Buckingham Strategic Partners

Buckingham Strategic Partners as of Dec. 31, 2021

Portfolio Holdings for Buckingham Strategic Partners

Buckingham Strategic Partners holds 147 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 28.0 $134M 4.6M 28.97
Dimensional Etf Trust Internatnal Val (DFIV) 11.2 $54M 1.6M 32.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 10.3 $49M 1.0M 47.52
Dimensional Etf Trust World Ex Us Core (DFAX) 9.8 $47M 1.8M 26.11
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.7 $42M 630k 66.47
Ishares Tr Core Msci Intl (IDEV) 3.5 $17M 247k 67.57
Ishares Core Msci Emkt (IEMG) 3.0 $14M 238k 59.85
Dimensional Etf Trust Us Equity Etf (DFUS) 2.2 $11M 203k 51.71
Adobe Systems Incorporated (ADBE) 1.4 $6.8M 12k 567.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $5.2M 11k 474.91
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $4.9M 82k 59.98
Allegheny Technologies Incorporated (ATI) 0.9 $4.5M 281k 15.93
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.9 $4.4M 80k 55.16
Tesla Motors (TSLA) 0.7 $3.3M 3.1k 1056.97
Meta Platforms Cl A (META) 0.6 $2.9M 8.6k 336.31
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $2.6M 29k 89.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $2.5M 70k 36.49
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $2.5M 78k 32.06
NVIDIA Corporation (NVDA) 0.5 $2.4M 8.2k 293.99
Visa Com Cl A (V) 0.5 $2.3M 11k 216.69
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.8M 23k 78.54
Exxon Mobil Corporation (XOM) 0.4 $1.8M 29k 61.13
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.4 $1.8M 69k 25.43
JPMorgan Chase & Co. (JPM) 0.4 $1.7M 11k 158.46
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $1.6M 22k 73.71
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M 549.00 2896.17
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $1.6M 19k 84.78
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M 514.00 2894.94
Cisco Systems (CSCO) 0.3 $1.4M 22k 63.39
Ishares Tr Blackrock Ultra (ICSH) 0.3 $1.3M 26k 50.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $1.2M 2.3k 517.87
UnitedHealth (UNH) 0.2 $1.2M 2.4k 502.76
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.2 $1.0M 1.2k 829.29
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.0M 2.4k 414.78
AtriCure (ATRC) 0.2 $1.0M 14k 69.51
Spdr Gold Tr Gold Shs (GLD) 0.2 $973k 5.7k 170.64
At&t (T) 0.2 $953k 39k 24.66
Abbvie (ABBV) 0.2 $946k 7.0k 135.59
Verizon Communications (VZ) 0.2 $937k 18k 51.98
Comcast Corp Cl A (CMCSA) 0.2 $937k 19k 50.31
Costco Wholesale Corporation (COST) 0.2 $914k 1.6k 568.41
salesforce (CRM) 0.2 $876k 3.4k 253.99
Duke Energy Corp Com New (DUK) 0.2 $854k 8.1k 104.81
Truist Financial Corp equities (TFC) 0.2 $844k 14k 58.52
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $833k 26k 32.68
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $822k 8.4k 98.20
EXACT Sciences Corporation (EXAS) 0.2 $794k 10k 77.69
Camtek Ord (CAMT) 0.2 $783k 17k 46.06
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $782k 13k 58.44
ConocoPhillips (COP) 0.2 $781k 11k 72.19
Kinder Morgan (KMI) 0.2 $757k 48k 15.86
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $742k 16k 45.29
Nextera Energy (NEE) 0.2 $723k 7.8k 93.28
Waste Management (WM) 0.1 $713k 4.3k 166.94
Eaton Corp SHS (ETN) 0.1 $700k 4.0k 173.18
Netflix (NFLX) 0.1 $660k 1.1k 603.29
Twitter 0.1 $648k 15k 43.23
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.1 $642k 21k 30.58
Intuitive Surgical Com New (ISRG) 0.1 $629k 1.8k 359.22
Aon Shs Cl A (AON) 0.1 $603k 2.0k 300.15
Marathon Petroleum Corp (MPC) 0.1 $579k 9.0k 64.10
3M Company (MMM) 0.1 $568k 3.2k 178.00
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $552k 7.6k 72.46
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $552k 3.0k 181.82
Select Sector Spdr Tr Energy (XLE) 0.1 $539k 9.7k 55.52
Glacier Ban (GBCI) 0.1 $536k 9.5k 56.68
Merck & Co (MRK) 0.1 $532k 6.9k 76.71
Sirius Xm Holdings (SIRI) 0.1 $527k 83k 6.36
Ark Etf Tr Innovation Etf (ARKK) 0.1 $514k 5.4k 94.71
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $498k 2.3k 218.80
Dominion Resources (D) 0.1 $488k 6.2k 78.44
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $485k 5.2k 92.91
Trane Technologies SHS (TT) 0.1 $472k 2.3k 202.05
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $470k 16k 29.16
Live Oak Bancshares (LOB) 0.1 $444k 5.1k 87.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $432k 2.7k 162.90
Broadcom (AVGO) 0.1 $431k 649.00 664.10
Oracle Corporation (ORCL) 0.1 $428k 4.9k 87.45
Nuveen Quality Pref. Inc. Fund II 0.1 $425k 44k 9.73
Exelon Corporation (EXC) 0.1 $414k 7.2k 57.78
Linde SHS 0.1 $388k 1.1k 346.74
Servicenow (NOW) 0.1 $382k 588.00 649.66
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $377k 7.3k 51.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $363k 3.9k 92.93
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $359k 21k 16.76
Uber Technologies (UBER) 0.1 $351k 8.4k 41.84
Ares Capital Corporation (ARCC) 0.1 $350k 17k 21.18
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $348k 14k 25.63
Ishares Tr Core Msci Eafe (IEFA) 0.1 $342k 4.6k 74.80
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $341k 5.2k 66.09
Mastercard Incorporated Cl A (MA) 0.1 $334k 931.00 358.75
Altria (MO) 0.1 $331k 7.0k 47.33
Twilio Cl A (TWLO) 0.1 $325k 1.2k 263.58
Kkr & Co (KKR) 0.1 $312k 4.2k 74.69
Digitalbridge Group Cl A Com 0.1 $312k 37k 8.34
Ishares Tr Core Msci Total (IXUS) 0.1 $300k 4.2k 71.06
Novartis Sponsored Adr (NVS) 0.1 $291k 3.3k 87.20
Ringcentral Cl A (RNG) 0.1 $290k 1.6k 186.86
Ishares Tr Global Reit Etf (REET) 0.1 $286k 9.4k 30.59
American Tower Reit (AMT) 0.1 $284k 973.00 291.88
Caesars Entertainment (CZR) 0.1 $281k 3.0k 93.45
Dentsply Sirona (XRAY) 0.1 $280k 5.0k 55.74
Invesco Currencyshares Cdn D CDN DLR SHS (FXC) 0.1 $279k 3.6k 77.50
Quest Diagnostics Incorporated (DGX) 0.1 $277k 1.6k 172.91
McKesson Corporation (MCK) 0.1 $276k 1.1k 248.20
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $273k 10k 26.84
BlackRock (BLK) 0.1 $257k 280.00 917.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $252k 692.00 364.16
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $251k 12k 21.14
Invesco Actively Managed Etf Active Us Real (PSR) 0.1 $248k 2.1k 120.21
Fortune Brands (FBIN) 0.1 $247k 2.3k 107.02
Ishares Silver Tr Ishares (SLV) 0.1 $244k 11k 21.47
Planet Fitness Cl A (PLNT) 0.1 $243k 2.7k 90.44
Enviva Partners Com Unit 0.0 $233k 3.3k 70.56
EQT Corporation (EQT) 0.0 $233k 11k 21.86
Medtronic SHS (MDT) 0.0 $231k 2.2k 103.17
Xcel Energy (XEL) 0.0 $230k 3.4k 67.65
Cheniere Energy Com New (LNG) 0.0 $229k 2.3k 101.64
Cohen & Steers REIT/P (RNP) 0.0 $229k 8.0k 28.62
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $228k 2.1k 108.06
Coinbase Global Com Cl A (COIN) 0.0 $228k 899.00 253.62
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $226k 8.5k 26.59
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $225k 7.9k 28.32
Proshares Tr Ultra Fncls New (UYG) 0.0 $223k 3.3k 67.58
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $223k 8.5k 26.11
General Motors Company (GM) 0.0 $222k 3.8k 58.33
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $221k 8.4k 26.47
Monster Beverage Corp (MNST) 0.0 $221k 2.3k 95.88
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $218k 3.6k 61.41
Regeneron Pharmaceuticals (REGN) 0.0 $216k 342.00 631.58
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $216k 8.3k 25.96
Paypal Holdings (PYPL) 0.0 $215k 1.1k 190.10
Wec Energy Group (WEC) 0.0 $212k 2.2k 97.29
Ishares Tr Ibonds Dec23 Etf 0.0 $212k 8.3k 25.66
Wp Carey (WPC) 0.0 $209k 2.5k 82.32
Ishares Tr Ibonds Dec22 Etf 0.0 $208k 8.3k 25.18
Snap Cl A (SNAP) 0.0 $207k 4.4k 47.11
One Gas (OGS) 0.0 $202k 2.6k 77.51
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $128k 12k 11.16
Aemetis Com New (AMTX) 0.0 $123k 10k 12.30
Allianzgi Conv & Income Fd Ii (NCZ) 0.0 $80k 16k 5.13
Credit Suisse High Yield Bd Sh Ben Int (DHY) 0.0 $66k 27k 2.47
Ocugen (OCGN) 0.0 $64k 14k 4.57
Medicinova Com New (MNOV) 0.0 $27k 10k 2.70
Dare Bioscience 0.0 $20k 10k 2.00
Bit Brother SHS 0.0 $11k 20k 0.55
Sundial Growers 0.0 $6.0k 11k 0.57