0001951757-24-000181.txt : 20240205
0001951757-24-000181.hdr.sgml : 20240205
20240205100446
ACCESSION NUMBER: 0001951757-24-000181
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240205
DATE AS OF CHANGE: 20240205
EFFECTIVENESS DATE: 20240205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Birchcreek Wealth Management, LLC
CENTRAL INDEX KEY: 0001840341
ORGANIZATION NAME:
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: 24594377
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
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0001840341
XXXXXXXX
12-31-2023
12-31-2023
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
02-05-2024
0
136
167244789
false
INFORMATION TABLE
2
F_13F_Birchcreek_Q42023.xml
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COM
00287Y109
381226
2460
SH
SOLE
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0
2460
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
248795
709
SH
SOLE
0
0
709
ALPHABET INC
CAP STK CL C
02079K107
568653
4035
SH
SOLE
0
0
4035
ALPHABET INC
CAP STK CL A
02079K305
1219494
8730
SH
SOLE
0
0
8730
AMAZON COM INC
COM
023135106
1428388
9401
SH
SOLE
0
0
9401
AMERICAN EXPRESS CO
COM
025816109
256281
1368
SH
SOLE
0
0
1368
APPLE INC
COM
037833100
4309592
22384
SH
SOLE
0
0
22384
APPLIED MATLS INC
COM
038222105
402420
2483
SH
SOLE
0
0
2483
ARISTA NETWORKS INC
COM
040413106
385294
1636
SH
SOLE
0
0
1636
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
558465
1566
SH
SOLE
0
0
1566
CATERPILLAR INC
COM
149123101
400337
1354
SH
SOLE
0
0
1354
CHEVRON CORP NEW
COM
166764100
632289
4239
SH
SOLE
0
0
4239
CHIPOTLE MEXICAN GRILL INC
COM
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90
SH
SOLE
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90
COCA COLA CO
COM
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4539
SH
SOLE
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COSTCO WHSL CORP NEW
COM
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SOLE
0
0
409
CROWDSTRIKE HLDGS INC
CL A
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1077
DEERE & CO
COM
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652
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
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DIMENSIONAL ETF TRUST
INTL CORE EQT MK
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DIMENSIONAL ETF TRUST
US SMALL CAP ETF
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DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
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SOLE
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15112
DOMINION ENERGY INC
COM
25746U109
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0
5351
DUKE ENERGY CORP NEW
COM NEW
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441920
4554
SH
SOLE
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4554
EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
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12593
ELI LILLY & CO
COM
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1207810
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SOLE
0
0
2072
EMERSON ELEC CO
COM
291011104
267658
2750
SH
SOLE
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2750
EXXON MOBIL CORP
COM
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593488
5936
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5936
FIDELITY COVINGTON TRUST
LOW VOLITY ETF
316092824
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4373
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FIDELITY COVINGTON TRUST
MSCI RL EST ETF
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29445
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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
MSCI INFO TECH I
316092808
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FIDELITY MERRIMACK STR TR
LOW DURTIN ETF
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SH
SOLE
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0
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FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
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SH
SOLE
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FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
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SH
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GLOBAL X FDS
NASDAQ 100 COVER
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HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
41653L404
251802
12743
SH
SOLE
0
0
12743
HOME DEPOT INC
COM
437076102
641464
1851
SH
SOLE
0
0
1851
HONEYWELL INTL INC
COM
438516106
337004
1607
SH
SOLE
0
0
1607
INTEL CORP
COM
458140100
1502978
29910
SH
SOLE
0
0
29910
INTERNATIONAL BUSINESS MACHS
COM
459200101
342949
2097
SH
SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
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S&P500 EQL WGT
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INVESCO QQQ TR
UNIT SER 1
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ISHARES GOLD TR
ISHARES NEW
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ISHARES INC
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ISHARES INC
MSCI EMRG CHN
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1 3 YR TREAS BD
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SHORT TREAS BD
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CORE S&P MCP ETF
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ISHARES TR
CORE S&P SCP ETF
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30076
ISHARES TR
CORE S&P US GWT
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CORE S&P US VLU
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S&P 100 ETF
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ISHARES TR
0-3 MNTH TREASRY
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ISHARES TR
CORE S&P500 ETF
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ISHARES TR
CORE S&P TTL STK
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1981
ISHARES TR
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ISHARES TR
7-10 YR TRSY BD
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3968
ISHARES TR
CORE 1 5 YR USD
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ISHARES TR
3 7 YR TREAS BD
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ISHARES TR
BLACKROCK ULTRA
46434V878
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4974
SH
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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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JPMORGAN CHASE & CO
COM
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SOLE
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LOCKHEED MARTIN CORP
COM
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362139
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SH
SOLE
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LOWES COS INC
COM
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370101
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SOLE
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MCDONALDS CORP
COM
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1111
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SOLE
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MERCK & CO INC
COM
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MICROSOFT CORP
COM
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NETFLIX INC
COM
64110L106
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SOLE
0
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1299
NORTHROP GRUMMAN CORP
COM
666807102
217666
465
SH
SOLE
0
0
465
NVIDIA CORPORATION
COM
67066G104
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4137
SH
SOLE
0
0
4137
ORACLE CORP
COM
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SH
SOLE
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4305
PACER FDS TR
PACER US SMALL
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SOLE
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0
19986
PACER FDS TR
US CASH COWS 100
69374H881
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SH
SOLE
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12283
PEPSICO INC
COM
713448108
592911
3491
SH
SOLE
0
0
3491
PFIZER INC
COM
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203804
7079
SH
SOLE
0
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7079
PGIM ETF TR
PGIM ULTRA SH BD
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225150
4559
SH
SOLE
0
0
4559
PROCTER AND GAMBLE CO
COM
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1712906
11689
SH
SOLE
0
0
11689
PROSHARES TR
S&P TECH DIVIDEN
74347G606
506571
7280
SH
SOLE
0
0
7280
QUALCOMM INC
COM
747525103
532383
3681
SH
SOLE
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0
3681
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
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12691
SH
SOLE
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0
12691
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
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SH
SOLE
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0
20734
SCHWAB STRATEGIC TR
US DIVIDEND EQ
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8216
SH
SOLE
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8216
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
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22916
SH
SOLE
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0
22916
SELECT SECTOR SPDR TR
SBI CONS DISCR
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SH
SOLE
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14710
SELECT SECTOR SPDR TR
SBI CONS STPLS
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SH
SOLE
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18246
SELECT SECTOR SPDR TR
ENERGY
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SH
SOLE
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13566
SELECT SECTOR SPDR TR
FINANCIAL
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44972
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44972
SELECT SECTOR SPDR TR
SBI HEALTHCARE
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18073
SELECT SECTOR SPDR TR
INDL
81369Y704
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14943
SH
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14943
SELECT SECTOR SPDR TR
RL EST SEL SEC
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SELECT SECTOR SPDR TR
SBI INT-UTILS
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SELECT SECTOR SPDR TR
SBI MATERIALS
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SH
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5528
SPDR S&P 500 ETF TR
TR UNIT
78462F103
817540
1720
SH
SOLE
0
0
1720
TESLA INC
COM
88160R101
212202
854
SH
SOLE
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854
TRANE TECHNOLOGIES PLC
SHS
G8994E103
243900
1000
SH
SOLE
0
0
1000
UNION PAC CORP
COM
907818108
473801
1929
SH
SOLE
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0
1929
UNITEDHEALTH GROUP INC
COM
91324P102
458029
870
SH
SOLE
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870
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SEMICONDUCTR ETF
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SH
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1166
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GROWTH ETF
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SH
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VANGUARD INDEX FDS
VALUE ETF
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VANGUARD INDEX FDS
MID CAP ETF
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SH
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2299
VANGUARD INDEX FDS
REAL ESTATE ETF
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SH
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VANGUARD INDEX FDS
SMALL CP ETF
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SH
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4269
VANGUARD INDEX FDS
TOTAL STK MKT
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SH
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VANGUARD MALVERN FDS
STRM INFPROIDX
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VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
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SH
SOLE
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48004
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
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22448
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SOLE
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VANGUARD STAR FDS
VG TL INTL STK F
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VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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11268
VANGUARD WORLD FDS
CONSUM STP ETF
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VANGUARD WORLD FDS
INDUSTRIAL ETF
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5548
SH
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5548
VANGUARD WORLD FDS
INF TECH ETF
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VANGUARD WORLD FDS
MATERIALS ETF
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VANGUARD WORLD FDS
ENERGY ETF
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625220
5331
SH
SOLE
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0
5331
VANGUARD WORLD FDS
CONSUM DIS ETF
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387997
1274
SH
SOLE
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0
1274
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
550423
5966
SH
SOLE
0
0
5966
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
425090
1696
SH
SOLE
0
0
1696
VERIZON COMMUNICATIONS INC
COM
92343V104
213588
5665
SH
SOLE
0
0
5665
WALMART INC
COM
931142103
279380
1772
SH
SOLE
0
0
1772
WILLIAMS COS INC
COM
969457100
281775
8090
SH
SOLE
0
0
8090
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
705685
17347
SH
SOLE
0
0
17347