13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0001845867-24-000002
Total Value
$186.9M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 102,726 | $49.4M | 26.43% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 540,169 | $41.8M | 22.35% |
| 3 | VANGUARD INDEX FDS | 922908629 | 117,792 | $29.4M | 15.75% |
| 4 | VANGUARD INDEX FDS | 922908751 | 99,016 | $22.6M | 12.11% |
| 5 | ISHARES TR | 464288638 | 369,648 | $19.1M | 10.21% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 196,450 | $7.7M | 4.10% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 126,651 | $3.2M | 1.71% |
| 8 | VANGUARD INDEX FDS | 922908769 | 6,513 | $1.7M | 0.91% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,569 | $1.5M | 0.80% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 28,550 | $1.4M | 0.75% |
| 11 | CORNING INC | GLW | 32,229 | $1.1M | 0.57% |
| 12 | SPDR INDEX SHS FDS | 78463X889 | 19,633 | $703,647 | 0.38% |
| 13 | APPLE INC | AAPL | 3,828 | $656,425 | 0.35% |
| 14 | ISHARES TR | 464287200 | 1,239 | $651,379 | 0.35% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 1,269 | $627,774 | 0.34% |
| 16 | JOHNSON & JOHNSON | JNJ | 3,763 | $595,269 | 0.32% |
| 17 | SPDR SER TR | 78464A474 | 19,397 | $577,449 | 0.31% |
| 18 | SPDR SER TR | 78464A805 | 8,054 | $516,664 | 0.28% |
| 19 | AMAZON COM INC | AMZN | 2,666 | $480,893 | 0.26% |
| 20 | MICROSOFT CORP | MSFT | 1,113 | $468,261 | 0.25% |
| 21 | NORFOLK SOUTHN CORP | 655844108 | 1,575 | $401,420 | 0.21% |
| 22 | APPLIED MATLS INC | 038222105 | 1,788 | $368,739 | 0.20% |
| 23 | SPDR SER TR | 78464A375 | 10,887 | $355,896 | 0.19% |
| 24 | EXXON MOBIL CORP | XOM | 2,930 | $340,583 | 0.18% |
| 25 | ISHARES TR | 464287507 | 5,206 | $316,212 | 0.17% |
| 26 | AMGEN INC | AMGN | 1,022 | $290,575 | 0.16% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 439 | $255,151 | 0.14% |
| 28 | NEXTERA ENERGY INC | NEE-PW | 3,552 | $227,008 | 0.12% |
| 29 | ALPHABET INC | GOOG | 1,484 | $223,980 | 0.12% |