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CIK: 0001845867
Total reported value
$207.4M
$207.4M
29 檔
78.2%
During the Q1 2024 filing period, BCK Partners, Inc. (CIK: 0001845867) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $207.4M across 29 reported positions.
During Q1 2024, BCK Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.43% | +0.56% | -1.80% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 22.35% | -1.33% | +4.19% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.75% | +0.17% | -0.18% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 12.11% | +0.17% | -0.21% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 10.21% | -0.53% | +4.00% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.10% | -0.11% | +1.93% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.71% | -0.03% | +4.13% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.02% | -0.53% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.03% | +0.90% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.75% | +0.04% | -6.19% | |
| 11 | GLW | Corning Inc | Stock-Tech | 0.57% | +0.86% | -1.77% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.38% | -0.01% | -7.95% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.01% | +3.07% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -10.73% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.06% | +2.17% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.03% | +7.48% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.31% | -0.02% | -33.36% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.28% | +0.02% | -0.38% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | +22.29% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.01% | +5.70% | |
| 21 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.21% | -0.01% | — | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.20% | +0.09% | — | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.19% | -0.01% | -27.14% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | — | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.17% | — | +395.34% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.16% | -0.01% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.14% | — | +6.04% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.12% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.01% | — |
According to official SEC Form 13F filings, BCK Partners, Inc. reported a total U.S. public equity portfolio value of $207.4M across 29 disclosed positions in Q1 2024.
During Q1 2024, BCK Partners, Inc.'s top holdings by market value included VOO (26.4%)、VCSH (22.4%)、VO (15.8%). The largest single position, VOO, represented 26.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VCSH, VO) accounted for 78.2% of total reported equity market value during Q1 2024.
In Q1 2024, BCK Partners, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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