BCK Partners, Inc.
29 holdingsFiling period: 2026-06-30Current AUM: $203.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 76.8K | $52.8M | $53.5M | 26.26% | -276 | 2026-06-30 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | 605.9K | $47.9M | $47.0M | 23.09% | +35.6K | 2026-06-30 |
| 3 | VO | VANGUARD INDEX FDS | 388.3K | $31.3M | $31.1M | 15.26% | +292.1K | 2026-06-30 |
| 4 | VB | VANGUARD INDEX FDS | 80.5K | $24.4M | $23.4M | 11.49% | -1,492 | 2026-06-30 |
| 5 | IGIB | ISHARES TR | 423.1K | $22.5M | $21.6M | 10.63% | +27.2K | 2026-06-30 |
| 6 | SCHF | SCHWAB STRATEGIC TR | 297.1K | $8.2M | $8.2M | 4.05% | -8,533 | 2026-06-30 |
| 7 | GLW | CORNING INC | 18.7K | $4.8M | $2.7M | 1.32% | -913 | 2026-06-30 |
| 8 | SCHE | SCHWAB STRATEGIC TR | 96.8K | $3.5M | $3.5M | 1.72% | +239 | 2026-06-30 |
| 9 | VTI | VANGUARD INDEX FDS | 4.8K | $1.8M | $1.8M | 0.87% | -273 | 2026-06-30 |
| 10 | SCHA | SCHWAB STRATEGIC TR | 45.6K | $1.6M | $1.5M | 0.74% | -1,826 | 2026-06-30 |
| 11 | AAPL | APPLE INC | 3.9K | $1.1M | $1.3M | 0.64% | -- | 2026-06-30 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.0K | $987K | $987K | 0.48% | -- | 2026-06-30 |
| 13 | SPDW | SPDR INDEX SHS FDS | 13.8K | $695K | $700K | 0.34% | -380 | 2026-06-30 |
| 14 | JNJ | JOHNSON & JOHNSON | 2.7K | $695K | $731K | 0.36% | -70 | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 2.7K | $639K | $666K | 0.33% | -- | 2026-06-30 |
| 16 | AMAT | APPLIED MATLS INC | 700 | $506K | $295K | 0.14% | -102 | 2026-06-30 |
| 17 | NSC | NORFOLK SOUTHN CORP | 1.5K | $479K | $488K | 0.24% | -- | 2026-06-30 |
| 18 | UNH | UNITEDHEALTH GROUP INC | 1.1K | $474K | $429K | 0.21% | -- | 2026-06-30 |
| 19 | SPTM | SPDR SERIES TRUST | 4.8K | $434K | $438K | 0.22% | +324 | 2026-06-30 |
| 20 | SPSB | SPDR SERIES TRUST | 14.2K | $426K | $421K | 0.21% | -- | 2026-06-30 |
| 21 | XOM | EXXON MOBIL CORP | 2.7K | $368K | $456K | 0.22% | +55 | 2026-06-30 |
| 22 | XOM | EXXON MOBIL CORP | 2.7K | $368K | $456K | 0.22% | +55 | 2026-06-30 |
| 23 | NVDA | NVIDIA CORPORATION | 1.7K | $335K | $355K | 0.17% | +63 | 2026-06-30 |
| 24 | GOOGL | ALPHABET INC | 903 | $322K | $311K | 0.15% | -40 | 2026-06-30 |
| 25 | MSFT | MICROSOFT CORP | 825 | $307K | $409K | 0.20% | -- | 2026-06-30 |
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