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Birchwood Financial Partners, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Birchwood Financial Partners, Inc.

报告期 2026-03-31 · CIK 0002110062

持仓数

348

前50大市值合计

$82.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

ESGU ISHARES ESG AWARE MSCI USA ETF

ETF

$6.7M

47,593

8.2%

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

ETF

$5.0M

102,010

6.1%

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

ETF

$4.7M

50,727

5.7%

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

ETF

$4.7M

99,013

5.7%

AAPL APPLE INC

Stock

$4.5M

17,919

5.5%

VOO VANGUARD S&P 500 ETF

ETF

$4.0M

6,677

4.9%

DCI DONALDSON INC COM

Stock

$3.4M

39,685

4.1%

WINN HARBOR LONG-TERM GROWERS ETF

ETF

$3.3M

120,285

4.1%

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

ETF

$3.0M

77,333

3.6%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$2.8M

44,393

3.5%

MSFT MICROSOFT

Stock

$2.8M

7,435

3.3%

VXF VANGUARD EXTENDED MARKET ETF

ETF

$2.1M

10,258

2.6%

JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF

ETF

$1.8M

28,840

2.2%

ESGE ISHARES ESG AWARE MSCI EM ETF

ETF

$1.7M

37,705

2.1%

UNH UNITEDHEALTH GROUP

Stock

$1.7M

6,107

2.0%

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

ETF

$1.6M

50,215

2.0%

SCHD SCHWAB US DIVIDEND EQUITY ETF

ETF

$1.6M

51,995

1.9%

ESGD ISHARES ESG AWARE MSCI EAFE ETF

ETF

$1.6M

16,457

1.9%

IVV ISHARES CORE S&P 500 ETF

ETF

$1.6M

2,387

1.9%

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

ETF

$1.5M

51,789

1.8%

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

ETF

$1.3M

46,743

1.6%

CGGR CAPITAL GROUP GROWTH ETF

ETF

$1.2M

30,418

1.5%

MMM 3M CO COM

Stock

$1.2M

8,159

1.4%

SCHX SCHWAB U.S. LARGE-CAP ETF

ETF

$1.1M

41,109

1.3%

CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF

ETF

$1.0M

39,647

1.2%

CHRW C H ROBINSON WORLDWIDE INC

Stock

$925.8K

5,575

1.1%

CGDV CAPITAL GROUP DIVIDEND VALUE ETF

ETF

$902.3K

21,210

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$854.9K

1,784

1.0%

CGCB CAPITAL GROUP CORE BOND ETF

ETF

$799.0K

30,428

1.0%

JPIE JPMORGAN INCOME ETF

ETF

$766.5K

16,639

0.9%

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

ETF

$764.9K

25,079

0.9%

XEL XCEL ENERGY INC COM

Stock

$735.0K

9,252

0.9%

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF

ETF

$712.9K

15,377

0.9%

FAST FASTENAL CO

Stock

$686.6K

14,796

0.8%

ESGV VANGUARD ESG U.S. STOCK ETF

ETF

$664.5K

5,918

0.8%

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

ETF

$654.4K

6,507

0.8%

HD HOME DEPOT

Stock

$639.1K

1,943

0.8%

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

ETF

$634.8K

9,933

0.8%

DSI ISHARES ESG MSCI KLD 400 ETF

ETF

$617.2K

5,093

0.8%

SCHA SCHWAB U.S. SMALL-CAP ETF

ETF

$608.5K

20,925

0.7%

NULG NUVEEN ESG LARGE-CAP GROWTH ETF

ETF

$601.5K

6,614

0.7%

— EXXON MOBIL CORP COM

Stock

$579.5K

3,415

0.7%

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

ETF

$572.9K

19,428

0.7%

WFC WELLS FARGO & CO COM

Stock

$567.2K

7,125

0.7%

META META PLATFORMS INC CL A

Stock

$551.1K

963

0.7%

LRCX LAM RESEARCH CORP COM NEW

Stock

$535.9K

2,508

0.7%

DINT DAVIS SELECT INTERNATIONAL ETF

ETF

$529.9K

19,687

0.6%

OAKM OAKMARK U.S. LARGE CAP ETF

ETF

$514.3K

18,659

0.6%

JNJ JOHNSON & JOHNSON COM

Stock

$511.9K

2,094

0.6%

BN BROOKFIELD CORP CL A LTD VT SH

Stock

$507.0K

12,528

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

ESGU8.2%FNDF6.1%BOND5.7%ESML5.7%AAPL5.5%VOO4.9%