$143 Million is the total value of BCK Partners, Inc.'s 24 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $38,158,000 | -16.0% | 110,005 | +0.5% | 26.70% | -4.7% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $33,099,000 | -3.2% | 434,022 | -0.9% | 23.16% | +9.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $22,167,000 | -15.8% | 112,539 | +1.7% | 15.51% | -4.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $16,517,000 | -14.6% | 93,787 | +3.0% | 11.56% | -3.1% |
| IGIB | Buy | ISHARES TR | $14,523,000 | -6.4% | 284,424 | +0.6% | 10.16% | +6.3% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,188,000 | -10.6% | 196,752 | +4.4% | 4.33% | +1.5% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,760,000 | -2.7% | 108,764 | +6.4% | 1.93% | +10.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,371,000 | -19.4% | 7,271 | -2.6% | 0.96% | -8.5% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,273,000 | -18.1% | 32,662 | -0.4% | 0.89% | -7.0% |
| GLW | Sell | CORNING INC | $1,045,000 | -16.7% | 33,172 | -2.5% | 0.73% | -5.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $794,000 | -22.7% | 2,909 | 0.0% | 0.56% | -12.2% | |
| JNJ | Sell | JOHNSON & JOHNSON | $711,000 | -0.6% | 4,007 | -0.7% | 0.50% | +12.9% |
| UNH | UNITEDHEALTH GROUP INC | $689,000 | +0.7% | 1,342 | 0.0% | 0.48% | +14.2% | |
| IVV | ISHARES TRcore s&p500 etf | $631,000 | -16.4% | 1,665 | 0.0% | 0.44% | -4.9% | |
| AAPL | Buy | APPLE INC | $436,000 | -16.8% | 3,189 | +6.2% | 0.30% | -5.6% |
| NSC | NORFOLK SOUTHN CORP | $358,000 | -20.3% | 1,575 | 0.0% | 0.25% | -9.4% | |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $333,000 | -11.2% | 7,159 | +6.1% | 0.23% | +0.9% |
| NEE | NEXTERA ENERGY INC | $331,000 | -8.6% | 4,273 | 0.0% | 0.23% | +4.0% | |
| MSFT | Buy | MICROSOFT CORP | $292,000 | -10.2% | 1,138 | +7.9% | 0.20% | +2.0% |
| AMGN | AMGEN INC | $268,000 | +0.4% | 1,103 | 0.0% | 0.19% | +13.9% | |
| XOM | EXXON MOBIL CORP | $265,000 | +3.9% | 3,089 | 0.0% | 0.18% | +17.8% | |
| AMZN | Buy | AMAZON COM INC | $232,000 | -22.7% | 2,180 | +2269.6% | 0.16% | -12.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $227,000 | -15.6% | 7,886 | +0.4% | 0.16% | -4.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $225,000 | -7.0% | 414 | +1.0% | 0.16% | +5.4% |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,900 | -100.0% | -0.15% | – |
| ESBK | Exit | ELMIRA SVGS BK ELMIRA N Y | $0 | – | -13,182 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
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 | 2024-01-26 |
| 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 |
| 13F-HR | 2022-01-18 |
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.