13F-HR filed by BCK Partners, Inc.
BCK Partners, Inc. filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-07-20, with 25 holding rows worth $159,915,878.
- Accession
- 0001845867-23-000003
- Filer
- CIK 1845867
- Filed
- 2023-07-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 25 entries on the cover page, a total value of $159,915,878 stated on the cover page (in dollars after the unit check, H1), rows summing to $159,915,878 with VALUE read as dollars as filed, 13F file number 028-20806. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 105,172 | $42,834,289 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 472,097 | $35,718,859 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 113,499 | $24,987,896 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 96,331 | $19,159,173 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 315,811 | $15,970,562 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 184,495 | $6,577,236 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 112,355 | $2,767,299 | dollars as filed | |
| VTI | 922908769 | COM | 7,095 | $1,562,887 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 32,718 | $1,433,048 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,530 | $1,203,730 | dollars as filed | |
| CORNING INC | 219350105 | COM | 31,390 | $1,099,894 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 21,719 | $697,397 | dollars as filed | |
| SPDW | 78463X889 | COM | 21,195 | $689,685 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,474 | $656,977 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,342 | $645,019 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,161 | $613,139 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,124 | $517,084 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 15,389 | $453,052 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 8,254 | $449,348 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,575 | $357,147 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,123 | $334,942 | dollars as filed | |
| IJH | 464287507 | COM | 1,280 | $334,694 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 963 | $327,940 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,230 | $290,703 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,152 | $233,878 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001845867-23-000003 | this filing | 2023-07-20 | acceptance time not in the bulk data set |