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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, BSVO, DFUV, DFIV, and represent 38.21% of Buckingham Strategic Wealth's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$74M), AVDV (+$63M), BSVO (+$61M), VGIT (+$36M), DFSD (+$36M), IVV (+$36M), DFNM (+$33M), DFGR (+$33M), DFUS (+$31M), DFEM (+$30M).
Started 65 new stock positions in CM, JLL, PCAR, ESGR, MELI, SPG, NULV, DLR, SNA, GM.
Reduced shares in these 10 stocks: DFIV (-$17M), BSV (-$6.6M), DFUV (-$6.6M), BAC (-$6.5M), DFAT (-$6.3M), META (-$5.2M), VTV, MUB, DFAS, DFAC.
Sold out of its positions in Activision Blizzard, Aegon, AAL, BAX, BSQUARE Corporation, LIT, IP, IYH, HDV, LBRDK.
Buckingham Strategic Wealth was a net buyer of stock by $619M.
Buckingham Strategic Wealth has $8.4B in assets under management (AUM), dropping by 19.13%.
Central Index Key (CIK): 0001542421

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Portfolio Holdings for Buckingham Strategic Wealth

Buckingham Strategic Wealth holds 720 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Buckingham Strategic Wealth has 720 total positions. Only the first 250 positions are shown.

Sign up to view all of the Buckingham Strategic Wealth Dec. 31, 2023 positions
Download the Buckingham Strategic Wealth December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	13.0	$1.1B		38M	29.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.9	$664M		13M	52.33	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.4	$540M	+12%	26M	21.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	6.4	$535M		14M	37.22	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.5	$379M	-4%	11M	34.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.7	$315M	+13%	5.3M	59.32	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	3.7	$313M	+11%	6.0M	51.83	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.4	$284M		12M	24.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.2	$273M	+37%	2.6M	105.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$178M	+8%	752k	237.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.9	$157M	+10%	1.7M	89.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.9	$156M		2.6M	59.62	View chart
Apple (AAPL)	1.5	$127M	+2%	657k	192.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.4	$114M	-5%	1.5M	77.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.3	$108M	+136%	1.7M	62.49	View chart
Ishares Tr Core Msci Intl (IDEV)	1.3	$108M	+36%	1.7M	63.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$101M	+54%	212k	477.63	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.1	$92M	+5%	1.9M	47.49	View chart
Microsoft Corporation (MSFT)	0.9	$77M		205k	376.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$58M	+18%	1.2M	47.90	View chart
Amazon (AMZN)	0.7	$58M		381k	151.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$56M	+21%	1.7M	33.25	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.6	$54M	+44%	2.1M	25.79	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$54M	+14%	1.1M	50.58	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$51M	+2%	982k	52.10	View chart
Meta Platforms Cl A (META)	0.6	$51M	-9%	143k	353.96	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$47M	+13%	403k	117.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$47M	+182%	1.9M	24.96	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$44M	+453%	935k	47.01	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$44M	+301%	1.7M	25.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$39M		108k	356.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$39M		214k	179.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$38M		275k	139.69	View chart
Cass Information Systems (CASS)	0.4	$38M		836k	45.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$35M		74k	475.31	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$34M	+3173%	706k	48.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$33M		236k	140.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$32M		105k	303.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$32M		548k	57.96	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$30M	+2%	491k	61.90	View chart
Procter & Gamble Company (PG)	0.4	$30M	-2%	203k	146.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$29M	-13%	195k	149.50	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$29M		349k	81.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$28M	+10%	692k	41.10	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$26M		312k	82.04	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$25M		470k	52.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$25M	-5%	57k	436.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$25M	+73%	122k	200.71	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$24M		92k	262.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$24M	+4%	223k	105.43	View chart
Tesla Motors (TSLA)	0.3	$23M		93k	248.48	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$23M	+5%	953k	24.11	View chart
Norfolk Southern (NSC)	0.3	$23M	+7%	96k	236.38	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$22M	+500%	266k	83.31	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$22M	+216%	751k	28.61	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$21M	+38%	832k	25.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$21M	+2%	238k	88.36	View chart
Exxon Mobil Corporation (XOM)	0.2	$21M	+5%	208k	99.98	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$20M	+87%	705k	28.64	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$20M	+29%	310k	64.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$19M	-2%	110k	170.40	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$19M	+154%	645k	29.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$19M	+259%	724k	25.66	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$18M	+11%	689k	26.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$18M		35k	507.39	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$18M	+20%	310k	56.39	View chart
Johnson & Johnson (JNJ)	0.2	$16M	-7%	104k	156.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$15M	+2%	37k	409.52	View chart
Coca-Cola Company (KO)	0.2	$15M	-6%	256k	58.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$15M	+15%	91k	165.25	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$15M	+17%	137k	110.13	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$14M	-7%	53k	273.74	View chart
Intel Corporation (INTC)	0.2	$14M	-5%	285k	50.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$14M	-6%	253k	56.40	View chart
Abbvie (ABBV)	0.2	$14M	+2%	92k	154.97	View chart
Eli Lilly & Co. (LLY)	0.2	$14M	-3%	24k	582.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$14M	-2%	237k	58.33	View chart
UnitedHealth (UNH)	0.2	$14M	-4%	26k	526.47	View chart
Merck & Co (MRK)	0.2	$14M	-2%	125k	109.02	View chart
NVIDIA Corporation (NVDA)	0.2	$14M		27k	495.23	View chart
Pepsi (PEP)	0.2	$13M		78k	169.84	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$13M	-3%	353k	36.96	View chart
Home Depot (HD)	0.2	$13M	-4%	37k	346.55	View chart
McDonald's Corporation (MCD)	0.1	$13M	-7%	42k	296.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	-4%	57k	213.33	View chart
Costco Wholesale Corporation (COST)	0.1	$12M	+2%	19k	660.09	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$12M	-23%	110k	108.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$12M	-4%	251k	47.24	View chart
Bank of America Corporation (BAC)	0.1	$12M	-36%	342k	33.67	View chart
Roper Industries (ROP)	0.1	$11M		21k	545.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$11M	+14%	147k	75.35	View chart
JPMorgan Chase & Co. (JPM)	0.1	$11M		64k	170.10	View chart
Boeing Company (BA)	0.1	$11M		42k	260.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$11M	+20%	62k	173.89	View chart
Broadcom (AVGO)	0.1	$11M	-5%	9.6k	1116.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$11M	-4%	138k	77.73	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$10M	+80%	246k	42.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$10M	+6%	33k	310.88	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$10M		19.00	542625.05	View chart
Nike CL B (NKE)	0.1	$9.8M		90k	108.57	View chart
Lockheed Martin Corporation (LMT)	0.1	$9.7M	-2%	21k	453.24	View chart
Abbott Laboratories (ABT)	0.1	$9.5M		86k	110.07	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$9.3M	+17%	92k	101.16	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$9.1M	-9%	148k	61.53	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$8.9M	-11%	86k	103.07	View chart
Wal-Mart Stores (WMT)	0.1	$8.9M	-3%	56k	157.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.0M	-4%	37k	218.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$7.9M	-6%	34k	232.64	View chart
Cisco Systems (CSCO)	0.1	$7.8M	-10%	155k	50.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$7.8M	-2%	139k	56.14	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$7.4M	-2%	98k	75.32	View chart
Us Bancorp Del Com New (USB)	0.1	$7.3M		169k	43.28	View chart
Visa Com Cl A (V)	0.1	$7.0M	-5%	27k	260.35	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$7.0M	-3%	243k	28.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.0M	+18%	173k	40.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$7.0M	-7%	64k	108.25	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$6.9M		199k	34.90	View chart
Qualcomm (QCOM)	0.1	$6.8M	-9%	47k	144.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$6.8M		25k	277.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$6.8M		66k	102.88	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$6.8M	-5%	44k	155.33	View chart
Chevron Corporation (CVX)	0.1	$6.7M	-4%	45k	149.16	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$6.6M	-5%	109k	60.43	View chart
Caterpillar (CAT)	0.1	$6.5M	-5%	22k	295.67	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.3M	-14%	59k	107.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$6.3M	+77%	89k	70.35	View chart
Marathon Digital Holdings In (MARA)	0.1	$6.2M	+11%	265k	23.49	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$6.1M	+36%	72k	85.06	View chart
Deere & Company (DE)	0.1	$5.9M		15k	399.88	View chart
Nextera Energy (NEE)	0.1	$5.9M		97k	60.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$5.8M	+44%	78k	75.10	View chart
American Express Company (AXP)	0.1	$5.7M	+111%	30k	187.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$5.5M	-24%	72k	76.38	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.1	$5.4M	-2%	155k	34.86	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.4M	+3%	97k	55.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.3M	-7%	213k	24.79	View chart
Colgate-Palmolive Company (CL)	0.1	$5.3M	+62%	66k	79.71	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$5.2M	-4%	51k	101.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$5.2M	-2%	152k	34.01	View chart
Amgen (AMGN)	0.1	$5.0M	-7%	17k	288.02	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$4.9M	+27%	99k	49.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.9M	-8%	96k	51.05	View chart
Netflix (NFLX)	0.1	$4.9M		10k	486.87	View chart
United Parcel Service CL B (UPS)	0.1	$4.8M	-9%	30k	157.23	View chart
Honeywell International (HON)	0.1	$4.6M	-3%	22k	209.71	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$4.5M	+44%	145k	31.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.5M		46k	96.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.4M		23k	191.17	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.3M		7.2k	596.64	View chart
Oracle Corporation (ORCL)	0.1	$4.3M	-12%	41k	105.43	View chart
Verizon Communications (VZ)	0.1	$4.3M	+10%	114k	37.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$4.2M	-15%	87k	48.45	View chart
Texas Instruments Incorporated (TXN)	0.0	$4.2M	-17%	25k	170.46	View chart
Union Pacific Corporation (UNP)	0.0	$4.1M	-7%	17k	245.61	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$4.0M	+15%	69k	57.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$4.0M	+15%	72k	55.41	View chart
Ameriprise Financial (AMP)	0.0	$4.0M	+314%	11k	379.84	View chart
Philip Morris International (PM)	0.0	$3.9M	-17%	41k	94.08	View chart
Mastercard Incorporated Cl A (MA)	0.0	$3.9M	+4%	9.1k	426.50	View chart
Pfizer (PFE)	0.0	$3.9M	+4%	135k	28.79	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$3.9M	-7%	75k	51.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$3.9M	-14%	47k	82.96	View chart
Walt Disney Company (DIS)	0.0	$3.8M	-4%	42k	90.29	View chart
TowneBank (TOWN)	0.0	$3.7M		126k	29.76	View chart
Emerson Electric (EMR)	0.0	$3.7M	-2%	38k	97.33	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$3.7M	-32%	54k	68.31	View chart
International Business Machines (IBM)	0.0	$3.6M	+2%	22k	163.55	View chart
Marriott Intl Cl A (MAR)	0.0	$3.6M		16k	225.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$3.6M		33k	111.63	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$3.6M	-36%	47k	77.39	View chart
Copart (CPRT)	0.0	$3.6M		73k	49.00	View chart
Eaton Corp SHS (ETN)	0.0	$3.5M	+208%	15k	240.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.5M	-14%	50k	70.10	View chart
At&t (T)	0.0	$3.5M	+13%	207k	16.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.4M	-4%	40k	84.33	View chart
Raytheon Technologies Corp (RTX)	0.0	$3.4M	+43%	40k	84.14	View chart
Lowe's Companies (LOW)	0.0	$3.3M	-5%	15k	222.55	View chart
Intuit (INTU)	0.0	$3.3M		5.3k	625.03	View chart
Lam Research Corporation (LRCX)	0.0	$3.3M	+4%	4.2k	783.19	View chart
Novartis Sponsored Adr (NVS)	0.0	$3.2M	-21%	32k	100.97	View chart
Illinois Tool Works (ITW)	0.0	$3.2M		12k	261.94	View chart
Starbucks Corporation (SBUX)	0.0	$3.2M	-14%	33k	96.01	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.2M	+4%	5.9k	530.76	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$3.1M	+80%	57k	55.28	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$3.1M	-27%	107k	29.05	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$3.0M		8.0k	376.85	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$3.0M	-9%	26k	115.03	View chart
Intuitive Surgical Com New (ISRG)	0.0	$3.0M		9.0k	337.38	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$3.0M	+85%	133k	22.74	View chart
General Dynamics Corporation (GD)	0.0	$3.0M		12k	259.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$2.9M	-40%	38k	76.13	View chart
Automatic Data Processing (ADP)	0.0	$2.9M		12k	232.97	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.9M	+2%	22k	130.92	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.8M	-8%	13k	219.58	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$2.7M	-11%	5.7k	483.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$2.7M		14k	192.48	View chart
Cadence Design Systems (CDNS)	0.0	$2.7M		10k	272.38	View chart
3M Company (MMM)	0.0	$2.7M	-10%	25k	109.32	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$2.7M	-22%	62k	43.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$2.7M	-6%	31k	85.34	View chart
Wells Fargo & Company (WFC)	0.0	$2.6M	+24%	54k	49.22	View chart
Kimberly-Clark Corporation (KMB)	0.0	$2.6M	-2%	21k	121.51	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$2.6M	-4%	54k	47.79	View chart
Oneok (OKE)	0.0	$2.5M	+146%	36k	70.22	View chart
Linde SHS (LIN)	0.0	$2.5M		6.1k	410.70	View chart
American Tower Reit (AMT)	0.0	$2.5M		12k	215.89	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$2.5M	+3%	25k	98.59	View chart
Bristol Myers Squibb (BMY)	0.0	$2.5M	-6%	48k	51.31	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$2.5M		11k	223.39	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$2.4M	-3%	10k	241.76	View chart
CSX Corporation (CSX)	0.0	$2.4M	+32%	71k	34.67	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$2.4M		41k	58.45	View chart
Progressive Corporation (PGR)	0.0	$2.4M		15k	159.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$2.4M	+262%	31k	78.03	View chart
SYSCO Corporation (SYY)	0.0	$2.3M		32k	73.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$2.3M	-6%	22k	104.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$2.3M	+2%	6.6k	350.92	View chart
Freshpet (FRPT)	0.0	$2.3M	+2%	27k	86.76	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.3M	-3%	52k	43.85	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$2.3M	+177%	95k	24.17	View chart
ConocoPhillips (COP)	0.0	$2.3M		20k	116.07	View chart
Altria (MO)	0.0	$2.3M	-19%	56k	40.34	View chart
Rockwell Automation (ROK)	0.0	$2.2M	+85%	7.2k	310.48	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.0	$2.2M	-39%	44k	49.88	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$2.1M	NEW	45k	47.56	View chart
Servicenow (NOW)	0.0	$2.1M	+12%	3.0k	706.39	View chart
Booking Holdings (BKNG)	0.0	$2.1M		591.00	3547.22	View chart
Toyota Motor Corp Ads (TM)	0.0	$2.1M	-25%	11k	183.38	View chart
Genuine Parts Company (GPC)	0.0	$2.1M	-2%	15k	138.50	View chart
Southern Company (SO)	0.0	$2.1M	+9%	29k	70.12	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$2.0M	-12%	18k	114.04	View chart
Truist Financial Corp equities (TFC)	0.0	$2.0M		55k	36.92	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$2.0M	+11%	39k	51.15	View chart
Palo Alto Networks (PANW)	0.0	$2.0M	+46%	6.7k	294.88	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$2.0M	-25%	27k	74.46	View chart
Sherwin-Williams Company (SHW)	0.0	$2.0M		6.3k	311.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$2.0M	-4%	23k	83.84	View chart
Pra (PRAA)	0.0	$1.9M		73k	26.20	View chart
Fiserv (FI)	0.0	$1.9M		14k	132.84	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$1.9M	-3%	15k	124.97	View chart
Enterprise Products Partners (EPD)	0.0	$1.9M	+6%	71k	26.35	View chart
TransDigm Group Incorporated (TDG)	0.0	$1.9M	-21%	1.8k	1011.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.9M	+13%	48k	39.03	View chart
Target Corporation (TGT)	0.0	$1.9M	-10%	13k	142.42	View chart
Arista Networks (ANET)	0.0	$1.8M	-12%	7.8k	235.51	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$1.8M	+46%	57k	32.06	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$1.8M	-33%	45k	40.54	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.8M	+5%	7.1k	252.22	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$1.8M	NEW	68k	26.58	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$1.8M	+236%	30k	58.73	View chart

Past Filings by Buckingham Strategic Wealth

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

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
Buckingham Asset Management 2020 Q1 filed May 7, 2020

View all past filings

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