Buckingham Asset Management
Latest statistics and disclosures from Buckingham Strategic Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAT, DFIV, VGIT, DFAX, and represent 46.31% of Buckingham Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$41M), BSV (+$35M), IEI (+$23M), VTIP (+$11M), ESGV (+$11M), VSGX (+$7.9M), IDEV (+$6.6M), AAPL (+$6.6M), SUB (+$6.4M), IEMG (+$5.9M).
- Started 38 new stock positions in IBB, KHC, COWZ, EEMS, BIL, Constellation Energy, MTTR, NULV, COF, SDC.
- Reduced shares in these 10 stocks: FB (-$18M), BIV (-$15M), VGIT (-$7.5M), XOM (-$7.4M), DFAT (-$5.4M), DFAC (-$5.2M), SHM, DFUS, VTI, SWAN.
- Sold out of its positions in ACVA, AEG, SWAN, FUV, Atlantic Cap Bancshares, Bryn Mawr Bank, AI, GIB, CNX, CERN.
- Buckingham Strategic Wealth was a net buyer of stock by $140M.
- Buckingham Strategic Wealth has $5.1B in assets under management (AUM), dropping by -1.93%.
- Central Index Key (CIK): 0001542421
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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.
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- Download the Buckingham Strategic Wealth March 2022 csv data
| 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
- 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
- Buckingham Asset Management 2019 Q4 filed Feb. 4, 2020
- Buckingham Asset Management 2019 Q3 filed Nov. 12, 2019
- Buckingham Asset Management 2019 Q2 filed Aug. 5, 2019
- Buckingham Asset Management 2019 Q1 filed May 2, 2019
- Buckingham Asset Management 2018 Q4 filed Feb. 11, 2019
- Buckingham Asset Management 2018 Q3 filed Nov. 2, 2018
- Buckingham Asset Management 2018 Q2 filed Aug. 13, 2018