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 82.41% of BCK Partners's stock portfolio.
- Added to shares of these 10 stocks: VCSH (+$6.4M), IGIB, VO, VOO, VB, SCHF, SCHE, BRK.B, GLW, SPTM.
- Reduced shares in these 10 stocks: SPSB (-$6.2M), SPIB, VTI, SCHA, IJH, SPDW, AMZN, SPEM, JNJ, IVV.
- Sold out of its positions in AMZN.
- BCK Partners was a net buyer of stock by $1.3M.
- BCK Partners has $148M in assets under management (AUM), dropping by 6.71%.
- Central Index Key (CIK): 0001845867
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Portfolio Holdings for BCK Partners
BCK Partners holds 27 positions in its portfolio as reported in the December 2022 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) | 26.0 | $38M | +2% | 109k | 351.34 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 20.3 | $30M | +27% | 397k | 75.19 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 15.7 | $23M | +5% | 113k | 203.81 | |
| Vanguard Index Fds Small Cp Etf (VB) | 11.7 | $17M | +5% | 94k | 183.54 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 8.8 | $13M | +25% | 263k | 49.51 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $6.1M | +8% | 189k | 32.21 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 2.3 | $3.4M | -64% | 114k | 29.38 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $2.5M | +14% | 106k | 23.67 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $2.0M | -29% | 11k | 191.19 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 1.3 | $1.9M | -55% | 60k | 31.83 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $1.7M | -28% | 42k | 40.51 | |
| Corning Incorporated (GLW) | 0.7 | $1.1M | +3% | 34k | 31.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | +21% | 3.5k | 308.90 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $801k | -32% | 27k | 29.69 | |
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| UnitedHealth (UNH) | 0.5 | $712k | 1.3k | 530.18 | ||
| Johnson & Johnson (JNJ) | 0.4 | $644k | -9% | 3.6k | 176.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $593k | -7% | 1.5k | 384.21 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $568k | -53% | 2.3k | 241.89 | |
| Apple (AAPL) | 0.3 | $414k | 3.2k | 129.93 | ||
| Norfolk Southern (NSC) | 0.3 | $388k | 1.6k | 246.42 | ||
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $364k | +4% | 7.7k | 47.29 | |
| Nextera Energy (NEE) | 0.2 | $357k | 4.3k | 83.60 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $341k | 3.1k | 110.30 | ||
| Amgen (AMGN) | 0.2 | $274k | -5% | 1.0k | 262.64 | |
| Microsoft Corporation (MSFT) | 0.2 | $273k | 1.1k | 239.82 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $238k | -48% | 7.2k | 32.96 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $228k | 414.00 | 550.69 | ||
Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- 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