Buckingham Asset Management

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

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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.

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

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