BCK Partners as of March 31, 2025
Portfolio Holdings for BCK Partners
BCK Partners holds 25 positions in its portfolio as reported in the March 2025 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) | 25.1 | $40M | 78k | 513.91 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 25.1 | $40M | 510k | 78.94 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 15.0 | $24M | 93k | 258.62 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 11.8 | $19M | 360k | 52.52 | |
| Vanguard Index Fds Small Cp Etf (VB) | 10.6 | $17M | 76k | 221.75 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $6.5M | 330k | 19.78 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 1.8 | $2.8M | 102k | 27.57 | |
| Corning Incorporated (GLW) | 0.8 | $1.2M | 27k | 45.78 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.2M | 4.5k | 274.84 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.1M | 49k | 23.43 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 2.0k | 532.58 | |
| Apple (AAPL) | 0.6 | $941k | 4.2k | 222.13 | |
| UnitedHealth (UNH) | 0.4 | $673k | 1.3k | 523.75 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $555k | 15k | 36.41 | |
| Amazon (AMZN) | 0.3 | $497k | 2.6k | 190.26 | |
| Johnson & Johnson (JNJ) | 0.3 | $466k | 2.8k | 165.84 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $433k | 14k | 30.10 | |
| Norfolk Southern (NSC) | 0.2 | $377k | 1.6k | 236.85 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $375k | 3.2k | 118.93 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $369k | 5.4k | 68.01 | |
| Microsoft Corporation (MSFT) | 0.2 | $295k | 787.00 | 375.39 | |
| Applied Materials (AMAT) | 0.2 | $253k | 1.7k | 145.12 | |
| Nextera Energy (NEE) | 0.2 | $247k | 3.5k | 70.89 | |
| Amgen (AMGN) | 0.1 | $223k | 715.00 | 311.55 | |
| Eli Lilly & Co. (LLY) | 0.1 | $202k | 244.00 | 825.91 |
