Buckingham Asset Management as of Dec. 31, 2011
Portfolio Holdings for Buckingham Asset Management
Buckingham Asset Management holds 72 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Value ETF (VTV) | 13.8 | $14M | 260k | 52.49 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 9.7 | $9.6M | 277k | 34.76 | |
iShares MSCI EAFE Value Index (EFV) | 5.9 | $5.8M | 136k | 42.70 | |
U.S. Bancorp (USB) | 5.2 | $5.2M | 192k | 27.05 | |
Vanguard Total Stock Market ETF (VTI) | 4.7 | $4.7M | 73k | 64.30 | |
Vanguard REIT ETF (VNQ) | 4.3 | $4.2M | 73k | 58.01 | |
Vanguard Small-Cap Value ETF (VBR) | 4.2 | $4.1M | 66k | 62.67 | |
Vanguard Extended Market ETF (VXF) | 3.2 | $3.2M | 61k | 51.83 | |
Schwab Strategic Tr 0 (SCHP) | 2.8 | $2.8M | 50k | 55.62 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.8 | $2.7M | 23k | 116.70 | |
Cisco Systems (CSCO) | 2.7 | $2.6M | 145k | 18.08 | |
Apple (AAPL) | 2.6 | $2.6M | 6.4k | 405.06 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 2.5 | $2.5M | 32k | 77.58 | |
Exxon Mobil Corporation (XOM) | 2.4 | $2.4M | 29k | 84.75 | |
Procter & Gamble Company (PG) | 2.1 | $2.1M | 31k | 66.72 | |
Emerson Electric (EMR) | 2.1 | $2.1M | 45k | 46.59 | |
Cullen/Frost Bankers (CFR) | 1.8 | $1.8M | 34k | 52.92 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $1.6M | 50k | 33.25 | |
Citigroup (C) | 1.4 | $1.4M | 54k | 26.20 | |
EXCO Resources | 1.4 | $1.4M | 131k | 10.45 | |
Vanguard Large-Cap ETF (VV) | 1.4 | $1.3M | 24k | 57.29 | |
HCP | 1.2 | $1.2M | 29k | 41.42 | |
Vanguard European ETF (VGK) | 1.1 | $1.1M | 26k | 41.44 | |
Johnson & Johnson (JNJ) | 1.1 | $1.1M | 16k | 65.57 | |
Chevron Corporation (CVX) | 1.0 | $978k | 9.2k | 106.42 | |
Pepsi (PEP) | 0.8 | $794k | 12k | 66.38 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.8 | $788k | 20k | 39.66 | |
Vanguard Emerging Markets ETF (VWO) | 0.8 | $745k | 20k | 38.22 | |
General Electric Company | 0.7 | $718k | 40k | 17.90 | |
International Business Machines (IBM) | 0.7 | $652k | 3.5k | 183.77 | |
E.I. du Pont de Nemours & Company | 0.6 | $626k | 14k | 45.77 | |
Vanguard Pacific ETF (VPL) | 0.6 | $599k | 13k | 47.57 | |
Towers Watson & Co | 0.5 | $536k | 8.9k | 59.90 | |
Wal-Mart Stores (WMT) | 0.5 | $523k | 8.7k | 59.79 | |
Vanguard Small-Cap ETF (VB) | 0.5 | $516k | 7.4k | 69.64 | |
Pfizer (PFE) | 0.5 | $483k | 22k | 21.64 | |
Merck & Co (MRK) | 0.5 | $484k | 13k | 37.71 | |
Walgreen Company | 0.5 | $482k | 15k | 33.06 | |
At&t (T) | 0.5 | $469k | 16k | 30.23 | |
Monsanto Company | 0.5 | $452k | 6.4k | 70.11 | |
Pimco Municipal Income Fund (PMF) | 0.5 | $457k | 32k | 14.22 | |
Caterpillar (CAT) | 0.3 | $351k | 3.9k | 90.63 | |
Microsoft Corporation (MSFT) | 0.3 | $326k | 13k | 25.93 | |
American Express Company (AXP) | 0.3 | $325k | 6.9k | 47.20 | |
Home Depot (HD) | 0.3 | $329k | 7.8k | 42.00 | |
3M Company (MMM) | 0.3 | $320k | 3.9k | 81.61 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.3 | $320k | 9.7k | 32.93 | |
PPG Industries (PPG) | 0.3 | $302k | 3.6k | 83.54 | |
United Parcel Service (UPS) | 0.3 | $300k | 4.1k | 73.17 | |
Amgen (AMGN) | 0.3 | $283k | 4.4k | 64.32 | |
SPDR Gold Trust (GLD) | 0.3 | $283k | 1.9k | 152.07 | |
Celgene Corporation | 0.3 | $278k | 4.1k | 67.51 | |
Coach | 0.3 | $269k | 4.4k | 61.14 | |
0.3 | $267k | 414.00 | 644.93 | ||
iShares FTSE/Xinhua China 25 Index (FXI) | 0.3 | $258k | 7.4k | 34.83 | |
Crane | 0.3 | $257k | 5.5k | 46.73 | |
iShares S&P 500 Value Index (IVE) | 0.2 | $248k | 4.3k | 57.92 | |
Colgate-Palmolive Company (CL) | 0.2 | $234k | 2.5k | 92.45 | |
Bank of America Corporation (BAC) | 0.2 | $227k | 41k | 5.57 | |
Bristol Myers Squibb (BMY) | 0.2 | $218k | 6.2k | 35.32 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $218k | 4.4k | 49.48 | |
Express Scripts | 0.2 | $214k | 4.8k | 44.70 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $215k | 1.3k | 159.73 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $218k | 3.1k | 70.23 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $212k | 3.3k | 63.47 | |
Enterprise Products Partners (EPD) | 0.2 | $207k | 4.5k | 46.40 | |
Nuveen Mo Prem Income Mun Fd sh ben int (NOM) | 0.2 | $201k | 12k | 16.41 | |
Hudson City Ban | 0.2 | $186k | 30k | 6.26 | |
Ford Motor Company (F) | 0.2 | $168k | 16k | 10.79 | |
First Commonwealth Financial (FCF) | 0.1 | $135k | 26k | 5.26 | |
NovaBay Pharmaceuticals | 0.1 | $62k | 47k | 1.33 | |
Corcept Therapeutics Incorporated (CORT) | 0.0 | $41k | 12k | 3.42 |