BIRCHBROOK, INC.
CIK 2071468 · Holdings on Dec 31, 2023 · First reported Jun 10, 2025
Top ten holdings
Q4 2023- VGIT22.36%
- IGIB8.83%
- VEA5.86%
- TLT4.57%
- SCHX3.67%
- SCHM3.63%
- IEMG2.64%
- IJR2.62%
- IDXX2.15%
- USMV1.66%
Share classes counted separately57.99%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $33.91M | 22.36% | 571.63K shares | Prior unavailable — | — | ↗▾ |
| 02 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $13.40M | 8.83% | 257.68K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $8.89M | 5.86% | 185.62K shares | Prior unavailable — | — | ↗▾ |
| 04 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $6.93M | 4.57% | 70.14K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $5.57M | 3.67% | 98.78K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $5.51M | 3.63% | 73.12K shares | Prior unavailable — | — | ↗▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $4.00M | 2.64% | 79.17K shares | Prior unavailable — | — | ↗▾ |
| 08 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $3.98M | 2.62% | 36.75K shares | Prior unavailable — | — | ↗▾ |
| 09 | IDXXIDEXX LABORATORIES INC View history and evidence | $3.25M | 2.15% | 5.86K shares | Prior unavailable — | — | ↗▾ |
| 10 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $2.52M | 1.66% | 32.32K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2071468 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2025-06-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 151664228
}Research all 309 reported holdings.
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