NORTHROP GRUMMAN CORP COM 666807102 388 1,200 SH SOLE 0 0 1,200

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings