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Jennifer Eastman

Birchbrook, Inc.

Assets Managed
$213.055M
Holdings
305
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
4.47%(2Q avg: 3.08%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Birchbrook, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 305 positions.

Assets under management

The assets under management (AUM) of Birchbrook, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 213.055M in assets, with a quarterly growth rate of 4.47% and a 2-quarter average growth rate of 3.08%. The portfolio is managed by Jennifer Eastman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -2.64%
15.81%
$33.678M
571,005 shares@ $58.99 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 3.24%
12.02%
$25.594M
481,354 shares@ $53.17 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.08%
6.36%
$13.548M
190,147 shares@ $71.25 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -5.49%
5.04%
$10.72M
129,406 shares@ $82.84 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.03%
3.97%
$8.446M
12,297 shares@ $686.82 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -3.01%
3.91%
$8.316M
107,844 shares@ $77.12 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.45%
3.62%
$7.708M
51,969 shares@ $148.31 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 3.73%
3.53%
$7.503M
86,826 shares@ $86.42 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -2.48%
3.2%
$6.803M
70,524 shares@ $96.47 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -6.73%
2.52%
$5.368M
145,601 shares@ $36.88 avg price

1-10 of 305