Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Buckingham Strategic Partners

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

Top 5 stock holdings are ITOT, DFAC, DFAT, BSVO, VGIT, and represent 35.73% of Buckingham Strategic Partners's stock portfolio.
Added to shares of these 10 stocks: AVDV (+$36M), ITOT (+$26M), DFSD (+$14M), DFEM (+$12M), IDEV (+$7.1M), DIHP (+$6.4M), DUHP (+$6.1M), VGIT, AVO, DFGR.
Started 38 new stock positions in DGX, IWS, AVO, SNA, CGGR, IWC, WELL, AVRE, ATMP, MS.
Reduced shares in these 10 stocks: DFAC (-$63M), DFIV (-$50M), BSVO (-$40M), DFUV (-$20M), DFAT (-$17M), DFAX (-$15M), BSV (-$11M), DFAS (-$7.5M), DFUS (-$6.9M), ADBE (-$5.8M).
Sold out of its positions in Ageagle Aerial Sys, ATI, AEE, AME, ARCC, BDX, WRB, CI, CPT, CNP.
Buckingham Strategic Partners was a net seller of stock by $-174M.
Buckingham Strategic Partners has $2.1B in assets under management (AUM), dropping by 1.03%.
Central Index Key (CIK): 0001868872

Tip: Access up to 7 years of quarterly data

Positions held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Buckingham Strategic Partners

Buckingham Strategic Partners holds 413 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	9.1	$190M	+15%	1.8M	105.23	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	9.0	$187M	-25%	6.4M	29.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.8	$141M	-10%	2.7M	52.33	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	5.5	$115M	-25%	5.5M	21.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.4	$112M	+4%	1.9M	59.32	View chart
Ishares Tr Core Msci Intl (IDEV)	4.3	$89M	+8%	1.4M	63.66	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.6	$75M	-39%	2.2M	34.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.2	$67M	+111%	1.1M	62.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.9	$59M	-25%	1.6M	37.22	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.8	$58M	+5%	1.2M	47.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$48M	+4%	202k	237.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$45M	-20%	584k	77.02	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.1	$44M	-24%	1.8M	24.42	View chart
Apple (AAPL)	1.9	$39M		202k	192.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$39M	+10%	429k	89.80	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$32M	-12%	641k	50.58	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$31M	+66%	1.2M	24.96	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.3	$27M	-20%	516k	51.83	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.2	$26M	+118%	553k	47.01	View chart
Stryker Corporation (SYK)	1.0	$20M	-8%	68k	299.46	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$20M		599k	33.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$19M	-28%	316k	59.62	View chart
Microsoft Corporation (MSFT)	0.8	$18M	-16%	47k	376.05	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$16M		621k	25.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$16M	-3%	325k	47.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$15M		81k	179.97	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$12M	+111%	401k	28.61	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$11M	+16%	96k	117.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$11M	-2%	51k	213.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$9.5M	+46%	20k	477.64	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$9.3M	+221%	364k	25.66	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$9.3M	+65%	357k	25.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$9.0M	-6%	22k	409.53	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$8.9M	+18%	287k	31.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$8.9M	-19%	20k	436.82	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$8.6M	-10%	213k	40.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$7.4M	-4%	100k	73.55	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$7.2M	-10%	87k	82.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.9M	-8%	46k	149.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.5M	-8%	87k	75.35	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$6.5M	-11%	125k	52.10	View chart
Amazon (AMZN)	0.3	$6.5M	-2%	43k	151.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$6.4M	-6%	224k	28.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$6.3M	-26%	64k	99.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$6.0M		103k	57.96	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.3	$5.7M	+2%	216k	26.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$5.4M	+15%	11k	475.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$5.2M	-13%	127k	41.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$5.1M	+204%	174k	29.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$4.8M	+16%	75k	64.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.7M	-44%	13k	356.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$4.7M	-9%	20k	232.65	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$4.6M	-3%	142k	32.83	View chart
NVIDIA Corporation (NVDA)	0.2	$4.5M		9.0k	495.26	View chart
Lpl Financial Holdings (LPLA)	0.2	$4.1M		18k	227.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$4.1M	-31%	39k	105.43	View chart
Mission Produce (AVO)	0.2	$4.0M	NEW	392k	10.09	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$3.9M	+111%	80k	48.51	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$3.8M	-23%	43k	88.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.8M	+15%	50k	76.13	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$3.7M	+20%	109k	34.01	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.2	$3.7M	+2%	72k	51.15	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.7M		8.1k	453.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.5M		25k	139.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.5M	-3%	21k	170.40	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$3.4M	-23%	30k	115.03	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.4M	-30%	34k	99.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$3.3M	-17%	59k	56.14	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.3M	-10%	72k	46.04	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$3.2M	+73%	40k	81.55	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.2	$3.2M	+23%	50k	63.85	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$3.1M	-2%	67k	46.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.0M	+38%	11k	277.15	View chart
Tesla Motors (TSLA)	0.1	$3.0M	-5%	12k	248.48	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$2.9M	-16%	121k	24.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.8M	+36%	18k	157.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.8M	-16%	36k	77.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.8M	+11%	20k	140.93	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$2.7M	NEW	270k	9.96	View chart
PNC Financial Services (PNC)	0.1	$2.7M		17k	154.85	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.7M	-20%	16k	170.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.6M	+5%	8.5k	310.90	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.6M	+32%	102k	25.53	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$2.5M	-20%	25k	101.16	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$2.5M	+13%	4.9k	507.38	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.5M	-7%	42k	58.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.4M	-32%	32k	76.38	View chart
Marriott Intl Cl A (MAR)	0.1	$2.4M		11k	225.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.3M	-11%	47k	49.37	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.2M	+2%	21k	108.41	View chart
Fs Kkr Capital Corp (FSK)	0.1	$2.2M	+7%	111k	19.97	View chart
Johnson & Johnson (JNJ)	0.1	$2.2M	-45%	14k	156.74	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.1	$2.2M	+31%	44k	49.92	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$2.2M	-10%	45k	47.79	View chart
Procter & Gamble Company (PG)	0.1	$2.1M	-18%	14k	146.55	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.1M	+103%	36k	57.76	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$2.1M	-11%	29k	72.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.1M	-14%	37k	55.67	View chart
Visa Com Cl A (V)	0.1	$2.1M	+11%	8.0k	260.38	View chart
Chevron Corporation (CVX)	0.1	$2.0M	-30%	14k	149.17	View chart
Lowe's Companies (LOW)	0.1	$2.0M	-7%	9.1k	222.57	View chart
Home Depot (HD)	0.1	$2.0M	-9%	5.8k	346.56	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$2.0M	+16%	36k	55.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.0M	+89%	35k	56.39	View chart
Sun Communities (SUI)	0.1	$2.0M	+17%	15k	133.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.9M	-8%	11k	165.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.9M	-7%	9.3k	200.71	View chart
McDonald's Corporation (MCD)	0.1	$1.9M	-31%	6.3k	296.54	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.9M	-12%	29k	64.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.8M	-8%	17k	108.25	View chart
Bank Ozk (OZK)	0.1	$1.8M		37k	49.83	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.8M	-12%	17k	103.07	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.7M	+9%	25k	70.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.7M	-19%	17k	102.88	View chart
HEICO Corporation (HEI)	0.1	$1.7M		9.4k	178.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.7M	+12%	42k	40.21	View chart
Intel Corporation (INTC)	0.1	$1.7M	-12%	33k	50.25	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.7M	-31%	2.9k	576.13	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.6M	+14%	28k	58.45	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	+21%	2.4k	660.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.6M	-9%	23k	70.35	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.5M	+33%	5.9k	259.55	View chart
Eli Lilly & Co. (LLY)	0.1	$1.5M	-65%	2.6k	583.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.5M		14k	111.63	View chart
TJX Companies (TJX)	0.1	$1.5M		16k	93.81	View chart
Honeywell International (HON)	0.1	$1.5M	-9%	7.2k	209.72	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$1.5M	+162%	62k	24.17	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.5M	-5%	24k	61.90	View chart
Abbvie (ABBV)	0.1	$1.4M	-58%	9.4k	154.98	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$1.4M	+81%	34k	42.40	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M	-29%	9.1k	157.66	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.4M		15k	94.08	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.4M	+15%	59k	23.04	View chart
Dimensional Etf Trust International (DFSI)	0.1	$1.4M	+20%	43k	32.03	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.4M	+84%	2.9k	468.17	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.3M	+12%	3.2k	426.63	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	-42%	40k	33.67	View chart
UnitedHealth (UNH)	0.1	$1.3M	-19%	2.5k	526.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M		7.0k	191.17	View chart
International Business Machines (IBM)	0.1	$1.3M	-26%	8.1k	163.55	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$1.3M		16k	83.31	View chart
Merck & Co (MRK)	0.1	$1.3M	-33%	12k	109.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.3M	-34%	3.7k	350.94	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.2M	-5%	18k	70.10	View chart
Meta Platforms Cl A (META)	0.1	$1.2M	-15%	3.5k	354.02	View chart
Boeing Company (BA)	0.1	$1.2M	-71%	4.6k	260.68	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.2M		7.7k	155.33	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.2M	+9%	11k	107.49	View chart
Cisco Systems (CSCO)	0.1	$1.2M	-20%	24k	50.52	View chart
Camtek Ord (CAMT)	0.1	$1.2M		17k	69.38	View chart
Colgate-Palmolive Company (CL)	0.1	$1.2M	-3%	15k	79.71	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M	+186%	19k	60.43	View chart
Netflix (NFLX)	0.1	$1.2M		2.4k	486.88	View chart
Deere & Company (DE)	0.1	$1.2M	+31%	2.9k	399.94	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$1.1M	+198%	18k	61.94	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$1.1M	-13%	2.3k	484.19	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.1M	-33%	11k	97.04	View chart
Nextera Energy (NEE)	0.1	$1.1M	-20%	18k	60.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.1M	+57%	34k	32.64	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$1.1M	-24%	19k	55.90	View chart
At&t (T)	0.1	$1.1M	-62%	64k	16.78	View chart
Walt Disney Company (DIS)	0.1	$1.1M	-32%	12k	90.30	View chart
Parsons Corporation (PSN)	0.1	$1.1M	NEW	17k	62.71	View chart
Verizon Communications (VZ)	0.1	$1.0M	-40%	28k	37.70	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.0M	+6%	11k	96.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$1.0M	+22%	3.4k	303.20	View chart
Pepsi (PEP)	0.0	$1.0M	-68%	6.1k	169.85	View chart
Waste Management (WM)	0.0	$1.0M	-12%	5.7k	179.10	View chart
United Parcel Service CL B (UPS)	0.0	$1.0M		6.4k	157.24	View chart
Automatic Data Processing (ADP)	0.0	$996k	-18%	4.3k	233.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$976k		3.7k	262.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$972k	+8%	19k	51.99	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$968k	+108%	28k	35.20	View chart
Aon Shs Cl A (AON)	0.0	$961k	+56%	3.3k	291.06	View chart
Pfizer (PFE)	0.0	$954k	-49%	33k	28.79	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$938k	+52%	39k	24.18	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$921k	+7%	32k	28.56	View chart
Union Pacific Corporation (UNP)	0.0	$920k	-14%	3.7k	245.64	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.0	$908k	+95%	7.8k	116.44	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$895k	+39%	28k	32.06	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$874k	+6%	17k	51.48	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$871k	+19%	17k	52.00	View chart
Wells Fargo & Company (WFC)	0.0	$840k	-3%	17k	49.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$820k	+6%	7.0k	117.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$816k	-8%	11k	75.10	View chart
General Dynamics Corporation (GD)	0.0	$813k	-14%	3.1k	259.72	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.0	$811k	NEW	7.6k	107.28	View chart
Caterpillar (CAT)	0.0	$807k	-47%	2.7k	295.69	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$806k	+7%	8.5k	95.21	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$798k	-16%	4.6k	173.92	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$790k		15k	52.20	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$789k	+12%	9.4k	84.05	View chart
L3harris Technologies (LHX)	0.0	$779k	+7%	3.7k	210.65	View chart
Comcast Corp Cl A (CMCSA)	0.0	$769k	-27%	18k	43.85	View chart
Realty Income (O)	0.0	$731k	NEW	13k	57.42	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$722k	+5%	17k	42.22	View chart
Starbucks Corporation (SBUX)	0.0	$719k	+11%	7.5k	96.02	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$719k	+55%	11k	65.50	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$711k	NEW	31k	22.74	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$709k		1.9k	376.95	View chart
Target Corporation (TGT)	0.0	$709k	-51%	5.0k	142.44	View chart
Danaher Corporation (DHR)	0.0	$706k		3.1k	231.35	View chart
Rbc Cad (RY)	0.0	$703k		7.0k	101.14	View chart
Intuit (INTU)	0.0	$701k		1.1k	625.03	View chart
Public Service Enterprise (PEG)	0.0	$681k	-19%	11k	61.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$680k		12k	54.98	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$656k	+20%	21k	31.63	View chart
Oracle Corporation (ORCL)	0.0	$652k	-30%	6.2k	105.45	View chart
Chesapeake Utilities Corporation (CPK)	0.0	$651k		6.2k	105.63	View chart
Trust For Professional Man Mairs & Pwr Minn (MINN)	0.0	$643k	+6%	29k	22.55	View chart
Texas Instruments Incorporated (TXN)	0.0	$643k	+128%	3.8k	170.46	View chart
Abbott Laboratories (ABT)	0.0	$640k	-69%	5.8k	110.08	View chart
Adobe Systems Incorporated (ADBE)	0.0	$639k	-90%	1.1k	596.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$631k	-2%	15k	40.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$619k	-41%	7.3k	84.33	View chart
Bristol Myers Squibb (BMY)	0.0	$617k	-63%	12k	51.31	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$616k	+3%	5.9k	104.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$616k	-16%	5.1k	121.53	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.0	$615k	-28%	18k	34.86	View chart
American Electric Power Company (AEP)	0.0	$614k	+9%	7.6k	81.23	View chart
Heico Corp Cl A (HEI.A)	0.0	$612k		4.3k	142.44	View chart
Old Republic International Corporation (ORI)	0.0	$611k	+14%	21k	29.40	View chart
Citigroup Com New (C)	0.0	$610k		12k	51.44	View chart
Enterprise Products Partners (EPD)	0.0	$601k	-20%	23k	26.35	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$598k	+10%	15k	40.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$595k	+22%	2.7k	218.19	View chart
Cardinal Health (CAH)	0.0	$593k		5.9k	100.80	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$580k		24k	24.48	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.0	$580k	-2%	5.1k	114.45	View chart
Coca-Cola Company (KO)	0.0	$577k	-48%	9.8k	58.93	View chart
Broadcom (AVGO)	0.0	$577k	+65%	516.00	1117.18	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$571k	NEW	4.9k	116.03	View chart
Eaton Corp SHS (ETN)	0.0	$570k		2.4k	240.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$568k	-2%	10k	56.40	View chart
3M Company (MMM)	0.0	$561k	-34%	5.1k	109.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$558k	+18%	5.3k	104.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$557k	-21%	18k	31.19	View chart
Boston Scientific Corporation (BSX)	0.0	$555k		9.6k	57.81	View chart
Comerica Incorporated (CMA)	0.0	$553k	-55%	9.9k	55.81	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$552k	-11%	2.2k	250.79	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$548k	-8%	2.0k	273.74	View chart
Amgen (AMGN)	0.0	$546k	-68%	1.9k	288.06	View chart
Community West Bancshares	0.0	$544k	NEW	31k	17.39	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$534k	-2%	7.8k	68.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$534k	-28%	3.6k	147.15	View chart
Qualcomm (QCOM)	0.0	$524k		3.6k	144.65	View chart
Barclays Bank Ipath Selct Mlp (ATMP)	0.0	$521k	NEW	24k	21.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$519k	+5%	6.4k	81.29	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$519k	-40%	15k	33.73	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$518k	+31%	6.9k	75.55	View chart
Intuitive Surgical Com New (ISRG)	0.0	$516k	+3%	1.5k	337.54	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$512k		6.5k	79.22	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$509k	-27%	2.6k	192.53	View chart
Mercantile Bank (MBWM)	0.0	$507k		13k	40.38	View chart
Illinois Tool Works (ITW)	0.0	$505k	-8%	1.9k	261.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$498k	+6%	13k	39.03	View chart
Goldman Sachs (GS)	0.0	$493k	+9%	1.3k	385.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$485k	-7%	5.8k	82.97	View chart
Thermo Fisher Scientific (TMO)	0.0	$477k		898.00	530.94	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$477k	-42%	6.6k	72.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$476k		4.8k	98.59	View chart
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)	0.0	$476k		19k	24.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$465k	-8%	3.2k	145.01	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$460k	+9%	8.9k	51.91	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$458k	-2%	8.2k	55.60	View chart
Wp Carey (WPC)	0.0	$455k	+62%	7.0k	64.81	View chart
Southern Company (SO)	0.0	$450k	-28%	6.4k	70.12	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$445k	-13%	11k	42.59	View chart
Raytheon Technologies Corp (RTX)	0.0	$443k	-56%	5.3k	84.15	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$441k	+20%	5.5k	80.04	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$438k	+12%	5.8k	75.32	View chart
Medtronic SHS (MDT)	0.0	$436k	-14%	5.3k	82.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$432k	+15%	31k	13.80	View chart
Hp (HPQ)	0.0	$426k	-25%	14k	30.09	View chart
Vanguard Wellington Us Momentum (VFMO)	0.0	$424k	+2%	3.2k	131.29	View chart
McKesson Corporation (MCK)	0.0	$416k		899.00	462.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$413k	+11%	8.1k	51.05	View chart
Cadence Design Systems (CDNS)	0.0	$413k		1.5k	272.37	View chart
Philip Morris International (PM)	0.0	$411k	-76%	4.4k	94.10	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$410k	NEW	5.7k	72.15	View chart
Advanced Micro Devices (AMD)	0.0	$410k	-6%	2.8k	147.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$406k	-14%	7.9k	51.28	View chart
Truist Financial Corp equities (TFC)	0.0	$404k	-5%	11k	36.92	View chart
Nike CL B (NKE)	0.0	$403k	-34%	3.7k	108.59	View chart
Regions Financial Corporation (RF)	0.0	$399k	-48%	21k	19.38	View chart
American Express Company (AXP)	0.0	$396k	-13%	2.1k	187.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$387k	NEW	1.6k	241.77	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$386k	-29%	11k	36.15	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$386k	+8%	7.3k	52.97	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$385k		4.5k	84.87	View chart
ConocoPhillips (COP)	0.0	$385k	-69%	3.3k	116.09	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$383k	-8%	5.9k	65.06	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$382k	-13%	10k	37.60	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$381k	NEW	15k	25.07	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$375k	NEW	3.2k	116.30	View chart
Constellation Energy (CEG)	0.0	$372k	-22%	3.2k	116.90	View chart
Oneok (OKE)	0.0	$372k	+3%	5.3k	70.22	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$371k	-21%	22k	16.86	View chart
Keurig Dr Pepper (KDP)	0.0	$369k		11k	33.32	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$368k		5.3k	69.35	View chart
Welltower Inc Com reit (WELL)	0.0	$368k	NEW	4.1k	90.19	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$367k	-22%	4.7k	78.04	View chart
Sherwin-Williams Company (SHW)	0.0	$359k	+6%	1.2k	312.03	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$356k	-20%	6.9k	51.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$355k	NEW	3.4k	104.47	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$352k	-12%	6.7k	52.38	View chart
Exelon Corporation (EXC)	0.0	$351k	-25%	9.8k	35.90	View chart
Ingles Mkts Cl A (IMKTA)	0.0	$350k	-40%	4.1k	86.37	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$346k	NEW	12k	28.23	View chart
Cintas Corporation (CTAS)	0.0	$345k	NEW	573.00	602.66	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.0	$345k	NEW	7.0k	49.26	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$344k	NEW	8.5k	40.68	View chart
Trane Technologies SHS (TT)	0.0	$343k	-2%	1.4k	243.90	View chart
Key (KEY)	0.0	$339k	-25%	24k	14.40	View chart
Rambus (RMBS)	0.0	$336k	-2%	4.9k	68.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$334k	-28%	9.0k	36.96	View chart
Bath &#38 Body Works In (BBWI)	0.0	$334k		7.7k	43.16	View chart
Novo-nordisk A S Adr (NVO)	0.0	$334k	NEW	3.2k	103.46	View chart
Prologis (PLD)	0.0	$327k	NEW	2.4k	133.30	View chart
Vanguard World Fds Energy Etf (VDE)	0.0	$323k	-15%	2.8k	117.28	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$321k	-11%	6.9k	46.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$321k	-12%	4.1k	77.74	View chart
Nucor Corporation (NUE)	0.0	$318k		1.8k	174.12	View chart
BP Sponsored Adr (BP)	0.0	$316k	-31%	8.9k	35.40	View chart
Consolidated Edison (ED)	0.0	$316k	-69%	3.5k	90.97	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$314k		3.9k	80.15	View chart
Applied Materials (AMAT)	0.0	$312k	-31%	1.9k	162.11	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$309k		4.7k	66.38	View chart
EOG Resources (EOG)	0.0	$307k	NEW	2.5k	120.97	View chart
salesforce (CRM)	0.0	$307k	-24%	1.2k	263.14	View chart
General Electric Com New (GE)	0.0	$306k	-23%	2.4k	127.67	View chart
Fiserv (FI)	0.0	$296k	+4%	2.2k	132.84	View chart
AvalonBay Communities (AVB)	0.0	$291k	-33%	1.6k	187.22	View chart
Marathon Petroleum Corp (MPC)	0.0	$290k	+2%	2.0k	148.41	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$287k	+25%	8.9k	32.17	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$286k	+14%	8.2k	34.89	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$283k	+31%	4.2k	67.35	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$282k		1.0k	270.79	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$273k		1.3k	217.07	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$271k	-39%	3.9k	69.06	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$270k		1.6k	167.97	View chart
Zoetis Cl A (ZTS)	0.0	$270k	-10%	1.4k	197.40	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$268k	+5%	12k	21.78	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$267k	+18%	23k	11.82	View chart
National Health Investors (NHI)	0.0	$267k	-63%	4.8k	55.86	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$266k	NEW	4.8k	55.34	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$266k		1.1k	252.35	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$261k		910.00	286.24	View chart
National Retail Properties (NNN)	0.0	$260k	NEW	6.0k	43.10	View chart
Microchip Technology (MCHP)	0.0	$258k	-6%	2.9k	90.19	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$258k	-13%	3.7k	69.47	View chart
Leidos Holdings (LDOS)	0.0	$257k		2.4k	108.26	View chart
Ishares U S Etf Tr Int Rt Hd Long (IGBH)	0.0	$257k	NEW	11k	24.17	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$256k	NEW	5.9k	43.31	View chart
Stellus Capital Investment (SCM)	0.0	$255k		20k	12.85	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.0	$254k	-5%	7.1k	35.69	View chart
EQT Corporation (EQT)	0.0	$251k		6.5k	38.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$250k	-59%	1.6k	156.94	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.0	$250k	-29%	820.00	304.55	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$250k	-9%	12k	20.71	View chart
Altria (MO)	0.0	$248k	-50%	6.1k	40.34	View chart
Linde SHS (LIN)	0.0	$247k	NEW	602.00	410.99	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$247k	-5%	2.5k	100.37	View chart
Kroger (KR)	0.0	$246k	-16%	5.4k	45.71	View chart
Dominion Resources (D)	0.0	$246k	-35%	5.2k	47.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$246k	-11%	4.9k	50.23	View chart
Walgreen Boots Alliance (WBA)	0.0	$246k	-27%	9.4k	26.11	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$238k	-3%	7.8k	30.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$238k	-34%	2.1k	110.67	View chart
Global X Fds Globx Supdv Us (DIV)	0.0	$237k		14k	17.18	View chart
CSX Corporation (CSX)	0.0	$233k	-13%	6.7k	34.67	View chart
Marvell Technology (MRVL)	0.0	$232k		3.9k	60.32	View chart
BlackRock (BLK)	0.0	$230k	NEW	283.00	812.10	View chart
Ford Motor Company (F)	0.0	$228k	-58%	19k	12.19	View chart
Toro Company (TTC)	0.0	$228k	-18%	2.4k	95.99	View chart
Morgan Stanley Com New (MS)	0.0	$225k	NEW	2.4k	93.25	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$225k	NEW	1.6k	137.88	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$224k	-65%	4.5k	49.73	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$223k	-23%	5.3k	42.41	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$222k		4.6k	48.46	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$221k	-29%	5.4k	41.29	View chart
Phillips 66 (PSX)	0.0	$221k	-34%	1.7k	133.20	View chart
Snap-on Incorporated (SNA)	0.0	$220k	NEW	761.00	288.84	View chart
Yum! Brands (YUM)	0.0	$217k	-58%	1.7k	130.70	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$215k	-47%	3.9k	55.28	View chart
CVS Caremark Corporation (CVS)	0.0	$214k	-11%	2.7k	78.98	View chart
Block Cl A (SQ)	0.0	$213k	-41%	2.8k	77.35	View chart
Hubspot (HUBS)	0.0	$211k	NEW	363.00	580.54	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.0	$208k		3.1k	67.87	View chart
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)	0.0	$206k	NEW	3.7k	55.62	View chart
American Water Works (AWK)	0.0	$205k	NEW	1.6k	131.99	View chart
Emerson Electric (EMR)	0.0	$205k	-59%	2.1k	97.34	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.0	$205k	NEW	2.2k	95.00	View chart
SYSCO Corporation (SYY)	0.0	$204k	-50%	2.8k	73.15	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$204k	NEW	1.6k	125.15	View chart
Sempra Energy (SRE)	0.0	$203k	-21%	2.7k	74.73	View chart
Fulton Financial (FULT)	0.0	$194k		12k	16.46	View chart
Cion Invt Corp (CION)	0.0	$190k	-38%	17k	11.31	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$179k	-53%	32k	5.67	View chart
Invesco Van Kampen Trust For Inv Grd Mun (VGM)	0.0	$176k		18k	9.89	View chart
Templeton Global Income Fund (SABA)	0.0	$169k	+20%	45k	3.79	View chart
Hecla Mining Company (HL)	0.0	$168k	NEW	35k	4.81	View chart
Linkbancorp (LNKB)	0.0	$153k	NEW	19k	7.97	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$129k	-65%	11k	11.38	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$124k	+2%	13k	9.81	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.0	$97k	-37%	11k	8.82	View chart
Puma Biotechnology (PBYI)	0.0	$83k		19k	4.33	View chart
Credit Suisse High Yield Bd Sh Ben Int (DHY)	0.0	$53k		27k	1.98	View chart
Lendingtree Note 0.500% 7/1 (Principal)	0.0	$49k		60k	0.82	View chart
Allianzgi Conv & Income Fd Ii (NCZ)	0.0	$38k	+27%	13k	2.98	View chart
Traeger Common Stock (COOK)	0.0	$30k		11k	2.73	View chart
Redwood Trust Note 5.625% 7/1 (Principal)	0.0	$25k		25k	0.99	View chart
Pizza Inn Holdings (RAVE)	0.0	$25k		11k	2.23	View chart

Past Filings by Buckingham Strategic Partners

SEC 13F filings are viewable for Buckingham Strategic Partners going back to 2021

Buckingham Strategic Partners 2023 Q4 filed Feb. 14, 2024
Buckingham Strategic Partners 2023 Q3 filed Nov. 15, 2023
Buckingham Strategic Partners 2023 Q2 filed Aug. 14, 2023
Buckingham Strategic Partners 2023 Q1 filed May 15, 2023
Buckingham Strategic Partners 2022 Q4 filed Feb. 14, 2023
Buckingham Strategic Partners 2022 Q3 filed Nov. 14, 2022
Buckingham Strategic Partners 2022 Q2 filed Aug. 12, 2022
Buckingham Strategic Partners 2022 Q1 filed May 10, 2022
Buckingham Strategic Partners 2021 Q4 filed Feb. 10, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z