BCK Partners as of Dec. 31, 2024
Portfolio Holdings for BCK Partners
BCK Partners holds 26 positions in its portfolio as reported in the December 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) | 25.6 | $42M | 77k | 538.81 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 24.1 | $39M | 505k | 78.01 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 14.9 | $24M | 92k | 264.13 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 11.2 | $18M | 354k | 51.51 | |
| Vanguard Index Fds Small Cp Etf (VB) | 11.1 | $18M | 75k | 240.28 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.6 | $5.9M | 319k | 18.50 | |
| Corning Incorporated (GLW) | 1.7 | $2.8M | 59k | 47.52 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.6 | $2.6M | 99k | 26.63 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.3M | 4.5k | 289.81 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $1.3M | 49k | 25.86 | |
| Apple (AAPL) | 0.7 | $1.1M | 4.2k | 250.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $921k | 2.0k | 453.28 | |
| UnitedHealth (UNH) | 0.4 | $650k | 1.3k | 505.86 | |
| Amazon (AMZN) | 0.4 | $573k | 2.6k | 219.39 | |
| Microsoft Corporation (MSFT) | 0.3 | $532k | 1.3k | 421.50 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $517k | 15k | 34.13 | |
| Johnson & Johnson (JNJ) | 0.3 | $439k | 3.0k | 144.62 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $430k | 14k | 29.86 | |
| Norfolk Southern (NSC) | 0.2 | $373k | 1.6k | 234.70 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $367k | 5.1k | 71.43 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $339k | 3.2k | 107.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $286k | 1.5k | 189.30 | |
| Applied Materials (AMAT) | 0.2 | $284k | 1.7k | 162.63 | |
| Amgen (AMGN) | 0.2 | $275k | 1.1k | 260.64 | |
| Nextera Energy (NEE) | 0.2 | $249k | 3.5k | 71.69 | |
| NVIDIA Corporation (NVDA) | 0.1 | $201k | 1.5k | 134.29 |
