BCK Partners

BCK Partners as of June 30, 2023

Portfolio Holdings for BCK Partners

BCK Partners holds 25 positions in its portfolio as reported in the June 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) 26.8 $43M 105k 407.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 22.3 $36M 472k 75.66
Vanguard Index Fds Mid Cap Etf (VO) 15.6 $25M 114k 220.16
Vanguard Index Fds Small Cp Etf (VB) 12.0 $19M 96k 198.89
Ishares Tr Ishs 5-10yr Invt (IGIB) 10.0 $16M 316k 50.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.1 $6.6M 185k 35.65
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $2.8M 112k 24.63
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.6M 7.1k 220.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.4M 33k 43.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.2M 3.5k 341.00
Corning Incorporated (GLW) 0.7 $1.1M 31k 35.04
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $697k 22k 32.11
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $690k 21k 32.54
Ishares Tr Core S&p500 Etf (IVV) 0.4 $657k 1.5k 445.71
UnitedHealth (UNH) 0.4 $645k 1.3k 480.64
Apple (AAPL) 0.4 $613k 3.2k 193.97
Johnson & Johnson (JNJ) 0.3 $517k 3.1k 165.52
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $453k 15k 29.44
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $449k 8.3k 54.44
Norfolk Southern (NSC) 0.2 $357k 1.6k 226.76
Exxon Mobil Corporation (XOM) 0.2 $335k 3.1k 107.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $335k 1.3k 261.48
Microsoft Corporation (MSFT) 0.2 $328k 963.00 340.54
Amazon (AMZN) 0.2 $291k 2.2k 130.36
Nextera Energy (NEE) 0.1 $234k 3.2k 74.20