13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q4 2023 · Filed October 25, 2023 · Accession 0001845867-23-000004
Total Value
$160.4M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 106,556 | $41.8M | 26.09% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 499,894 | $37.6M | 23.43% |
| 3 | VANGUARD INDEX FDS | 922908629 | 117,550 | $24.5M | 15.26% |
| 4 | VANGUARD INDEX FDS | 922908751 | 98,548 | $18.6M | 11.62% |
| 5 | ISHARES TR | 464288638 | 324,919 | $15.8M | 9.86% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 190,700 | $6.5M | 4.04% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 118,262 | $2.8M | 1.77% |
| 8 | VANGUARD INDEX FDS | 922908769 | 6,791 | $1.4M | 0.90% |
| 9 | SCHWAB STRATEGIC TR | 808524607 | 32,123 | $1.3M | 0.83% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,530 | $1.2M | 0.77% |
| 11 | CORNING INC | GLW | 31,486 | $959,368 | 0.60% |
| 12 | SPDR SER TR | 78464A474 | 29,790 | $873,443 | 0.54% |
| 13 | SPDR SER TR | 78464A375 | 27,724 | $871,920 | 0.54% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 1,342 | $676,623 | 0.42% |
| 15 | SPDR INDEX SHS FDS | 78463X889 | 21,778 | $675,336 | 0.42% |
| 16 | ISHARES TR | 464287200 | 1,432 | $614,944 | 0.38% |
| 17 | APPLE INC | AAPL | 3,378 | $578,347 | 0.36% |
| 18 | JOHNSON & JOHNSON | JNJ | 3,501 | $545,281 | 0.34% |
| 19 | SPDR SER TR | 78464A805 | 8,411 | $441,493 | 0.28% |
| 20 | EXXON MOBIL CORP | XOM | 2,930 | $344,509 | 0.21% |
| 21 | MICROSOFT CORP | MSFT | 1,063 | $335,642 | 0.21% |
| 22 | NORFOLK SOUTHN CORP | 655844108 | 1,575 | $310,165 | 0.19% |
| 23 | ISHARES TR | 464287507 | 1,127 | $281,017 | 0.18% |
| 24 | AMAZON COM INC | AMZN | 2,180 | $277,122 | 0.17% |
| 25 | AMGEN INC | AMGN | 1,022 | $274,673 | 0.17% |
| 26 | APPLIED MATLS INC | 038222105 | 1,788 | $247,549 | 0.15% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 414 | $209,554 | 0.13% |
| 28 | NEXTERA ENERGY INC | NEE-PW | 3,552 | $203,494 | 0.13% |