BCK PARTNERS, INC.

Filed: 4/30/2024ACC: 0001845867-24-000002

📋 What this filing means

BCK PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $186.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$186.86M

Total AUM (reported)

1.71M

Total Shares

Allocation by class

S&P 500 ETF SHS$49.38M26.4%

SHRT TRM CORP BD$41.76M22.3%

MID CAP ETF$29.43M15.8%

SMALL CP ETF$22.63M12.1%

ISHS 5-10YR INVT$19.07M10.2%

INTL EQTY ETF$7.67M4.1%

COM$5.77M3.1%

Portfolio Concentration

Top 3$120.57M64.5%

4–10$57.17M30.6%

11–25$8.12M4.3%

Rest$996.7K0.5%

Top 3 weight

64.5%

Top 10 weight

95.1%

Voting Authority Distribution

Total shares with voting rights: 1.71M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.71M

% of voting shares100.0%

Investment Discretion (by position count)

Sole29

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings29

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares102.73K

TypeSH

Market value$49.38M

26.43%

Sole

0.00

Shared

0.00

None

102.73K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares540.17K

TypeSH

Market value$41.76M

22.35%

Sole

0.00

Shared

0.00

None

540.17K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares117.79K

TypeSH

Market value$29.43M

15.75%

Sole

0.00

Shared

0.00

None

117.79K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares99.02K

TypeSH

Market value$22.63M

12.11%

Sole

0.00

Shared

0.00

None

99.02K

ISHARES TR

SOLE

ISHS 5-10YR INVT

Shares369.65K

TypeSH

Market value$19.07M

10.21%

Sole

0.00

Shared

0.00

None

369.65K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares196.45K

TypeSH

Market value$7.67M

4.10%

Sole

0.00

Shared

0.00

None

196.45K

SCHWAB STRATEGIC TR

SOLE

EMRG MKTEQ ETF

Shares126.65K

TypeSH

Market value$3.20M

1.71%

Sole

0.00

Shared

0.00

None

126.65K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares6.51K

TypeSH

Market value$1.69M

0.91%

Sole

0.00

Shared

0.00

None

6.51K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares3.57K

TypeSH

Market value$1.50M

0.80%

Sole

0.00

Shared

0.00

None

3.57K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares28.55K

TypeSH

Market value$1.41M

0.75%

Sole

0.00

Shared

0.00

None

28.55K

CORNING INC

SOLE

COM

Shares32.23K

TypeSH

Market value$1.06M

0.57%

Sole

0.00

Shared

0.00

None

32.23K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares19.63K

TypeSH

Market value$703.6K

0.38%

Sole

0.00

Shared

0.00

None

19.63K

APPLE INC

SOLE

COM

Shares3.83K

TypeSH

Market value$656.4K

0.35%

Sole

0.00

Shared

0.00

None

3.83K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.24K

TypeSH

Market value$651.4K

0.35%

Sole

0.00

Shared

0.00

None

1.24K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares1.27K

TypeSH

Market value$627.8K

0.34%

Sole

0.00

Shared

0.00

None

1.27K

JOHNSON & JOHNSON

SOLE

COM

Shares3.76K

TypeSH

Market value$595.3K

0.32%

Sole

0.00

Shared

0.00

None

3.76K

SPDR SER TR

SOLE

PORTFOLIO SHORT

Shares19.40K

TypeSH

Market value$577.4K

0.31%

Sole

0.00

Shared

0.00

None

19.40K

SPDR SER TR

SOLE

PORTFOLI S&P1500

Shares8.05K

TypeSH

Market value$516.7K

0.28%

Sole

0.00

Shared

0.00

None

8.05K

AMAZON COM INC

SOLE

COM

Shares2.67K

TypeSH

Market value$480.9K

0.26%

Sole

0.00

Shared

0.00

None

2.67K

MICROSOFT CORP

SOLE

COM

Shares1.11K

TypeSH

Market value$468.3K

0.25%

Sole

0.00

Shared

0.00

None

1.11K

NORFOLK SOUTHN CORP

SOLE

COM

Shares1.57K

TypeSH

Market value$401.4K

0.21%

Sole

0.00

Shared

0.00

None

1.57K

APPLIED MATLS INC

SOLE

COM

Shares1.79K

TypeSH

Market value$368.7K

0.20%

Sole

0.00

Shared

0.00

None

1.79K

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares10.89K

TypeSH

Market value$355.9K

0.19%

Sole

0.00

Shared

0.00

None

10.89K

EXXON MOBIL CORP

SOLE

COM

Shares2.93K

TypeSH

Market value$340.6K

0.18%

Sole

0.00

Shared

0.00

None

2.93K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares5.21K

TypeSH

Market value$316.2K

0.17%

Sole

0.00

Shared

0.00

None

5.21K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	102.73K	SH	$49.38M 26.43%	102.73K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	540.17K	SH	$41.76M 22.35%	540.17K
VANGUARD INDEX FDSSOLE	MID CAP ETF	117.79K	SH	$29.43M 15.75%	117.79K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	99.02K	SH	$22.63M 12.11%	99.02K
ISHARES TRSOLE	ISHS 5-10YR INVT	369.65K	SH	$19.07M 10.21%	369.65K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	196.45K	SH	$7.67M 4.10%	196.45K
SCHWAB STRATEGIC TRSOLE	EMRG MKTEQ ETF	126.65K	SH	$3.20M 1.71%	126.65K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	6.51K	SH	$1.69M 0.91%	6.51K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	3.57K	SH	$1.50M 0.80%	3.57K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	28.55K	SH	$1.41M 0.75%	28.55K
CORNING INCSOLE	COM	32.23K	SH	$1.06M 0.57%	32.23K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	19.63K	SH	$703.6K 0.38%	19.63K
APPLE INCSOLE	COM	3.83K	SH	$656.4K 0.35%	3.83K
ISHARES TRSOLE	CORE S&P500 ETF	1.24K	SH	$651.4K 0.35%	1.24K
UNITEDHEALTH GROUP INCSOLE	COM	1.27K	SH	$627.8K 0.34%	1.27K
JOHNSON & JOHNSONSOLE	COM	3.76K	SH	$595.3K 0.32%	3.76K
SPDR SER TRSOLE	PORTFOLIO SHORT	19.40K	SH	$577.4K 0.31%	19.40K
SPDR SER TRSOLE	PORTFOLI S&P1500	8.05K	SH	$516.7K 0.28%	8.05K
AMAZON COM INCSOLE	COM	2.67K	SH	$480.9K 0.26%	2.67K
MICROSOFT CORPSOLE	COM	1.11K	SH	$468.3K 0.25%	1.11K
NORFOLK SOUTHN CORPSOLE	COM	1.57K	SH	$401.4K 0.21%	1.57K
APPLIED MATLS INCSOLE	COM	1.79K	SH	$368.7K 0.20%	1.79K
SPDR SER TRSOLE	PORTFOLIO INTRMD	10.89K	SH	$355.9K 0.19%	10.89K
EXXON MOBIL CORPSOLE	COM	2.93K	SH	$340.6K 0.18%	2.93K
ISHARES TRSOLE	CORE S&P MCP ETF	5.21K	SH	$316.2K 0.17%	5.21K

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