BCK Partners
Latest statistics and disclosures from BCK Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VCSH, VO, VB, IGIB, and represent 86.84% of BCK Partners's stock portfolio.
- Added to shares of these 10 stocks: VCSH, IGIB, IJH, GOOGL, SCHF, SCHE, AMZN, JNJ, MSFT, AAPL.
- Started 1 new stock position in GOOGL.
- Reduced shares in these 10 stocks: VOO, SPSB, SPIB, SCHA, IVV, SPDW, VO, VB, GLW, VTI.
- BCK Partners was a net buyer of stock by $1.7M.
- BCK Partners has $187M in assets under management (AUM), dropping by 6.09%.
- Central Index Key (CIK): 0001845867
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Portfolio Holdings for BCK Partners
BCK Partners holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 26.4 | $49M | 103k | 480.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 22.3 | $42M | +4% | 540k | 77.31 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 15.8 | $29M | 118k | 249.86 |
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| Vanguard Index Fds Small Cp Etf (VB) | 12.1 | $23M | 99k | 228.59 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 10.2 | $19M | +3% | 370k | 51.60 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $7.7M | 197k | 39.02 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $3.2M | +4% | 127k | 25.25 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.7M | 6.5k | 259.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.5M | 3.6k | 420.52 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $1.4M | -6% | 29k | 49.24 |
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| Corning Incorporated (GLW) | 0.6 | $1.1M | 32k | 32.96 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $704k | -7% | 20k | 35.84 |
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| Apple (AAPL) | 0.4 | $656k | +3% | 3.8k | 171.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $651k | -10% | 1.2k | 525.73 |
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| UnitedHealth (UNH) | 0.3 | $628k | +2% | 1.3k | 494.70 |
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| Johnson & Johnson (JNJ) | 0.3 | $595k | +7% | 3.8k | 158.19 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $577k | -33% | 19k | 29.77 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $517k | 8.1k | 64.15 |
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| Amazon (AMZN) | 0.3 | $481k | +22% | 2.7k | 180.38 |
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| Microsoft Corporation (MSFT) | 0.3 | $468k | +5% | 1.1k | 420.72 |
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| Norfolk Southern (NSC) | 0.2 | $401k | 1.6k | 254.87 |
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| Applied Materials (AMAT) | 0.2 | $369k | 1.8k | 206.23 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $356k | -27% | 11k | 32.69 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $341k | 2.9k | 116.24 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $316k | +395% | 5.2k | 60.74 |
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| Amgen (AMGN) | 0.2 | $291k | 1.0k | 284.32 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $255k | +6% | 439.00 | 581.21 |
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| Nextera Energy (NEE) | 0.1 | $227k | 3.6k | 63.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $224k | NEW | 1.5k | 150.93 |
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Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- BCK Partners 2024 Q1 filed April 30, 2024
- BCK Partners 2023 Q4 filed Jan. 26, 2024
- BCK Partners 2023 Q3 filed Oct. 25, 2023
- BCK Partners 2023 Q2 filed July 20, 2023
- BCK Partners 2023 Q1 filed April 13, 2023
- BCK Partners 2022 Q4 filed Jan. 20, 2023
- BCK Partners 2022 Q3 filed Nov. 7, 2022
- BCK Partners 2022 Q2 filed July 20, 2022
- BCK Partners 2022 Q1 restated filed May 13, 2022
- BCK Partners 2022 Q1 filed April 21, 2022
- BCK Partners 2021 Q4 filed Jan. 18, 2022
- BCK Partners 2021 Q3 filed Oct. 13, 2021
- BCK Partners 2021 Q2 filed Aug. 10, 2021
- BCK Partners 2021 Q1 filed April 28, 2021
- BCK Partners 2020 Q4 filed Feb. 16, 2021