$151 Million is the total value of BCK Partners, Inc.'s 28 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $27,413,000 | +29.8% | 331,433 | +29.7% | 18.13% | +20.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $25,900,000 | +3.3% | 109,122 | +0.2% | 17.13% | -4.2% |
| IGIB | Buy | ISHARES TR | $12,739,000 | +30.4% | 210,494 | +28.7% | 8.42% | +20.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $7,019,000 | +2.4% | 177,923 | +1.1% | 4.64% | -5.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $3,087,000 | +4.6% | 93,901 | +2.1% | 2.04% | -3.0% |
| GLW | Buy | CORNING INC | $1,565,000 | -10.5% | 38,274 | +1.2% | 1.04% | -17.0% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $345,000 | +4.5% | 6,522 | +2.0% | 0.23% | -3.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $287,000 | +1.1% | 7,796 | +0.4% | 0.19% | -6.4% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $207,000 | – | 410 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 31.2% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 23.4% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 19.2% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 15.1% |
| ISHARES TR | 12 | Q3 2023 | 10.2% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 5.2% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 2.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 2.1% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 1.6% |
| CORNING INC | 12 | Q3 2023 | 1.2% |
View BCK Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-20 |
| 13F-HR/A | 2022-05-13 |
| 13F-HR | 2022-04-21 |
View BCK Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.