BCK PARTNERS INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| VOO | VANGUARD 500 INDEX FUND | 78,354 | +937 | +1.21% | $332.48 | 25.13% | 0.01% | 40,266,904 | 2025-03-31 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 509,811 | +5,333 | +1.06% | $79.02 | 25.11% | 0.11% | 40,244,480 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 92,785 | +814 | +0.89% | $198.38 | 14.97% | 0.03% | 23,996,108 | 2025-03-31 | ||||||
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 359,536 | +5,203 | +1.47% | $54.53 | 11.78% | 0.12% | 18,882,831 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 76,430 | +1,105 | +1.47% | $182.25 | 10.58% | 0.03% | 16,948,308 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 329,826 | +10,709 | +3.36% | $15.54 | 4.07% | 0.00% | 6,523,962 | 2025-03-31 | ||||||
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 101,729 | +2,638 | +2.66% | $27.77 | 1.75% | 0.00% | 2,804,674 | 2025-03-31 | ||||||
| GLW | CORNING | 26,845 | -32,564 | -54.81% | $35.53 | 0.77% | 0.00% | 1,228,979 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 4,469 | -27 | -0.60% | $196.74 | 0.77% | 0.00% | 1,228,260 | 2025-03-31 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 48,990 | -255 | -0.52% | $19.60 | 0.72% | 0.00% | 1,147,836 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,031 | 0 | 0.00% | $0.00 | 0.67% | 0.00% | 1,081,670 | 2025-03-31 | ||||||
| AAPL | APPLE | 4,237 | 0 | 0.00% | $139.36 | 0.59% | 0.00% | 941,165 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 1,285 | 0 | 0.00% | $352.40 | 0.42% | 0.00% | 673,019 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 15,246 | +89 | +0.59% | $28.81 | 0.35% | 0.00% | 555,107 | 2025-03-31 | ||||||
| AMZN | AMAZON | 2,610 | 0 | 0.00% | $115.11 | 0.31% | 0.00% | 496,579 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 2,807 | -225 | -7.42% | $149.83 | 0.29% | 0.00% | 465,513 | 2025-03-31 | ||||||
| SPSB | SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | 14,400 | 0 | 0.00% | $29.38 | 0.27% | 0.01% | 433,440 | 2025-03-31 | ||||||
| NSC | NORFOLK SOUTHERN | 1,590 | 0 | 0.00% | $226.35 | 0.23% | 0.00% | 376,592 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 3,155 | 0 | 0.00% | $81.00 | 0.23% | 0.00% | 375,224 | 2025-03-31 | ||||||
| SPTM | SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 5,430 | +298 | +5.81% | $47.16 | 0.23% | 0.00% | 369,294 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 787 | -474 | -37.59% | $255.08 | 0.18% | 0.00% | 295,432 | 2025-03-31 | ||||||
| AMAT | APPLIED MATERIALS | 1,745 | 0 | 0.00% | $143.01 | 0.16% | 0.00% | 253,234 | 2025-03-31 | ||||||
| NEE | NEXTERA ENERGY | 3,477 | 0 | 0.00% | $74.06 | 0.15% | 0.00% | 246,485 | 2025-03-31 | ||||||
| AMGN | AMGEN | 715 | -339 | -32.16% | $247.66 | 0.14% | 0.00% | 222,758 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 244 | +244 | Open | $827.77 | 0.13% | 0.00% | 201,522 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 0 | -1,510 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 0 | -1,500 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||