BCK PARTNERS, INC.

Filed: 11/7/2022ACC: 0001845867-22-000003

📋 What this filing means

BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $138.2K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$138.2K

Total AUM (reported)

1.75M

Total Shares

Allocation by class

S&P 500 ETF SHS$34.9K25.2%

SHRT TRM CORP BD$23.2K16.8%

MID CAP ETF$20.3K14.7%

SMALL CP ETF$15.3K11.0%

ISHS 5-10YR INVT$10.2K7.4%

PORTFOLIO SHORT$9.5K6.9%

INTL EQTY ETF$4.9K3.6%

Portfolio Concentration

Top 3$78.4K56.7%

4–10$48.9K35.4%

11–25$10.3K7.4%

Rest$705.000.5%

Top 3 weight

56.7%

Top 10 weight

92.0%

Voting Authority Distribution

Total shares with voting rights: 1.75M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.75M

% of voting shares100.0%

Investment Discretion (by position count)

Sole28

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings28

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares106.31K

TypeSH

Market value$34.9K

25.25%

Sole

0.00

Shared

0.00

None

106.31K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares312.17K

TypeSH

Market value$23.2K

16.77%

Sole

0.00

Shared

0.00

None

312.17K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares107.85K

TypeSH

Market value$20.3K

14.67%

Sole

0.00

Shared

0.00

None

107.85K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares89.24K

TypeSH

Market value$15.3K

11.03%

Sole

0.00

Shared

0.00

None

89.24K

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares210.53K

TypeSH

Market value$10.2K

7.35%

Sole

0.00

Shared

0.00

None

210.53K

SPDR SER TR

SOLE

PORTFOLIO SHORT

Shares324.71K

TypeSH

Market value$9.5K

6.86%

Sole

0.00

Shared

0.00

None

324.71K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares174.79K

TypeSH

Market value$4.9K

3.56%

Sole

0.00

Shared

0.00

None

174.79K

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares132.80K

TypeSH

Market value$4.2K

3.01%

Sole

0.00

Shared

0.00

None

132.80K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares14.97K

TypeSH

Market value$2.7K

1.94%

Sole

0.00

Shared

0.00

None

14.97K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares58.60K

TypeSH

Market value$2.2K

1.60%

Sole

0.00

Shared

0.00

None

58.60K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares92.74K

TypeSH

Market value$2.1K

1.50%

Sole

0.00

Shared

0.00

None

92.74K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares5.08K

TypeSH

Market value$1.1K

0.81%

Sole

0.00

Shared

0.00

None

5.08K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares39.79K

TypeSH

Market value$1.0K

0.74%

Sole

0.00

Shared

0.00

None

39.79K

CORNING INC

SOLE

COM

Shares33.15K

TypeSH

Market value$962.00

0.70%

Sole

0.00

Shared

0.00

None

33.15K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares2.91K

TypeSH

Market value$777.00

0.56%

Sole

0.00

Shared

0.00

None

2.91K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares1.34K

TypeSH

Market value$678.00

0.49%

Sole

0.00

Shared

0.00

None

1.34K

JOHNSON & JOHNSON

SOLE

COM

Shares4.02K

TypeSH

Market value$657.00

0.48%

Sole

0.00

Shared

0.00

None

4.02K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.67K

TypeSH

Market value$597.00

0.43%

Sole

0.00

Shared

0.00

None

1.67K

APPLE INC

SOLE

COM

Shares3.19K

TypeSH

Market value$441.00

0.32%

Sole

0.00

Shared

0.00

None

3.19K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares14.15K

TypeSH

Market value$439.00

0.32%

Sole

0.00

Shared

0.00

None

14.15K

NEXTERA ENERGY INC

SOLE

COM

Shares4.32K

TypeSH

Market value$339.00

0.25%

Sole

0.00

Shared

0.00

None

4.32K

NORFOLK SOUTHN CORP

SOLE

COM

Shares1.57K

TypeSH

Market value$330.00

0.24%

Sole

0.00

Shared

0.00

None

1.57K

SPDR SER TR

SOLE

PORTFOLI S&P1500

Shares7.34K

TypeSH

Market value$324.00

0.23%

Sole

0.00

Shared

0.00

None

7.34K

EXXON MOBIL CORP

SOLE

COM

Shares3.09K

TypeSH

Market value$270.00

0.20%

Sole

0.00

Shared

0.00

None

3.09K

MICROSOFT CORP

SOLE

COM

Shares1.14K

TypeSH

Market value$265.00

0.19%

Sole

0.00

Shared

0.00

None

1.14K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	106.31K	SH	$34.9K 25.25%	106.31K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	312.17K	SH	$23.2K 16.77%	312.17K
VANGUARD INDEX FDSSOLE	MID CAP ETF	107.85K	SH	$20.3K 14.67%	107.85K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	89.24K	SH	$15.3K 11.03%	89.24K
ISHARES TRSOLE	ISHS 5-10YR INVT	210.53K	SH	$10.2K 7.35%	210.53K
SPDR SER TRSOLE	PORTFOLIO SHORT	324.71K	SH	$9.5K 6.86%	324.71K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	174.79K	SH	$4.9K 3.56%	174.79K
SPDR SER TRSOLE	PORTFOLIO INTRMD	132.80K	SH	$4.2K 3.01%	132.80K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	14.97K	SH	$2.7K 1.94%	14.97K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	58.60K	SH	$2.2K 1.60%	58.60K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	92.74K	SH	$2.1K 1.50%	92.74K
ISHARES TRSOLE	CORE S&P MCP ETF	5.08K	SH	$1.1K 0.81%	5.08K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	39.79K	SH	$1.0K 0.74%	39.79K
CORNING INCSOLE	COM	33.15K	SH	$962.00 0.70%	33.15K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	2.91K	SH	$777.00 0.56%	2.91K
UNITEDHEALTH GROUP INCSOLE	COM	1.34K	SH	$678.00 0.49%	1.34K
JOHNSON & JOHNSONSOLE	COM	4.02K	SH	$657.00 0.48%	4.02K
ISHARES TRSOLE	CORE S&P500 ETF	1.67K	SH	$597.00 0.43%	1.67K
APPLE INCSOLE	COM	3.19K	SH	$441.00 0.32%	3.19K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	14.15K	SH	$439.00 0.32%	14.15K
NEXTERA ENERGY INCSOLE	COM	4.32K	SH	$339.00 0.25%	4.32K
NORFOLK SOUTHN CORPSOLE	COM	1.57K	SH	$330.00 0.24%	1.57K
SPDR SER TRSOLE	PORTFOLI S&P1500	7.34K	SH	$324.00 0.23%	7.34K
EXXON MOBIL CORPSOLE	COM	3.09K	SH	$270.00 0.20%	3.09K
MICROSOFT CORPSOLE	COM	1.14K	SH	$265.00 0.19%	1.14K

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