0001840341-21-000002.txt : 20210517 0001840341-21-000002.hdr.sgml : 20210517 20210517102045 ACCESSION NUMBER: 0001840341-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21928328 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 03-31-2021 03-31-2021 Birchcreek Wealth Management, LLC

2955 EXCHANGE PLACE BLVD. SUITE 103 MIAMI TOWNSHIP OH 45342

13F HOLDINGS REPORT 028-20479 N Bryan Hatfield 937-567-0646 Bryan Hatfield Miami Township OH 05-17-2021 0 109 94509 false INFORMATION TABLE 2 13FBirchcreek20210331.xml FIDELITY COVINGTON TRUST MSCI MATLS INDEX 316092881 278 6282 SH SOLE 0 0 6282 ISHARES TR SELECT DIVID ETF 464287168 242 2123 SH SOLE 0 0 2123 ISHARES TR PFD AND INCM SEC 464288687 215 5611 SH SOLE 0 0 5611 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 300 3545 SH SOLE 0 0 3545 ISHARES TR CORE 1 5 YR USD 46432F859 4193 81760 SH SOLE 0 0 81760 ISHARES TR IBOXX INV CP ETF 464287242 3295 25333 SH SOLE 0 0 25333 SCHWAB STRATEGIC TR US TIPS ETF 808524870 343 5605 SH SOLE 0 0 5605 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 834 8246 SH SOLE 0 0 8246 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6388 77431 SH SOLE 0 0 77431 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4420 85754 SH SOLE 0 0 85754 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 669 10870 SH SOLE 0 0 10870 VANGUARD INDEX FDS VALUE ETF 922908744 1845 14032 SH SOLE 0 0 14032 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2263 15975 SH SOLE 0 0 15975 ISHARES TR USD INV GRDE ETF 464288620 698 11819 SH SOLE 0 0 11819 ISHARES TR CORE MSCI EAFE 46432F842 3440 47738 SH SOLE 0 0 47738 ISHARES TR CORE S&P SCP ETF 464287804 881 8115 SH SOLE 0 0 8115 ISHARES TR CORE S&P US GWT 464287671 2735 30119 SH SOLE 0 0 30119 ISHARES TR CORE S&P US VLU 464287663 4156 60325 SH SOLE 0 0 60325 ISHARES TR US TREAS BD ETF 46429B267 1393 53171 SH SOLE 0 0 53171 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 318 5569 SH SOLE 0 0 5569 SELECT SECTOR SPDR TR ENERGY 81369Y506 547 11156 SH SOLE 0 0 11156 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 271 5377 SH SOLE 0 0 5377 ISHARES INC CORE MSCI EMKT 46434G103 1359 21117 SH SOLE 0 0 21117 ISHARES TR CORE MSCI INTL 46435G326 984 15238 SH SOLE 0 0 15238 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 495 9589 SH SOLE 0 0 9589 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 988 6720 SH SOLE 0 0 6720 VANGUARD INDEX FDS GROWTH ETF 922908736 1963 7638 SH SOLE 0 0 7638 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 215 939 SH SOLE 0 0 939 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 435 5249 SH SOLE 0 0 5249 VANGUARD WORLD FD MEGA GRWTH IND 921910816 265 1282 SH SOLE 0 0 1282 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 422 5135 SH SOLE 0 0 5135 VANGUARD INDEX FDS SMALL CP ETF 922908751 626 2923 SH SOLE 0 0 2923 ISHARES TR CORE S&P TTL STK 464287150 231 2523 SH SOLE 0 0 2523 ALPHABET INC CAP STK CL C 02079K107 263 127 SH SOLE 0 0 127 APPLE INC COM 037833100 2369 19391 SH SOLE 0 0 19391 AT&T INC COM 00206R102 322 10626 SH SOLE 0 0 10626 ISHARES TR S&P 100 ETF 464287101 293 1628 SH SOLE 0 0 1628 MICRON TECHNOLOGY INC COM 595112103 222 2520 SH SOLE 0 0 2520 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 1778 16799 SH SOLE 0 0 16799 ISHARES TR CORE S&P500 ETF 464287200 921 2314 SH SOLE 0 0 2314 ISHARES TR CORE S&P MCP ETF 464287507 632 2426 SH SOLE 0 0 2426 ARK ETF TR GENOMIC REV ETF 00214Q302 213 2398 SH SOLE 0 0 2398 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 644 3833 SH SOLE 0 0 3833 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 1369 27757 SH SOLE 0 0 27757 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 1736 35474 SH SOLE 0 0 35474 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2183 37029 SH SOLE 0 0 37029 ISHARES TR FLTG RATE NT ETF 46429B655 587 11556 SH SOLE 0 0 11556 ISHARES TR NASDAQ BIOTECH 464287556 413 2745 SH SOLE 0 0 2745 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 244 6178 SH SOLE 0 0 6178 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 632 11207 SH SOLE 0 0 11207 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 452 7052 SH SOLE 0 0 7052 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 869 4878 SH SOLE 0 0 4878 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 1005 5310 SH SOLE 0 0 5310 VANGUARD WORLD FDS INF TECH ETF 92204A702 1877 5236 SH SOLE 0 0 5236 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2472 26576 SH SOLE 0 0 26576 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 535 19469 SH SOLE 0 0 19469 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 275 20777 SH SOLE 0 0 20777 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 924 12101 SH SOLE 0 0 12101 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 480 11529 SH SOLE 0 0 11529 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 771 14798 SH SOLE 0 0 14798 AMERICAN WTR WKS CO INC NEW COM 030420103 262 1750 SH SOLE 0 0 1750 PEPSICO INC COM 713448108 465 3285 SH SOLE 0 0 3285 VANGUARD INDEX FDS MID CAP ETF 922908629 409 1848 SH SOLE 0 0 1848 AMAZON COM INC COM 023135106 309 100 SH SOLE 0 0 100 CHEVRON CORP NEW COM 166764100 441 4213 SH SOLE 0 0 4213 INTEL CORP COM 458140100 990 15465 SH SOLE 0 0 15465 ISHARES GOLD TR ISHARES 464285105 890 54724 SH SOLE 0 0 54724 JOHNSON & JOHNSON COM 478160104 838 5099 SH SOLE 0 0 5099 NVIDIA CORPORATION COM 67066G104 447 838 SH SOLE 0 0 838 PROCTER AND GAMBLE CO COM 742718109 1294 9556 SH SOLE 0 0 9556 UNION PAC CORP COM 907818108 294 1334 SH SOLE 0 0 1334 VERIZON COMMUNICATIONS INC COM 92343V104 358 6156 SH SOLE 0 0 6156 ALPHABET INC CAP STK CL A 02079K305 229 111 SH SOLE 0 0 111 APPLIED MATLS INC COM 038222105 236 1763 SH SOLE 0 0 1763 JPMORGAN CHASE & CO COM 46625H100 859 5646 SH SOLE 0 0 5646 QUALCOMM INC COM 747525103 218 1641 SH SOLE 0 0 1641 VANGUARD WORLD FDS ENERGY ETF 92204A306 335 4928 SH SOLE 0 0 4928 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 310 3378 SH SOLE 0 0 3378 DUKE ENERGY CORP NEW COM NEW 26441C204 278 2885 SH SOLE 0 0 2885 EMERSON ELEC CO COM 291011104 201 2229 SH SOLE 0 0 2229 GENERAL ELECTRIC CO COM 369604103 329 25045 SH SOLE 0 0 25045 HOME DEPOT INC COM 437076102 305 1000 SH SOLE 0 0 1000 ISHARES TR MSCI USA MIN VOL 46429B697 229 3303 SH SOLE 0 0 3303 SPDR GOLD TR GOLD SHS 78463V107 259 1618 SH SOLE 0 0 1618 VANGUARD INDEX FDS TOTAL STK MKT 922908769 599 2896 SH SOLE 0 0 2896 SPDR SER TR NUVEEN BLMBRG SR 78468R739 435 8770 SH SOLE 0 0 8770 DEERE & CO COM 244199105 266 710 SH SOLE 0 0 710 DOMINION ENERGY INC COM 25746U109 437 5751 SH SOLE 0 0 5751 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 502 4925 SH SOLE 0 0 4925 ISHARES TR BLACKROCK ULTRA 46434V878 1766 34950 SH SOLE 0 0 34950 VANGUARD BD INDEX FDS INTERMED TERM 921937819 254 2862 SH SOLE 0 0 2862 EXXON MOBIL CORP COM 30231G102 229 4098 SH SOLE 0 0 4098 INTERNATIONAL BUSINESS MACHS COM 459200101 223 1674 SH SOLE 0 0 1674 MICROSOFT CORP COM 594918104 1540 6532 SH SOLE 0 0 6532 VANGUARD INDEX FDS SM CP VAL ETF 922908611 280 1691 SH SOLE 0 0 1691 ISHARES TR 0-5YR INVT GR CP 46434V100 358 6921 SH SOLE 0 0 6921 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 229 2326 SH SOLE 0 0 2326 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 353 4175 SH SOLE 0 0 4175 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 398 8101 SH SOLE 0 0 8101 VANGUARD STAR FDS VG TL INTL STK F 921909768 1076 17166 SH SOLE 0 0 17166 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 371 23974 SH SOLE 0 0 23974 ORACLE CORP COM 68389X105 601 8565 SH SOLE 0 0 8565 CORNING INC COM 219350105 262 6012 SH SOLE 0 0 6012 LILLY ELI & CO COM 532457108 245 1312 SH SOLE 0 0 1312 LOWES COS INC COM 548661107 251 1321 SH SOLE 0 0 1321 CLOUGH GLOBAL EQUITY FD COM 18914C100 167 10991 SH SOLE 0 0 10991 PUTNAM PREMIER INCOME TR SH BEN INT 746853100 50 10271 SH SOLE 0 0 10271 WATERS CORP COM 941848103 256 900 SH SOLE 0 0 900 NORTHROP GRUMMAN CORP COM 666807102 388 1200 SH SOLE 0 0 1200