| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,552 | -100.0% | -0.13% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -414 | -100.0% | -0.13% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,788 | -100.0% | -0.15% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,022 | -100.0% | -0.17% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,180 | -100.0% | -0.17% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,127 | -100.0% | -0.18% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,575 | -100.0% | -0.19% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,063 | -100.0% | -0.21% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,930 | -100.0% | -0.22% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -8,411 | -100.0% | -0.28% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,501 | -100.0% | -0.34% | – |
| AAPL | Exit | APPLE INC | $0 | – | -3,378 | -100.0% | -0.36% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,432 | -100.0% | -0.38% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -21,778 | -100.0% | -0.42% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,342 | -100.0% | -0.42% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -27,724 | -100.0% | -0.54% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -29,790 | -100.0% | -0.54% | – |
| GLW | Exit | CORNING INC | $0 | – | -31,486 | -100.0% | -0.60% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,530 | -100.0% | -0.77% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -32,123 | -100.0% | -0.83% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -6,791 | -100.0% | -0.90% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -118,262 | -100.0% | -1.76% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -190,700 | -100.0% | -4.04% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -324,919 | -100.0% | -9.86% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -98,548 | -100.0% | -11.62% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -117,550 | -100.0% | -15.26% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -499,894 | -100.0% | -23.43% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -106,556 | -100.0% | -26.09% | – |
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.