BCK Partners as of March 31, 2024
Portfolio Holdings for BCK Partners
BCK Partners holds 29 positions in its portfolio as reported in the March 2024 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) | 26.4 | $49M | 103k | 480.70 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 22.3 | $42M | 540k | 77.31 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 15.8 | $29M | 118k | 249.86 | |
| Vanguard Index Fds Small Cp Etf (VB) | 12.1 | $23M | 99k | 228.59 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 10.2 | $19M | 370k | 51.60 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $7.7M | 197k | 39.02 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.7 | $3.2M | 127k | 25.25 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.7M | 6.5k | 259.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.5M | 3.6k | 420.52 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $1.4M | 29k | 49.24 | |
| Corning Incorporated (GLW) | 0.6 | $1.1M | 32k | 32.96 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $704k | 20k | 35.84 | |
| Apple (AAPL) | 0.4 | $656k | 3.8k | 171.48 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $651k | 1.2k | 525.73 | |
| UnitedHealth (UNH) | 0.3 | $628k | 1.3k | 494.70 | |
| Johnson & Johnson (JNJ) | 0.3 | $595k | 3.8k | 158.19 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $577k | 19k | 29.77 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $517k | 8.1k | 64.15 | |
| Amazon (AMZN) | 0.3 | $481k | 2.7k | 180.38 | |
| Microsoft Corporation (MSFT) | 0.3 | $468k | 1.1k | 420.72 | |
| Norfolk Southern (NSC) | 0.2 | $401k | 1.6k | 254.87 | |
| Applied Materials (AMAT) | 0.2 | $369k | 1.8k | 206.23 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $356k | 11k | 32.69 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $341k | 2.9k | 116.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $316k | 5.2k | 60.74 | |
| Amgen (AMGN) | 0.2 | $291k | 1.0k | 284.32 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $255k | 439.00 | 581.21 | |
| Nextera Energy (NEE) | 0.1 | $227k | 3.6k | 63.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $224k | 1.5k | 150.93 |
