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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|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|
|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|
|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