BCK PARTNERS, INC.

PrivateCIK: 1845867
Location

CORNING, NY

26
Positions
$185.22M
Total AUM (reported)
1.76M
Total Shares

Allocation by class

TOTAL AUM$185.22M26 positions
S&P 500 ETF SHS$46.08M24.9%
SHRT TRM CORP BD$45.20M24.4%
MID CAP ETF$27.62M14.9%
SMALL CP ETF$21.46M11.6%
ISHS 5-10YR INVT$21.07M11.4%
INTL EQTY ETF$7.57M4.1%
COM$7.18M3.9%

Portfolio Concentration

Top 364.2%4–1031.8%11–253.9%Rest0.1%TOP 1096.0%0%100%
Top 3$118.91M64.2%
4–10$58.95M31.8%
11–25$7.16M3.9%
Rest$201.4K0.1%

Top 3 weight

64.2%

Top 10 weight

96.0%

Voting Authority Distribution

Total shares with voting rights: 1.76M

Sole

Full voting authority

1.76M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares77.12K
TypeSH
Market value$46.08M
24.88%
Sole
77.12K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares570.25K
TypeSH
Market value$45.20M
24.41%
Sole
570.25K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares96.19K
TypeSH
Market value$27.62M
14.91%
Sole
96.19K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares81.95K
TypeSH
Market value$21.46M
11.59%
Sole
81.95K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHS 5-10YR INVT
Shares395.91K
TypeSH
Market value$21.07M
11.38%
Sole
395.91K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares305.67K
TypeSH
Market value$7.57M
4.08%
Sole
305.67K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
EMRG MKTEQ ETF
Shares96.52K
TypeSH
Market value$3.18M
1.72%
Sole
96.52K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares19.63K
TypeSH
Market value$2.67M
1.44%
Sole
19.63K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares5.05K
TypeSH
Market value$1.62M
0.87%
Sole
5.05K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US SML CAP ETF
Shares47.46K
TypeSH
Market value$1.38M
0.75%
Sole
47.46K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares3.92K
TypeSH
Market value$995.9K
0.54%
Sole
3.92K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares1.97K
TypeSH
Market value$945.9K
0.51%
Sole
1.97K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares2.81K
TypeSH
Market value$686.1K
0.37%
Sole
2.81K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares14.17K
TypeSH
Market value$647.0K
0.35%
Sole
14.17K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares2.69K
TypeSH
Market value$559.2K
0.30%
Sole
2.69K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares2.64K
TypeSH
Market value$447.9K
0.24%
Sole
2.64K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
COM
Shares1.52K
TypeSH
Market value$437.7K
0.24%
Sole
1.52K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares14.22K
TypeSH
Market value$427.6K
0.23%
Sole
14.22K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares4.47K
TypeSH
Market value$353.1K
0.19%
Sole
4.47K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares1.14K
TypeSH
Market value$309.0K
0.17%
Sole
1.14K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares825.00
TypeSH
Market value$305.4K
0.16%
Sole
825.00
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares1.62K
TypeSH
Market value$281.8K
0.15%
Sole
1.62K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares802.00
TypeSH
Market value$274.1K
0.15%
Sole
802.00
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares943.00
TypeSH
Market value$271.2K
0.15%
Sole
943.00
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares610.00
TypeSH
Market value$214.6K
0.12%
Sole
610.00
Shared
0.00
None
0.00
Page 1 of 2