$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $43,558,000 | +1.7% | 110,687 | -1.1% | 28.80% | -5.7% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $19,367,000 | +1.4% | 85,967 | -0.9% | 12.81% | -6.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,117,000 | -14.0% | 9,501 | -16.5% | 1.40% | -20.2% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,877,000 | -3.6% | 18,015 | -6.4% | 1.24% | -10.7% |
| MSFT | Sell | MICROSOFT CORP | $377,000 | +0.8% | 1,393 | -3.0% | 0.25% | -6.7% |
| NEE | Sell | NEXTERA ENERGY INC | $313,000 | -7.1% | 4,273 | -1.0% | 0.21% | -13.8% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $219,000 | -0.9% | 2,107 | -3.9% | 0.14% | -8.2% |
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.