Portfolio (Quarterly)
Guide ↗
BCK Partners, Inc.
· CIK 0001845867| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 76,841.0 | $52.8M | 25.44% | NEW | — | $686.81 | +1.9% |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | — | 605,856.0 | $47.9M | 23.08% | NEW | — | $79.03 | -1.2% |
| 3 | VO | VANGUARD INDEX FDS | — | 388,334.0 | $31.3M | 15.08% | NEW | — | $80.57 | +0.9% |
| 4 | VB | VANGUARD INDEX FDS | — | 80,458.0 | $24.4M | 11.76% | NEW | — | $303.12 | -2.4% |
| 5 | IGIB | ISHARES TR | — | 423,132.0 | $22.5M | 10.85% | NEW | — | $53.17 | -2.7% |
| 6 | SCHF | SCHWAB STRATEGIC TR | — | 297,134.0 | $8.2M | 3.97% | NEW | — | $27.70 | +0.9% |
| 7 | GLW | CORNING INC | Technology | 18,713.0 | $4.8M | 2.30% | NEW | — | $255.43 | -43.0% |
| 8 | SCHE | SCHWAB STRATEGIC TR | — | 96,763.0 | $3.5M | 1.69% | NEW | — | $36.26 | +2.3% |
| 9 | VTI | VANGUARD INDEX FDS | — | 4,778.0 | $1.8M | 0.85% | NEW | — | $370.04 | +1.4% |
| 10 | SCHA | SCHWAB STRATEGIC TR | — | 45,638.0 | $1.6M | 0.80% | NEW | — | $36.13 | -6.6% |
| 11 | AAPL | APPLE INC | Technology | 3,924.0 | $1.1M | 0.55% | NEW | — | $289.36 | +12.4% |
| 12 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,974.0 | $988K | 0.48% | NEW | — | $500.39 | — |
| 13 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,737.0 | $695K | 0.34% | NEW | — | $253.97 | +6.8% |
| 14 | SPDW | SPDR INDEX SHS FDS | — | 13,794.0 | $695K | 0.34% | NEW | — | $50.39 | +1.5% |
| 15 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,685.0 | $640K | 0.31% | NEW | — | $238.34 | +7.0% |
| 16 | AMAT | APPLIED MATLS INC | Technology | 700.0 | $506K | 0.24% | NEW | — | $723.00 | -38.9% |
| 17 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,525.0 | $480K | 0.23% | NEW | — | $314.59 | +5.8% |
| 18 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,142.0 | $475K | 0.23% | NEW | — | $415.63 | -4.7% |
| 19 | SPTM | SPDR SERIES TRUST | — | 4,790.0 | $435K | 0.21% | NEW | — | $90.79 | +1.7% |
| 20 | SPSB | SPDR SERIES TRUST | — | 14,220.0 | $427K | 0.21% | NEW | — | $30.01 | -0.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
67.2%
Healthcare
15.5%
Consumer Cyclical
6.1%
Industrials
4.6%
Energy
3.5%
Communication Services
3.1%