BCK Partners, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 78,407 | 80,152 | +1,745 | 44,537,343 | 49,083,282 | 26.43% | +4,545,939 |
| VANGUARD INDEX FDS | 79,352 | 84,290 | +4,938 | 18,804,870 | 21,433,297 | 11.54% | +2,628,427 |
| VANGUARD INDEX FDS | 92,806 | 96,776 | +3,970 | 25,969,867 | 28,426,945 | 15.31% | +2,457,078 |
| VANGUARD SCOTTSDALE FDS | 514,744 | 535,492 | +20,748 | 40,922,176 | 42,801,904 | 23.05% | +1,879,728 |
| CORNING INC(GLW) | 27,492 | 31,405 | +3,913 | 1,445,804 | 2,576,152 | 1.39% | +1,130,348 |
| ISHARES TR | 362,951 | 375,389 | +12,438 | 19,341,642 | 20,304,774 | 10.93% | +963,132 |
| SCHWAB STRATEGIC TR | 314,852 | 323,558 | +8,706 | 6,958,227 | 7,532,427 | 4.06% | +574,200 |
| SCHWAB STRATEGIC TR | 99,457 | 101,744 | +2,287 | 2,997,630 | 3,395,193 | 1.83% | +397,563 |
| ALPHABET INC(GOOG) | 0 | 995 | +995 | 0 | 241,885 | 0.13% | +241,885 |
| APPLE INC(AAPL) | 4,239 | 3,986 | -253 | 869,716 | 1,014,955 | 0.55% | +145,239 |
| SCHWAB STRATEGIC TR | 48,640 | 48,170 | -470 | 1,230,592 | 1,343,943 | 0.72% | +113,351 |
| JOHNSON & JOHNSON(JNJ) | 2,807 | 2,807 | 0 | 428,769 | 520,474 | 0.28% | +91,705 |
| VANGUARD INDEX FDS | 4,316 | 4,265 | -51 | 1,311,762 | 1,399,645 | 0.75% | +87,883 |
| NORFOLK SOUTHN CORP(NSC) | 1,590 | 1,575 | -15 | 406,992 | 473,146 | 0.25% | +66,154 |
| NVIDIA CORPORATION(NVDA) | 1,600 | 1,599 | -1 | 252,784 | 298,341 | 0.16% | +45,557 |
| AMAZON COM INC(AMZN) | 2,610 | 2,811 | +201 | 572,608 | 617,211 | 0.33% | +44,603 |
| BERKSHIRE HATHAWAY INC DEL | 1,975 | 1,974 | -1 | 959,396 | 992,409 | 0.53% | +33,013 |
| UNITEDHEALTH GROUP INC(UNH) | 1,285 | 1,247 | -38 | 400,881 | 430,589 | 0.23% | +29,708 |
| SPDR SERIES TRUST | 5,039 | 4,978 | -61 | 377,371 | 401,476 | 0.22% | +24,105 |
| APPLIED MATLS INC | 1,215 | 1,170 | -45 | 222,430 | 239,546 | 0.13% | +17,116 |
| MICROSOFT CORP(MSFT) | 777 | 775 | -2 | 386,488 | 401,411 | 0.22% | +14,923 |
| EXXON MOBIL CORP | 3,058 | 3,048 | -10 | 329,652 | 343,662 | 0.19% | +14,010 |
| SPDR INDEX SHS FDS | 14,913 | 14,356 | -557 | 603,827 | 614,293 | 0.33% | +10,466 |
| SPDR SERIES TRUST | 6,005 | 6,005 | 0 | 201,648 | 203,509 | 0.11% | +1,861 |
| SPDR SERIES TRUST | 14,220 | 14,220 | 0 | 429,302 | 430,724 | 0.23% | +1,422 |
| EXELIXIS INC(EXEL) | 4,920 | 4,920 | 0 | 216,849 | 203,196 | 0.11% | -13,653 |
| NEXTERA ENERGY INC(NEE) | 3,477 | 0 | -3,477 | 241,373 | 0 | — | -241,373 |