13F HOLDINGS REPORT
BCK Partners, Inc.
Quarter ended Q3 2024 · Filed October 25, 2024 · Accession 0001845867-24-000004
Total Value
$209.6M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 100,900 | $53.2M | 25.41% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 609,296 | $48.4M | 23.09% |
| 3 | VANGUARD INDEX FDS | 922908629 | 119,881 | $31.6M | 15.09% |
| 4 | ISHARES TR | 464288638 | 453,956 | $24.4M | 11.64% |
| 5 | VANGUARD INDEX FDS | 922908751 | 101,197 | $24.0M | 11.45% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 199,290 | $8.2M | 3.91% |
| 7 | SCHWAB STRATEGIC TR | 808524706 | 129,426 | $3.8M | 1.80% |
| 8 | CORNING INC | GLW | 62,169 | $2.8M | 1.34% |
| 9 | VANGUARD INDEX FDS | 922908769 | 5,779 | $1.6M | 0.78% |
| 10 | SCHWAB STRATEGIC TR | 808524607 | 27,223 | $1.4M | 0.67% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,800 | $1.3M | 0.61% |
| 12 | APPLE INC | AAPL | 4,337 | $1.0M | 0.48% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 1,296 | $757,745 | 0.36% |
| 14 | SPDR INDEX SHS FDS | 78463X889 | 18,670 | $701,245 | 0.33% |
| 15 | ISHARES TR | 464287200 | 1,130 | $651,807 | 0.31% |
| 16 | SPDR SER TR | 78464A474 | 19,397 | $587,341 | 0.28% |
| 17 | MICROSOFT CORP | MSFT | 1,353 | $582,196 | 0.28% |
| 18 | JOHNSON & JOHNSON | JNJ | 3,492 | $565,914 | 0.27% |
| 19 | SPDR SER TR | 78464A805 | 7,910 | $554,175 | 0.26% |
| 20 | AMAZON COM INC | AMZN | 2,610 | $486,321 | 0.23% |
| 21 | NORFOLK SOUTHN CORP | 655844108 | 1,590 | $395,115 | 0.19% |
| 22 | EXXON MOBIL CORP | XOM | 3,155 | $369,829 | 0.18% |
| 23 | APPLIED MATLS INC | 038222105 | 1,795 | $362,680 | 0.17% |
| 24 | AMGEN INC | AMGN | 1,074 | $346,054 | 0.17% |
| 25 | ISHARES TR | 464287507 | 5,136 | $320,076 | 0.15% |
| 26 | NEXTERA ENERGY INC | NEE-PW | 3,717 | $314,198 | 0.15% |
| 27 | SPDR SER TR | 78464A375 | 8,896 | $299,884 | 0.14% |
| 28 | ELI LILLY & CO | LLY | 284 | $251,607 | 0.12% |
| 29 | ALPHABET INC | GOOG | 1,510 | $250,434 | 0.12% |