0001840341-22-000002.txt : 20220513 0001840341-22-000002.hdr.sgml : 20220513 20220513144154 ACCESSION NUMBER: 0001840341-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22921999 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 03-31-2022 03-31-2022 Birchcreek Wealth Management, LLC

2955 EXCHANGE PLACE BLVD. SUITE 103 MIAMI TOWNSHIP OH 45342

13F HOLDINGS REPORT 028-20479 N Daniel Johnson 9375670646 Daniel Johnson Miami Township OH 05-13-2022 0 111 112859 false INFORMATION TABLE 2 13FBirchcreek_20220331.xml PUTNAM PREMIER INCOME TR SH BEN INT 746853100 41 10271 SH SOLE 0 0 10271 DISNEY WALT CO COM 254687106 208 1513 SH SOLE 0 0 1513 VANGUARD WORLD FDS MATERIALS ETF 92204A801 211 1086 SH SOLE 0 0 1086 ISHARES TR PFD AND INCM SEC 464288687 213 5838 SH SOLE 0 0 5838 EMERSON ELEC CO COM 291011104 219 2229 SH SOLE 0 0 2229 CORNING INC COM 219350105 222 6012 SH SOLE 0 0 6012 SCHWAB STRATEGIC TR US TIPS ETF 808524870 222 3660 SH SOLE 0 0 3660 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 224 2171 SH SOLE 0 0 2171 APPLIED MATLS INC COM 038222105 232 1763 SH SOLE 0 0 1763 PIMCO ETF TR 1-5 US TIP IDX 72201R205 238 4367 SH SOLE 0 0 4367 MERCK & CO. INC COM 58933Y105 242 2949 SH SOLE 0 0 2949 SPDR S&P 500 ETF TR TR UNIT 78462F103 252 557 SH SOLE 0 0 557 UNITEDHEALTH GROUP INC COM 91324P102 255 500 SH SOLE 0 0 500 MCDONALDS CORP COM 580135101 259 1046 SH SOLE 0 0 1046 ABBVIE INC COM 00287Y109 260 1605 SH SOLE 0 0 1605 PFIZER INC COM 717081103 260 5021 SH SOLE 0 0 5021 QUALCOMM INC COM 747525103 263 1723 SH SOLE 0 0 1723 VANGUARD WORLD FD MEGA GRWTH IND 921910816 264 1123 SH SOLE 0 0 1123 LOWES COS INC COM 548661107 265 1309 SH SOLE 0 0 1309 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 265 1043 SH SOLE 0 0 1043 AMERICAN WTR WKS CO INC NEW COM 030420103 268 1618 SH SOLE 0 0 1618 AT&T INC COM 00206R102 268 11338 SH SOLE 0 0 11338 ISHARES TR SELECT DIVID ETF 464287168 269 2098 SH SOLE 0 0 2098 WILLIAMS COS INC COM 969457100 270 8090 SH SOLE 0 0 8090 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 274 5663 SH SOLE 0 0 5663 WATERS CORP COM 941848103 279 900 SH SOLE 0 0 900 BIONTECH SE SPONSORED ADS 09075V102 294 1722 SH SOLE 0 0 1722 INTERNATIONAL BUSINESS MACHS COM 459200101 298 2290 SH SOLE 0 0 2290 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 303 3246 SH SOLE 0 0 3246 HOME DEPOT INC COM 437076102 314 1050 SH SOLE 0 0 1050 DEERE & CO COM 244199105 315 757 SH SOLE 0 0 757 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 318 2935 SH SOLE 0 0 2935 DUKE ENERGY CORP NEW COM NEW 26441C204 322 2885 SH SOLE 0 0 2885 ISHARES TR CORE S&P TTL STK 464287150 322 3188 SH SOLE 0 0 3188 ALPHABET INC CAP STK CL A 02079K305 331 119 SH SOLE 0 0 119 ISHARES TR S&P 100 ETF 464287101 339 1628 SH SOLE 0 0 1628 VERIZON COMMUNICATIONS INC COM 92343V104 344 6757 SH SOLE 0 0 6757 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 347 3465 SH SOLE 0 0 3465 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 351 4407 SH SOLE 0 0 4407 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 353 4001 SH SOLE 0 0 4001 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 361 4569 SH SOLE 0 0 4569 ALPHABET INC CAP STK CL C 02079K107 363 130 SH SOLE 0 0 130 LILLY ELI & CO COM 532457108 376 1312 SH SOLE 0 0 1312 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 377 7847 SH SOLE 0 0 7847 EXXON MOBIL CORP COM 30231G102 384 4651 SH SOLE 0 0 4651 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 387 11963 SH SOLE 0 0 11963 UNION PAC CORP COM 907818108 392 1434 SH SOLE 0 0 1434 ISHARES TR 0-5 YR TIPS ETF 46429B747 393 3748 SH SOLE 0 0 3748 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 399 25572 SH SOLE 0 0 25572 VANGUARD INDEX FDS MID CAP ETF 922908629 414 1741 SH SOLE 0 0 1741 SELECT SECTOR SPDR TR ENERGY 81369Y506 441 5765 SH SOLE 0 0 5765 VANGUARD WORLD FDS ENERGY ETF 92204A306 443 4135 SH SOLE 0 0 4135 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 455 6117 SH SOLE 0 0 6117 DOMINION ENERGY INC COM 25746U109 489 5751 SH SOLE 0 0 5751 INVESCO QQQ TR UNIT SER 1 46090E103 490 1352 SH SOLE 0 0 1352 ORACLE CORP COM 68389X105 521 6300 SH SOLE 0 0 6300 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 524 25010 SH SOLE 0 0 25010 ISHARES TR USD INV GRDE ETF 464288620 532 9666 SH SOLE 0 0 9666 NORTHROP GRUMMAN CORP COM 666807102 537 1200 SH SOLE 0 0 1200 AMAZON COM INC COM 023135106 544 167 SH SOLE 0 0 167 PEPSICO INC COM 713448108 552 3298 SH SOLE 0 0 3298 VANGUARD INDEX FDS SMALL CP ETF 922908751 557 2623 SH SOLE 0 0 2623 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 589 20339 SH SOLE 0 0 20339 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 606 11384 SH SOLE 0 0 11384 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 614 13384 SH SOLE 0 0 13384 CHEVRON CORP NEW COM 166764100 630 3868 SH SOLE 0 0 3868 VANGUARD INDEX FDS TOTAL STK MKT 922908769 643 2824 SH SOLE 0 0 2824 ISHARES TR FLTG RATE NT ETF 46429B655 650 12876 SH SOLE 0 0 12876 JPMORGAN CHASE & CO COM 46625H100 683 5008 SH SOLE 0 0 5008 ISHARES TR 0-5YR INVT GR CP 46434V100 754 15269 SH SOLE 0 0 15269 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 760 3878 SH SOLE 0 0 3878 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 787 13446 SH SOLE 0 0 13446 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 835 25887 SH SOLE 0 0 25887 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 883 4543 SH SOLE 0 0 4543 NVIDIA CORPORATION COM 67066G104 887 3252 SH SOLE 0 0 3252 JOHNSON & JOHNSON COM 478160104 897 5059 SH SOLE 0 0 5059 INTEL CORP COM 458140100 904 18239 SH SOLE 0 0 18239 ISHARES TR CORE S&P MCP ETF 464287507 904 3368 SH SOLE 0 0 3368 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 918 17064 SH SOLE 0 0 17064 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 922 8212 SH SOLE 0 0 8212 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 931 18527 SH SOLE 0 0 18527 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 952 5146 SH SOLE 0 0 5146 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1003 6186 SH SOLE 0 0 6186 ISHARES TR CORE S&P500 ETF 464287200 1039 2291 SH SOLE 0 0 2291 VANGUARD STAR FDS VG TL INTL STK F 921909768 1065 17828 SH SOLE 0 0 17828 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1119 14367 SH SOLE 0 0 14367 ISHARES TR CORE S&P SCP ETF 464287804 1282 11885 SH SOLE 0 0 11885 FIDELITY COVINGTON TRUST MSCI CONSM DIS 316092204 1431 18092 SH SOLE 0 0 18092 PROCTER AND GAMBLE CO COM 742718109 1463 9573 SH SOLE 0 0 9573 ISHARES TR BLACKROCK ULTRA 46434V878 1578 31469 SH SOLE 0 0 31469 ISHARES INC CORE MSCI EMKT 46434G103 1586 28542 SH SOLE 0 0 28542 ISHARES TR CORE MSCI INTL 46435G326 1629 25605 SH SOLE 0 0 25605 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 1747 38403 SH SOLE 0 0 38403 MICROSOFT CORP COM 594918104 1870 6065 SH SOLE 0 0 6065 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1977 22975 SH SOLE 0 0 22975 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 2096 38704 SH SOLE 0 0 38704 VANGUARD WORLD FDS INF TECH ETF 92204A702 2294 5509 SH SOLE 0 0 5509 VANGUARD INDEX FDS VALUE ETF 922908744 2447 16556 SH SOLE 0 0 16556 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2448 15520 SH SOLE 0 0 15520 VANGUARD INDEX FDS GROWTH ETF 922908736 2597 9030 SH SOLE 0 0 9030 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 2652 40389 SH SOLE 0 0 40389 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2774 46812 SH SOLE 0 0 46812 APPLE INC COM 037833100 2903 16626 SH SOLE 0 0 16626 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 3026 24587 SH SOLE 0 0 24587 ISHARES TR IBOXX INV CP ETF 464287242 3460 28607 SH SOLE 0 0 28607 ISHARES TR CORE MSCI EAFE 46432F842 3693 53132 SH SOLE 0 0 53132 ISHARES TR CORE 1 5 YR USD 46432F859 4128 85190 SH SOLE 0 0 85190 ISHARES TR CORE S&P US GWT 464287671 4229 40022 SH SOLE 0 0 40022 ISHARES TR CORE S&P US VLU 464287663 4276 56357 SH SOLE 0 0 56357 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7090 138452 SH SOLE 0 0 138452 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7483 95826 SH SOLE 0 0 95826