Buckingham Asset Management

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

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Portfolio Holdings for Buckingham Strategic Wealth

Companies in the Buckingham Strategic Wealth portfolio as of the March 2022 quarterly 13F filing

Buckingham Strategic Wealth has 597 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.4 $935M 34M 27.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 10.7 $546M 12M 46.58
Dimensional Etf Trust Internatnal Val (DFIV) 6.6 $334M 10M 33.48
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.3 $269M -2% 4.3M 62.91
Dimensional Etf Trust World Ex Us Core (DFAX) 5.3 $267M 11M 24.95
Dimensional Etf Trust Us Equity Etf (DFUS) 5.1 $258M 5.3M 49.02
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.8 $144M 2.6M 56.06
Apple (AAPL) 1.9 $94M +7% 540k 174.61
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $94M -3% 411k 227.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $92M +62% 1.2M 77.90
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $69M +152% 679k 100.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $67M +19% 1.3M 51.21
Amazon (AMZN) 1.2 $62M 19k 3259.92
Ishares Tr Core S&p500 Etf (IVV) 1.0 $50M -5% 109k 453.69

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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $49M +90% 400k 122.05
Microsoft Corporation (MSFT) 0.9 $46M 150k 308.31
Meta Platforms Cl A (FB) 0.9 $43M -29% 194k 222.36
Alphabet Cap Stk Cl A (GOOGL) 0.8 $38M 14k 2781.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $36M -4% 103k 352.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $35M +6% 200k 175.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $33M +24% 314k 104.60
Ishares Tr Eafe Value Etf (EFV) 0.6 $33M +8% 652k 50.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $31M +6% 474k 66.34
Cass Information Systems (CASS) 0.6 $31M 833k 36.91
Alphabet Cap Stk Cl C (GOOG) 0.6 $31M +2% 11k 2792.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $29M +6% 64k 451.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $28M +5% 99k 277.63
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.5 $27M -6% 507k 52.55
Ishares Tr Core Msci Intl (IDEV) 0.5 $26M +33% 411k 63.63
Norfolk Southern (NSC) 0.5 $24M +2% 85k 285.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $23M +11% 377k 59.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $21M 191k 108.37
Vanguard Index Fds Value Etf (VTV) 0.4 $20M +14% 137k 147.78
Ishares Tr Rus 1000 Etf (IWB) 0.4 $20M +23% 79k 250.06
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $20M -2% 122k 162.16
Ishares Tr National Mun Etf (MUB) 0.4 $19M -15% 171k 109.64
Tesla Motors (TSLA) 0.3 $17M -3% 16k 1077.60
Intel Corporation (INTC) 0.3 $16M 329k 49.56
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.3 $16M +37% 258k 62.58
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $15M +4% 31k 490.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $15M +3% 304k 48.03
Ishares Core Msci Emkt (IEMG) 0.3 $14M +72% 252k 55.55
Coca-Cola Company (KO) 0.3 $14M 225k 62.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $14M +18% 174k 79.86
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $13M -12% 410k 32.66
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $13M +15% 171k 78.04
Exxon Mobil Corporation (XOM) 0.3 $13M -36% 159k 82.59
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $13M +427% 159k 81.08
Johnson & Johnson (JNJ) 0.3 $13M +3% 73k 177.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $13M +67% 150k 83.35
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $12M -3% 209k 59.28
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.2 $12M +4% 228k 53.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $12M +86% 29k 415.18
Abbvie (ABBV) 0.2 $12M +4% 73k 162.10
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $12M +4% 71k 165.97
Lockheed Martin Corporation (LMT) 0.2 $12M 27k 441.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $12M -6% 252k 46.13
Nike CL B (NKE) 0.2 $12M 85k 134.56
Ishares Tr Russell 2000 Etf (IWM) 0.2 $11M 54k 205.28
Pepsi (PEP) 0.2 $10M +6% 62k 167.38
Roper Industries (ROP) 0.2 $10M 22k 472.21
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $10M -31% 213k 47.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $9.6M -61% 117k 81.90
McDonald's Corporation (MCD) 0.2 $9.3M +6% 38k 247.28
UnitedHealth (UNH) 0.2 $9.3M +8% 18k 509.99
Ishares Tr Msci Eafe Etf (EFA) 0.2 $9.2M -7% 124k 73.60
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $9.1M +8% 248k 36.72
Vanguard Index Fds Small Cp Etf (VB) 0.2 $9.0M +7% 42k 212.51
Procter & Gamble Company (PG) 0.2 $9.0M 59k 152.80
Vanguard Index Fds Growth Etf (VUG) 0.2 $8.7M 30k 287.61
Abbott Laboratories (ABT) 0.2 $8.5M +4% 72k 118.35
Nextera Energy (NEE) 0.2 $8.3M +4% 99k 84.71
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $8.3M +97% 176k 47.36
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $8.3M +1822% 145k 57.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $8.3M 51k 161.39
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $8.2M -15% 166k 49.54
JPMorgan Chase & Co. (JPM) 0.2 $7.8M 57k 136.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $7.8M -30% 149k 52.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $7.6M +105% 142k 53.85
Home Depot (HD) 0.1 $7.4M 25k 299.34
Pfizer (PFE) 0.1 $6.9M 133k 51.77
Cisco Systems (CSCO) 0.1 $6.7M 120k 55.76
Boeing Company (BA) 0.1 $6.7M 35k 191.49
Qualcomm (QCOM) 0.1 $6.3M +5% 41k 152.83
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $6.3M +8% 83k 75.85
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $6.3M 40k 155.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $6.3M +32% 226k 27.77
Merck & Co (MRK) 0.1 $6.3M 77k 82.05
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $6.2M +885% 197k 31.52
Costco Wholesale Corporation (COST) 0.1 $6.2M +5% 11k 575.82
Chevron Corporation (CVX) 0.1 $6.1M -18% 38k 162.83
Vanguard Index Fds Large Cap Etf (VV) 0.1 $6.1M +13% 29k 208.50
Marathon Digital Holdings In (MARA) 0.1 $6.0M +5% 213k 27.95
Truist Financial Corp equities (TFC) 0.1 $5.9M 104k 56.70
Us Bancorp Del Com New (USB) 0.1 $5.8M 110k 53.15
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $5.8M +10% 11.00 528909.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $5.7M +30% 100k 57.60
Focus Finl Partners Com Cl A (FOCS) 0.1 $5.7M 124k 45.74
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $5.6M -3% 24k 237.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $5.6M 125k 45.15
Walt Disney Company (DIS) 0.1 $5.4M -3% 40k 137.15
Wal-Mart Stores (WMT) 0.1 $5.4M -2% 36k 148.91
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $5.4M +67% 70k 77.10
Verizon Communications (VZ) 0.1 $5.2M -2% 102k 50.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $5.1M +20% 47k 107.87
Ishares Tr Core Msci Total (IXUS) 0.1 $5.1M +201% 76k 66.58
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $5.0M +3% 141k 35.38
United Parcel Service CL B (UPS) 0.1 $4.9M 23k 214.44
Ishares Tr Tips Bd Etf (TIP) 0.1 $4.9M +55% 39k 124.56
Visa Com Cl A (V) 0.1 $4.8M 22k 221.79
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $4.7M 49k 96.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $4.7M +98% 88k 53.39
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $4.6M +14% 45k 102.39
Netflix (NFLX) 0.1 $4.5M -2% 12k 374.61
NVIDIA Corporation (NVDA) 0.1 $4.5M +8% 16k 272.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $4.3M +45% 43k 101.30
Northern Lts Fd Tr Iv Inspire 100 Esg (BIBL) 0.1 $4.3M 118k 36.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.3M +5% 16k 268.31
Emerson Electric (EMR) 0.1 $4.2M 42k 98.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $4.1M +27% 80k 51.55
At&t (T) 0.1 $4.1M -9% 175k 23.63
Bank of America Corporation (BAC) 0.1 $4.1M -11% 99k 41.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.1M +5% 36k 112.26
Eli Lilly & Co. (LLY) 0.1 $4.1M -4% 14k 286.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $4.0M +83% 54k 74.82
Spdr Gold Tr Gold Shs (GLD) 0.1 $3.9M +4% 21k 180.63
TowneBank (TOWN) 0.1 $3.7M +6% 123k 29.94
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $3.6M 44k 83.32
Amgen (AMGN) 0.1 $3.6M 15k 241.81
Ishares Tr Core Msci Eafe (IEFA) 0.1 $3.6M +18% 51k 69.51
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $3.5M -27% 32k 108.52
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.5M 46k 76.38
Thermo Fisher Scientific (TMO) 0.1 $3.5M -4% 5.9k 590.57
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $3.5M -3% 43k 80.66
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.4M +7% 13k 262.36
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $3.3M +9% 9.5k 346.87
Adobe Systems Incorporated (ADBE) 0.1 $3.3M 7.1k 455.64
Honeywell International (HON) 0.1 $3.2M 17k 194.58
Broadcom (AVGO) 0.1 $3.2M +2% 5.1k 629.80
American Tower Reit (AMT) 0.1 $3.2M 13k 251.18
Automatic Data Processing (ADP) 0.1 $3.1M 14k 227.54
Intuitive Surgical Com New (ISRG) 0.1 $3.0M -3% 9.9k 301.65
Mastercard Incorporated Cl A (MA) 0.1 $3.0M +4% 8.3k 357.33
International Business Machines (IBM) 0.1 $2.9M +2% 23k 130.04
General Dynamics Corporation (GD) 0.1 $2.9M 12k 241.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $2.7M +8% 46k 59.27
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.7M +481% 79k 34.28
Freshpet (FRPT) 0.1 $2.7M 26k 102.63
American Express Company (AXP) 0.1 $2.7M 14k 186.97
SYSCO Corporation (SYY) 0.1 $2.6M 32k 81.66
Starbucks Corporation (SBUX) 0.1 $2.6M -8% 28k 90.96
3M Company (MMM) 0.1 $2.6M 17k 148.87
Ishares Msci Emrg Chn (EMXC) 0.1 $2.5M -12% 44k 58.17
Illinois Tool Works (ITW) 0.0 $2.5M 12k 209.41
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $2.5M -6% 22k 109.63
Bristol Myers Squibb (BMY) 0.0 $2.5M 34k 73.02
Ishares Tr S&p 100 Etf (OEF) 0.0 $2.4M -5% 12k 208.48
Pra (PRAA) 0.0 $2.4M 54k 45.08
Colgate-Palmolive Company (CL) 0.0 $2.4M +4% 32k 75.83
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $2.4M +8% 31k 75.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $2.4M +22% 33k 71.39
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $2.4M +192% 90k 26.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $2.4M -9% 11k 222.77
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.3M 23k 99.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.3M +6% 29k 78.90
Wells Fargo & Company (WFC) 0.0 $2.3M -60% 47k 48.45
Comcast Corp Cl A (CMCSA) 0.0 $2.2M 48k 46.82
Oracle Corporation (ORCL) 0.0 $2.2M +4% 27k 82.74
Union Pacific Corporation (UNP) 0.0 $2.2M 8.1k 273.23
Cbre Group Cl A (CBRE) 0.0 $2.2M -2% 24k 91.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.1M +3% 17k 128.11
Lam Research Corporation (LRCX) 0.0 $2.1M -3% 4.0k 537.53
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $2.1M -27% 17k 123.87
Texas Instruments Incorporated (TXN) 0.0 $2.1M +6% 11k 183.47
Blackstone Group Inc Com Cl A (BX) 0.0 $2.1M 16k 126.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $2.1M +13% 54k 38.63
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $2.1M +134% 81k 25.45
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $2.0M 34k 60.72
Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.0M +3% 5.9k 337.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $2.0M +51% 34k 59.26
Deere & Company (DE) 0.0 $1.9M 4.7k 415.34
Select Sector Spdr Tr Energy (XLE) 0.0 $1.9M +4% 25k 76.44
Southern Company (SO) 0.0 $1.9M 26k 72.51
Intuit (INTU) 0.0 $1.9M 3.9k 480.83
CSX Corporation (CSX) 0.0 $1.8M 49k 37.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $1.8M +9% 18k 104.92
Caterpillar (CAT) 0.0 $1.8M 8.2k 222.82
Hershey Company (HSY) 0.0 $1.8M -8% 8.4k 216.69
Altria (MO) 0.0 $1.8M 35k 52.24
Sherwin-Williams Company (SHW) 0.0 $1.8M +5% 7.3k 249.59
Cadence Design Systems (CDNS) 0.0 $1.8M 11k 164.45
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.8M -3% 72k 24.90
SVB Financial (SIVB) 0.0 $1.8M 3.2k 559.46
Charles Schwab Corporation (SCHW) 0.0 $1.8M 21k 84.32
Servicenow (NOW) 0.0 $1.8M +3% 3.2k 556.89
Philip Morris International (PM) 0.0 $1.8M +6% 19k 93.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.7M +3% 17k 100.52
Duke Energy Corp Com New (DUK) 0.0 $1.7M -2% 16k 111.68
Progressive Corporation (PGR) 0.0 $1.7M 15k 113.96
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $1.7M 32k 53.46
Ishares Gold Tr Ishares New (IAU) 0.0 $1.7M +10% 46k 36.84
Morningstar (MORN) 0.0 $1.7M 6.2k 273.14
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.7M -13% 46k 36.42
S&p Global (SPGI) 0.0 $1.7M +5% 4.1k 410.12
Walgreen Boots Alliance (WBA) 0.0 $1.7M +17% 37k 44.77
Enterprise Products Partners (EPD) 0.0 $1.6M +4% 64k 25.82
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.6M 3.9k 416.43
Fiserv (FISV) 0.0 $1.6M -13% 16k 101.37
Mccormick & Co Com Non Vtg (MKC) 0.0 $1.6M -4% 16k 99.79
Kimberly-Clark Corporation (KMB) 0.0 $1.6M +2% 13k 123.13
ConocoPhillips (COP) 0.0 $1.6M +13% 16k 99.98
Danaher Corporation (DHR) 0.0 $1.6M -3% 5.4k 293.35
Booking Holdings (BKNG) 0.0 $1.6M -10% 665.00 2348.87
Linde SHS (LIN) 0.0 $1.6M 4.9k 319.42
Ameren Corporation (AEE) 0.0 $1.5M 17k 93.74
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $1.5M 13k 119.98
Dollar General (DG) 0.0 $1.5M 6.9k 222.63
Dominion Resources (D) 0.0 $1.5M -12% 18k 84.97
Arista Networks (ANET) 0.0 $1.5M 11k 138.96
Zendesk (ZEN) 0.0 $1.5M 13k 120.26
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.5M +9% 5.9k 255.81
Americold Rlty Tr (COLD) 0.0 $1.5M NEW 54k 27.89
Banner Corp Com New (BANR) 0.0 $1.5M 25k 58.54
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.5M 39k 37.97
FedEx Corporation (FDX) 0.0 $1.5M 6.4k 231.42
Public Storage (PSA) 0.0 $1.5M 3.8k 390.18
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.5M 9.8k 149.71
Ishares Silver Tr Ishares (SLV) 0.0 $1.4M 63k 22.88
Intercontinental Exchange (ICE) 0.0 $1.4M -12% 11k 132.09
Becton, Dickinson and (BDX) 0.0 $1.4M 5.3k 265.97
IDEXX Laboratories (IDXX) 0.0 $1.4M 2.6k 547.00
Fastenal Company (FAST) 0.0 $1.4M 24k 59.39
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.4M -14% 5.6k 248.18
Lowe's Companies (LOW) 0.0 $1.4M +3% 6.7k 202.16
Medtronic SHS (MDT) 0.0 $1.3M 12k 110.96
Cintas Corporation (CTAS) 0.0 $1.3M +3% 3.1k 425.29
PPG Industries (PPG) 0.0 $1.3M +7% 9.7k 131.07
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $1.3M +230% 15k 86.63
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $1.3M -32% 43k 29.65
Select Sector Spdr Tr Technology (XLK) 0.0 $1.3M -2% 7.9k 158.92
Align Technology (ALGN) 0.0 $1.2M 2.9k 435.88
Amplitude Com Cl A (AMPL) 0.0 $1.2M -3% 64k 18.43
Ford Motor Company (F) 0.0 $1.2M +11% 69k 16.91
Novartis Sponsored Adr (NVS) 0.0 $1.1M 13k 87.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.1M +26% 14k 78.06
Kla Corp Com New (KLAC) 0.0 $1.1M +12% 3.0k 365.96
CVS Caremark Corporation (CVS) 0.0 $1.1M -7% 11k 101.21
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $1.1M 26k 42.07
Yum! Brands (YUM) 0.0 $1.1M +17% 9.1k 118.58
Essent (ESNT) 0.0 $1.1M 26k 41.22

Past Filings by Buckingham Strategic Wealth

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

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