BCK Partners

BCK Partners as of Dec. 31, 2023

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
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 22.8 $40M 519k 77.37
Vanguard Index Fds Mid Cap Etf (VO) 15.6 $28M 118k 232.64
Vanguard Index Fds Small Cp Etf (VB) 12.0 $21M 99k 213.33
Ishares Tr Ishs 5-10yr Invt (IGIB) 10.5 $19M 355k 52.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $7.1M 193k 36.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $3.0M 122k 24.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.6M 6.5k 237.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $1.4M 30k 47.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 3.5k 356.66
Corning Incorporated (GLW) 0.6 $999k 33k 30.45
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $867k 29k 29.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $725k 21k 34.01
Apple (AAPL) 0.4 $715k 3.7k 192.53
Ishares Tr Core S&p500 Etf (IVV) 0.4 $663k 1.4k 477.63
UnitedHealth (UNH) 0.4 $654k 1.2k 526.47
Johnson & Johnson (JNJ) 0.3 $549k 3.5k 156.74
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $491k 15k 32.83
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $473k 8.1k 58.45
Microsoft Corporation (MSFT) 0.2 $396k 1.1k 376.04
Norfolk Southern (NSC) 0.2 $372k 1.6k 236.38
Amazon (AMZN) 0.2 $331k 2.2k 151.94
Amgen (AMGN) 0.2 $294k 1.0k 288.02
Exxon Mobil Corporation (XOM) 0.2 $293k 2.9k 99.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $291k 1.1k 277.15
Applied Materials (AMAT) 0.2 $290k 1.8k 162.07
Thermo Fisher Scientific (TMO) 0.1 $220k 414.00 530.79
Nextera Energy (NEE) 0.1 $216k 3.6k 60.74