13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001845867-23-000001
Total Value
$147.5M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 109,110 | $38.3M | 25.98% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 397,357 | $29.9M | 20.25% |
| 3 | VANGUARD INDEX FDS | 922908629 | 113,346 | $23.1M | 15.66% |
| 4 | VANGUARD INDEX FDS | 922908751 | 93,865 | $17.2M | 11.68% |
| 5 | ISHARES TR | 464288638 | 263,261 | $13.0M | 8.84% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 189,342 | $6.1M | 4.13% |
| 7 | SPDR SER TR | 78464A474 | 114,208 | $3.4M | 2.27% |
| 8 | SCHWAB STRATEGIC TR | 808524706 | 106,179 | $2.5M | 1.70% |
| 9 | VANGUARD INDEX FDS | 922908769 | 10,586 | $2.0M | 1.37% |
| 10 | SPDR SER TR | 78464A375 | 59,518 | $1.9M | 1.28% |
| 11 | SCHWAB STRATEGIC TR | 808524607 | 41,694 | $1.7M | 1.14% |
| 12 | CORNING INC | GLW | 34,236 | $1.1M | 0.74% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,530 | $1.1M | 0.74% |
| 14 | SPDR INDEX SHS FDS | 78463X889 | 26,977 | $800,947 | 0.54% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 1,342 | $711,502 | 0.48% |
| 16 | JOHNSON & JOHNSON | JNJ | 3,644 | $643,713 | 0.44% |
| 17 | ISHARES TR | 464287200 | 1,542 | $592,452 | 0.40% |
| 18 | ISHARES TR | 464287507 | 2,346 | $567,474 | 0.38% |
| 19 | APPLE INC | AAPL | 3,189 | $414,347 | 0.28% |
| 20 | NORFOLK SOUTHN CORP | 655844108 | 1,575 | $388,112 | 0.26% |
| 21 | SPDR SER TR | 78464A805 | 7,689 | $363,613 | 0.25% |
| 22 | NEXTERA ENERGY INC | NEE-PW | 4,273 | $357,223 | 0.24% |
| 23 | EXXON MOBIL CORP | XOM | 3,089 | $340,717 | 0.23% |
| 24 | AMGEN INC | AMGN | 1,042 | $273,671 | 0.19% |
| 25 | MICROSOFT CORP | MSFT | 1,138 | $272,915 | 0.18% |
| 26 | SPDR INDEX SHS FDS | 78463X509 | 7,217 | $237,872 | 0.16% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 414 | $227,986 | 0.15% |