BCK Partners

BCK Partners as of March 31, 2023

Portfolio Holdings for BCK Partners

BCK Partners holds 28 positions in its portfolio as reported in the March 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) 26.7 $41M 109k 376.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 21.0 $32M 423k 76.23
Vanguard Index Fds Mid Cap Etf (VO) 15.6 $24M 114k 210.92
Vanguard Index Fds Small Cp Etf (VB) 11.6 $18M 94k 189.56
Ishares Tr Ishs 5-10yr Invt (IGIB) 9.4 $14M 282k 51.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $6.6M 188k 34.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $2.7M 109k 24.52
Spdr Ser Tr Portfolio Short (SPSB) 1.2 $1.9M 65k 29.63
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.7M 8.2k 204.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.6M 37k 41.93
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.8 $1.3M 40k 32.49
Corning Incorporated (GLW) 0.8 $1.2M 34k 35.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 3.5k 308.77
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $798k 25k 32.12
UnitedHealth (UNH) 0.4 $634k 1.3k 472.59
Ishares Tr Core S&p500 Etf (IVV) 0.4 $634k 1.5k 411.08
Johnson & Johnson (JNJ) 0.4 $565k 3.6k 155.00
Apple (AAPL) 0.3 $526k 3.2k 164.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $440k 1.8k 250.16
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $409k 8.1k 50.43
Exxon Mobil Corporation (XOM) 0.2 $339k 3.1k 109.66
Norfolk Southern (NSC) 0.2 $334k 1.6k 212.00
Nextera Energy (NEE) 0.2 $329k 4.3k 77.08
Microsoft Corporation (MSFT) 0.2 $328k 1.1k 288.30
Amgen (AMGN) 0.2 $252k 1.0k 241.75
Thermo Fisher Scientific (TMO) 0.2 $239k 414.00 576.37
Applied Materials (AMAT) 0.2 $238k 1.9k 122.83
Amazon (AMZN) 0.1 $225k 2.2k 103.29