$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $808,000 | +2.0% | 2,909 | 0.0% | 0.53% | -5.5% | |
| IVV | ISHARES TRcore s&p500 etf | $790,000 | +2.9% | 1,838 | 0.0% | 0.52% | -4.7% | |
| JNJ | JOHNSON & JOHNSON | $667,000 | -1.2% | 4,050 | 0.0% | 0.44% | -8.3% | |
| UNH | UNITEDHEALTH GROUP INC | $537,000 | +0.4% | 1,342 | 0.0% | 0.36% | -7.1% | |
| NSC | NORFOLK SOUTHN CORP | $418,000 | -5.4% | 1,575 | 0.0% | 0.28% | -12.4% | |
| AAPL | APPLE INC | $411,000 | +2.5% | 3,003 | 0.0% | 0.27% | -4.9% | |
| AMGN | AMGEN INC | $317,000 | -5.7% | 1,299 | 0.0% | 0.21% | -12.5% | |
| AMZN | AMAZON COM INC | $316,000 | +2.3% | 92 | 0.0% | 0.21% | -5.0% | |
| AMAT | APPLIED MATLS INC | $271,000 | +5.4% | 1,900 | 0.0% | 0.18% | -2.2% | |
| DIS | DISNEY WALT CO | $207,000 | -4.2% | 1,177 | 0.0% | 0.14% | -11.0% | |
| FORTIVE CORPnote 0.875% 2/1 | $84,000 | -1.2% | 84,000 | 0.0% | 0.06% | -8.2% | ||
| GOLDMAN SACHS BDC INCnote 4.500% 4/0 | $10,000 | 0.0% | 10,000 | 0.0% | 0.01% | 0.0% |
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.