Buckingham Asset Management
Latest statistics and disclosures from Buckingham Strategic Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGIT, FB, BIV, VTI, AAPL, and represent 25.19% of Buckingham Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$73M), BIV (+$12M), BSV (+$10M), SHM, IDEV, IEI, VBR, SUB, MUB, VXUS.
- Started 48 new stock positions in W, VTWO, BST, PWR, LBRDK, TFI, DVY, NKX, STIP, SQ.
- Reduced shares in these 10 stocks: SCZ (-$22M), VTI (-$15M), EFV (-$13M), VEA (-$7.9M), VNQ (-$7.7M), IVV, SBUX, SCHR, AAPL, IWN.
- Sold out of its positions in ARKG, ARKW, ADX, AMD, ADSK, BIIB, Rts/bristol-myers Squibb Compa, CAL, CP, STZ.
- Buckingham Strategic Wealth was a net buyer of stock by $34M.
- Buckingham Strategic Wealth has $2.0B in assets under management (AUM), dropping by 6.43%.
- 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 2021 quarterly 13F filing
Buckingham Strategic Wealth has 542 total positions. Only the first 250 positions are shown.
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- Download the Buckingham Strategic Wealth March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 10.1 | $204M | +55% | 3.0M | 67.23 | |
| Facebook Cl A (FB) | 4.4 | $90M | 305k | 294.53 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 4.2 | $85M | +16% | 955k | 88.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.4 | $68M | -17% | 331k | 206.69 | |
| Apple (AAPL) | 3.2 | $64M | -3% | 525k | 122.15 | |
| Amazon (AMZN) | 2.9 | $59M | 19k | 3094.14 | ||
| Cass Information Systems (CASS) | 2.0 | $41M | 877k | 46.27 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $37M | -11% | 92k | 397.82 | |
| Microsoft Corporation (MSFT) | 1.7 | $35M | 146k | 235.77 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $30M | +51% | 363k | 82.19 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $29M | +12% | 176k | 165.61 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $29M | 14k | 2062.52 | ||
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.4 | $28M | +15% | 218k | 129.89 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.3 | $26M | +3% | 524k | 49.13 | |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $24M | -6% | 60k | 396.33 | |
| Norfolk Southern (NSC) | 1.1 | $23M | +5% | 85k | 268.52 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $22M | -4% | 92k | 243.04 | |
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $22M | +4% | 169k | 131.46 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $22M | 11k | 2068.68 | ||
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.0 | $21M | -3% | 509k | 40.69 | |
| Intel Corporation (INTC) | 1.0 | $21M | -2% | 320k | 64.00 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 1.0 | $20M | +30% | 403k | 49.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $20M | -2% | 78k | 255.47 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $19M | +12% | 306k | 62.70 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $18M | -41% | 361k | 50.97 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.8 | $16M | 278k | 57.12 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.8 | $16M | -5% | 70k | 223.83 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $15M | 32k | 476.05 | ||
| City Holding Company (CHCO) | 0.6 | $13M | 159k | 81.78 | ||
| Flexshares Tr Qualt Divd Idx (QDF) | 0.6 | $13M | -5% | 244k | 53.30 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $12M | +35% | 111k | 107.82 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $12M | 53k | 220.94 | ||
| Nike CL B (NKE) | 0.6 | $12M | +6% | 87k | 132.88 | |
| Coca-Cola Company (KO) | 0.6 | $12M | +4% | 219k | 52.71 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $11M | 151k | 73.93 | ||
| Johnson & Johnson (JNJ) | 0.5 | $11M | 67k | 164.35 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $11M | 206k | 52.05 | ||
| Ishares Tr National Mun Etf (MUB) | 0.5 | $11M | +30% | 92k | 116.05 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $10M | +5% | 136k | 75.87 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $9.9M | -3% | 193k | 51.31 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $9.9M | -43% | 108k | 91.86 | |
| Tesla Motors (TSLA) | 0.5 | $9.6M | -9% | 14k | 667.94 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $9.5M | 62k | 152.23 | ||
| Lockheed Martin Corporation (LMT) | 0.5 | $9.5M | 26k | 369.49 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $9.2M | -70% | 128k | 71.84 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $9.1M | 60k | 151.54 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $8.8M | 28k | 319.13 | ||
| Roper Industries (ROP) | 0.4 | $8.7M | 22k | 403.35 | ||
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.4 | $8.6M | -22% | 152k | 56.41 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $8.5M | -8% | 85k | 99.68 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $8.4M | 224k | 37.62 | ||
| Boeing Company (BA) | 0.4 | $8.3M | 33k | 254.71 | ||
| Procter & Gamble Company (PG) | 0.4 | $8.3M | 61k | 135.44 | ||
| McDonald's Corporation (MCD) | 0.4 | $8.2M | 37k | 224.15 | ||
| Abbott Laboratories (ABT) | 0.4 | $8.2M | 68k | 119.85 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $8.2M | -20% | 51k | 159.48 | |
| Home Depot (HD) | 0.4 | $7.6M | -10% | 25k | 305.24 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $7.5M | +9% | 104k | 72.21 | |
| Insperity (NSP) | 0.4 | $7.4M | -3% | 89k | 83.74 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $7.4M | -6% | 29k | 257.05 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $7.3M | -6% | 50k | 147.08 | |
| Abbvie (ABBV) | 0.4 | $7.3M | 68k | 108.23 | ||
| Nextera Energy (NEE) | 0.4 | $7.3M | +22% | 96k | 75.61 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $7.2M | +4% | 56k | 128.37 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.4 | $7.2M | +14% | 115k | 62.20 | |
| Netflix (NFLX) | 0.3 | $6.8M | 13k | 521.70 | ||
| Exxon Mobil Corporation (XOM) | 0.3 | $6.8M | 122k | 55.83 | ||
| UnitedHealth (UNH) | 0.3 | $6.4M | 17k | 372.06 | ||
| Walt Disney Company (DIS) | 0.3 | $6.2M | -13% | 34k | 184.53 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $6.1M | +9% | 63k | 96.03 | |
| Cisco Systems (CSCO) | 0.3 | $6.1M | +5% | 117k | 51.71 | |
| Us Bancorp Del Com New (USB) | 0.3 | $6.1M | +3% | 109k | 55.31 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $6.0M | +22% | 28k | 214.07 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $5.9M | +51% | 27k | 221.35 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $5.8M | 51k | 114.86 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $5.8M | 78k | 74.43 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $5.8M | +14% | 67k | 86.25 | |
| Pepsi (PEP) | 0.3 | $5.8M | +2% | 41k | 141.45 | |
| Focus Finl Partners Com Cl A (FOCS) | 0.3 | $5.7M | +10% | 137k | 41.62 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $5.6M | -10% | 106k | 53.34 | |
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.3 | $5.6M | -10% | 150k | 37.46 | |
| Verizon Communications (VZ) | 0.3 | $5.5M | 95k | 58.15 | ||
| United Parcel Service CL B (UPS) | 0.3 | $5.5M | 32k | 169.99 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $5.4M | -11% | 38k | 141.25 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $5.2M | 163k | 31.78 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.1M | +7% | 14k | 364.30 | |
| Qualcomm (QCOM) | 0.3 | $5.1M | 38k | 132.59 | ||
| At&t (T) | 0.2 | $5.0M | -11% | 164k | 30.27 | |
| Wells Fargo & Company (WFC) | 0.2 | $4.9M | +11% | 127k | 39.07 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $4.9M | -5% | 49k | 100.45 | |
| Merck & Co (MRK) | 0.2 | $4.9M | 63k | 77.10 | ||
| Visa Com Cl A (V) | 0.2 | $4.8M | -2% | 23k | 211.71 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.2 | $4.8M | -25% | 69k | 69.52 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $4.6M | +18% | 76k | 60.68 | |
| Wal-Mart Stores (WMT) | 0.2 | $4.6M | 34k | 135.83 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $4.5M | +9% | 42k | 108.53 | |
| Chevron Corporation (CVX) | 0.2 | $4.5M | +3% | 43k | 104.79 | |
| Pfizer (PFE) | 0.2 | $4.3M | -5% | 119k | 36.23 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $4.2M | -7% | 22k | 185.31 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $4.1M | -65% | 84k | 49.11 | |
| Freshpet (FRPT) | 0.2 | $4.1M | 26k | 158.80 | ||
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $3.9M | NEW | 60k | 64.61 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $3.8M | -5% | 30k | 129.80 | |
| Honeywell International (HON) | 0.2 | $3.8M | +50% | 17k | 217.07 | |
| TowneBank (TOWN) | 0.2 | $3.6M | 119k | 30.40 | ||
| Costco Wholesale Corporation (COST) | 0.2 | $3.6M | -5% | 10k | 352.45 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.5M | -3% | 7.5k | 475.32 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $3.5M | 43k | 81.98 | ||
| Bank of America Corporation (BAC) | 0.2 | $3.5M | +4% | 90k | 38.69 | |
| Emerson Electric (EMR) | 0.2 | $3.5M | -5% | 39k | 90.23 | |
| Starbucks Corporation (SBUX) | 0.2 | $3.5M | -50% | 32k | 109.26 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $3.4M | 35k | 96.71 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.3M | -5% | 13k | 260.25 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.3M | -3% | 33k | 101.09 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.2M | 15k | 220.38 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.1M | 48k | 65.11 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.0M | +18% | 19k | 159.99 | |
| 3M Company (MMM) | 0.1 | $3.0M | -5% | 16k | 192.66 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.0M | -5% | 8.4k | 356.08 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.9M | 16k | 186.81 | ||
| American Tower Reit (AMT) | 0.1 | $2.9M | -6% | 12k | 239.09 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $2.9M | -2% | 12k | 237.25 | |
| Amgen (AMGN) | 0.1 | $2.9M | -23% | 12k | 248.83 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $2.8M | -8% | 6.2k | 456.42 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.8M | 3.8k | 738.88 | ||
| Lam Research Corporation (LRCX) | 0.1 | $2.8M | 4.7k | 595.34 | ||
| International Business Machines (IBM) | 0.1 | $2.8M | -18% | 21k | 133.27 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.7M | 37k | 72.04 | ||
| SYSCO Corporation (SYY) | 0.1 | $2.6M | 34k | 78.74 | ||
| Fiserv (FISV) | 0.1 | $2.6M | 22k | 119.03 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.5M | +11% | 12k | 214.59 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.5M | 26k | 97.29 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $2.5M | +265% | 40k | 61.51 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.4M | -4% | 45k | 54.12 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | -4% | 31k | 78.84 | |
| Automatic Data Processing (ADP) | 0.1 | $2.4M | 13k | 188.46 | ||
| Broadcom (AVGO) | 0.1 | $2.4M | -6% | 5.2k | 463.62 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.4M | -22% | 23k | 101.95 | |
| Truist Financial Corp equities (TFC) | 0.1 | $2.4M | 41k | 58.31 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.3M | +3% | 20k | 118.28 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $2.3M | -24% | 23k | 100.73 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.3M | 20k | 118.04 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.3M | 6.00 | 385666.67 | ||
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $2.2M | 84k | 26.19 | ||
| General Dynamics Corporation (GD) | 0.1 | $2.1M | +5% | 12k | 181.57 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.1M | +2% | 22k | 95.16 | |
| Zendesk (ZEN) | 0.1 | $2.1M | -24% | 16k | 132.65 | |
| American Express Company (AXP) | 0.1 | $2.0M | -4% | 14k | 141.41 | |
| FedEx Corporation (FDX) | 0.1 | $2.0M | 6.9k | 284.03 | ||
| Oracle Corporation (ORCL) | 0.1 | $1.9M | 28k | 70.17 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $1.9M | -2% | 3.6k | 533.85 | |
| Caterpillar (CAT) | 0.1 | $1.9M | +11% | 8.2k | 231.91 | |
| Illinois Tool Works (ITW) | 0.1 | $1.9M | 8.6k | 221.47 | ||
| Booking Holdings (BKNG) | 0.1 | $1.9M | 811.00 | 2330.46 | ||
| Pra (PRAA) | 0.1 | $1.9M | 50k | 37.08 | ||
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.1 | $1.8M | -32% | 16k | 113.94 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.8M | +192% | 25k | 73.74 | |
| Dominion Resources (D) | 0.1 | $1.8M | -14% | 24k | 75.96 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.8M | +134% | 28k | 64.35 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.8M | 13k | 139.04 | ||
| Align Technology (ALGN) | 0.1 | $1.8M | 3.2k | 541.60 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.7M | +17% | 5.2k | 330.15 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.7M | -3% | 22k | 77.28 | |
| Intuit (INTU) | 0.1 | $1.7M | -4% | 4.5k | 383.18 | |
| Altria (MO) | 0.1 | $1.7M | -8% | 34k | 51.15 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.7M | -12% | 25k | 68.91 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.7M | -4% | 5.7k | 300.74 | |
| Edwards Lifesciences (EW) | 0.1 | $1.7M | 20k | 83.66 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.7M | +6% | 13k | 125.49 | |
| Cadence Design Systems (CDNS) | 0.1 | $1.7M | 12k | 137.02 | ||
| Paypal Holdings (PYPL) | 0.1 | $1.7M | -5% | 6.9k | 242.86 | |
| Pinterest Cl A (PINS) | 0.1 | $1.7M | +53% | 22k | 74.02 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.6M | 2.2k | 738.07 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $1.6M | 26k | 63.11 | ||
| Servicenow (NOW) | 0.1 | $1.6M | -2% | 3.3k | 500.00 | |
| Hershey Company (HSY) | 0.1 | $1.6M | 10k | 158.19 | ||
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.6M | +15% | 18k | 89.16 | |
| Southern Company (SO) | 0.1 | $1.6M | -13% | 26k | 62.15 | |
| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $1.6M | -13% | 16k | 99.87 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.6M | +171% | 31k | 51.54 | |
| SVB Financial (SIVB) | 0.1 | $1.6M | 3.2k | 493.62 | ||
| Progressive Corporation (PGR) | 0.1 | $1.6M | -12% | 17k | 95.63 | |
| Philip Morris International (PM) | 0.1 | $1.6M | +8% | 18k | 88.72 | |
| CSX Corporation (CSX) | 0.1 | $1.6M | -3% | 16k | 96.45 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $1.6M | 31k | 50.67 | ||
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $1.5M | +40% | 24k | 65.70 | |
| PPG Industries (PPG) | 0.1 | $1.5M | -22% | 10k | 150.25 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.5M | -2% | 3.1k | 489.45 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.5M | +102% | 27k | 54.65 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $1.5M | +16% | 27k | 54.90 | |
| Dollar General (DG) | 0.1 | $1.5M | 7.3k | 202.68 | ||
| Ameren Corporation (AEE) | 0.1 | $1.4M | -6% | 18k | 81.37 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $1.4M | +119% | 23k | 61.17 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.4M | -3% | 5.1k | 276.30 | |
| S&p Global (SPGI) | 0.1 | $1.4M | -2% | 4.0k | 352.72 | |
| Morningstar (MORN) | 0.1 | $1.4M | 6.2k | 225.10 | ||
| Ishares Gold Tr Ishares (IAU) | 0.1 | $1.4M | 86k | 16.26 | ||
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $1.4M | 35k | 39.43 | ||
| Intercontinental Exchange (ICE) | 0.1 | $1.4M | -9% | 12k | 111.66 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | +6% | 7.2k | 188.94 | |
| Banner Corp Com New (BANR) | 0.1 | $1.4M | 26k | 53.34 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $1.3M | +77% | 10k | 134.87 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | +8% | 21k | 65.18 | |
| Target Corporation (TGT) | 0.1 | $1.3M | -19% | 6.7k | 198.06 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $1.3M | +81% | 22k | 59.44 | |
| Essent (ESNT) | 0.1 | $1.3M | 28k | 47.50 | ||
| Becton, Dickinson and (BDX) | 0.1 | $1.3M | -10% | 5.3k | 243.17 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $1.3M | -9% | 30k | 42.26 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.3M | -5% | 4.6k | 274.73 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.2M | +5% | 25k | 49.07 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.2M | -16% | 13k | 91.56 | |
| Electronic Arts (EA) | 0.1 | $1.2M | +5% | 9.0k | 135.37 | |
| Medtronic SHS (MDT) | 0.1 | $1.2M | 10k | 118.09 | ||
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2M | -23% | 54k | 22.71 | |
| Linde SHS (LIN) | 0.1 | $1.2M | +2% | 4.3k | 280.12 | |
| Deere & Company (DE) | 0.1 | $1.2M | 3.2k | 374.29 | ||
| Lowe's Companies (LOW) | 0.1 | $1.2M | 6.2k | 190.22 | ||
| Enterprise Products Partners (EPD) | 0.1 | $1.2M | 53k | 22.01 | ||
| Fastenal Company (FAST) | 0.1 | $1.1M | 23k | 50.29 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.1M | +13% | 14k | 82.51 | |
| Ross Stores (ROST) | 0.1 | $1.1M | +4% | 9.5k | 119.92 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.1M | +5% | 9.3k | 119.97 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $1.1M | -17% | 7.5k | 146.97 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $1.1M | +3% | 13k | 85.48 | |
| General Electric Company (GE) | 0.1 | $1.1M | 81k | 13.13 | ||
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.1M | 19k | 55.78 | ||
| Northern Lts Fd Tr Iv Inspire 100etf (BIBL) | 0.1 | $1.1M | NEW | 27k | 39.03 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $1.0M | 16k | 65.26 | ||
| Cintas Corporation (CTAS) | 0.1 | $1.0M | 3.0k | 341.37 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.0M | -8% | 2.9k | 358.31 | |
| TFS Financial Corporation (TFSL) | 0.1 | $1.0M | 50k | 20.36 | ||
| Arista Networks (ANET) | 0.0 | $996k | +6% | 3.3k | 301.82 | |
| Copart (CPRT) | 0.0 | $996k | 9.2k | 108.66 | ||
| International Paper Company (IP) | 0.0 | $975k | -43% | 18k | 54.05 | |
| Kla Corp Com New (KLAC) | 0.0 | $968k | +5% | 2.9k | 330.38 | |
| General Mills (GIS) | 0.0 | $965k | +2% | 16k | 61.32 | |
| Peak (PEAK) | 0.0 | $962k | 30k | 31.74 | ||
| Domino's Pizza (DPZ) | 0.0 | $955k | +5% | 2.6k | 367.87 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $947k | NEW | 15k | 61.31 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $944k | +26% | 20k | 48.27 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $944k | -6% | 7.1k | 132.86 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $943k | -32% | 12k | 78.34 | |
| Public Storage (PSA) | 0.0 | $941k | -3% | 3.8k | 246.85 | |
| First Commonwealth Financial (FCF) | 0.0 | $940k | 65k | 14.37 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $927k | +23% | 4.1k | 226.82 | |
| Cabot Oil & Gas Corporation (COG) | 0.0 | $922k | 49k | 18.77 | ||
| Illumina (ILMN) | 0.0 | $898k | 2.3k | 384.25 | ||
| Sterling Bancorp (STL) | 0.0 | $896k | 39k | 23.01 | ||
| Analog Devices (ADI) | 0.0 | $894k | 5.8k | 155.05 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $885k | -27% | 1.4k | 617.15 | |
Past Filings by Buckingham Strategic Wealth
SEC 13F filings are viewable for Buckingham Strategic Wealth going back to 2011
- 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
- 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