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Buckingham Asset Management

Latest statistics and disclosures from Buckingham Strategic Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAT, DFUV, BSVO, DFUS, and represent 37.04% of Buckingham Strategic Wealth's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$92M), ITOT (+$69M), BSVO (+$42M), VGIT (+$42M), GBTC (+$39M), DUHP (+$35M), AVDV (+$35M), DFEM (+$33M), DFSD (+$30M), DIHP (+$28M).
Started 69 new stock positions in ESML, DAL, TXT, NNI, RELX, VGLT, Fidelity Wise Origin Bitcoin, WU, COIN, TECL.
Reduced shares in these 10 stocks: AMZN (-$9.0M), BAC (-$7.7M), MARA (-$6.2M), AAPL (-$5.7M), COST, META, MSFT, HYG, DFCF, AVGO.
Sold out of its positions in ABNB, COWS, AMPL, ADSK, CDW, CCL, Cerberus Cyber Sentinel Corp, CHPT, CHTR, FDN.
Buckingham Strategic Wealth was a net buyer of stock by $562M.
Buckingham Strategic Wealth has $9.5B in assets under management (AUM), dropping by 12.74%.
Central Index Key (CIK): 0001542421

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Portfolio Holdings for Buckingham Strategic Wealth

Buckingham Strategic Wealth holds 755 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Buckingham Strategic Wealth has 755 total positions. Only the first 250 positions are shown.

Sign up to view all of the Buckingham Strategic Wealth March 31, 2024 positions
Download the Buckingham Strategic Wealth March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.7	$1.2B		38M	31.95	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.3	$688M		13M	54.43	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	6.3	$593M		15M	40.90	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.2	$588M	+7%	28M	21.27	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	4.6	$436M	+26%	7.7M	56.98	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.4	$415M	+2%	11M	36.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.9	$368M	+23%	3.2M	115.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.7	$353M	+13%	6.0M	58.55	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.1	$293M		12M	25.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$197M		758k	259.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$170M	+4%	2.7M	62.34	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.7	$164M		1.8M	93.71	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$149M	+30%	2.3M	65.86	View chart
Ishares Tr Core Msci Intl (IDEV)	1.5	$139M	+22%	2.1M	67.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$113M		1.5M	76.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$112M		213k	525.73	View chart
Apple (AAPL)	1.1	$107M	-5%	623k	171.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$106M	+13%	2.2M	47.89	View chart
Microsoft Corporation (MSFT)	0.9	$83M	-4%	196k	420.72	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$81M	+69%	3.2M	25.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$76M	+32%	2.8M	27.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$74M	+68%	1.6M	47.04	View chart
Meta Platforms Cl A (META)	0.7	$65M	-5%	135k	485.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$63M	+3%	1.3M	50.17	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$61M		1.7M	36.54	View chart
Amazon (AMZN)	0.6	$60M	-13%	331k	180.38	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$59M	+147%	1.9M	31.61	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$58M	+5%	1.1M	51.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$53M		968k	54.40	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$52M	+21%	2.0M	25.53	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$48M	+144%	1.8M	26.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$47M		407k	115.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$46M		110k	420.52	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$44M	+30%	924k	48.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$41M		274k	150.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$41M		214k	191.88	View chart
Cass Information Systems (CASS)	0.4	$40M		838k	48.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$40M	+88%	1.3M	30.22	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.4	$39M	NEW	621k	63.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$38M	-2%	72k	523.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$37M	+4%	110k	337.05	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$37M	+88%	1.2M	30.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$36M		237k	152.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$33M		549k	60.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$32M	+11%	770k	41.77	View chart
Procter & Gamble Company (PG)	0.3	$31M	-5%	193k	162.25	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$31M		490k	63.33	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$30M	-4%	332k	89.50	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$30M	+33%	1.1M	26.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$29M	-7%	181k	162.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$29M	+6%	60k	480.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$27M		93k	288.03	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$27M		461k	57.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$26M		317k	81.78	View chart
Exxon Mobil Corporation (XOM)	0.3	$25M	+3%	215k	116.24	View chart
Norfolk Southern (NSC)	0.3	$25M		98k	254.87	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$25M	+4%	997k	24.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$24M	-5%	116k	210.30	View chart
NVIDIA Corporation (NVDA)	0.3	$24M		27k	903.56	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$23M	-3%	216k	104.73	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$22M	-2%	260k	82.97	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$20M	-3%	300k	67.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$20M	-2%	232k	86.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$19M	-3%	106k	182.61	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$19M		682k	28.23	View chart
S&p Global (SPGI)	0.2	$19M	+1047%	45k	425.46	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$19M	-2%	34k	556.41	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$18M		313k	57.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$18M	+9%	100k	179.11	View chart
Abbvie (ABBV)	0.2	$17M		93k	182.10	View chart
Tesla Motors (TSLA)	0.2	$16M		93k	175.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$16M	-3%	36k	444.01	View chart
Eli Lilly & Co. (LLY)	0.2	$16M	-13%	21k	777.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$16M		256k	62.06	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$16M		52k	300.08	View chart
Merck & Co (MRK)	0.2	$15M	-6%	116k	131.95	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$15M	-3%	132k	110.54	View chart
Johnson & Johnson (JNJ)	0.2	$14M	-13%	90k	158.19	View chart
JPMorgan Chase & Co. (JPM)	0.1	$14M	+5%	67k	200.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$13M	-2%	231k	58.07	View chart
Coca-Cola Company (KO)	0.1	$13M	-14%	219k	61.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$13M		57k	228.59	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$13M	+6%	117k	107.60	View chart
Pepsi (PEP)	0.1	$13M	-7%	72k	175.01	View chart
Intel Corporation (INTC)	0.1	$13M		282k	44.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$12M	+8%	36k	344.20	View chart
Home Depot (HD)	0.1	$12M	-12%	32k	383.60	View chart
UnitedHealth (UNH)	0.1	$12M	-4%	25k	494.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$12M	-10%	317k	39.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$12M		249k	49.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M		146k	79.86	View chart
Roper Industries (ROP)	0.1	$12M		21k	560.84	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$11M		136k	84.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$11M	-5%	18.00	634440.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$11M	-4%	59k	186.81	View chart
McDonald's Corporation (MCD)	0.1	$11M	-9%	38k	281.95	View chart
Abbott Laboratories (ABT)	0.1	$10M	+2%	89k	113.66	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$9.9M		91k	108.31	View chart
Broadcom (AVGO)	0.1	$9.5M	-25%	7.2k	1325.45	View chart
Costco Wholesale Corporation (COST)	0.1	$9.0M	-33%	12k	732.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$8.9M		87k	102.76	View chart
Lockheed Martin Corporation (LMT)	0.1	$8.9M	-9%	20k	454.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.6M	-2%	36k	239.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$8.6M		35k	249.86	View chart
Nike CL B (NKE)	0.1	$8.4M		89k	93.98	View chart
Wal-Mart Stores (WMT)	0.1	$8.2M	+143%	137k	60.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$8.0M		98k	81.43	View chart
Boeing Company (BA)	0.1	$8.0M		41k	192.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.8M	+424%	129k	60.74	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$7.8M		201k	38.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$7.7M	+5%	70k	110.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$7.6M	-6%	130k	58.65	View chart
Us Bancorp Del Com New (USB)	0.1	$7.6M		170k	44.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$7.4M	+4%	67k	110.52	View chart
Chevron Corporation (CVX)	0.1	$7.4M	+4%	47k	157.74	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$7.4M	-24%	112k	65.91	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$7.3M	+4%	46k	158.81	View chart
American Express Company (AXP)	0.1	$7.2M	+4%	32k	227.69	View chart
Caterpillar (CAT)	0.1	$7.2M	-10%	20k	366.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.2M		175k	41.08	View chart
Cisco Systems (CSCO)	0.1	$7.1M	-8%	141k	49.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$6.9M		109k	63.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$6.9M	-32%	165k	41.95	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$6.8M		73k	93.19	View chart
Visa Com Cl A (V)	0.1	$6.7M	-11%	24k	279.07	View chart
Nextera Energy (NEE)	0.1	$6.6M	+6%	103k	63.91	View chart
Qualcomm (QCOM)	0.1	$6.6M	-17%	39k	169.30	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$6.6M	-8%	222k	29.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$6.4M	-2%	76k	84.44	View chart
Netflix (NFLX)	0.1	$6.4M	+4%	11k	607.34	View chart
Digital World Acquisition Co Class A (DJT)	0.1	$6.3M		102k	61.96	View chart
Deere & Company (DE)	0.1	$6.2M	+2%	15k	410.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$6.1M	-8%	82k	74.22	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$6.0M	+20%	174k	34.41	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$5.9M	+4%	54k	110.13	View chart
Colgate-Palmolive Company (CL)	0.1	$5.9M		65k	90.05	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$5.7M	-9%	53k	107.41	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$5.5M		156k	35.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.5M	+2%	218k	25.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$5.5M		152k	35.84	View chart
International Business Machines (IBM)	0.1	$5.4M	+27%	28k	190.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.3M	-9%	87k	61.05	View chart
Sherwin-Williams Company (SHW)	0.1	$5.3M	+144%	15k	347.33	View chart
Bank of America Corporation (BAC)	0.1	$5.3M	-59%	139k	37.92	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$5.1M	-4%	68k	75.40	View chart
Verizon Communications (VZ)	0.1	$5.0M	+5%	120k	41.96	View chart
Walt Disney Company (DIS)	0.1	$5.0M	-2%	41k	122.36	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$5.0M	+109%	199k	25.06	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$4.9M		101k	49.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.8M		46k	103.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.8M		23k	205.72	View chart
Eaton Corp SHS (ETN)	0.0	$4.7M	+2%	15k	312.68	View chart
Oracle Corporation (ORCL)	0.0	$4.7M	-8%	37k	125.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$4.7M	-3%	92k	50.60	View chart
Ameriprise Financial (AMP)	0.0	$4.7M		11k	438.46	View chart
Emerson Electric (EMR)	0.0	$4.6M	+6%	41k	113.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$4.6M	+3%	71k	64.26	View chart
Pfizer (PFE)	0.0	$4.6M	+22%	165k	27.75	View chart
Marriott Intl Cl A (MAR)	0.0	$4.6M	+12%	18k	252.31	View chart
Mastercard Incorporated Cl A (MA)	0.0	$4.5M		9.3k	481.56	View chart
Copart (CPRT)	0.0	$4.3M	+2%	75k	57.92	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$4.3M	+45%	193k	22.37	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$4.2M		73k	57.57	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$4.1M		76k	54.08	View chart
Lam Research Corporation (LRCX)	0.0	$4.1M		4.2k	971.49	View chart
Honeywell International (HON)	0.0	$4.0M	-10%	20k	205.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$4.0M	-7%	43k	92.72	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.0M	+2%	41k	97.53	View chart
At&t (T)	0.0	$3.9M	+8%	224k	17.60	View chart
Amgen (AMGN)	0.0	$3.7M	-24%	13k	284.32	View chart
Adobe Systems Incorporated (ADBE)	0.0	$3.7M		7.3k	504.62	View chart
Union Pacific Corporation (UNP)	0.0	$3.7M	-10%	15k	245.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.7M		41k	90.44	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$3.7M	-12%	76k	48.21	View chart
Intuitive Surgical Com New (ISRG)	0.0	$3.6M		9.1k	399.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$3.6M	-8%	30k	120.99	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.6M	+3%	6.1k	581.17	View chart
Intuit (INTU)	0.0	$3.5M	+3%	5.5k	650.00	View chart
United Parcel Service CL B (UPS)	0.0	$3.5M	-22%	23k	148.63	View chart
TowneBank (TOWN)	0.0	$3.4M	-2%	122k	28.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.3M	-12%	44k	75.98	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$3.3M	+4%	8.4k	397.78	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$3.3M	+2%	58k	57.47	View chart
Illinois Tool Works (ITW)	0.0	$3.3M		12k	268.34	View chart
General Dynamics Corporation (GD)	0.0	$3.3M		12k	282.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$3.2M	+6%	6.1k	524.36	View chart
Automatic Data Processing (ADP)	0.0	$3.1M		13k	249.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$3.1M		39k	80.63	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.1M	-28%	18k	174.21	View chart
Freshpet (FRPT)	0.0	$3.1M		27k	115.86	View chart
Progressive Corporation (PGR)	0.0	$3.1M		15k	206.81	View chart
Wells Fargo & Company (WFC)	0.0	$3.1M		53k	57.84	View chart
Cadence Design Systems (CDNS)	0.0	$3.0M		9.8k	311.28	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$2.9M	-4%	25k	116.84	View chart
Linde SHS (LIN)	0.0	$2.9M	+3%	6.3k	464.33	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$2.9M	+459%	97k	29.99	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$2.9M	-2%	31k	93.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.9M		22k	131.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$2.9M	-3%	14k	208.27	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$2.8M	+84%	105k	27.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.8M	-5%	12k	235.80	View chart
Fiserv (FI)	0.0	$2.8M	+21%	18k	159.82	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$2.7M	+8%	28k	99.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$2.7M		11k	247.41	View chart
ConocoPhillips (COP)	0.0	$2.7M	+8%	21k	127.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$2.7M	+1194%	29k	94.62	View chart
Bristol Myers Squibb (BMY)	0.0	$2.7M	+2%	50k	54.23	View chart
Kimberly-Clark Corporation (KMB)	0.0	$2.7M	-3%	21k	129.35	View chart
CSX Corporation (CSX)	0.0	$2.6M		71k	37.07	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$2.6M		10k	260.72	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$2.6M		41k	64.15	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$2.6M		60k	42.82	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$2.6M		54k	47.44	View chart
Lowe's Companies (LOW)	0.0	$2.6M	-32%	10k	254.73	View chart
SYSCO Corporation (SYY)	0.0	$2.5M	-2%	31k	81.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$2.5M		22k	114.14	View chart
Southern Company (SO)	0.0	$2.5M	+16%	34k	71.74	View chart
Genuine Parts Company (GPC)	0.0	$2.4M		15k	154.93	View chart
Starbucks Corporation (SBUX)	0.0	$2.4M	-21%	26k	91.39	View chart
TransDigm Group Incorporated (TDG)	0.0	$2.4M	+3%	1.9k	1231.64	View chart
Arista Networks (ANET)	0.0	$2.3M		7.9k	289.99	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.3M		53k	43.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.3M	+12%	54k	42.01	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$2.2M		6.5k	346.61	View chart
General Electric Com New (GE)	0.0	$2.2M	+17%	13k	175.53	View chart
American Tower Reit (AMT)	0.0	$2.2M	-2%	11k	197.58	View chart
Servicenow (NOW)	0.0	$2.2M	-3%	2.9k	762.46	View chart
Truist Financial Corp equities (TFC)	0.0	$2.2M	+2%	56k	38.98	View chart
Booking Holdings (BKNG)	0.0	$2.2M		597.00	3627.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$2.1M	-2%	23k	94.41	View chart
Enterprise Products Partners (EPD)	0.0	$2.1M	+2%	73k	29.18	View chart
Rockwell Automation (ROK)	0.0	$2.1M		7.2k	291.35	View chart
Philip Morris International (PM)	0.0	$2.1M	-45%	23k	91.62	View chart
Marathon Petroleum Corp (MPC)	0.0	$2.0M	-13%	10k	201.50	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$2.0M	+107%	35k	57.54	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$2.0M		15k	131.24	View chart
Kla Corp Com New (KLAC)	0.0	$2.0M	-3%	2.9k	698.49	View chart
3M Company (MMM)	0.0	$2.0M	-23%	19k	106.07	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$2.0M	+3%	7.4k	270.80	View chart
salesforce (CRM)	0.0	$2.0M	+19%	6.7k	301.16	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$2.0M		68k	29.50	View chart
Danaher Corporation (DHR)	0.0	$2.0M	+4%	7.9k	249.72	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$1.9M	-8%	16k	118.29	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.0	$1.9M	+9%	34k	57.03	View chart
Palo Alto Networks (PANW)	0.0	$1.9M		6.7k	284.15	View chart
Cigna Corp (CI)	0.0	$1.9M	+3%	5.3k	363.17	View chart
Pra (PRAA)	0.0	$1.9M		73k	26.08	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$1.9M	+4%	59k	32.23	View chart
Phillips 66 (PSX)	0.0	$1.9M	+9%	12k	163.34	View chart
Waste Management (WM)	0.0	$1.9M	+13%	8.8k	213.14	View chart

Past Filings by Buckingham Strategic Wealth

SEC 13F filings are viewable for Buckingham Strategic Wealth going back to 2011

Buckingham Strategic Wealth 2024 Q1 filed May 9, 2024
Buckingham Strategic Wealth 2023 Q4 filed Feb. 14, 2024
Buckingham Strategic Wealth 2023 Q3 filed Nov. 13, 2023
Buckingham Strategic Wealth 2023 Q2 filed Aug. 11, 2023
Buckingham Strategic Wealth 2023 Q1 filed May 11, 2023
Buckingham Strategic Wealth 2022 Q4 filed Feb. 13, 2023
Buckingham Strategic Wealth 2022 Q3 filed Nov. 7, 2022
Buckingham Strategic Wealth 2022 Q2 filed Aug. 12, 2022
Buckingham Strategic Wealth 2022 Q1 filed May 10, 2022
Buckingham Strategic Wealth 2021 Q4 filed Feb. 9, 2022
Buckingham Strategic Wealth 2021 Q3 filed Nov. 10, 2021
Buckingham Strategic Wealth 2021 Q2 filed Aug. 6, 2021
Buckingham Strategic Wealth 2021 Q1 filed April 30, 2021
Buckingham Strategic Wealth 2020 Q4 filed Feb. 16, 2021
Buckingham Strategic Wealth 2020 Q3 filed Nov. 12, 2020
Buckingham Asset Management 2020 Q2 filed Aug. 3, 2020

View all past filings

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