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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, DFUS, and represent 35.98% of Buckingham Strategic Wealth's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$45M), NVDA (+$34M), VGIT (+$34M), BSVO (+$31M), DFSD (+$24M), DFEM (+$21M), AVDV (+$21M), DFUS (+$18M), IDEV (+$16M), DFNM (+$13M).
Started 56 new stock positions in MTD, WOOF, WASH, OGN, TAK, WEN, VRT, ADT, IGR, PEN.
Reduced shares in these 10 stocks: DFAC (-$15M), DFAT (-$11M), SPGI (-$10M), DFAX (-$7.6M), AAPL (-$5.6M), DFIV, DFUV, TSLA, VTV, SUB.
Sold out of its positions in AMTX, ABEV, ABG, Flamel Technologies Sa, BAC.PL, BK, BAX, CNX, COIN, DJTWW.
Buckingham Strategic Wealth was a net buyer of stock by $240M.
Buckingham Strategic Wealth has $9.7B in assets under management (AUM), dropping by 1.90%.
Central Index Key (CIK): 0001542421

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Portfolio Holdings for Buckingham Strategic Wealth

Buckingham Strategic Wealth holds 765 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Buckingham Strategic Wealth has 765 total positions. Only the first 250 positions are shown.

Sign up to view all of the Buckingham Strategic Wealth June 30, 2024 positions
Download the Buckingham Strategic Wealth June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.4	$1.2B		37M	32.24	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.7	$645M		12M	51.87	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	6.1	$594M	+5%	29M	20.37	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.9	$567M		14M	39.27	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	4.8	$468M	+3%	8.0M	58.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	4.4	$424M	+11%	3.6M	118.78	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$401M		11M	35.94	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.0	$385M	+9%	6.6M	58.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.0	$286M	-2%	11M	25.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$204M		763k	267.51	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$168M	+13%	2.6M	64.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.7	$164M		2.7M	60.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$155M		1.7M	89.72	View chart
Ishares Tr Core Msci Intl (IDEV)	1.6	$151M	+11%	2.3M	65.64	View chart
Apple (AAPL)	1.3	$126M	-4%	597k	210.62	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$117M	+8%	2.4M	48.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$115M		210k	547.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$112M		1.5M	76.70	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$106M	+24%	4.0M	26.73	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.0	$98M	+31%	2.1M	47.00	View chart
Microsoft Corporation (MSFT)	0.9	$90M	+2%	201k	446.95	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.9	$85M	+13%	3.1M	26.91	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.7	$67M	+12%	2.1M	31.99	View chart
Meta Platforms Cl A (META)	0.7	$67M		133k	504.22	View chart
Amazon (AMZN)	0.7	$64M		331k	193.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$64M	+2%	1.3M	49.42	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$62M		1.7M	37.49	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$62M	+2%	1.2M	53.53	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$60M	+18%	2.4M	24.99	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$57M	+29%	1.2M	47.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$55M	+18%	2.1M	26.32	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$50M		951k	53.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$50M		275k	182.15	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$48M	+2%	418k	115.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$45M		110k	406.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$43M		235k	183.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$43M	+21%	1.5M	28.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$42M	+6%	1.4M	29.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$40M		109k	364.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$39M		72k	544.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$38M	-3%	207k	182.52	View chart
NVIDIA Corporation (NVDA)	0.4	$37M	+1015%	299k	123.54	View chart
Cass Information Systems (CASS)	0.3	$34M		838k	40.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$34M		765k	43.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$33M		551k	60.30	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$33M	+13%	1.3M	26.29	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.3	$32M	-2%	603k	53.24	View chart
Procter & Gamble Company (PG)	0.3	$31M	-3%	186k	164.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$30M		61k	500.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$30M		336k	90.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$30M		488k	61.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$27M		92k	297.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$27M	-7%	167k	160.41	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$26M		993k	25.87	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$25M	-3%	307k	81.65	View chart
Exxon Mobil Corporation (XOM)	0.3	$25M		215k	115.12	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$25M	-3%	447k	55.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$23M		115k	202.89	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$21M	+4%	272k	78.31	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$21M	-8%	197k	104.55	View chart
Norfolk Southern (NSC)	0.2	$21M	-2%	96k	214.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$20M	-3%	290k	67.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$19M		106k	182.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$19M		312k	61.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$19M		227k	83.76	View chart
Eli Lilly & Co. (LLY)	0.2	$19M		21k	905.38	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$18M		668k	27.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$18M	+3%	38k	479.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$18M	-2%	33k	535.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$17M	-2%	98k	174.47	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$16M	+11%	147k	110.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$16M	-2%	250k	64.25	View chart
Tesla Motors (TSLA)	0.2	$16M	-12%	81k	197.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$16M		52k	308.67	View chart
Abbvie (ABBV)	0.2	$16M	-2%	90k	171.52	View chart
Merck & Co (MRK)	0.1	$14M	-2%	113k	123.80	View chart
Coca-Cola Company (KO)	0.1	$14M		215k	63.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$14M		36k	374.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$14M		67k	202.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$13M	-3%	223k	57.99	View chart
UnitedHealth (UNH)	0.1	$13M		25k	509.25	View chart
Johnson & Johnson (JNJ)	0.1	$13M	-4%	86k	146.16	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$12M	-3%	113k	106.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	-3%	55k	218.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$12M		312k	38.42	View chart
Roper Industries (ROP)	0.1	$12M		21k	563.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$12M	-2%	243k	47.45	View chart
Broadcom (AVGO)	0.1	$11M		7.1k	1605.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$11M		145k	78.33	View chart
Costco Wholesale Corporation (COST)	0.1	$11M	+6%	13k	849.97	View chart
Home Depot (HD)	0.1	$11M	-2%	32k	344.24	View chart
Pepsi (PEP)	0.1	$11M	-9%	65k	164.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$11M	-4%	130k	81.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$10M	-2%	57k	182.01	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$10M	-5%	17.00	612241.00	View chart
S&p Global (SPGI)	0.1	$10M	-50%	22k	446.01	View chart
McDonald's Corporation (MCD)	0.1	$9.9M	+2%	39k	254.84	View chart
Abbott Laboratories (ABT)	0.1	$9.2M		89k	103.91	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$9.2M	-2%	89k	103.46	View chart
Intel Corporation (INTC)	0.1	$9.2M	+5%	296k	30.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$9.1M		36k	249.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$9.0M		19k	467.10	View chart
Wal-Mart Stores (WMT)	0.1	$8.6M	-7%	126k	67.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$8.3M		86k	97.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$7.9M		70k	112.63	View chart
Qualcomm (QCOM)	0.1	$7.7M		39k	199.18	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$7.7M	+9%	80k	96.62	View chart
Boeing Company (BA)	0.1	$7.7M		42k	182.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$7.6M		129k	58.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$7.5M		97k	77.83	View chart
American Express Company (AXP)	0.1	$7.5M	+2%	32k	231.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$7.5M	+10%	121k	62.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.4M		127k	58.52	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$7.4M	-3%	195k	37.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$7.4M	-11%	31k	242.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.1M	-4%	167k	42.59	View chart
Chevron Corporation (CVX)	0.1	$7.1M	-2%	45k	156.42	View chart
Netflix (NFLX)	0.1	$7.1M		11k	674.90	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$7.0M	-5%	105k	66.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$7.0M	-2%	65k	106.66	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$6.9M	+13%	197k	34.86	View chart
Nike CL B (NKE)	0.1	$6.8M		91k	75.37	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$6.8M	-2%	45k	152.30	View chart
Us Bancorp Del Com New (USB)	0.1	$6.7M		170k	39.70	View chart
Nextera Energy (NEE)	0.1	$6.7M	-7%	95k	70.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$6.7M	-4%	73k	92.54	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$6.7M		218k	30.63	View chart
Cisco Systems (CSCO)	0.1	$6.6M	-2%	138k	47.51	View chart
Caterpillar (CAT)	0.1	$6.4M	-2%	19k	333.11	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$6.4M	+4%	57k	112.40	View chart
Visa Com Cl A (V)	0.1	$6.3M		24k	262.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$5.9M		81k	72.64	View chart
Colgate-Palmolive Company (CL)	0.1	$5.7M	-9%	59k	97.04	View chart
Bank of America Corporation (BAC)	0.1	$5.6M		142k	39.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.6M	-3%	211k	26.56	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$5.6M	-18%	134k	41.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.5M		87k	62.87	View chart
Oracle Corporation (ORCL)	0.1	$5.5M	+3%	39k	141.20	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$5.3M	+8%	217k	24.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$5.3M		154k	34.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$5.3M		150k	35.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$5.1M		24k	215.01	View chart
International Business Machines (IBM)	0.1	$5.1M	+2%	29k	172.95	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$4.9M	-13%	46k	106.78	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$4.8M	+13%	219k	22.10	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$4.8M		99k	48.77	View chart
Eaton Corp SHS (ETN)	0.0	$4.7M		15k	313.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$4.7M		46k	102.30	View chart
Ameriprise Financial (AMP)	0.0	$4.7M	+3%	11k	427.21	View chart
Verizon Communications (VZ)	0.0	$4.7M	-5%	113k	41.24	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$4.6M	-10%	61k	74.89	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$4.5M		72k	62.84	View chart
Pfizer (PFE)	0.0	$4.5M		162k	27.98	View chart
Lam Research Corporation (LRCX)	0.0	$4.5M		4.2k	1064.76	View chart
At&t (T)	0.0	$4.4M	+3%	233k	19.11	View chart
Adobe Systems Incorporated (ADBE)	0.0	$4.4M	+8%	7.9k	555.56	View chart
Emerson Electric (EMR)	0.0	$4.4M		40k	110.16	View chart
Marriott Intl Cl A (MAR)	0.0	$4.4M		18k	241.77	View chart
Deere & Company (DE)	0.0	$4.4M	-22%	12k	373.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$4.2M	-9%	84k	50.11	View chart
Walt Disney Company (DIS)	0.0	$4.2M	+2%	42k	99.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$4.2M	+19%	7.2k	576.61	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$4.1M	-4%	70k	59.20	View chart
Intuitive Surgical Com New (ISRG)	0.0	$4.1M		9.3k	444.85	View chart
Copart (CPRT)	0.0	$4.1M		76k	54.16	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.1M		41k	100.39	View chart
Mastercard Incorporated Cl A (MA)	0.0	$4.1M		9.2k	441.15	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$4.0M		77k	52.44	View chart
Amgen (AMGN)	0.0	$4.0M		13k	312.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$4.0M	-9%	39k	100.84	View chart
Honeywell International (HON)	0.0	$3.9M	-6%	18k	213.54	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$3.9M	+34%	142k	27.31	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$3.7M		77k	48.13	View chart
Sherwin-Williams Company (SHW)	0.0	$3.6M	-21%	12k	298.43	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$3.6M	+7%	62k	57.27	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.5M	+4%	6.4k	552.96	View chart
Intuit (INTU)	0.0	$3.5M	-2%	5.3k	657.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$3.5M	-2%	29k	118.60	View chart
Freshpet (FRPT)	0.0	$3.4M		27k	129.39	View chart
General Dynamics Corporation (GD)	0.0	$3.4M		12k	290.14	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.4M	-5%	39k	88.13	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.3M	-4%	17k	194.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$3.2M	+3%	14k	226.24	View chart
United Parcel Service CL B (UPS)	0.0	$3.2M		23k	136.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$3.2M	+5%	41k	77.76	View chart
Progressive Corporation (PGR)	0.0	$3.1M		15k	207.70	View chart
Wells Fargo & Company (WFC)	0.0	$3.1M		53k	59.39	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$3.1M	+10%	107k	28.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$3.1M	-6%	7.8k	391.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.0M	-6%	41k	74.08	View chart
TowneBank (TOWN)	0.0	$3.0M	-10%	110k	27.27	View chart
Union Pacific Corporation (UNP)	0.0	$3.0M	-11%	13k	226.26	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$2.9M	+46%	52k	56.88	View chart
Automatic Data Processing (ADP)	0.0	$2.9M	-2%	12k	238.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$2.9M	+10%	32k	91.78	View chart
Cadence Design Systems (CDNS)	0.0	$2.9M	-4%	9.4k	307.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$2.9M		11k	264.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$2.8M	+3%	29k	99.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$2.8M		31k	92.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$2.8M	-5%	24k	117.49	View chart
Linde SHS (LIN)	0.0	$2.8M		6.3k	438.78	View chart
Illinois Tool Works (ITW)	0.0	$2.8M	-3%	12k	236.96	View chart
Arista Networks (ANET)	0.0	$2.7M		7.8k	350.49	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.7M	-2%	12k	229.57	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$2.7M		40k	66.35	View chart
Kimberly-Clark Corporation (KMB)	0.0	$2.7M	-6%	19k	138.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.6M	-4%	21k	123.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$2.5M		10k	250.13	View chart
Booking Holdings (BKNG)	0.0	$2.5M	+5%	632.00	3961.50	View chart
Fiserv (FI)	0.0	$2.5M	-5%	17k	149.04	View chart
Kla Corp Com New (KLAC)	0.0	$2.5M	+3%	3.0k	824.42	View chart
TransDigm Group Incorporated (TDG)	0.0	$2.4M		1.9k	1277.65	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$2.4M		22k	110.35	View chart
Servicenow (NOW)	0.0	$2.4M	+5%	3.0k	786.61	View chart
Southern Company (SO)	0.0	$2.4M	-9%	31k	77.57	View chart
ConocoPhillips (COP)	0.0	$2.4M	-3%	21k	114.38	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$2.4M	-5%	57k	41.53	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$2.4M	-7%	50k	47.19	View chart
Lowe's Companies (LOW)	0.0	$2.4M	+5%	11k	220.47	View chart
CSX Corporation (CSX)	0.0	$2.3M		70k	33.45	View chart
Applied Materials (AMAT)	0.0	$2.3M	+12%	9.9k	235.99	View chart
Enterprise Products Partners (EPD)	0.0	$2.3M	+8%	79k	28.98	View chart
Parsons Corporation (PSN)	0.0	$2.3M	+49%	28k	81.81	View chart
Philip Morris International (PM)	0.0	$2.3M		22k	101.33	View chart
Palo Alto Networks (PANW)	0.0	$2.3M		6.7k	339.03	View chart
Ge Aerospace Com New (GE)	0.0	$2.2M	+9%	14k	158.96	View chart
Truist Financial Corp equities (TFC)	0.0	$2.2M		57k	38.85	View chart
Danaher Corporation (DHR)	0.0	$2.2M	+10%	8.8k	249.85	View chart
SYSCO Corporation (SYY)	0.0	$2.1M	-3%	30k	71.39	View chart
Starbucks Corporation (SBUX)	0.0	$2.1M	+5%	27k	77.85	View chart
American Tower Reit (AMT)	0.0	$2.1M	-3%	11k	194.38	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$2.1M	+4%	62k	33.53	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$2.1M		68k	30.60	View chart
salesforce (CRM)	0.0	$2.1M	+19%	8.0k	257.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$2.0M		22k	91.15	View chart
Penumbra (PEN)	0.0	$2.0M	NEW	11k	179.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$2.0M	-14%	46k	43.93	View chart
Rockwell Automation (ROK)	0.0	$2.0M		7.3k	275.29	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.0M	-3%	51k	39.16	View chart
Bristol Myers Squibb (BMY)	0.0	$1.9M	-5%	47k	41.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$1.9M	+29%	11k	170.76	View chart
Cigna Corp (CI)	0.0	$1.9M	+8%	5.7k	330.56	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.9M	-2%	7.2k	262.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.9M	-4%	6.2k	303.41	View chart
Essent (ESNT)	0.0	$1.9M	+10%	33k	56.19	View chart
Genuine Parts Company (GPC)	0.0	$1.8M	-13%	13k	138.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$1.8M		48k	37.67	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.0	$1.8M	-2%	35k	51.64	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.8M		10k	173.47	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$1.8M	-3%	33k	54.92	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 Q2 filed Aug. 12, 2024
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

View all past filings

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