13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0001845867-24-000003
Total Value
$193.4M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 100,865 | $50.4M | 26.08% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 582,698 | $45.0M | 23.28% |
| 3 | VANGUARD INDEX FDS | 922908629 | 118,754 | $28.8M | 14.86% |
| 4 | VANGUARD INDEX FDS | 922908751 | 100,048 | $21.8M | 11.28% |
| 5 | ISHARES TR | 464288638 | 399,560 | $20.5M | 10.59% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 197,846 | $7.6M | 3.93% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 128,806 | $3.4M | 1.77% |
| 8 | CORNING INC | GLW | 70,861 | $2.8M | 1.42% |
| 9 | VANGUARD INDEX FDS | 922908769 | 5,834 | $1.6M | 0.81% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,638 | $1.5M | 0.77% |
| 11 | SCHWAB STRATEGIC TR | 808524607 | 27,566 | $1.3M | 0.68% |
| 12 | APPLE INC | AAPL | 4,441 | $935,363 | 0.48% |
| 13 | SPDR INDEX SHS FDS | 78463X889 | 19,456 | $682,516 | 0.35% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 1,280 | $651,853 | 0.34% |
| 15 | ISHARES TR | 464287200 | 1,175 | $642,995 | 0.33% |
| 16 | MICROSOFT CORP | MSFT | 1,329 | $593,997 | 0.31% |
| 17 | SPDR SER TR | 78464A474 | 19,397 | $576,091 | 0.30% |
| 18 | JOHNSON & JOHNSON | JNJ | 3,529 | $515,799 | 0.27% |
| 19 | SPDR SER TR | 78464A805 | 7,757 | $514,677 | 0.27% |
| 20 | AMAZON COM INC | AMZN | 2,635 | $509,214 | 0.26% |
| 21 | APPLIED MATLS INC | 038222105 | 1,795 | $423,602 | 0.22% |
| 22 | EXXON MOBIL CORP | XOM | 3,141 | $361,592 | 0.19% |
| 23 | SPDR SER TR | 78464A375 | 10,887 | $354,481 | 0.18% |
| 24 | NORFOLK SOUTHN CORP | 655844108 | 1,590 | $341,357 | 0.18% |
| 25 | AMGEN INC | AMGN | 1,069 | $334,009 | 0.17% |
| 26 | ISHARES TR | 464287507 | 5,136 | $300,559 | 0.16% |
| 27 | ALPHABET INC | GOOG | 1,565 | $285,065 | 0.15% |
| 28 | NEXTERA ENERGY INC | NEE-PW | 3,687 | $261,076 | 0.13% |
| 29 | ELI LILLY & CO | LLY | 284 | $257,128 | 0.13% |
| 30 | THERMO FISHER SCIENTIFIC INC | TMO | 427 | $236,131 | 0.12% |