13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q3 2023 · Filed July 20, 2023 · Accession 0001845867-23-000003
Total Value
$159.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 105,172 | $42.8M | 26.79% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 472,097 | $35.7M | 22.34% |
| 3 | VANGUARD INDEX FDS | 922908629 | 113,499 | $25.0M | 15.63% |
| 4 | VANGUARD INDEX FDS | 922908751 | 96,331 | $19.2M | 11.98% |
| 5 | ISHARES TR | 464288638 | 315,811 | $16.0M | 9.99% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 184,495 | $6.6M | 4.11% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 112,355 | $2.8M | 1.73% |
| 8 | VANGUARD INDEX FDS | 922908769 | 7,095 | $1.6M | 0.98% |
| 9 | SCHWAB STRATEGIC TR | 808524607 | 32,718 | $1.4M | 0.90% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,530 | $1.2M | 0.75% |
| 11 | CORNING INC | GLW | 31,390 | $1.1M | 0.69% |
| 12 | SPDR SER TR | 78464A375 | 21,719 | $697,397 | 0.44% |
| 13 | SPDR INDEX SHS FDS | 78463X889 | 21,195 | $689,685 | 0.43% |
| 14 | ISHARES TR | 464287200 | 1,474 | $656,977 | 0.41% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 1,342 | $645,019 | 0.40% |
| 16 | APPLE INC | AAPL | 3,161 | $613,139 | 0.38% |
| 17 | JOHNSON & JOHNSON | JNJ | 3,124 | $517,084 | 0.32% |
| 18 | SPDR SER TR | 78464A474 | 15,389 | $453,052 | 0.28% |
| 19 | SPDR SER TR | 78464A805 | 8,254 | $449,348 | 0.28% |
| 20 | NORFOLK SOUTHN CORP | 655844108 | 1,575 | $357,147 | 0.22% |
| 21 | EXXON MOBIL CORP | XOM | 3,123 | $334,942 | 0.21% |
| 22 | ISHARES TR | 464287507 | 1,280 | $334,694 | 0.21% |
| 23 | MICROSOFT CORP | MSFT | 963 | $327,940 | 0.21% |
| 24 | AMAZON COM INC | AMZN | 2,230 | $290,703 | 0.18% |
| 25 | NEXTERA ENERGY INC | NEE-PW | 3,152 | $233,878 | 0.15% |