Buckingham Asset Management

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

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Positions held by Buckingham Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Buckingham Strategic Wealth

Buckingham Strategic Wealth holds 686 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Buckingham Strategic Wealth has 686 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) 13.9 $985M 38M 26.20
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.3 $586M 13M 45.69
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Dimensional Etf Trust Us Mktwide Value (DFUV) 7.0 $495M 15M 34.02
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Ea Series Trust Ea Bridgeway Omn (BSVO) 5.9 $417M +5% 23M 18.27
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Dimensional Etf Trust Internatnal Val (DFIV) 5.3 $376M +2% 12M 32.62
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.8 $269M +8% 4.7M 57.15
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Dimensional Etf Trust World Ex Us Core (DFAX) 3.7 $259M 12M 22.52
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Dimensional Etf Trust Us Equity Etf (DFUS) 3.6 $253M +3% 5.4M 46.55
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Ishares Tr Core S&p Ttl Stk (ITOT) 2.5 $178M +17% 1.9M 94.19
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Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $147M +8% 691k 212.41
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $140M 2.7M 52.49
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $123M +2% 1.6M 77.95
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $117M 1.6M 75.17
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Apple (AAPL) 1.5 $109M +2% 638k 171.21
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $87M +8% 1.8M 47.28
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Ishares Tr Core Msci Intl (IDEV) 1.0 $72M +17% 1.2M 58.28
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Microsoft Corporation (MSFT) 0.9 $64M +3% 203k 315.75
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $59M +2% 137k 429.43
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Amazon (AMZN) 0.7 $48M 380k 127.12
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Meta Platforms Cl A (META) 0.7 $47M -5% 158k 300.21
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Ishares Tr Eafe Value Etf (EFV) 0.7 $47M 960k 48.93
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $45M +17% 1.0M 43.72
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Ishares Core Msci Emkt (IEMG) 0.6 $45M +8% 940k 47.59
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.6 $42M +19% 733k 57.85
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $42M +8% 1.4M 29.95
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $40M +4% 356k 113.16
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $38M 108k 350.30
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $35M 269k 130.86
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.5 $35M +38% 1.5M 23.78
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $34M +3% 212k 159.49
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Cass Information Systems (CASS) 0.4 $31M 836k 37.25
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $31M +6% 73k 427.48
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Vanguard Index Fds Value Etf (VTV) 0.4 $31M -8% 225k 137.93
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Alphabet Cap Stk Cl C (GOOG) 0.4 $31M +2% 232k 131.85
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Procter & Gamble Company (PG) 0.4 $31M +2% 209k 145.86
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $30M +2% 557k 53.52
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $28M 106k 265.99
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $27M 481k 56.47
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $25M -4% 347k 73.26
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $25M +5% 314k 80.97
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $25M +4% 626k 39.21
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $23M +3% 60k 392.70
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Exxon Mobil Corporation (XOM) 0.3 $23M 198k 117.58
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Tesla Motors (TSLA) 0.3 $23M -3% 92k 250.22
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $22M 472k 47.32
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $22M +3% 213k 102.86
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $21M 91k 234.91
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $20M +4% 903k 22.57
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Norfolk Southern (NSC) 0.3 $18M 90k 196.93
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $18M -2% 113k 155.38
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Johnson & Johnson (JNJ) 0.2 $18M 113k 155.75
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $18M 232k 75.66
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $16M 35k 456.63
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $16M -3% 616k 25.36
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $15M +155% 662k 23.31
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Coca-Cola Company (KO) 0.2 $15M 273k 55.98
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Ishares Tr National Mun Etf (MUB) 0.2 $15M +11% 144k 102.54
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Bank of America Corporation (BAC) 0.2 $15M +2% 536k 27.38
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Ishares Tr Core Msci Total (IXUS) 0.2 $14M 239k 59.99
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $14M +20% 601k 23.35
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $14M +24% 244k 57.60
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $14M 57k 245.06
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UnitedHealth (UNH) 0.2 $14M +2% 27k 504.19
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $14M +12% 258k 52.79
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $14M +27% 269k 50.60
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Pepsi (PEP) 0.2 $13M 79k 169.44
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Eli Lilly & Co. (LLY) 0.2 $13M 25k 537.13
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Abbvie (ABBV) 0.2 $13M 89k 149.06
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Merck & Co (MRK) 0.2 $13M -4% 128k 102.95
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $13M -4% 36k 358.27
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Ishares Tr Short Treas Bd (SHV) 0.2 $13M +10% 117k 110.47
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $12M +2% 366k 33.96
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $12M -3% 70k 176.74
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McDonald's Corporation (MCD) 0.2 $12M 46k 263.44
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $12M +3% 79k 151.82
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Home Depot (HD) 0.2 $12M +5% 39k 302.16
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NVIDIA Corporation (NVDA) 0.2 $12M +25% 27k 435.00
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $11M 60k 189.07
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $11M +19% 262k 41.42
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Intel Corporation (INTC) 0.2 $11M 302k 35.55
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Costco Wholesale Corporation (COST) 0.1 $10M +5% 18k 564.97
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $10M -20% 19.00 531477.00
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $10M -2% 145k 69.25
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Roper Industries (ROP) 0.1 $10M 21k 484.28
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $9.8M +48% 376k 26.11
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Dimensional Etf Trust Global Real Est (DFGR) 0.1 $9.4M +2164% 420k 22.41
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Wal-Mart Stores (WMT) 0.1 $9.3M +6% 58k 159.93
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Cisco Systems (CSCO) 0.1 $9.3M 173k 53.76
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JPMorgan Chase & Co. (JPM) 0.1 $9.2M 63k 145.02
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Flexshares Tr Qualt Divd Idx (QDF) 0.1 $9.2M -5% 164k 55.78
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Lockheed Martin Corporation (LMT) 0.1 $9.0M -23% 22k 408.95
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $8.8M 128k 68.92
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $8.7M -2% 97k 89.22
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Vanguard Index Fds Growth Etf (VUG) 0.1 $8.6M +5% 31k 272.31
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Nike CL B (NKE) 0.1 $8.5M +2% 89k 95.62
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Broadcom (AVGO) 0.1 $8.4M 10k 830.54
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Abbott Laboratories (ABT) 0.1 $8.4M 87k 96.85
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Chevron Corporation (CVX) 0.1 $8.0M +13% 47k 168.62
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Boeing Company (BA) 0.1 $7.9M +18% 41k 191.68
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $7.9M 52k 153.84
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Dimensional Etf Trust Short Duration F (DFSD) 0.1 $7.8M +884% 169k 46.38
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $7.6M -9% 36k 208.24
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $7.6M 39k 195.69
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $7.4M -9% 143k 51.87
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Ishares Tr Tips Bd Etf (TIP) 0.1 $7.1M -13% 69k 103.72
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Ishares Tr Msci Usa Value (VLUE) 0.1 $7.1M +4% 78k 90.72
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $6.8M -16% 95k 72.31
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $6.8M +2% 100k 67.68
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $6.8M 253k 26.67
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $6.6M 70k 94.33
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Visa Com Cl A (V) 0.1 $6.6M 29k 230.01
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $6.4M +8% 116k 55.65
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $6.4M +173% 253k 25.34
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Caterpillar (CAT) 0.1 $6.3M 23k 273.00
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $6.3M -2% 46k 135.55
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $6.3M 67k 93.18
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Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $6.2M 199k 31.26
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $6.1M +6% 24k 249.35
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Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $6.1M +43% 237k 25.69
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Qualcomm (QCOM) 0.1 $5.8M 52k 111.06
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Us Bancorp Del Com New (USB) 0.1 $5.6M 170k 33.06
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Deere & Company (DE) 0.1 $5.6M 15k 377.39
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $5.5M 146k 37.95
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Nextera Energy (NEE) 0.1 $5.5M 97k 57.29
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $5.5M -3% 137k 40.37
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $5.5M 230k 23.94
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $5.4M -17% 74k 73.72
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United Parcel Service CL B (UPS) 0.1 $5.2M -11% 33k 155.87
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $5.1M 158k 32.14
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Amgen (AMGN) 0.1 $5.1M -9% 19k 268.75
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $5.0M -10% 105k 48.10
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $5.0M -12% 54k 92.37
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Oracle Corporation (ORCL) 0.1 $5.0M 47k 105.92
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $4.9M +2% 102k 47.89
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $4.8M +2% 156k 31.01
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Texas Instruments Incorporated (TXN) 0.1 $4.8M 30k 159.01
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Philip Morris International (PM) 0.1 $4.7M 50k 92.58
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $4.7M +53% 201k 23.19
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $4.6M -4% 93k 49.85
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $4.6M -7% 65k 70.76
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Bhp Group Sponsored Ads (BHP) 0.1 $4.6M 80k 56.88
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Pfizer (PFE) 0.1 $4.3M 129k 33.17
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $4.3M -17% 148k 28.72
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Honeywell International (HON) 0.1 $4.2M -2% 23k 184.74
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Novartis Sponsored Adr (NVS) 0.1 $4.2M 41k 101.86
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $4.0M 46k 86.30
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Spdr Gold Tr Gold Shs (GLD) 0.1 $4.0M 23k 171.45
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $4.0M -4% 55k 72.72
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $3.9M +12% 53k 75.22
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American Centy Etf Tr International Lr (AVIV) 0.1 $3.9M 82k 48.14
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Emerson Electric (EMR) 0.1 $3.8M +5% 39k 96.57
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $3.8M +31% 59k 64.46
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Netflix (NFLX) 0.1 $3.7M 9.9k 377.58
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $3.7M +12% 78k 47.94
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Union Pacific Corporation (UNP) 0.1 $3.7M +5% 18k 203.63
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Adobe Systems Incorporated (ADBE) 0.1 $3.7M 7.2k 509.93
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $3.7M 54k 68.42
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $3.6M -15% 72k 49.70
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Walt Disney Company (DIS) 0.1 $3.6M +6% 44k 81.05
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Starbucks Corporation (SBUX) 0.1 $3.5M 39k 91.27
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Mastercard Incorporated Cl A (MA) 0.0 $3.5M 8.8k 395.92
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Verizon Communications (VZ) 0.0 $3.3M 103k 32.41
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $3.3M -15% 32k 103.32
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Lowe's Companies (LOW) 0.0 $3.3M -2% 16k 207.84
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $3.2M +17% 50k 64.35
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $3.2M 44k 72.37
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Marriott Intl Cl A (MAR) 0.0 $3.2M 16k 196.56
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $3.2M 60k 52.68
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $3.1M 42k 74.62
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Ishares Msci Emrg Chn (EMXC) 0.0 $3.1M -8% 62k 49.83
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Copart (CPRT) 0.0 $3.1M +100% 72k 43.09
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $3.1M +8% 29k 106.20
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $3.0M 80k 38.20
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International Business Machines (IBM) 0.0 $3.0M 22k 140.30
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Automatic Data Processing (ADP) 0.0 $3.0M 13k 240.58
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Bristol Myers Squibb (BMY) 0.0 $3.0M 52k 58.04
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Altria (MO) 0.0 $2.9M -5% 70k 42.05
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Colgate-Palmolive Company (CL) 0.0 $2.9M +5% 41k 71.11
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Thermo Fisher Scientific (TMO) 0.0 $2.9M 5.7k 506.18
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TowneBank (TOWN) 0.0 $2.9M 125k 22.93
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Illinois Tool Works (ITW) 0.0 $2.8M 12k 230.30
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $2.8M +778% 100k 27.75
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At&t (T) 0.0 $2.7M +11% 182k 15.02
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Toyota Motor Corp Ads (TM) 0.0 $2.7M 15k 179.75
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Intuit (INTU) 0.0 $2.7M +33% 5.3k 510.94
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $2.7M -6% 8.1k 334.95
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $2.7M -3% 14k 194.78
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $2.7M +16% 6.4k 414.87
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $2.6M 67k 39.46
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Kimberly-Clark Corporation (KMB) 0.0 $2.6M 22k 120.85
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Intuitive Surgical Com New (ISRG) 0.0 $2.6M 9.0k 292.29
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $2.6M -3% 34k 78.14
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $2.6M -44% 56k 46.23
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3M Company (MMM) 0.0 $2.6M -5% 28k 93.62
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General Dynamics Corporation (GD) 0.0 $2.6M 12k 220.96
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Lam Research Corporation (LRCX) 0.0 $2.5M +2% 4.0k 626.69
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Comcast Corp Cl A (CMCSA) 0.0 $2.4M 55k 44.34
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ConocoPhillips (COP) 0.0 $2.4M +15% 20k 119.80
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Cadence Design Systems (CDNS) 0.0 $2.4M 10k 234.30
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $2.4M -16% 25k 96.92
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Select Sector Spdr Tr Technology (XLK) 0.0 $2.3M +8% 14k 163.92
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Linde SHS (LIN) 0.0 $2.3M 6.2k 372.32
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Blackstone Group Inc Com Cl A (BX) 0.0 $2.3M 21k 107.14
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Rio Tinto Sponsored Adr (RIO) 0.0 $2.3M 36k 63.64
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $2.3M -7% 11k 214.18
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Ishares Tr S&p 100 Etf (OEF) 0.0 $2.2M 11k 200.64
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Genuine Parts Company (GPC) 0.0 $2.2M 15k 144.38
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Select Sector Spdr Tr Energy (XLE) 0.0 $2.2M 24k 90.39
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $2.2M 41k 52.49
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.2M 24k 91.35
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American Express Company (AXP) 0.0 $2.2M -4% 14k 149.19
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SYSCO Corporation (SYY) 0.0 $2.1M 32k 66.05
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Progressive Corporation (PGR) 0.0 $2.1M 15k 139.30
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $2.1M -3% 20k 100.93
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Marathon Digital Holdings In (MARA) 0.0 $2.0M 239k 8.50
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Raytheon Technologies Corp (RTX) 0.0 $2.0M 28k 71.97
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Marathon Petroleum Corp (MPC) 0.0 $2.0M +40% 13k 151.35
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TransDigm Group Incorporated (TDG) 0.0 $2.0M 2.3k 843.13
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $2.0M +3% 6.4k 307.11
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American Tower Reit (AMT) 0.0 $1.9M 11k 164.45
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Booking Holdings (BKNG) 0.0 $1.8M 593.00 3083.95
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Enterprise Products Partners (EPD) 0.0 $1.8M -5% 67k 27.37
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $1.8M -2% 16k 115.01
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Wells Fargo & Company (WFC) 0.0 $1.8M +3% 43k 40.86
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $1.8M +7% 35k 50.09
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Danaher Corporation (DHR) 0.0 $1.7M +2% 7.0k 248.11
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Southern Company (SO) 0.0 $1.7M 27k 64.72
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Cigna Corp (CI) 0.0 $1.7M +15% 6.0k 286.06
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Freshpet (FRPT) 0.0 $1.7M 26k 65.88
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CSX Corporation (CSX) 0.0 $1.6M 53k 30.75
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Arista Networks (ANET) 0.0 $1.6M 8.9k 183.93
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $1.6M 48k 33.57
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Target Corporation (TGT) 0.0 $1.6M -8% 15k 110.57
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Fiserv (FI) 0.0 $1.6M 14k 112.96
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Truist Financial Corp equities (TFC) 0.0 $1.6M +3% 56k 28.61
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Ameren Corporation (AEE) 0.0 $1.6M +8% 21k 74.83
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $1.6M +43% 31k 50.44
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Sherwin-Williams Company (SHW) 0.0 $1.6M 6.2k 255.05
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Hershey Company (HSY) 0.0 $1.6M +4% 7.9k 200.08
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $1.5M 32k 48.49
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FedEx Corporation (FDX) 0.0 $1.5M -3% 5.8k 264.92
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.5M +2% 6.8k 224.15
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Servicenow (NOW) 0.0 $1.5M 2.7k 558.86
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.5M +9% 46k 32.25
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $1.5M +213% 10k 141.69
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Ishares Gold Tr Ishares New (IAU) 0.0 $1.5M +4% 42k 34.99
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $1.4M -17% 30k 47.83
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S&p Global (SPGI) 0.0 $1.4M +2% 3.9k 365.44
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Essent (ESNT) 0.0 $1.4M +11% 30k 47.29
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Pra (PRAA) 0.0 $1.4M +6% 73k 19.21
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Past Filings by Buckingham Strategic Wealth

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

View all past filings