BCK Partners as of June 30, 2024
Portfolio Holdings for BCK Partners
BCK Partners holds 30 positions in its portfolio as reported in the June 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) | 26.1 | $50M | 101k | 500.13 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.3 | $45M | 583k | 77.28 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 14.9 | $29M | 119k | 242.10 | |
| Vanguard Index Fds Small Cp Etf (VB) | 11.3 | $22M | 100k | 218.04 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 10.6 | $21M | 400k | 51.26 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.9 | $7.6M | 198k | 38.42 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.8 | $3.4M | 129k | 26.56 | |
| Corning Incorporated (GLW) | 1.4 | $2.8M | 71k | 38.85 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.6M | 5.8k | 267.51 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.5M | 3.6k | 406.80 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.3M | 28k | 47.45 | |
| Apple (AAPL) | 0.5 | $935k | 4.4k | 210.62 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $683k | 20k | 35.08 | |
| UnitedHealth (UNH) | 0.3 | $652k | 1.3k | 509.26 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $643k | 1.2k | 547.23 | |
| Microsoft Corporation (MSFT) | 0.3 | $594k | 1.3k | 446.95 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $576k | 19k | 29.70 | |
| Johnson & Johnson (JNJ) | 0.3 | $516k | 3.5k | 146.16 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $515k | 7.8k | 66.35 | |
| Amazon (AMZN) | 0.3 | $509k | 2.6k | 193.25 | |
| Applied Materials (AMAT) | 0.2 | $424k | 1.8k | 235.99 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $362k | 3.1k | 115.12 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.2 | $355k | 11k | 32.56 | |
| Norfolk Southern (NSC) | 0.2 | $341k | 1.6k | 214.69 | |
| Amgen (AMGN) | 0.2 | $334k | 1.1k | 312.45 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $301k | 5.1k | 58.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $285k | 1.6k | 182.15 | |
| Nextera Energy (NEE) | 0.1 | $261k | 3.7k | 70.81 | |
| Eli Lilly & Co. (LLY) | 0.1 | $257k | 284.00 | 905.38 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $236k | 427.00 | 553.00 |
