BCK Partners

BCK Partners as of March 31, 2021

Portfolio Holdings for BCK Partners

BCK Partners holds 27 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 30.5 $43M 112k 382.50
Vanguard Index Fds Mid Cap Etf (VO) 17.9 $25M 109k 230.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 15.1 $21M 256k 82.65
Vanguard Index Fds Small Cp Etf (VB) 13.6 $19M 87k 220.15
Ishares Tr Ishs 5-10yr Invt (IGIB) 7.0 $9.8M 164k 59.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.9 $6.9M 176k 38.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $3.0M 92k 32.09
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $2.5M 11k 216.29
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $1.9M 19k 101.25
Corning Incorporated (GLW) 1.2 $1.7M 38k 46.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $792k 2.9k 272.26
Ishares Tr Core S&p500 Etf (IVV) 0.5 $768k 1.8k 417.85
Johnson & Johnson (JNJ) 0.5 $675k 4.1k 166.67
UnitedHealth (UNH) 0.4 $535k 1.3k 398.66
Norfolk Southern (NSC) 0.3 $442k 1.6k 280.63
Apple (AAPL) 0.3 $401k 3.0k 133.53
Microsoft Corporation (MSFT) 0.3 $374k 1.4k 260.45
Nextera Energy (NEE) 0.2 $337k 4.3k 78.08
Amgen (AMGN) 0.2 $336k 1.3k 258.66
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $330k 6.4k 51.61
Amazon (AMZN) 0.2 $309k 92.00 3358.70
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $284k 7.8k 36.56
Applied Materials (AMAT) 0.2 $257k 1.9k 135.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $221k 2.2k 100.78
Walt Disney Company (DIS) 0.2 $216k 1.2k 183.52
Fortive Corp Note 0.875% 2/1 (Principal) 0.1 $85k 84k 1.01
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $10k 10k 1.00