$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 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSB | Sell | SPDR SER TRportfolio short | $3,355,431 | -64.6% | 114,208 | -64.8% | 2.27% | -66.9% |
| 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% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $800,947 | -22.0% | 26,977 | -32.2% | 0.54% | -26.9% |
| 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% |
| NEE | Sell | NEXTERA ENERGY INC | $357,223 | +5.4% | 4,273 | -1.1% | 0.24% | -1.2% |
| AMGN | Sell | AMGEN INC | $273,671 | +9.9% | 1,042 | -5.5% | 0.19% | +3.3% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $237,872 | -45.8% | 7,217 | -49.0% | 0.16% | -49.4% |
| 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 | 2024-04-30 |
| 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.