BCK Partners, Inc.
- SEC CIK
- 0001845867
- Latest filing
- Jul 17, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 28
- +1 vs. Q1 2021
- Portfolio value
- $151.2M
- +$11.0M (+7.9%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 110,687 | $43.6M | 28.8% | −1,242−1.1% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 331,433 | $27.4M | 18.1% | +75,930+29.7% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 109,122 | $25.9M | 17.1% | +237+0.2% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 85,967 | $19.4M | 12.8% | −763−0.9% | Reduced | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 210,494 | $12.7M | 8.4% | +46,959+28.7% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 177,923 | $7.02M | 4.6% | +1,880+1.1% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 93,901 | $3.09M | 2.0% | +1,964+2.1% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,501 | $2.12M | 1.4% | −1,877−16.5% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 18,015 | $1.88M | 1.2% | −1,225−6.4% | Reduced | – |
| GLWCorning Inc | COM | 38,274 | $1.56M | 1.0% | +451+1.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,909 | $808.0K | 0.5% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,838 | $790.0K | 0.5% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 4,050 | $667.0K | 0.4% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 1,342 | $537.0K | 0.4% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 1,575 | $418.0K | 0.3% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 3,003 | $411.0K | 0.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,393 | $377.0K | 0.2% | −43−3.0% | Reduced | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 6,522 | $345.0K | 0.2% | +128+2.0% | Added | – |
| AMGNAmgen Inc | Stock | 1,299 | $317.0K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 92 | $316.0K | 0.2% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 4,273 | $313.0K | 0.2% | −43−1.0% | Reduced | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 7,796 | $287.0K | 0.2% | +28+0.4% | Added | – |
| AMATApplied Materials Inc | Stock | 1,900 | $271.0K | 0.2% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,107 | $219.0K | 0.1% | −86−3.9% | Reduced | – |
| TMOThermo Fisher Scientific Inc. | Stock | 410 | $207.0K | 0.1% | +410 | New | History |
| DISWalt Disney Co | Stock | 1,177 | $207.0K | 0.1% | 00.0% | Unchanged | History |
| Fortive Corp34959JAK4 | NOTE 0.875% 2/1 | – | $84.0K | 0.1% | – | – | – |
| Goldman Sachs BDC, Inc.38147UAB3 | NOTE 4.500% 4/0 | – | $10.0K | <0.1% | – | – | – |