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