BCK Partners, Inc. Concentrated Active

CIK: 0001845867 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $170,420 (100.0% shares, 0.0% debt)

Holdings (26)

VOO VANGUARD INDEX FDS 26.1%

Value ($000) $44,537 Shares 78,407 Est. Cost $349.72 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 24.0%

Value ($000) $40,922 Shares 514,744 Est. Cost $79.50 Unrealized —

VO VANGUARD INDEX FDS 15.2%

Value ($000) $25,970 Shares 92,806 Est. Cost $208.03 Unrealized —

IGIB ISHARES TR 11.3%

Value ($000) $19,342 Shares 362,951 Est. Cost $55.48 Unrealized —

VB VANGUARD INDEX FDS 11.0%

Value ($000) $18,805 Shares 79,352 Est. Cost $197.48 Unrealized —

SCHF SCHWAB STRATEGIC TR 4.1%

Value ($000) $6,958 Shares 314,852 Est. Cost $29.01 Unrealized —

SCHE SCHWAB STRATEGIC TR 1.8%

Value ($000) $2,998 Shares 99,457 Est. Cost $28.63 Unrealized —

GLW CORNING INC 0.8%

Value ($000) $1,446 Shares 27,492 Est. Cost $32.68 Unrealized +41.7%

VTI VANGUARD INDEX FDS 0.8%

Value ($000) $1,312 Shares 4,316 Est. Cost $186.84 Unrealized —

SCHA SCHWAB STRATEGIC TR 0.7%

Value ($000) $1,231 Shares 48,640 Est. Cost $41.89 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%

Value ($000) $959 Shares 1,975 Est. Cost $237.70 Unrealized +113.7%

AAPL APPLE INC 0.5%

Value ($000) $870 Shares 4,239 Est. Cost $138.44 Unrealized +45.5%

SPDW SPDR INDEX SHS FDS 0.4%

Value ($000) $604 Shares 14,913 Est. Cost $27.49 Unrealized —

AMZN AMAZON COM INC 0.3%

Value ($000) $573 Shares 2,610 Est. Cost $109.75 Unrealized +80.3%

SPSB SPDR SERIES TRUST 0.3%

Value ($000) $429 Shares 14,220 Est. Cost $29.27 Unrealized —

JNJ JOHNSON & JOHNSON 0.3%

Value ($000) $429 Shares 2,807 Est. Cost $131.69 Unrealized +14.5%

NSC NORFOLK SOUTHN CORP 0.2%

Value ($000) $407 Shares 1,590 Est. Cost $204.73 Unrealized +13.8%

UNH UNITEDHEALTH GROUP INC 0.2%

Value ($000) $401 Shares 1,285 Est. Cost $326.04 Unrealized +15.0%

MSFT MICROSOFT CORP 0.2%

Value ($000) $386 Shares 777 Est. Cost $263.81 Unrealized +63.9%

SPTM SPDR SERIES TRUST 0.2%

Value ($000) $377 Shares 5,039 Est. Cost $48.84 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value ($000) $330 Shares 3,058 Est. Cost $71.05 Unrealized +47.1%

NVDA NVIDIA CORPORATION 0.1%

Value ($000) $253 Shares 1,600 Est. Cost $125.82 Unrealized 0.0%

NEE NEXTERA ENERGY INC 0.1%

Value ($000) $241 Shares 3,477 Est. Cost $65.69 Unrealized +3.7%

AMAT APPLIED MATLS INC 0.1%

Value ($000) $222 Shares 1,215 Est. Cost $140.40 Unrealized +12.1%

EXEL EXELIXIS INC 0.1%

Value ($000) $217 Shares 4,920 Est. Cost $39.97 Unrealized 0.0%

SPIB SPDR SERIES TRUST 0.1%

Value ($000) $202 Shares 6,005 Est. Cost $33.58 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	78,407	$44,537	26.1%	$349.72	—	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	514,744	$40,922	24.0%	$79.50	—	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	92,806	$25,970	15.2%	$208.03	—	MID CAP ETF	922908629
IGIB	ISHARES TR	362,951	$19,342	11.3%	$55.48	—	ISHS 5-10YR INVT	464288638
VB	VANGUARD INDEX FDS	79,352	$18,805	11.0%	$197.48	—	SMALL CP ETF	922908751
SCHF	SCHWAB STRATEGIC TR	314,852	$6,958	4.1%	$29.01	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	99,457	$2,998	1.8%	$28.63	—	EMRG MKTEQ ETF	808524706
GLW	CORNING INC	27,492	$1,446	0.8%	$32.68	+41.7%	COM	219350105
VTI	VANGUARD INDEX FDS	4,316	$1,312	0.8%	$186.84	—	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	48,640	$1,231	0.7%	$41.89	—	US SML CAP ETF	808524607
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,975	$959	0.6%	$237.70	+113.7%	CL B NEW	084670702
AAPL	APPLE INC	4,239	$870	0.5%	$138.44	+45.5%	COM	037833100
SPDW	SPDR INDEX SHS FDS	14,913	$604	0.4%	$27.49	—	PORTFOLIO DEVLPD	78463X889
AMZN	AMAZON COM INC	2,610	$573	0.3%	$109.75	+80.3%	COM	023135106
SPSB	SPDR SERIES TRUST	14,220	$429	0.3%	$29.27	—	PORTFOLIO SHORT	78464A474
JNJ	JOHNSON & JOHNSON	2,807	$429	0.3%	$131.69	+14.5%	COM	478160104
NSC	NORFOLK SOUTHN CORP	1,590	$407	0.2%	$204.73	+13.8%	COM	655844108
UNH	UNITEDHEALTH GROUP INC	1,285	$401	0.2%	$326.04	+15.0%	COM	91324P102
MSFT	MICROSOFT CORP	777	$386	0.2%	$263.81	+63.9%	COM	594918104
SPTM	SPDR SERIES TRUST	5,039	$377	0.2%	$48.84	—	PORTFOLI S&P1500	78464A805
XOM	EXXON MOBIL CORP	3,058	$330	0.2%	$71.05	+47.1%	COM	30231G102
NVDA	NVIDIA CORPORATION	1,600	$253	0.1%	$125.82	0.0%	COM	67066G104
NEE	NEXTERA ENERGY INC	3,477	$241	0.1%	$65.69	+3.7%	COM	65339F101
AMAT	APPLIED MATLS INC	1,215	$222	0.1%	$140.40	+12.1%	COM	038222105
EXEL	EXELIXIS INC	4,920	$217	0.1%	$39.97	0.0%	COM	30161Q104
SPIB	SPDR SERIES TRUST	6,005	$202	0.1%	$33.58	—	PORTFOLIO INTRMD	78464A375