BCK Partners

BCK Partners as of June 30, 2021

Portfolio Holdings for BCK Partners

BCK Partners holds 28 positions in its portfolio as reported in the June 2021 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) 28.8 $44M 111k 393.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 18.1 $27M 331k 82.71
Vanguard Index Fds Mid Cap Etf (VO) 17.1 $26M 109k 237.35
Vanguard Index Fds Small Cp Etf (VB) 12.8 $19M 86k 225.28
Ishares Tr Ishs 5-10yr Invt (IGIB) 8.4 $13M 211k 60.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $7.0M 178k 39.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.1M 94k 32.88
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.1M 9.5k 222.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.2 $1.9M 18k 104.19
Corning Incorporated (GLW) 1.0 $1.6M 38k 40.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $808k 2.9k 277.76
Ishares Tr Core S&p500 Etf (IVV) 0.5 $790k 1.8k 429.81
Johnson & Johnson (JNJ) 0.4 $667k 4.1k 164.69
UnitedHealth (UNH) 0.4 $537k 1.3k 400.15
Norfolk Southern (NSC) 0.3 $418k 1.6k 265.40
Apple (AAPL) 0.3 $411k 3.0k 136.86
Microsoft Corporation (MSFT) 0.2 $377k 1.4k 270.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $345k 6.5k 52.90
Amgen (AMGN) 0.2 $317k 1.3k 244.03
Amazon (AMZN) 0.2 $316k 92.00 3434.78
Nextera Energy (NEE) 0.2 $313k 4.3k 73.25
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $287k 7.8k 36.81
Applied Materials (AMAT) 0.2 $271k 1.9k 142.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $219k 2.1k 103.94
Walt Disney Company (DIS) 0.1 $207k 1.2k 175.87
Thermo Fisher Scientific (TMO) 0.1 $207k 410.00 504.88
Fortive Corp Note 0.875% 2/1 (Principal) 0.1 $84k 84k 1.00
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $10k 10k 1.00