Buckingham Asset Management
Latest statistics and disclosures from Buckingham Strategic Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGIT, FB, VTI, BIV, AAPL, and represent 23.33% of Buckingham Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$109M), BIV (+$29M), IVV (+$23M), JHMM (+$23M), XSOE (+$21M), BNDX (+$15M), QDF (+$13M), MDY (+$13M), AAPL (+$13M), IWR (+$10M).
- Started 115 new stock positions in FPXI, OEG, Mp Materials Corp, AVA, IWS, MMC, NUSI, ETR, VOE, CB.
- Reduced shares in these 10 stocks: FOCS (-$12M), BRK.B (-$6.5M), RWL (-$5.5M), AXP, LBTYK, RFV, RPV, , LBRDK, GM.
- Sold out of its positions in AMG, ALK, APA, ARW, AVY, BK, BCM, WRB, BYND, CSL.
- Buckingham Strategic Wealth was a net buyer of stock by $474M.
- Buckingham Strategic Wealth has $1.9B in assets under management (AUM), dropping by 45.87%.
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Portfolio Holdings for Buckingham Strategic Wealth
Companies in the Buckingham Strategic Wealth portfolio as of the December 2020 quarterly 13F filing
Buckingham Strategic Wealth has 531 total positions. Only the first 250 positions are shown.
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- Download the Buckingham Strategic Wealth December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.1 | $135M | +406% | 1.9M | 69.42 | |
| Facebook Cl A (FB) | 4.3 | $83M | 303k | 273.16 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.1 | $78M | +3% | 403k | 194.64 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 4.0 | $76M | +60% | 817k | 92.85 | |
| Apple (AAPL) | 3.8 | $72M | +20% | 545k | 132.69 | |
| Amazon (AMZN) | 3.3 | $63M | +9% | 20k | 3257.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $39M | +139% | 105k | 375.39 | |
| Cass Information Systems (CASS) | 1.8 | $34M | 876k | 38.91 | ||
| Microsoft Corporation (MSFT) | 1.7 | $32M | +25% | 145k | 222.42 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.6 | $30M | +3% | 436k | 68.35 | |
| Ishares Tr Eafe Value Etf (EFV) | 1.5 | $29M | 613k | 47.20 | ||
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.3 | $25M | +16% | 188k | 132.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $25M | +9% | 14k | 1752.61 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $24M | +67% | 64k | 373.87 | |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $23M | +50% | 97k | 241.14 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.2 | $23M | NEW | 505k | 44.97 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $22M | +4% | 156k | 142.21 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.1 | $21M | NEW | 527k | 39.67 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $20M | +24% | 240k | 82.90 | |
| Norfolk Southern (NSC) | 1.0 | $19M | -2% | 81k | 237.60 | |
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $19M | 162k | 118.96 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $19M | -7% | 11k | 1751.98 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $19M | -25% | 80k | 231.87 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.9 | $17M | +1038% | 281k | 58.55 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $16M | 192k | 84.93 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $16M | 271k | 60.16 | ||
| Intel Corporation (INTC) | 0.9 | $16M | +13% | 327k | 49.82 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $16M | +26% | 74k | 211.84 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.8 | $15M | +35% | 308k | 49.79 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $14M | +1435% | 32k | 419.91 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.7 | $13M | NEW | 257k | 49.44 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.6 | $12M | +10% | 245k | 47.21 | |
| Nike CL B (NKE) | 0.6 | $12M | +450% | 82k | 141.47 | |
| Coca-Cola Company (KO) | 0.6 | $12M | +2% | 210k | 54.84 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.6 | $11M | -2% | 196k | 58.22 | |
| Tesla Motors (TSLA) | 0.6 | $11M | +50% | 16k | 705.66 | |
| City Holding Company (CHCO) | 0.6 | $11M | 159k | 69.55 | ||
| Johnson & Johnson (JNJ) | 0.6 | $11M | +14% | 67k | 157.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $11M | +201% | 54k | 196.05 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $11M | +1926% | 153k | 68.55 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $10M | +23% | 201k | 51.39 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $10M | +20% | 205k | 50.11 | |
| Roper Industries (ROP) | 0.5 | $9.4M | +3% | 22k | 431.08 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $9.4M | +294% | 129k | 72.96 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $9.2M | +15% | 26k | 354.99 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $8.8M | +32% | 82k | 108.11 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $8.8M | +18% | 28k | 313.74 | |
| Procter & Gamble Company (PG) | 0.4 | $8.5M | +23% | 61k | 139.14 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $8.5M | 64k | 131.75 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $8.3M | +48% | 61k | 136.74 | |
| Ishares Tr National Mun Etf (MUB) | 0.4 | $8.3M | +86% | 71k | 117.21 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $8.2M | +1516% | 92k | 89.00 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $8.1M | +1238% | 226k | 36.01 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $7.9M | -14% | 62k | 127.07 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $7.8M | +2% | 31k | 253.34 | |
| McDonald's Corporation (MCD) | 0.4 | $7.8M | +4% | 36k | 214.58 | |
| Abbott Laboratories (ABT) | 0.4 | $7.6M | +5% | 69k | 109.49 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $7.5M | +19% | 53k | 141.16 | |
| Insperity (NSP) | 0.4 | $7.5M | -7% | 92k | 81.42 | |
| Home Depot (HD) | 0.4 | $7.4M | +63% | 28k | 265.63 | |
| Abbvie (ABBV) | 0.4 | $7.3M | +12% | 68k | 107.15 | |
| Boeing Company (BA) | 0.4 | $7.1M | +88% | 33k | 214.06 | |
| Netflix (NFLX) | 0.4 | $7.1M | +30% | 13k | 540.77 | |
| Walt Disney Company (DIS) | 0.4 | $7.1M | +34% | 39k | 181.19 | |
| Starbucks Corporation (SBUX) | 0.4 | $6.8M | +230% | 63k | 106.97 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $6.6M | 54k | 121.83 | ||
| UnitedHealth (UNH) | 0.3 | $6.1M | +19% | 17k | 350.68 | |
| Nextera Energy (NEE) | 0.3 | $6.1M | +473% | 79k | 77.14 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $6.1M | +301% | 118k | 51.67 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $6.0M | NEW | 51k | 117.64 | |
| Qualcomm (QCOM) | 0.3 | $6.0M | +102% | 39k | 152.33 | |
| Pepsi (PEP) | 0.3 | $5.9M | +10% | 40k | 148.30 | |
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.3 | $5.8M | +9% | 167k | 34.78 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.3 | $5.8M | -48% | 93k | 62.28 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $5.7M | +18% | 100k | 57.11 | |
| Verizon Communications (VZ) | 0.3 | $5.6M | +18% | 95k | 58.75 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $5.5M | 43k | 128.02 | ||
| United Parcel Service CL B (UPS) | 0.3 | $5.5M | -3% | 33k | 168.39 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $5.4M | NEW | 79k | 68.18 | |
| Focus Finl Partners Com Cl A (FOCS) | 0.3 | $5.4M | -68% | 124k | 43.50 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $5.4M | +6% | 95k | 56.85 | |
| At&t (T) | 0.3 | $5.3M | +19% | 185k | 28.76 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $5.2M | +520% | 58k | 90.95 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $5.2M | NEW | 52k | 100.91 | |
| Merck & Co (MRK) | 0.3 | $5.2M | +23% | 63k | 81.80 | |
| Visa Com Cl A (V) | 0.3 | $5.1M | +43% | 23k | 218.72 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $5.0M | 122k | 41.22 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $5.0M | -28% | 58k | 86.38 | |
| Cisco Systems (CSCO) | 0.3 | $5.0M | -3% | 112k | 44.75 | |
| Wal-Mart Stores (WMT) | 0.3 | $5.0M | +4% | 34k | 144.16 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $4.9M | +1024% | 161k | 30.65 | |
| Us Bancorp Del Com New (USB) | 0.3 | $4.9M | -5% | 106k | 46.59 | |
| Pfizer (PFE) | 0.2 | $4.6M | +21% | 126k | 36.81 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $4.5M | +28% | 13k | 343.69 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $4.4M | +24% | 23k | 194.68 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $4.3M | +6% | 24k | 175.74 | |
| Costco Wholesale Corporation (COST) | 0.2 | $4.1M | +158% | 11k | 376.81 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $4.0M | +83% | 31k | 128.43 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.9M | +334% | 7.7k | 500.13 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $3.7M | -24% | 64k | 58.36 | |
| Freshpet (FRPT) | 0.2 | $3.7M | 26k | 142.00 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.7M | +22% | 18k | 206.77 | |
| Chevron Corporation (CVX) | 0.2 | $3.5M | -4% | 41k | 84.46 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.5M | 38k | 91.89 | ||
| Amgen (AMGN) | 0.2 | $3.5M | +34% | 15k | 229.96 | |
| Wells Fargo & Company (WFC) | 0.2 | $3.4M | +392% | 114k | 30.18 | |
| Emerson Electric (EMR) | 0.2 | $3.3M | +2% | 41k | 80.38 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $3.2M | +6% | 35k | 90.98 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.2M | +77% | 9.0k | 356.99 | |
| International Business Machines (IBM) | 0.2 | $3.2M | +9% | 25k | 125.89 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $3.2M | +367% | 6.8k | 465.72 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.1M | +27% | 14k | 229.86 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $3.1M | +765% | 3.8k | 818.11 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.1M | -33% | 34k | 91.50 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.1M | +300% | 48k | 63.83 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.0M | +107% | 14k | 208.21 | |
| Zendesk (ZEN) | 0.2 | $2.9M | +10% | 21k | 143.11 | |
| American Tower Reit (AMT) | 0.2 | $2.9M | +99% | 13k | 224.46 | |
| 3M Company (MMM) | 0.2 | $2.9M | +33% | 17k | 174.79 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $2.9M | +2% | 44k | 66.18 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.8M | 16k | 178.37 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.8M | 13k | 223.53 | ||
| TowneBank (TOWN) | 0.1 | $2.8M | -5% | 119k | 23.48 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.8M | +55% | 32k | 85.50 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.6M | +143% | 16k | 168.81 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.6M | +501% | 30k | 86.28 | |
| Bank of America Corporation (BAC) | 0.1 | $2.6M | 86k | 30.31 | ||
| Fiserv (FISV) | 0.1 | $2.5M | +125% | 22k | 113.88 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.5M | +17% | 36k | 69.09 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.5M | +79% | 31k | 81.31 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.5M | +4% | 47k | 52.40 | |
| SYSCO Corporation (SYY) | 0.1 | $2.5M | +17% | 33k | 74.26 | |
| Honeywell International (HON) | 0.1 | $2.4M | 12k | 212.71 | ||
| Broadcom (AVGO) | 0.1 | $2.4M | +92% | 5.6k | 437.77 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.3M | +19% | 25k | 92.57 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $2.3M | 85k | 27.24 | ||
| Automatic Data Processing (ADP) | 0.1 | $2.3M | -5% | 13k | 176.17 | |
| Lam Research Corporation (LRCX) | 0.1 | $2.2M | NEW | 4.7k | 472.21 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.2M | +2% | 11k | 212.04 | |
| Dominion Resources (D) | 0.1 | $2.1M | +12% | 28k | 75.20 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.1M | +9% | 20k | 105.93 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.1M | 6.00 | 347833.33 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.1M | 19k | 109.03 | ||
| Pra (PRAA) | 0.1 | $2.0M | 50k | 39.66 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.0M | +3% | 22k | 90.74 | |
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $1.9M | -49% | 24k | 81.10 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.9M | +27% | 3.7k | 522.36 | |
| Truist Financial Corp equities (TFC) | 0.1 | $1.9M | +13% | 40k | 47.94 | |
| PPG Industries (PPG) | 0.1 | $1.9M | +84% | 13k | 144.18 | |
| Edwards Lifesciences (EW) | 0.1 | $1.9M | +524% | 21k | 91.24 | |
| Progressive Corporation (PGR) | 0.1 | $1.9M | +324% | 19k | 98.86 | |
| Servicenow (NOW) | 0.1 | $1.8M | NEW | 3.3k | 550.33 | |
| Southern Company (SO) | 0.1 | $1.8M | +30% | 30k | 61.45 | |
| FedEx Corporation (FDX) | 0.1 | $1.8M | +22% | 7.0k | 259.67 | |
| Booking Holdings (BKNG) | 0.1 | $1.8M | NEW | 811.00 | 2226.88 | |
| Oracle Corporation (ORCL) | 0.1 | $1.8M | +20% | 28k | 64.71 | |
| Intuit (INTU) | 0.1 | $1.8M | +227% | 4.7k | 379.87 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.8M | 28k | 62.17 | ||
| American Express Company (AXP) | 0.1 | $1.8M | -70% | 15k | 120.92 | |
| Illinois Tool Works (ITW) | 0.1 | $1.8M | -4% | 8.6k | 203.87 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $1.7M | +100% | 18k | 94.31 | |
| Align Technology (ALGN) | 0.1 | $1.7M | NEW | 3.3k | 534.30 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.7M | +17% | 13k | 134.81 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.7M | +23% | 70k | 24.57 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.7M | +13% | 6.0k | 286.60 | |
| Paypal Holdings (PYPL) | 0.1 | $1.7M | +32% | 7.3k | 234.14 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.7M | +227% | 12k | 136.40 | |
| General Dynamics Corporation (GD) | 0.1 | $1.7M | -3% | 11k | 148.84 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | +9% | 23k | 71.52 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | NEW | 2.2k | 734.79 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.6M | +164% | 13k | 127.68 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.6M | +38% | 26k | 62.02 | |
| International Paper Company (IP) | 0.1 | $1.6M | +163% | 32k | 49.73 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.6M | NEW | 3.2k | 499.84 | |
| Intercontinental Exchange (ICE) | 0.1 | $1.6M | NEW | 14k | 115.28 | |
| Hershey Company (HSY) | 0.1 | $1.6M | +6% | 10k | 152.31 | |
| Dollar General (DG) | 0.1 | $1.6M | NEW | 7.4k | 210.36 | |
| Ishares Gold Trust Ishares (IAU) | 0.1 | $1.5M | +35% | 85k | 18.14 | |
| CSX Corporation (CSX) | 0.1 | $1.5M | +6% | 17k | 90.73 | |
| Altria (MO) | 0.1 | $1.5M | +41% | 37k | 40.99 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.5M | +393% | 16k | 95.57 | |
| Target Corporation (TGT) | 0.1 | $1.5M | +23% | 8.4k | 176.48 | |
| Ameren Corporation (AEE) | 0.1 | $1.5M | +5% | 19k | 78.09 | |
| Becton, Dickinson and (BDX) | 0.1 | $1.5M | 5.9k | 250.17 | ||
| Morningstar (MORN) | 0.1 | $1.4M | -3% | 6.2k | 231.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.4M | +245% | 5.3k | 261.22 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.4M | +26% | 16k | 86.22 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.4M | -12% | 4.5k | 305.78 | |
| Philip Morris International (PM) | 0.1 | $1.4M | +7% | 16k | 82.82 | |
| Caterpillar (CAT) | 0.1 | $1.3M | +4% | 7.4k | 182.02 | |
| S&p Global (SPGI) | 0.1 | $1.3M | NEW | 4.1k | 328.61 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.3M | 35k | 37.65 | ||
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $1.3M | -11% | 31k | 42.93 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $1.3M | +37% | 2.0k | 661.60 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.3M | +11% | 4.8k | 267.70 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | +439% | 18k | 72.21 | |
| J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) | 0.1 | $1.3M | -42% | 22k | 58.20 | |
| SVB Financial (SIVB) | 0.1 | $1.2M | 3.2k | 387.85 | ||
| Electronic Arts (EA) | 0.1 | $1.2M | NEW | 8.6k | 143.59 | |
| Medtronic SHS (MDT) | 0.1 | $1.2M | -5% | 10k | 117.14 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $1.2M | NEW | 33k | 35.80 | |
| Essent (ESNT) | 0.1 | $1.2M | 28k | 43.19 | ||
| Banner Corp Com New (BANR) | 0.1 | $1.2M | 25k | 46.58 | ||
| Copart (CPRT) | 0.1 | $1.1M | NEW | 9.0k | 127.20 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $1.1M | 12k | 94.43 | ||
| Fastenal Company (FAST) | 0.1 | $1.1M | NEW | 23k | 48.82 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $1.1M | +78% | 16k | 71.54 | |
| Ross Stores (ROST) | 0.1 | $1.1M | NEW | 9.1k | 122.76 | |
| Linde SHS (LIN) | 0.1 | $1.1M | 4.2k | 263.39 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.1M | -12% | 3.1k | 353.71 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | +3% | 6.8k | 164.15 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.1M | +19% | 8.8k | 124.47 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $1.1M | -15% | 9.0k | 118.64 | |
| Cintas Corporation (CTAS) | 0.1 | $1.1M | 3.0k | 353.35 | ||
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $1.0M | +7% | 17k | 61.79 | |
| Enterprise Products Partners (EPD) | 0.1 | $1.0M | 53k | 19.58 | ||
| Lowe's Companies (LOW) | 0.1 | $1.0M | +13% | 6.3k | 160.47 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.0M | -7% | 19k | 54.31 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.0M | +86% | 12k | 83.26 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | -66% | 19k | 53.03 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $984k | -11% | 7.6k | 130.02 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $972k | -19% | 16k | 59.53 | |
| Pinterest Cl A (PINS) | 0.1 | $961k | NEW | 15k | 65.87 | |
| Domino's Pizza (DPZ) | 0.0 | $947k | NEW | 2.5k | 383.56 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $932k | 23k | 39.90 | ||
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $925k | NEW | 13k | 73.44 | |
| Peak (PEAK) | 0.0 | $916k | 30k | 30.22 | ||
| Public Storage (PSA) | 0.0 | $914k | +8% | 4.0k | 230.81 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $907k | -10% | 24k | 37.92 | |
| Arista Networks (ANET) | 0.0 | $904k | NEW | 3.1k | 290.58 | |
| General Mills (GIS) | 0.0 | $902k | +86% | 15k | 58.78 | |
| MarketAxess Holdings (MKTX) | 0.0 | $897k | NEW | 1.6k | 570.25 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $894k | NEW | 8.9k | 100.16 | |
| TFS Financial Corporation (TFSL) | 0.0 | $890k | 51k | 17.64 | ||
| Air Products & Chemicals (APD) | 0.0 | $889k | +178% | 3.3k | 273.20 | |
| Danaher Corporation (DHR) | 0.0 | $887k | 4.0k | 222.03 | ||
| General Electric Company (GE) | 0.0 | $871k | 81k | 10.80 | ||
| Illumina (ILMN) | 0.0 | $865k | +247% | 2.3k | 369.97 | |
| Analog Devices (ADI) | 0.0 | $855k | +12% | 5.8k | 147.77 | |
| Henry Schein (HSIC) | 0.0 | $847k | -19% | 13k | 66.82 | |
| Deere & Company (DE) | 0.0 | $847k | +3% | 3.1k | 268.97 | |
| Marriott Intl Cl A (MAR) | 0.0 | $847k | +4% | 6.4k | 131.95 | |
| salesforce (CRM) | 0.0 | $842k | +17% | 3.8k | 222.46 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $834k | +169% | 20k | 42.16 | |
| American Electric Power Company (AEP) | 0.0 | $814k | +28% | 9.8k | 83.22 | |
| Cabot Oil & Gas Corporation (COG) | 0.0 | $800k | NEW | 49k | 16.29 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $797k | +4% | 8.7k | 91.61 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $787k | +6% | 6.8k | 116.16 | |
| Allstate Corporation (ALL) | 0.0 | $780k | +3% | 7.1k | 109.87 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $770k | +14% | 3.3k | 232.63 | |
Past Filings by Buckingham Strategic Wealth
SEC 13F filings are viewable for Buckingham Strategic Wealth going back to 2011
- 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
- Buckingham Asset Management 2018 Q1 filed May 14, 2018
- Buckingham Asset Management 2017 Q4 filed Feb. 12, 2018
- Buckingham Asset Management 2017 Q3 filed Nov. 8, 2017
- Buckingham Asset Management 2017 Q2 filed Aug. 8, 2017
- Buckingham Asset Management 2017 Q1 filed May 8, 2017