Buckingham Asset Management
Latest statistics and disclosures from Buckingham Strategic Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAT, VGIT, DFUS, DFAS, and represent 49.12% of Buckingham Strategic Wealth's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$885M), DFAT (+$501M), DFUS (+$251M), DFAS (+$146M), VGIT (+$48M), VTIP (+$38M), VTI (+$24M), SCZ (+$23M), BRK.B (+$15M), VIG (+$14M).
- Started 65 new stock positions in ADSK, PTON, VDC, MGA, SPIP, BHP, DFUS, BND, AFRM, COF.
- Reduced shares in these 10 stocks: BIV (-$24M), FB (-$10M), SHM, AAPL, IWF, CASS, MSFT, iShares Gold Trust, TSM, BNDX.
- Sold out of its positions in AMC, CNI, CRS, Colony Cap Inc New cl a, Gw Pharmaceuticals Plc ads, PGX, RWK, iShares Gold Trust, DVY, SHV. JEF, IVOL, MP, NKX, PENN, PMF, Standard Avb Financial, Varian Medical Systems, PSFE, Seagate Technology Com Stk.
- Buckingham Strategic Wealth was a net buyer of stock by $2.0B.
- Buckingham Strategic Wealth has $4.1B in assets under management (AUM), dropping by 104.44%.
- 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 June 2021 quarterly 13F filing
Buckingham Strategic Wealth has 587 total positions. Only the first 250 positions are shown.
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| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 21.3 | $885M | NEW | 33M | 26.98 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 12.1 | $501M | NEW | 11M | 44.80 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.1 | $254M | +23% | 3.7M | 67.81 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 6.1 | $251M | NEW | 5.3M | 47.12 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.5 | $146M | NEW | 2.5M | 58.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $98M | +33% | 440k | 222.82 | |
| Facebook Cl A (FB) | 2.3 | $96M | -9% | 276k | 347.71 | |
| Apple (AAPL) | 1.6 | $68M | -5% | 494k | 136.96 | |
| Amazon (AMZN) | 1.6 | $66M | 19k | 3440.10 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.5 | $62M | -28% | 685k | 89.96 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.0 | $40M | +2358% | 759k | 52.41 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $40M | 92k | 429.92 | ||
| Microsoft Corporation (MSFT) | 0.9 | $38M | -3% | 141k | 270.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $37M | +69% | 132k | 277.92 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $35M | +18% | 428k | 82.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $34M | 14k | 2441.76 | ||
| Cass Information Systems (CASS) | 0.8 | $34M | -5% | 832k | 40.75 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $33M | +242% | 439k | 74.16 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $31M | +67% | 605k | 51.76 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $30M | 175k | 173.66 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $29M | +12% | 67k | 428.06 | |
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.7 | $28M | +2% | 539k | 51.84 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $28M | -2% | 212k | 130.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $27M | 11k | 2506.30 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $23M | 169k | 137.46 | ||
| Norfolk Southern (NSC) | 0.5 | $23M | 85k | 265.41 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $22M | -10% | 82k | 271.48 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $22M | +180% | 140k | 154.79 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $21M | +6% | 327k | 65.68 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.5 | $21M | -2% | 498k | 42.07 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $19M | +75% | 189k | 101.79 | |
| Intel Corporation (INTC) | 0.4 | $18M | 323k | 56.14 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $16M | -4% | 67k | 242.08 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.4 | $15M | -22% | 311k | 49.56 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $15M | +27% | 142k | 107.82 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $15M | +35% | 281k | 54.31 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $15M | -4% | 31k | 491.01 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.4 | $15M | -6% | 260k | 57.10 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $14M | +210% | 262k | 51.52 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.3 | $13M | -2% | 237k | 56.14 | |
| Nike CL B (NKE) | 0.3 | $13M | 86k | 154.48 | ||
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.3 | $13M | NEW | 365k | 34.27 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $12M | +12% | 104k | 117.20 | |
| City Holding Company (CHCO) | 0.3 | $12M | 160k | 75.24 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $12M | 150k | 79.24 | ||
| Coca-Cola Company (KO) | 0.3 | $12M | 215k | 54.11 | ||
| Johnson & Johnson (JNJ) | 0.3 | $12M | +4% | 70k | 164.74 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $11M | -8% | 49k | 229.37 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $11M | 134k | 78.88 | ||
| Lockheed Martin Corporation (LMT) | 0.3 | $10M | +7% | 28k | 378.35 | |
| Tesla Motors (TSLA) | 0.2 | $10M | +4% | 15k | 679.72 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $10M | +3% | 29k | 354.42 | |
| Roper Industries (ROP) | 0.2 | $10M | 22k | 470.19 | ||
| JPMorgan Chase & Co. (JPM) | 0.2 | $9.8M | 63k | 155.55 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $9.6M | -3% | 187k | 51.22 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.2 | $9.5M | +9% | 167k | 56.87 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $9.2M | +4% | 89k | 104.18 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $8.9M | +13% | 117k | 76.00 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $8.8M | 223k | 39.45 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $8.5M | -10% | 54k | 158.62 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $8.4M | +13% | 131k | 64.73 | |
| Procter & Gamble Company (PG) | 0.2 | $8.2M | 60k | 134.93 | ||
| McDonald's Corporation (MCD) | 0.2 | $8.1M | -3% | 35k | 230.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $8.1M | 28k | 286.80 | ||
| Abbott Laboratories (ABT) | 0.2 | $8.1M | 70k | 115.93 | ||
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $8.0M | +5% | 59k | 136.45 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $8.0M | -6% | 48k | 165.78 | |
| Boeing Company (BA) | 0.2 | $8.0M | 33k | 239.56 | ||
| Abbvie (ABBV) | 0.2 | $7.8M | +2% | 69k | 112.64 | |
| Home Depot (HD) | 0.2 | $7.7M | -3% | 24k | 318.87 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $7.7M | +33% | 90k | 86.16 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $7.6M | -2% | 120k | 63.08 | |
| Insperity (NSP) | 0.2 | $7.5M | -6% | 83k | 90.37 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $7.5M | +14% | 72k | 103.97 | |
| Pepsi (PEP) | 0.2 | $7.4M | +22% | 50k | 148.17 | |
| Walt Disney Company (DIS) | 0.2 | $7.1M | +19% | 41k | 175.77 | |
| Focus Finl Partners Com Cl A (FOCS) | 0.2 | $7.1M | +5% | 145k | 48.50 | |
| United Parcel Service CL B (UPS) | 0.2 | $6.9M | +2% | 33k | 207.98 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $6.8M | +8% | 30k | 225.28 | |
| Netflix (NFLX) | 0.2 | $6.7M | -3% | 13k | 528.23 | |
| Nextera Energy (NEE) | 0.2 | $6.6M | -6% | 90k | 73.28 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $6.5M | +61% | 97k | 67.45 | |
| UnitedHealth (UNH) | 0.2 | $6.4M | -6% | 16k | 400.41 | |
| Cisco Systems (CSCO) | 0.2 | $6.4M | +2% | 120k | 53.00 | |
| Us Bancorp Del Com New (USB) | 0.2 | $6.3M | 111k | 56.97 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $6.1M | -3% | 26k | 237.34 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $6.1M | +10% | 16k | 393.51 | |
| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.1 | $6.1M | +3% | 155k | 39.25 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $6.0M | 77k | 78.27 | ||
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $5.8M | 50k | 115.62 | ||
| Truist Financial Corp equities (TFC) | 0.1 | $5.8M | +156% | 105k | 55.50 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.8M | 105k | 55.15 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $5.7M | 39k | 147.64 | ||
| Qualcomm (QCOM) | 0.1 | $5.5M | 39k | 142.93 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $5.5M | +2% | 168k | 32.88 | |
| Wells Fargo & Company (WFC) | 0.1 | $5.4M | -5% | 119k | 45.29 | |
| Merck & Co (MRK) | 0.1 | $5.4M | +10% | 69k | 77.77 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $5.3M | 50k | 107.28 | ||
| Verizon Communications (VZ) | 0.1 | $5.3M | 94k | 56.03 | ||
| Pfizer (PFE) | 0.1 | $5.2M | +10% | 132k | 39.16 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.0M | +3% | 79k | 63.39 | |
| Visa Com Cl A (V) | 0.1 | $4.8M | -8% | 21k | 233.80 | |
| Chevron Corporation (CVX) | 0.1 | $4.8M | +7% | 46k | 104.74 | |
| Wal-Mart Stores (WMT) | 0.1 | $4.8M | 34k | 141.01 | ||
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $4.7M | NEW | 154k | 30.64 | |
| At&t (T) | 0.1 | $4.7M | 163k | 28.78 | ||
| Bank of America Corporation (BAC) | 0.1 | $4.6M | +24% | 113k | 41.23 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $4.6M | +83% | 11.00 | 418636.36 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $4.5M | -10% | 62k | 73.72 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $4.5M | 23k | 200.74 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $4.4M | -6% | 39k | 112.98 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $4.4M | +19% | 42k | 104.27 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.3M | 7.4k | 585.68 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $4.3M | 30k | 145.97 | ||
| Freshpet (FRPT) | 0.1 | $4.2M | 26k | 162.97 | ||
| Emerson Electric (EMR) | 0.1 | $4.2M | +12% | 44k | 96.25 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.1M | 10k | 395.68 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.8M | 44k | 85.72 | ||
| Honeywell International (HON) | 0.1 | $3.7M | -2% | 17k | 219.36 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $3.7M | +103% | 11k | 344.96 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.6M | +5% | 35k | 104.77 | |
| Starbucks Corporation (SBUX) | 0.1 | $3.5M | 32k | 111.81 | ||
| TowneBank (TOWN) | 0.1 | $3.5M | -2% | 116k | 30.42 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $3.5M | 13k | 268.75 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $3.4M | -4% | 15k | 229.52 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.4M | 47k | 72.73 | ||
| 3M Company (MMM) | 0.1 | $3.4M | +9% | 17k | 198.63 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.4M | -2% | 3.7k | 919.64 | |
| American Tower Reit (AMT) | 0.1 | $3.4M | +2% | 13k | 270.17 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $3.4M | +38% | 32k | 105.44 | |
| Union Pacific Corporation (UNP) | 0.1 | $3.3M | +3% | 15k | 219.90 | |
| NVIDIA Corporation (NVDA) | 0.1 | $3.3M | +14% | 4.1k | 800.00 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.3M | +18% | 44k | 74.85 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.3M | +4% | 20k | 165.66 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.2M | +2% | 6.4k | 504.52 | |
| International Business Machines (IBM) | 0.1 | $3.2M | +5% | 22k | 146.57 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.2M | 12k | 255.92 | ||
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.1M | +67% | 47k | 66.98 | |
| Amgen (AMGN) | 0.1 | $3.1M | +8% | 13k | 243.79 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.0M | -2% | 8.3k | 365.17 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.9M | +123% | 30k | 98.75 | |
| Lam Research Corporation (LRCX) | 0.1 | $2.9M | -3% | 4.5k | 650.81 | |
| Northern Lts Fd Tr Iv Inspire 100etf (BIBL) | 0.1 | $2.9M | +152% | 69k | 42.66 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.9M | +9% | 28k | 103.61 | |
| Illinois Tool Works (ITW) | 0.1 | $2.7M | +40% | 12k | 223.53 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.7M | +9% | 26k | 105.35 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.6M | 46k | 57.02 | ||
| Automatic Data Processing (ADP) | 0.1 | $2.6M | 13k | 198.60 | ||
| SYSCO Corporation (SYY) | 0.1 | $2.6M | 33k | 77.76 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.6M | +68% | 46k | 55.31 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.5M | -2% | 30k | 81.34 | |
| Broadcom (AVGO) | 0.1 | $2.4M | 5.1k | 476.81 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $2.4M | -11% | 10k | 236.35 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.4M | 20k | 122.27 | ||
| American Express Company (AXP) | 0.1 | $2.3M | 14k | 165.25 | ||
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $2.3M | +15% | 29k | 79.98 | |
| Fiserv (FISV) | 0.1 | $2.3M | -2% | 21k | 106.89 | |
| Zendesk (ZEN) | 0.1 | $2.2M | 16k | 144.31 | ||
| General Dynamics Corporation (GD) | 0.1 | $2.2M | 12k | 188.26 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $2.2M | 22k | 101.19 | ||
| Cbre Group Cl A (CBRE) | 0.1 | $2.2M | NEW | 25k | 85.73 | |
| Edwards Lifesciences (EW) | 0.1 | $2.1M | 20k | 103.55 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.1M | +21% | 16k | 127.99 | |
| Pra (PRAA) | 0.1 | $2.1M | +7% | 54k | 38.46 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.1M | +235% | 27k | 75.61 | |
| Bristol Myers Squibb (BMY) | 0.0 | $2.1M | +18% | 31k | 66.82 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $2.0M | +7% | 24k | 85.29 | |
| FedEx Corporation (FDX) | 0.0 | $2.0M | 6.8k | 298.38 | ||
| Oracle Corporation (ORCL) | 0.0 | $2.0M | -5% | 26k | 77.84 | |
| Intuit (INTU) | 0.0 | $2.0M | -7% | 4.2k | 490.13 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $2.0M | +21% | 29k | 69.54 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $2.0M | +10% | 27k | 71.98 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $2.0M | +40% | 10k | 192.31 | |
| Paypal Holdings (PYPL) | 0.0 | $2.0M | -2% | 6.7k | 291.47 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.9M | +41% | 31k | 62.37 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $1.9M | -12% | 73k | 26.60 | |
| Align Technology (ALGN) | 0.0 | $1.9M | -3% | 3.1k | 610.93 | |
| Pinterest Cl A (PINS) | 0.0 | $1.9M | +7% | 24k | 78.94 | |
| IDEXX Laboratories (IDXX) | 0.0 | $1.9M | -4% | 3.0k | 631.44 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $1.8M | +27% | 30k | 62.52 | |
| Caterpillar (CAT) | 0.0 | $1.8M | 8.3k | 217.68 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $1.8M | +27% | 13k | 140.52 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.8M | +245% | 18k | 97.15 | |
| Sherwin-Williams Company (SHW) | 0.0 | $1.8M | +191% | 6.5k | 272.46 | |
| Booking Holdings (BKNG) | 0.0 | $1.8M | 803.00 | 2188.04 | ||
| SVB Financial (SIVB) | 0.0 | $1.8M | -2% | 3.1k | 556.58 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.7M | 5.6k | 311.63 | ||
| Target Corporation (TGT) | 0.0 | $1.7M | +6% | 7.1k | 241.74 | |
| Servicenow (NOW) | 0.0 | $1.7M | -4% | 3.1k | 549.55 | |
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 0.0 | $1.7M | -12% | 14k | 120.50 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.7M | -30% | 28k | 61.45 | |
| Southern Company (SO) | 0.0 | $1.7M | +8% | 28k | 60.53 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $1.7M | 31k | 54.40 | ||
| Hershey Company (HSY) | 0.0 | $1.7M | -5% | 9.6k | 174.16 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.7M | 13k | 133.75 | ||
| Cadence Design Systems (CDNS) | 0.0 | $1.6M | -3% | 12k | 136.86 | |
| Morningstar (MORN) | 0.0 | $1.6M | 6.2k | 257.07 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.6M | NEW | 19k | 85.90 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $1.6M | +8% | 38k | 41.59 | |
| S&p Global (SPGI) | 0.0 | $1.6M | -2% | 3.9k | 410.32 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.6M | 18k | 88.31 | ||
| CSX Corporation (CSX) | 0.0 | $1.6M | +205% | 49k | 32.07 | |
| Dominion Resources (D) | 0.0 | $1.6M | -10% | 21k | 73.58 | |
| Philip Morris International (PM) | 0.0 | $1.5M | -11% | 16k | 99.12 | |
| Dollar General (DG) | 0.0 | $1.5M | -2% | 7.2k | 216.41 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $1.5M | +40% | 23k | 68.36 | |
| Deere & Company (DE) | 0.0 | $1.5M | +37% | 4.4k | 352.61 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.5M | +2% | 5.2k | 294.81 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | 21k | 72.79 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $1.5M | +5% | 29k | 52.62 | |
| Medtronic SHS (MDT) | 0.0 | $1.4M | +12% | 12k | 124.13 | |
| Ameren Corporation (AEE) | 0.0 | $1.4M | 18k | 80.02 | ||
| Intercontinental Exchange (ICE) | 0.0 | $1.4M | 12k | 118.71 | ||
| Altria (MO) | 0.0 | $1.4M | -9% | 30k | 47.69 | |
| PPG Industries (PPG) | 0.0 | $1.4M | -16% | 8.5k | 169.72 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.4M | +77% | 15k | 98.71 | |
| Linde SHS (LIN) | 0.0 | $1.4M | +13% | 4.9k | 289.19 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.4M | +7% | 4.9k | 289.75 | |
| Progressive Corporation (PGR) | 0.0 | $1.4M | -13% | 14k | 98.24 | |
| Danaher Corporation (DHR) | 0.0 | $1.4M | +50% | 5.2k | 268.44 | |
| Banner Corp Com New (BANR) | 0.0 | $1.4M | 26k | 54.22 | ||
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $1.4M | +40% | 27k | 50.35 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.4M | 25k | 53.88 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.3M | -43% | 11k | 120.17 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.3M | NEW | 40k | 33.71 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.3M | +2% | 55k | 24.21 | |
| Fastenal Company (FAST) | 0.0 | $1.3M | +9% | 25k | 52.01 | |
| Becton, Dickinson and (BDX) | 0.0 | $1.3M | 5.3k | 243.17 | ||
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $1.2M | -7% | 28k | 43.95 | |
| Electronic Arts (EA) | 0.0 | $1.2M | -6% | 8.5k | 143.82 | |
| Lowe's Companies (LOW) | 0.0 | $1.2M | 6.2k | 194.02 | ||
| Copart (CPRT) | 0.0 | $1.2M | 9.1k | 131.86 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $1.2M | +31% | 30k | 39.32 | |
| Arista Networks (ANET) | 0.0 | $1.2M | 3.3k | 362.21 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.2M | -2% | 9.0k | 130.83 | |
| Essent (ESNT) | 0.0 | $1.2M | -5% | 26k | 44.97 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $1.2M | 13k | 91.21 | ||
| Enterprise Products Partners (EPD) | 0.0 | $1.2M | -10% | 48k | 24.13 | |
| Public Storage (PSA) | 0.0 | $1.2M | 3.8k | 300.65 | ||
| Cintas Corporation (CTAS) | 0.0 | $1.1M | 3.0k | 381.92 | ||
| Ross Stores (ROST) | 0.0 | $1.1M | -2% | 9.2k | 124.00 | |
| Domino's Pizza (DPZ) | 0.0 | $1.1M | -5% | 2.4k | 466.42 | |
| International Paper Company (IP) | 0.0 | $1.1M | 18k | 61.30 | ||
| General Electric Company | 0.0 | $1.1M | 82k | 13.46 | ||
| Illumina (ILMN) | 0.0 | $1.1M | 2.3k | 473.23 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $1.1M | -4% | 2.8k | 398.77 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.1M | 19k | 58.33 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $1.0M | 1.4k | 721.13 | ||
| TFS Financial Corporation (TFSL) | 0.0 | $1.0M | 50k | 20.30 | ||
| Allstate Corporation (ALL) | 0.0 | $1.0M | +4% | 7.8k | 130.43 |
Past Filings by Buckingham Strategic Wealth
SEC 13F filings are viewable for Buckingham Strategic Wealth going back to 2011
- 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
- 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