BCK Partners, Inc. Concentrated Active

CIK: 0001845867 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $185,724 (100.0% shares, 0.0% debt)

Holdings (26)

VOO VANGUARD INDEX FDS 26.4%

Value ($000) $49,083 Shares 80,152 Est. Cost $355.44 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 23.0%

Value ($000) $42,802 Shares 535,492 Est. Cost $79.52 Unrealized —

VO VANGUARD INDEX FDS 15.3%

Value ($000) $28,427 Shares 96,776 Est. Cost $211.55 Unrealized —

VB VANGUARD INDEX FDS 11.5%

Value ($000) $21,433 Shares 84,290 Est. Cost $200.81 Unrealized —

IGIB ISHARES TR 10.9%

Value ($000) $20,305 Shares 375,389 Est. Cost $55.44 Unrealized —

SCHF SCHWAB STRATEGIC TR 4.1%

Value ($000) $7,532 Shares 323,558 Est. Cost $28.85 Unrealized —

SCHE SCHWAB STRATEGIC TR 1.8%

Value ($000) $3,395 Shares 101,744 Est. Cost $28.74 Unrealized —

GLW CORNING INC 1.4%

Value ($000) $2,576 Shares 31,405 Est. Cost $36.70 Unrealized +77.0%

VTI VANGUARD INDEX FDS 0.8%

Value ($000) $1,400 Shares 4,265 Est. Cost $186.84 Unrealized —

SCHA SCHWAB STRATEGIC TR 0.7%

Value ($000) $1,344 Shares 48,170 Est. Cost $41.89 Unrealized —

AAPL APPLE INC 0.5%

Value ($000) $1,015 Shares 3,986 Est. Cost $138.44 Unrealized +62.9%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value ($000) $992 Shares 1,974 Est. Cost $237.70 Unrealized +103.8%

AMZN AMAZON COM INC 0.3%

Value ($000) $617 Shares 2,811 Est. Cost $118.09 Unrealized +91.7%

SPDW SPDR INDEX SHS FDS 0.3%

Value ($000) $614 Shares 14,356 Est. Cost $27.49 Unrealized —

JNJ JOHNSON & JOHNSON 0.3%

Value ($000) $520 Shares 2,807 Est. Cost $131.69 Unrealized +28.7%

NSC NORFOLK SOUTHN CORP 0.3%

Value ($000) $473 Shares 1,575 Est. Cost $204.73 Unrealized +34.8%

SPSB SPDR SERIES TRUST 0.2%

Value ($000) $431 Shares 14,220 Est. Cost $29.27 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.2%

Value ($000) $431 Shares 1,247 Est. Cost $326.04 Unrealized -8.3%

SPTM SPDR SERIES TRUST 0.2%

Value ($000) $401 Shares 4,978 Est. Cost $48.84 Unrealized —

MSFT MICROSOFT CORP 0.2%

Value ($000) $401 Shares 775 Est. Cost $263.81 Unrealized +92.8%

XOM EXXON MOBIL CORP 0.2%

Value ($000) $344 Shares 3,048 Est. Cost $71.05 Unrealized +54.4%

NVDA NVIDIA CORPORATION 0.2%

Value ($000) $298 Shares 1,599 Est. Cost $125.82 Unrealized +38.5%

GOOGL ALPHABET INC 0.1%

Value ($000) $242 Shares 995 Est. Cost $209.20 Unrealized 0.0%

AMAT APPLIED MATLS INC 0.1%

Value ($000) $240 Shares 1,170 Est. Cost $140.40 Unrealized +28.8%

SPIB SPDR SERIES TRUST 0.1%

Value ($000) $204 Shares 6,005 Est. Cost $33.58 Unrealized —

EXEL EXELIXIS INC 0.1%

Value ($000) $203 Shares 4,920 Est. Cost $39.97 Unrealized +0.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	80,152	$49,083	26.4%	$355.44	—	S&P 500 ETF SHS	922908363
VCSH	VANGUARD SCOTTSDALE FDS	535,492	$42,802	23.0%	$79.52	—	SHRT TRM CORP BD	92206C409
VO	VANGUARD INDEX FDS	96,776	$28,427	15.3%	$211.55	—	MID CAP ETF	922908629
VB	VANGUARD INDEX FDS	84,290	$21,433	11.5%	$200.81	—	SMALL CP ETF	922908751
IGIB	ISHARES TR	375,389	$20,305	10.9%	$55.44	—	ISHS 5-10YR INVT	464288638
SCHF	SCHWAB STRATEGIC TR	323,558	$7,532	4.1%	$28.85	—	INTL EQTY ETF	808524805
SCHE	SCHWAB STRATEGIC TR	101,744	$3,395	1.8%	$28.74	—	EMRG MKTEQ ETF	808524706
GLW	CORNING INC	31,405	$2,576	1.4%	$36.70	+77.0%	COM	219350105
VTI	VANGUARD INDEX FDS	4,265	$1,400	0.8%	$186.84	—	TOTAL STK MKT	922908769
SCHA	SCHWAB STRATEGIC TR	48,170	$1,344	0.7%	$41.89	—	US SML CAP ETF	808524607
AAPL	APPLE INC	3,986	$1,015	0.5%	$138.44	+62.9%	COM	037833100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$992	0.5%	$237.70	+103.8%	CL B NEW	084670702
AMZN	AMAZON COM INC	2,811	$617	0.3%	$118.09	+91.7%	COM	023135106
SPDW	SPDR INDEX SHS FDS	14,356	$614	0.3%	$27.49	—	PORTFOLIO DEVLPD	78463X889
JNJ	JOHNSON & JOHNSON	2,807	$520	0.3%	$131.69	+28.7%	COM	478160104
NSC	NORFOLK SOUTHN CORP	1,575	$473	0.3%	$204.73	+34.8%	COM	655844108
SPSB	SPDR SERIES TRUST	14,220	$431	0.2%	$29.27	—	PORTFOLIO SHORT	78464A474
UNH	UNITEDHEALTH GROUP INC	1,247	$431	0.2%	$326.04	-8.3%	COM	91324P102
SPTM	SPDR SERIES TRUST	4,978	$401	0.2%	$48.84	—	PORTFOLI S&P1500	78464A805
MSFT	MICROSOFT CORP	775	$401	0.2%	$263.81	+92.8%	COM	594918104
XOM	EXXON MOBIL CORP	3,048	$344	0.2%	$71.05	+54.4%	COM	30231G102
NVDA	NVIDIA CORPORATION	1,599	$298	0.2%	$125.82	+38.5%	COM	67066G104
GOOGL	ALPHABET INC	995	$242	0.1%	$209.20	0.0%	CAP STK CL A	02079K305
AMAT	APPLIED MATLS INC	1,170	$240	0.1%	$140.40	+28.8%	COM	038222105
SPIB	SPDR SERIES TRUST	6,005	$204	0.1%	$33.58	—	PORTFOLIO INTRMD	78464A375
EXEL	EXELIXIS INC	4,920	$203	0.1%	$39.97	+0.6%	COM	30161Q104