BCK Partners as of Sept. 30, 2024
Portfolio Holdings for BCK Partners
BCK Partners holds 29 positions in its portfolio as reported in the September 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) | 25.4 | $53M | 101k | 527.67 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 23.1 | $48M | 609k | 79.42 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 15.1 | $32M | 120k | 263.83 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 11.6 | $24M | 454k | 53.72 | |
| Vanguard Index Fds Small Cp Etf (VB) | 11.5 | $24M | 101k | 237.21 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.9 | $8.2M | 199k | 41.12 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.8 | $3.8M | 129k | 29.18 | |
| Corning Incorporated (GLW) | 1.3 | $2.8M | 62k | 45.15 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.6M | 5.8k | 283.16 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.4M | 27k | 51.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.3M | 2.8k | 460.26 | |
| Apple (AAPL) | 0.5 | $1.0M | 4.3k | 233.00 | |
| UnitedHealth (UNH) | 0.4 | $758k | 1.3k | 584.68 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $701k | 19k | 37.56 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $652k | 1.1k | 576.82 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $587k | 19k | 30.28 | |
| Microsoft Corporation (MSFT) | 0.3 | $582k | 1.4k | 430.30 | |
| Johnson & Johnson (JNJ) | 0.3 | $566k | 3.5k | 162.06 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $554k | 7.9k | 70.06 | |
| Amazon (AMZN) | 0.2 | $486k | 2.6k | 186.33 | |
| Norfolk Southern (NSC) | 0.2 | $395k | 1.6k | 248.50 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $370k | 3.2k | 117.22 | |
| Applied Materials (AMAT) | 0.2 | $363k | 1.8k | 202.05 | |
| Amgen (AMGN) | 0.2 | $346k | 1.1k | 322.21 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $320k | 5.1k | 62.32 | |
| Nextera Energy (NEE) | 0.1 | $314k | 3.7k | 84.53 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $300k | 8.9k | 33.71 | |
| Eli Lilly & Co. (LLY) | 0.1 | $252k | 284.00 | 885.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $250k | 1.5k | 165.85 |
