Filed: 1/30/2025ACC: 0001667731-25-000172
📋 What this filing means
BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $163.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$163.15M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
S&P 500 ETF SHS$41.71M25.6%
SHRT TRM CORP BD$39.35M24.1%
MID CAP ETF$24.29M14.9%
ISHS 5-10YR INVT$18.25M11.2%
SMALL CP ETF$18.10M11.1%
COM$7.80M4.8%
INTL EQTY ETF$5.90M3.6%
Portfolio Concentration
Top 3$105.36M64.6%
4–10$50.29M30.8%
11–25$7.29M4.5%
Rest$201.4K0.1%
Top 3 weight
64.6%
Top 10 weight
95.4%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings26
Rows:
VANGUARD INDEX FDS
SOLEShares77.42K
TypeSH
Market value$41.71M
25.57%
Sole
0.00
Shared
0.00
None
77.42K
VANGUARD SCOTTSDALE FDS
SOLEShares504.48K
TypeSH
Market value$39.35M
24.12%
Sole
0.00
Shared
0.00
None
504.48K
VANGUARD INDEX FDS
SOLEShares91.97K
TypeSH
Market value$24.29M
14.89%
Sole
0.00
Shared
0.00
None
91.97K
ISHARES TR
SOLEShares354.33K
TypeSH
Market value$18.25M
11.19%
Sole
0.00
Shared
0.00
None
354.33K
VANGUARD INDEX FDS
SOLEShares75.33K
TypeSH
Market value$18.10M
11.09%
Sole
0.00
Shared
0.00
None
75.33K
SCHWAB STRATEGIC TR
SOLEShares319.12K
TypeSH
Market value$5.90M
3.62%
Sole
0.00
Shared
0.00
None
319.12K
CORNING INC
SOLEShares59.41K
TypeSH
Market value$2.82M
1.73%
Sole
0.00
Shared
0.00
None
59.41K
SCHWAB STRATEGIC TR
SOLEShares99.09K
TypeSH
Market value$2.64M
1.62%
Sole
0.00
Shared
0.00
None
99.09K
VANGUARD INDEX FDS
SOLEShares4.50K
TypeSH
Market value$1.30M
0.80%
Sole
0.00
Shared
0.00
None
4.50K
SCHWAB STRATEGIC TR
SOLEShares49.24K
TypeSH
Market value$1.27M
0.78%
Sole
0.00
Shared
0.00
None
49.24K
APPLE INC
SOLEShares4.24K
TypeSH
Market value$1.06M
0.65%
Sole
0.00
Shared
0.00
None
4.24K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.03K
TypeSH
Market value$920.6K
0.56%
Sole
0.00
Shared
0.00
None
2.03K
UNITEDHEALTH GROUP INC
SOLEShares1.28K
TypeSH
Market value$650.0K
0.40%
Sole
0.00
Shared
0.00
None
1.28K
AMAZON COM INC
SOLEShares2.61K
TypeSH
Market value$572.6K
0.35%
Sole
0.00
Shared
0.00
None
2.61K
MICROSOFT CORP
SOLEShares1.26K
TypeSH
Market value$531.5K
0.33%
Sole
0.00
Shared
0.00
None
1.26K
SPDR INDEX SHS FDS
SOLEShares15.16K
TypeSH
Market value$517.3K
0.32%
Sole
0.00
Shared
0.00
None
15.16K
JOHNSON & JOHNSON
SOLEShares3.03K
TypeSH
Market value$438.5K
0.27%
Sole
0.00
Shared
0.00
None
3.03K
SPDR SER TR
SOLEShares14.40K
TypeSH
Market value$430.0K
0.26%
Sole
0.00
Shared
0.00
None
14.40K
NORFOLK SOUTHN CORP
SOLEShares1.59K
TypeSH
Market value$373.2K
0.23%
Sole
0.00
Shared
0.00
None
1.59K
SPDR SER TR
SOLEShares5.13K
TypeSH
Market value$366.6K
0.22%
Sole
0.00
Shared
0.00
None
5.13K
EXXON MOBIL CORP
SOLEShares3.15K
TypeSH
Market value$339.4K
0.21%
Sole
0.00
Shared
0.00
None
3.15K
ALPHABET INC
SOLEShares1.51K
TypeSH
Market value$285.8K
0.18%
Sole
0.00
Shared
0.00
None
1.51K
APPLIED MATLS INC
SOLEShares1.75K
TypeSH
Market value$283.8K
0.17%
Sole
0.00
Shared
0.00
None
1.75K
AMGEN INC
SOLEShares1.05K
TypeSH
Market value$274.7K
0.17%
Sole
0.00
Shared
0.00
None
1.05K
NEXTERA ENERGY INC
SOLEShares3.48K
TypeSH
Market value$249.3K
0.15%
Sole
0.00
Shared
0.00
None
3.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 77.42K | SH | $41.71M 25.57% | 0.00 | 0.00 | 77.42K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 504.48K | SH | $39.35M 24.12% | 0.00 | 0.00 | 504.48K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 91.97K | SH | $24.29M 14.89% | 0.00 | 0.00 | 91.97K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 354.33K | SH | $18.25M 11.19% | 0.00 | 0.00 | 354.33K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 75.33K | SH | $18.10M 11.09% | 0.00 | 0.00 | 75.33K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 319.12K | SH | $5.90M 3.62% | 0.00 | 0.00 | 319.12K |
CORNING INCSOLE | COM | 59.41K | SH | $2.82M 1.73% | 0.00 | 0.00 | 59.41K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 99.09K | SH | $2.64M 1.62% | 0.00 | 0.00 | 99.09K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.50K | SH | $1.30M 0.80% | 0.00 | 0.00 | 4.50K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 49.24K | SH | $1.27M 0.78% | 0.00 | 0.00 | 49.24K |
APPLE INCSOLE | COM | 4.24K | SH | $1.06M 0.65% | 0.00 | 0.00 | 4.24K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.03K | SH | $920.6K 0.56% | 0.00 | 0.00 | 2.03K |
UNITEDHEALTH GROUP INCSOLE | COM | 1.28K | SH | $650.0K 0.40% | 0.00 | 0.00 | 1.28K |
AMAZON COM INCSOLE | COM | 2.61K | SH | $572.6K 0.35% | 0.00 | 0.00 | 2.61K |
MICROSOFT CORPSOLE | COM | 1.26K | SH | $531.5K 0.33% | 0.00 | 0.00 | 1.26K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 15.16K | SH | $517.3K 0.32% | 0.00 | 0.00 | 15.16K |
JOHNSON & JOHNSONSOLE | COM | 3.03K | SH | $438.5K 0.27% | 0.00 | 0.00 | 3.03K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 14.40K | SH | $430.0K 0.26% | 0.00 | 0.00 | 14.40K |
NORFOLK SOUTHN CORPSOLE | COM | 1.59K | SH | $373.2K 0.23% | 0.00 | 0.00 | 1.59K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 5.13K | SH | $366.6K 0.22% | 0.00 | 0.00 | 5.13K |
EXXON MOBIL CORPSOLE | COM | 3.15K | SH | $339.4K 0.21% | 0.00 | 0.00 | 3.15K |
ALPHABET INCSOLE | CAP STK CL A | 1.51K | SH | $285.8K 0.18% | 0.00 | 0.00 | 1.51K |
APPLIED MATLS INCSOLE | COM | 1.75K | SH | $283.8K 0.17% | 0.00 | 0.00 | 1.75K |
AMGEN INCSOLE | COM | 1.05K | SH | $274.7K 0.17% | 0.00 | 0.00 | 1.05K |
NEXTERA ENERGY INCSOLE | COM | 3.48K | SH | $249.3K 0.15% | 0.00 | 0.00 | 3.48K |
Page 1 of 2