$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 0.0% .
| 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% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,513,262 | +21.0% | 106,179 | +14.5% | 1.70% | +13.4% |
| 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% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $363,613 | +12.2% | 7,689 | +4.8% | 0.25% | +5.1% |
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 | 2024-04-30 |
| 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.