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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002110062

Birchwood Financial Partners, Inc.

BLOOMINGTON, MN · File #028-26652

Latest AUM
$100.7M
Positions
352
Top-10 Concentration
51.0%
Filings
1

Sector Allocation

Technology
9.7%$9.8M
Industrials
7.5%$7.6M
Healthcare
3.5%$3.5M
Financials
2.0%$2.1M
Energy
0.7%$683,064
Consumer Staples
0.5%$454,830
Materials
0.3%$258,328
Utilities
0.2%$217,788
Real Estate
0.0%$14,793

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES ESG AWARE MSCI USA ETF46435G42548,088$7.2M8.96%
2APPLE INCAAPL18,440$5.0M6.27%
3SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF80852475599,889$4.5M5.65%
4PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77545,087$4.2M5.25%
5VANGUARD S&P 500 ETF9229083636,105$3.8M4.79%
6HARBOR LONG-TERM GROWERS ETF41151J406115,088$3.6M4.48%
7MICROSOFTMSFT7,386$3.6M4.47%
8DONALDSON INC COMDCI39,684$3.5M4.40%
9SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF80852473075,746$2.7M3.42%
10VANGUARD FTSE DEVELOPED MARKETS ETF92194385842,110$2.6M3.29%
11ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66355,371$2.5M3.19%
12UNITEDHEALTH GROUPUNH6,104$2.0M2.52%
13VANGUARD EXTENDED MARKET ETF9229086529,185$1.9M2.40%
14JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF46641Q30828,733$1.7M2.18%
15SCHWAB U.S. LARGE-CAP GROWTH ETF80852430051,765$1.7M2.11%
16ISHARES ESG AWARE MSCI EM ETF46434G86338,176$1.7M2.11%
17ISHARES CORE S&P 500 ETF4642872002,401$1.6M2.06%
18ISHARES ESG AWARE MSCI EAFE ETF46435G51616,514$1.6M1.96%
19SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF80852476347,121$1.5M1.86%
203M CO COMMMM8,159$1.3M1.63%