13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001667731-25-000172
Total Value
$163.1M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 77,417 | $41.7M | 25.57% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 504,478 | $39.4M | 24.12% |
| 3 | VANGUARD INDEX FDS | 922908629 | 91,971 | $24.3M | 14.89% |
| 4 | ISHARES TR | 464288638 | 354,333 | $18.3M | 11.19% |
| 5 | VANGUARD INDEX FDS | 922908751 | 75,325 | $18.1M | 11.09% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 319,117 | $5.9M | 3.62% |
| 7 | CORNING INC | GLW | 59,409 | $2.8M | 1.73% |
| 8 | SCHWAB STRATEGIC TR | 808524706 | 99,091 | $2.6M | 1.62% |
| 9 | VANGUARD INDEX FDS | 922908769 | 4,496 | $1.3M | 0.80% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 49,245 | $1.3M | 0.78% |
| 11 | APPLE INC | AAPL | 4,237 | $1.1M | 0.65% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,031 | $920,612 | 0.56% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 1,285 | $650,030 | 0.40% |
| 14 | AMAZON COM INC | AMZN | 2,610 | $572,608 | 0.35% |
| 15 | MICROSOFT CORP | MSFT | 1,261 | $531,512 | 0.33% |
| 16 | SPDR INDEX SHS FDS | 78463X889 | 15,157 | $517,308 | 0.32% |
| 17 | JOHNSON & JOHNSON | JNJ | 3,032 | $438,488 | 0.27% |
| 18 | SPDR SER TR | 78464A474 | 14,400 | $429,984 | 0.26% |
| 19 | NORFOLK SOUTHN CORP | 655844108 | 1,590 | $373,173 | 0.23% |
| 20 | SPDR SER TR | 78464A805 | 5,132 | $366,579 | 0.22% |
| 21 | EXXON MOBIL CORP | XOM | 3,155 | $339,383 | 0.21% |
| 22 | ALPHABET INC | GOOG | 1,510 | $285,843 | 0.18% |
| 23 | APPLIED MATLS INC | 038222105 | 1,745 | $283,789 | 0.17% |
| 24 | AMGEN INC | AMGN | 1,054 | $274,715 | 0.17% |
| 25 | NEXTERA ENERGY INC | NEE-PW | 3,477 | $249,266 | 0.15% |
| 26 | NVIDIA CORPORATION | NVDA | 1,500 | $201,435 | 0.12% |