$148 Million is the total value of BCK Partners, Inc.'s 27 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 3.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $38,334,750 | +9.8% | 109,110 | +2.6% | 25.98% | +2.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $29,877,306 | +28.8% | 397,357 | +27.3% | 20.25% | +20.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $23,101,105 | +13.9% | 113,346 | +5.1% | 15.66% | +6.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $17,228,037 | +13.0% | 93,865 | +5.2% | 11.68% | +5.8% |
| IGIB | Buy | ISHARES TR | $13,034,052 | +28.2% | 263,261 | +25.0% | 8.84% | +20.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,098,696 | +24.0% | 189,342 | +8.3% | 4.13% | +16.2% |
| SPSB | Sell | SPDR SER TRportfolio short | $3,355,431 | -64.6% | 114,208 | -64.8% | 2.27% | -66.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,513,262 | +21.0% | 106,179 | +14.5% | 1.70% | +13.4% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,023,937 | -24.6% | 10,586 | -29.3% | 1.37% | -29.4% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $1,894,458 | -54.4% | 59,518 | -55.2% | 1.28% | -57.3% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,689,024 | -23.7% | 41,694 | -28.9% | 1.14% | -28.5% |
| GLW | Buy | CORNING INC | $1,093,487 | +13.7% | 34,236 | +3.3% | 0.74% | +6.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,090,417 | +40.3% | 3,530 | +21.3% | 0.74% | +31.5% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $800,947 | -22.0% | 26,977 | -32.2% | 0.54% | -26.9% |
| UNH | UNITEDHEALTH GROUP INC | $711,502 | +4.9% | 1,342 | 0.0% | 0.48% | -1.6% | |
| JNJ | Sell | JOHNSON & JOHNSON | $643,713 | -2.0% | 3,644 | -9.4% | 0.44% | -8.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $592,452 | -0.8% | 1,542 | -7.4% | 0.40% | -6.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $567,474 | -49.0% | 2,346 | -53.8% | 0.38% | -52.2% |
| AAPL | APPLE INC | $414,347 | -6.0% | 3,189 | 0.0% | 0.28% | -11.9% | |
| NSC | NORFOLK SOUTHN CORP | $388,112 | +17.6% | 1,575 | 0.0% | 0.26% | +10.0% | |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $363,613 | +12.2% | 7,689 | +4.8% | 0.25% | +5.1% |
| NEE | Sell | NEXTERA ENERGY INC | $357,223 | +5.4% | 4,273 | -1.1% | 0.24% | -1.2% |
| XOM | EXXON MOBIL CORP | $340,717 | +26.2% | 3,089 | 0.0% | 0.23% | +18.5% | |
| AMGN | Sell | AMGEN INC | $273,671 | +9.9% | 1,042 | -5.5% | 0.19% | +3.3% |
| MSFT | MICROSOFT CORP | $272,915 | +3.0% | 1,138 | 0.0% | 0.18% | -3.6% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $237,872 | -45.8% | 7,217 | -49.0% | 0.16% | -49.4% |
| TMO | THERMO FISHER SCIENTIFIC INC | $227,986 | +8.6% | 414 | 0.0% | 0.16% | +2.0% | |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,180 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.