13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q2 2023 · Filed April 13, 2023 · Accession 0001845867-23-000002
Total Value
$153.8M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 109,386 | $41.1M | 26.75% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 422,862 | $32.2M | 20.96% |
| 3 | VANGUARD INDEX FDS | 922908629 | 113,726 | $24.0M | 15.60% |
| 4 | VANGUARD INDEX FDS | 922908751 | 93,756 | $17.8M | 11.56% |
| 5 | ISHARES TR | 464288638 | 281,762 | $14.4M | 9.39% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 188,346 | $6.6M | 4.26% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 108,651 | $2.7M | 1.73% |
| 8 | SPDR SER TR | 78464A474 | 64,474 | $1.9M | 1.24% |
| 9 | VANGUARD INDEX FDS | 922908769 | 8,163 | $1.7M | 1.08% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 37,210 | $1.6M | 1.01% |
| 11 | SPDR SER TR | 78464A375 | 39,516 | $1.3M | 0.83% |
| 12 | CORNING INC | GLW | 34,163 | $1.2M | 0.78% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,530 | $1.1M | 0.71% |
| 14 | SPDR INDEX SHS FDS | 78463X889 | 24,853 | $798,278 | 0.52% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 1,342 | $634,216 | 0.41% |
| 16 | ISHARES TR | 464287200 | 1,542 | $633,885 | 0.41% |
| 17 | JOHNSON & JOHNSON | JNJ | 3,644 | $564,820 | 0.37% |
| 18 | APPLE INC | AAPL | 3,189 | $525,866 | 0.34% |
| 19 | ISHARES TR | 464287507 | 1,759 | $440,031 | 0.29% |
| 20 | SPDR SER TR | 78464A805 | 8,116 | $409,290 | 0.27% |
| 21 | EXXON MOBIL CORP | XOM | 3,089 | $338,740 | 0.22% |
| 22 | NORFOLK SOUTHN CORP | 655844108 | 1,575 | $333,900 | 0.22% |
| 23 | NEXTERA ENERGY INC | NEE-PW | 4,273 | $329,363 | 0.21% |
| 24 | MICROSOFT CORP | MSFT | 1,138 | $328,085 | 0.21% |
| 25 | AMGEN INC | AMGN | 1,042 | $251,904 | 0.16% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 414 | $238,617 | 0.16% |
| 27 | APPLIED MATLS INC | 038222105 | 1,938 | $238,045 | 0.15% |
| 28 | AMAZON COM INC | AMZN | 2,180 | $225,172 | 0.15% |