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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, DFUV, BSVO, DFIV, and represent 40.47% of Buckingham Strategic Wealth's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$26M), BSVO (+$23M), VGIT (+$22M), VTI (+$12M), IDEV (+$11M), DISV (+$9.6M), DFEM (+$9.4M), DFAC (+$9.2M), DFGR (+$9.0M), DFUS (+$8.7M).
Started 30 new stock positions in BUSE, SGOV, NCLH, FTC, XVV, LMB, MUSA, MAC, IYW, ADSK.
Reduced shares in these 10 stocks: Focus Finl Partners, META, VTV, LMT, BRK.A, SHM, DFAT, BIV, AVUS, HYG.
Sold out of its positions in GOLD, CHDN, Clever Leaves Holdings, CAG, Crown Electrokinetics Corp, DLX, DLR, TECL, DFS, JETS.
Buckingham Strategic Wealth was a net buyer of stock by $214M.
Buckingham Strategic Wealth has $7.1B in assets under management (AUM), dropping by 0.51%.
Central Index Key (CIK): 0001542421

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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.

Sign up to view all of the Buckingham Strategic Wealth Sept. 30, 2023 positions
Download the Buckingham Strategic Wealth September 2023 csv data

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

Past Filings by Buckingham Strategic Wealth

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

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
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

View all past filings

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