HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
102,726 | -1,888 | $49,380 |
| VOO | 102,726 | -1,888 | $49,380 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
540,169 | +21,703 | $41,760 |
| VCSH | 540,169 | +21,703 | $41,760 |
| VANGUARD INDEX FDS (VO) |
117,792 | -211 | $29,432 |
| VO | 117,792 | -211 | $29,432 |
| VANGUARD INDEX FDS (VB) |
99,016 | -204 | $22,634 |
| VB | 99,016 | -204 | $22,634 |
| ISHARES TR (IGIB) |
369,648 | +14,213 | $19,074 |
| IGIB | 369,648 | +14,213 | $19,074 |
| SCHWAB STRATEGIC TR |
196,450 | +3,723 | $7,665 |
| SCHF | 196,450 | +3,723 | $7,665 |
| SCHWAB STRATEGIC TR |
126,651 | +5,029 | $3,198 |
| SCHE | 126,651 | +5,029 | $3,198 |
| VANGUARD INDEX FDS (VTI) |
6,513 | -35 | $1,693 |
| VTI | 6,513 | -35 | $1,693 |
 BERKSHIRE HATHAWAY INC DEL |
$1,501 | ||
| BRK.B | 3,569 | +32 | $1,501 |
| SCHWAB STRATEGIC TR |
28,550 | -1,885 | $1,406 |
| SCHA | 28,550 | -1,885 | $1,406 |
| CORNING INC |
32,229 | -580 | $1,062 |
| GLW | 32,229 | -580 | $1,062 |
| SPDR INDEX SHS FDS (SPDW) |
19,633 | -1,695 | $704 |
| SPDW | 19,633 | -1,695 | $704 |
| APPLE INC |
3,828 | +114 | $656 |
| AAPL | 3,828 | +114 | $656 |
| ISHARES TR (IVV) |
1,239 | -149 | $651 |
| IVV | 1,239 | -149 | $651 |
| UNITEDHEALTH GROUP INC |
1,269 | +27 | $628 |
| UNH | 1,269 | +27 | $628 |
| JOHNSON & JOHNSON |
3,763 | +262 | $595 |
| JNJ | 3,763 | +262 | $595 |
| SPDR SER TR (SPSB) |
19,397 | -9,709 | $577 |
| SPSB | 19,397 | -9,709 | $577 |
| SPDR SER TR (SPTM) |
8,054 | -31 | $517 |
| SPTM | 8,054 | -31 | $517 |
| AMAZON COM INC |
2,666 | +486 | $481 |
| AMZN | 2,666 | +486 | $481 |
| MICROSOFT CORP |
1,113 | +60 | $468 |
| MSFT | 1,113 | +60 | $468 |
| NORFOLK SOUTHN CORP |
1,575 | UNCH | $401 |
| NSC | 1,575 | UNCH | $401 |
| APPLIED MATLS INC |
1,788 | UNCH | $369 |
| AMAT | 1,788 | UNCH | $369 |
| SPDR SER TR (SPIB) |
10,887 | -4,056 | $356 |
| SPIB | 10,887 | -4,056 | $356 |
| EXXON MOBIL CORP |
2,930 | UNCH | $341 |
| XOM | 2,930 | UNCH | $341 |
| ISHARES TR (IJH) |
5,206 | +4,155 | $316 |
| IJH | 5,206 | +4,155 | $316 |
| AMGEN INC |
1,022 | UNCH | $291 |
| AMGN | 1,022 | UNCH | $291 |
| THERMO FISHER SCIENTIFIC INC |
439 | +25 | $255 |
| TMO | 439 | +25 | $255 |
| NEXTERA ENERGY INC |
3,552 | UNCH | $227 |
| NEE | 3,552 | UNCH | $227 |
| ALPHABET INC |
1,484 | +1,484 | $224 |
| GOOGL | 1,484 | +1,484 | $224 |
See Summary: BCK Partners Inc. Top Holdings
See Details: Top 10 Stocks Held By BCK Partners Inc.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| GOOGL | +1,484 | +$224 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NEE | -3,552 | -$216 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| VCSH | +21,703 | +$1,646 |
| IGIB | +14,213 | +$591 |
| SCHE | +5,029 | +$183 |
| IJH | +4,155 | +$25 |
| SCHF | +3,723 | +$542 |
| AMZN | +486 | +$150 |
| JNJ | +262 | +$46 |
| AAPL | +114 | -$59 |
| MSFT | +60 | +$72 |
| BRK | +32 | +$239 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SPSB | -9,709 | -$290 |
| SPIB | -4,056 | -$135 |
| VOO | -1,888 | +$3,685 |
| SCHA | -1,885 | -$32 |
| SPDW | -1,695 | -$21 |
| GLW | -580 | +$63 |
| VO | -211 | +$1,980 |
| VB | -204 | +$1,467 |
| IVV | -149 | -$12 |
|
Size ($ in 1000's)
At 03/31/2024: $186,862 At 12/31/2023: $176,141 BCK Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BCK Partners Inc. 13F filings. Link to 13F filings: SEC filings |
