BCK Partners, Inc. - Q2 2024 holdings

$193 Million is the total value of BCK Partners, Inc.'s 30 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 3.4% .

 Value Shares↓ Weighting
VOO SellVANGUARD INDEX FDS$50,445,612
+2.2%
100,865
-1.8%
26.08%
-1.3%
VCSH BuyVANGUARD SCOTTSDALE FDSshrt trm corp bd$45,027,989
+7.8%
582,698
+7.9%
23.28%
+4.2%
VO BuyVANGUARD INDEX FDSmid cap etf$28,750,392
-2.3%
118,754
+0.8%
14.86%
-5.6%
VB BuyVANGUARD INDEX FDSsmall cp etf$21,814,531
-3.6%
100,048
+1.0%
11.28%
-6.9%
IGIB BuyISHARES TR$20,481,446
+7.4%
399,560
+8.1%
10.59%
+3.7%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$7,601,232
-0.8%
197,846
+0.7%
3.93%
-4.2%
SCHE BuySCHWAB STRATEGIC TRemrg mkteq etf$3,421,093
+7.0%
128,806
+1.7%
1.77%
+3.4%
GLW BuyCORNING INC$2,752,937
+159.2%
70,861
+119.9%
1.42%
+150.5%
VTI SellVANGUARD INDEX FDStotal stk mkt$1,560,653
-7.8%
5,834
-10.4%
0.81%
-10.9%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$1,479,938
-1.4%
3,638
+1.9%
0.76%
-4.7%
SCHA SellSCHWAB STRATEGIC TRus sml cap etf$1,308,007
-7.0%
27,566
-3.4%
0.68%
-10.1%
AAPL BuyAPPLE INC$935,363
+42.5%
4,441
+16.0%
0.48%
+37.9%
SPDW SellSPDR INDEX SHS FDSportfolio devlpd$682,516
-3.0%
19,456
-0.9%
0.35%
-6.4%
UNH BuyUNITEDHEALTH GROUP INC$651,853
+3.8%
1,280
+0.9%
0.34%
+0.3%
IVV SellISHARES TRcore s&p500 etf$642,995
-1.3%
1,175
-5.2%
0.33%
-4.9%
MSFT BuyMICROSOFT CORP$593,997
+26.9%
1,329
+19.4%
0.31%
+22.3%
SPSB  SPDR SER TRportfolio short$576,091
-0.2%
19,3970.0%0.30%
-3.6%
JNJ SellJOHNSON & JOHNSON$515,799
-13.4%
3,529
-6.2%
0.27%
-16.3%
SPTM SellSPDR SER TRportfoli s&p1500$514,677
-0.4%
7,757
-3.7%
0.27%
-3.6%
AMZN SellAMAZON COM INC$509,214
+5.9%
2,635
-1.2%
0.26%
+2.3%
AMAT BuyAPPLIED MATLS INC$423,602
+14.9%
1,795
+0.4%
0.22%
+11.2%
XOM BuyEXXON MOBIL CORP$361,592
+6.2%
3,141
+7.2%
0.19%
+2.7%
SPIB  SPDR SER TRportfolio intrmd$354,481
-0.4%
10,8870.0%0.18%
-3.7%
NSC BuyNORFOLK SOUTHN CORP$341,357
-15.0%
1,590
+1.0%
0.18%
-18.1%
AMGN BuyAMGEN INC$334,009
+14.9%
1,069
+4.6%
0.17%
+10.9%
IJH SellISHARES TRcore s&p mcp etf$300,559
-5.0%
5,136
-1.3%
0.16%
-8.3%
GOOGL BuyALPHABET INCcap stk cl a$285,065
+27.3%
1,565
+5.5%
0.15%
+22.5%
NEE BuyNEXTERA ENERGY INC$261,076
+15.0%
3,687
+3.8%
0.14%
+11.6%
LLY NewELI LILLY & CO$257,128284
+100.0%
0.13%
TMO SellTHERMO FISHER SCIENTIFIC INC$236,131
-7.5%
427
-2.7%
0.12%
-10.9%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2024-07-24
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS15Q2 202431.2%
VANGUARD SCOTTSDALE FDS15Q2 202423.4%
VANGUARD INDEX FDS15Q2 202419.2%
VANGUARD INDEX FDS15Q2 202415.1%
ISHARES TR15Q2 202410.6%
SCHWAB STRATEGIC TR15Q2 20245.2%
SCHWAB STRATEGIC TR15Q2 20242.3%
VANGUARD INDEX FDS15Q2 20242.1%
SCHWAB STRATEGIC TR15Q2 20241.6%
CORNING INC15Q2 20241.4%

View BCK Partners, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-10-25
13F-HR2024-07-24
13F-HR2024-04-30
13F-HR2024-01-26
13F-HR2023-10-25
13F-HR2023-07-20
13F-HR2023-04-13
13F-HR2023-01-20
13F-HR2022-11-07
13F-HR2022-07-20

View BCK Partners, Inc.'s complete filings history.

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