13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q1 2025 · Filed April 25, 2025 · Accession 0001667731-25-000525
Total Value
$160.3M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 78,354 | $40.3M | 25.13% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 509,811 | $40.2M | 25.11% |
| 3 | VANGUARD INDEX FDS | 922908629 | 92,785 | $24.0M | 14.97% |
| 4 | ISHARES TR | 464288638 | 359,536 | $18.9M | 11.78% |
| 5 | VANGUARD INDEX FDS | 922908751 | 76,430 | $16.9M | 10.58% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 329,826 | $6.5M | 4.07% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 101,729 | $2.8M | 1.75% |
| 8 | CORNING INC | GLW | 26,845 | $1.2M | 0.77% |
| 9 | VANGUARD INDEX FDS | 922908769 | 4,469 | $1.2M | 0.77% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 48,990 | $1.1M | 0.72% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,031 | $1.1M | 0.67% |
| 12 | APPLE INC | AAPL | 4,237 | $941,165 | 0.59% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 1,285 | $673,019 | 0.42% |
| 14 | SPDR INDEX SHS FDS | 78463X889 | 15,246 | $555,107 | 0.35% |
| 15 | AMAZON COM INC | AMZN | 2,610 | $496,579 | 0.31% |
| 16 | JOHNSON & JOHNSON | JNJ | 2,807 | $465,513 | 0.29% |
| 17 | SPDR SER TR | 78464A474 | 14,400 | $433,440 | 0.27% |
| 18 | NORFOLK SOUTHN CORP | 655844108 | 1,590 | $376,592 | 0.23% |
| 19 | EXXON MOBIL CORP | XOM | 3,155 | $375,224 | 0.23% |
| 20 | SPDR SER TR | 78464A805 | 5,430 | $369,294 | 0.23% |
| 21 | MICROSOFT CORP | MSFT | 787 | $295,432 | 0.18% |
| 22 | APPLIED MATLS INC | 038222105 | 1,745 | $253,234 | 0.16% |
| 23 | NEXTERA ENERGY INC | NEE-PW | 3,477 | $246,485 | 0.15% |
| 24 | AMGEN INC | AMGN | 715 | $222,758 | 0.14% |
| 25 | ELI LILLY & CO | LLY | 244 | $201,522 | 0.13% |