BCK Partners, Inc. Concentrated Active

Location: Corning, NY

CIK: 0001845867 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 25, 2025

Total Value: $160M (100.0% shares, 0.0% debt)

Holdings (25)

VOO VANGUARD INDEX FDS 25.1%

Value $40.27M Shares 78,354 Est. Cost $349.72 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 25.1%

Value $40.24M Shares 509,811 Est. Cost $79.50 Unrealized —

VO VANGUARD INDEX FDS 15.0%

Value $24M Shares 92,785 Est. Cost $208.03 Unrealized —

IGIB ISHARES TR 11.8%

Value $18.88M Shares 359,536 Est. Cost $55.48 Unrealized —

VB VANGUARD INDEX FDS 10.6%

Value $16.95M Shares 76,430 Est. Cost $195.97 Unrealized —

SCHF SCHWAB STRATEGIC TR 4.1%

Value $6.524M Shares 329,826 Est. Cost $29.01 Unrealized —

SCHE SCHWAB STRATEGIC TR 1.8%

Value $2.805M Shares 101,729 Est. Cost $28.63 Unrealized —

GLW CORNING INC 0.8%

Value $1.229M Shares 26,845 Est. Cost $32.35 Unrealized +50.1%

VTI VANGUARD INDEX FDS 0.8%

Value $1.228M Shares 4,469 Est. Cost $186.84 Unrealized —

SCHA SCHWAB STRATEGIC TR 0.7%

Value $1.148M Shares 48,990 Est. Cost $41.89 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%

Value $1.082M Shares 2,031 Est. Cost $237.70 Unrealized +104.5%

AAPL APPLE INC 0.6%

Value $941K Shares 4,237 Est. Cost $138.44 Unrealized +66.7%

UNH UNITEDHEALTH GROUP INC 0.4%

Value $673K Shares 1,285 Est. Cost $326.04 Unrealized +53.2%

SPDW SPDR INDEX SHS FDS 0.3%

Value $555K Shares 15,246 Est. Cost $27.49 Unrealized —

AMZN AMAZON COM INC 0.3%

Value $497K Shares 2,610 Est. Cost $109.75 Unrealized +97.7%

JNJ JOHNSON & JOHNSON 0.3%

Value $466K Shares 2,807 Est. Cost $131.69 Unrealized +15.8%

SPSB SPDR SER TR 0.3%

Value $433K Shares 14,400 Est. Cost $29.27 Unrealized —

NSC NORFOLK SOUTHN CORP 0.2%

Value $377K Shares 1,590 Est. Cost $204.73 Unrealized +16.9%

XOM EXXON MOBIL CORP 0.2%

Value $375K Shares 3,155 Est. Cost $71.05 Unrealized +50.9%

SPTM SPDR SER TR 0.2%

Value $369K Shares 5,430 Est. Cost $48.84 Unrealized —

MSFT MICROSOFT CORP 0.2%

Value $295K Shares 787 Est. Cost $263.81 Unrealized +53.6%

AMAT APPLIED MATLS INC 0.2%

Value $253K Shares 1,745 Est. Cost $140.40 Unrealized +18.7%

NEE NEXTERA ENERGY INC 0.2%

Value $246K Shares 3,477 Est. Cost $65.69 Unrealized +4.5%

AMGN AMGEN INC 0.1%

Value $223K Shares 715 Est. Cost $233.95 Unrealized +22.8%

LLY ELI LILLY & CO 0.1%

Value $202K Shares 244 Est. Cost $826.69 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	78,354	$40.27M	25.1%	$349.72	—	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	509,811	$40.24M	25.1%	$79.50	—	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	92,785	$24M	15.0%	$208.03	—	MID CAP ETF	922908629
IGIB	ISHARES TR	359,536	$18.88M	11.8%	$55.48	—	ISHS 5-10YR INVT	464288638
VB	VANGUARD INDEX FDS	76,430	$16.95M	10.6%	$195.97	—	SMALL CP ETF	922908751
SCHF	SCHWAB STRATEGIC TR	329,826	$6.524M	4.1%	$29.01	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	101,729	$2.805M	1.8%	$28.63	—	EMRG MKTEQ ETF	808524706
GLW	CORNING INC	26,845	$1.229M	0.8%	$32.35	+50.1%	COM	219350105
VTI	VANGUARD INDEX FDS	4,469	$1.228M	0.8%	$186.84	—	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	48,990	$1.148M	0.7%	$41.89	—	US SML CAP ETF	808524607
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,031	$1.082M	0.7%	$237.70	+104.5%	CL B NEW	084670702
AAPL	APPLE INC	4,237	$941K	0.6%	$138.44	+66.7%	COM	037833100
UNH	UNITEDHEALTH GROUP INC	1,285	$673K	0.4%	$326.04	+53.2%	COM	91324P102
SPDW	SPDR INDEX SHS FDS	15,246	$555K	0.3%	$27.49	—	PORTFOLIO DEVLPD	78463X889
AMZN	AMAZON COM INC	2,610	$497K	0.3%	$109.75	+97.7%	COM	023135106
JNJ	JOHNSON & JOHNSON	2,807	$466K	0.3%	$131.69	+15.8%	COM	478160104
SPSB	SPDR SER TR	14,400	$433K	0.3%	$29.27	—	PORTFOLIO SHORT	78464A474
NSC	NORFOLK SOUTHN CORP	1,590	$377K	0.2%	$204.73	+16.9%	COM	655844108
XOM	EXXON MOBIL CORP	3,155	$375K	0.2%	$71.05	+50.9%	COM	30231G102
SPTM	SPDR SER TR	5,430	$369K	0.2%	$48.84	—	PORTFOLI S&P1500	78464A805
MSFT	MICROSOFT CORP	787	$295K	0.2%	$263.81	+53.6%	COM	594918104
AMAT	APPLIED MATLS INC	1,745	$253K	0.2%	$140.40	+18.7%	COM	038222105
NEE	NEXTERA ENERGY INC	3,477	$246K	0.2%	$65.69	+4.5%	COM	65339F101
AMGN	AMGEN INC	715	$223K	0.1%	$233.95	+22.8%	COM	031162100
LLY	ELI LILLY & CO	244	$202K	0.1%	$826.69	0.0%	COM	532457108