0001951757-23-000218.txt : 20230502
0001951757-23-000218.hdr.sgml : 20230502
20230501182245
ACCESSION NUMBER: 0001951757-23-000218
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230502
DATE AS OF CHANGE: 20230501
EFFECTIVENESS DATE: 20230502
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: 23875683
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
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false
false
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0001840341
XXXXXXXX
03-31-2023
03-31-2023
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
9375670646
DANIEL JOHNSON
MIAMI TOWNSHIP
OH
05-01-2023
0
129
126388124
false
INFORMATION TABLE
2
F_13F_Birchcreek_Q12023.xml
AMAZON COM INC
COM
023135106
866810
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SH
SOLE
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0
8392
AMERICAN WTR WKS CO INC NEW
COM
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241855
1651
SH
SOLE
0
0
1651
APPLE INC
COM
037833100
3676116
22293
SH
SOLE
0
0
22293
APPLIED MATLS INC
COM
038222105
295775
2408
SH
SOLE
0
0
2408
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
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SH
SOLE
0
0
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CATERPILLAR INC
COM
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309621
1353
SH
SOLE
0
0
1353
CHEVRON CORP NEW
COM
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4022
SH
SOLE
0
0
4022
COCA COLA CO
COM
191216100
223633
3605
SH
SOLE
0
0
3605
DEERE & CO
COM
244199105
331130
802
SH
SOLE
0
0
802
DISNEY WALT CO
COM
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2053
SH
SOLE
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2053
FIDELITY COVINGTON TRUST
MSCI CONSM DIS
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CONSMR STAPLES
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MSCI INFO TECH I
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MSCI COMMNTN SVC
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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INTEL CORP
COM
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COM
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7-10 YR TRSY BD
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1 3 YR TREAS BD
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CORE S&P MCP ETF
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CORE S&P US VLU
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USD INV GRDE ETF
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ISHARES TR
3 7 YR TREAS BD
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JOHNSON & JOHNSON
COM
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LILLY ELI & CO
COM
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SOLE
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LOCKHEED MARTIN CORP
COM
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SOLE
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LOWES COS INC
COM
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323152
1616
SH
SOLE
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MCDONALDS CORP
COM
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SH
SOLE
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MICROSOFT CORP
COM
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SOLE
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PEPSICO INC
COM
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SH
SOLE
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PFIZER INC
COM
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SOLE
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PROCTER AND GAMBLE CO
COM
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QUALCOMM INC
COM
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SCHWAB STRATEGIC TR
SCHWB FDT EMK LG
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SCHWAB STRATEGIC TR
SCHWB FDT INT LG
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SCHWAB FDT US LG
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TEXAS INSTRS INC
COM
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UNION PAC CORP
COM
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MEGA GRWTH IND
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STRM INFPROIDX
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MID CAP ETF
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GROWTH ETF
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VANGUARD INDEX FDS
VALUE ETF
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SMALL CP ETF
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TOTAL STK MKT
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WALMART INC
COM
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SOLE
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WILLIAMS COS INC
COM
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INVESCO QQQ TR
UNIT SER 1
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TARGET CORP
COM
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ABBVIE INC
COM
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ALPHABET INC
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ALPHABET INC
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CISCO SYS INC
COM
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EMERGING MKTS HI
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DIMENSIONAL ETF TRUST
US HIGH PROFITAB
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DOMINION ENERGY INC
COM
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DUKE ENERGY CORP NEW
COM NEW
26441C204
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SH
SOLE
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EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
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SH
SOLE
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0
28904
EXXON MOBIL CORP
COM
30231G102
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SH
SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
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INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
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INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
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ISHARES TR
FLTG RATE NT ETF
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CORE HIGH DV ETF
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SH
SOLE
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ISHARES TR
CORE MSCI EAFE
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ISHARES INC
CORE MSCI EMKT
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ISHARES TR
BLACKROCK ULTRA
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ISHARES TR
CORE MSCI INTL
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SH
SOLE
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JPMORGAN CHASE & CO
COM
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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SH
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17100
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
249043
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SH
SOLE
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0
5216
MERCK & CO INC
COM
58933Y105
361380
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SH
SOLE
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NETFLIX INC
COM
64110L106
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SH
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NVIDIA CORPORATION
COM
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ORACLE CORP
COM
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SH
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PGIM ETF TR
PGIM ULTRA SH BD
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PACER FDS TR
DEVELOPED MRKT
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SH
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PACER FDS TR
US CASH COWS 100
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PROSHARES TR
S&P TECH DIVIDEN
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SPDR S&P 500 ETF TR
TR UNIT
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SBI CONS DISCR
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FINANCIAL
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SELECT SECTOR SPDR TR
COMMUNICATION
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SELECT SECTOR SPDR TR
RL EST SEL SEC
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SELECT SECTOR SPDR TR
SBI INT-UTILS
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SH
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UNITEDHEALTH GROUP INC
COM
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SH
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VANGUARD WORLD FDS
CONSUM STP ETF
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VANGUARD WORLD FDS
ENERGY ETF
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FINANCIALS ETF
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HEALTH CAR ETF
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INF TECH ETF
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VANGUARD WORLD FDS
MATERIALS ETF
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VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
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VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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VERIZON COMMUNICATIONS INC
COM
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SH
SOLE
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5154
VICTORY PORTFOLIOS II
VCTRYSHS USAA CR
92647N535
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SH
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4090