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 86.81% of BCK Partners's stock portfolio.
- Added to shares of these 9 stocks: IGIB, VCSH, VB, VO, SCHE, SCHF, AAPL, GLW, BRK.B.
- Reduced shares in these 10 stocks: VOO, SPIB, SCHA, VTI, UNH, IJH, IVV, SPSB, SPTM, SPDW.
- BCK Partners was a net buyer of stock by $2.0M.
- BCK Partners has $176M in assets under management (AUM), dropping by 9.84%.
- Central Index Key (CIK): 0001845867
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Portfolio Holdings for BCK Partners
BCK Partners holds 28 positions in its portfolio as reported in the December 2023 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) | 25.9 | $46M | 105k | 436.80 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 22.8 | $40M | +3% | 519k | 77.37 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 15.6 | $28M | 118k | 232.64 |
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| Vanguard Index Fds Small Cp Etf (VB) | 12.0 | $21M | 99k | 213.33 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 10.5 | $19M | +9% | 355k | 52.00 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.0 | $7.1M | 193k | 36.96 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $3.0M | +2% | 122k | 24.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.6M | -3% | 6.5k | 237.22 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $1.4M | -5% | 30k | 47.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.3M | 3.5k | 356.66 |
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| Corning Incorporated (GLW) | 0.6 | $999k | +4% | 33k | 30.45 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.5 | $867k | -2% | 29k | 29.78 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $725k | -2% | 21k | 34.01 |
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| Apple (AAPL) | 0.4 | $715k | +9% | 3.7k | 192.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $663k | -3% | 1.4k | 477.63 |
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| UnitedHealth (UNH) | 0.4 | $654k | -7% | 1.2k | 526.47 |
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| Johnson & Johnson (JNJ) | 0.3 | $549k | 3.5k | 156.74 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $491k | -46% | 15k | 32.83 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $473k | -3% | 8.1k | 58.45 |
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| Microsoft Corporation (MSFT) | 0.2 | $396k | 1.1k | 376.04 |
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| Norfolk Southern (NSC) | 0.2 | $372k | 1.6k | 236.38 |
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| Amazon (AMZN) | 0.2 | $331k | 2.2k | 151.94 |
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| Amgen (AMGN) | 0.2 | $294k | 1.0k | 288.02 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $293k | 2.9k | 99.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $291k | -6% | 1.1k | 277.15 |
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| Applied Materials (AMAT) | 0.2 | $290k | 1.8k | 162.07 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $220k | 414.00 | 530.79 |
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| Nextera Energy (NEE) | 0.1 | $216k | 3.6k | 60.74 |
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Past Filings by BCK Partners
SEC 13F filings are viewable for BCK Partners going back to 2020
- 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