Buckingham Strategic Wealth, LLC
CIK Number: 0001542421
9.66B
Market Value
729
# of Holdings
16 months
Avg. Holding Period
37.29%
Win Rate
24.53%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional Etf... | 37.3M | -1.2% | 1.2B | 26.87 | 12.45% |
| 2 | DFAT | Dimensional Etf... | 12.44M | -1.65% | 645.15M | 44.67 | 6.68% |
| 3 | DFUV | Dimensional Etf... | 14.43M | -0.55% | 566.56M | 31.76 | 5.86% |
| 4 | DFUS | Dimensional Etf... | 7.96M | +3.94% | 468.29M | 49.82 | 4.85% |
| 5 | ITOT | Ishares Tr | 3.57M | +11.82% | 423.91M | 102.76 | 4.39% |
| 6 | DFIV | Dimensional Etf... | 11.17M | -1.02% | 401.44M | 32.6 | 4.15% |
| 7 | VGIT | Vanguard Scotts... | 6.6M | +9.57% | 384.5M | 64.37 | 3.98% |
| 8 | DUSB | Dimensional Etf... | 11.23M | -2.59% | 285.57M | 25.57 | 2.96% |
| 9 | VTI | Vanguard Index ... | 762.64K | +0.58% | 204.02M | 181.52 | 2.11% |
| 10 | DFAS | Dimensional Etf... | 2.72M | -0.09% | 163.67M | 58.17 | 1.69% |
| 11 | AVUV | American Centy ... | 1.73M | -1.27% | 155.18M | 75.67 | 1.61% |
| 12 | IDEV | Ishares Tr | 2.3M | +11.54% | 151.1M | 62.5 | 1.56% |
| 13 | AAPL | Apple Inc | 596.53K | -4.3% | 125.64M | 126.22 | 1.30% |
| 14 | VTIP | Vanguard Malver... | 2.4M | +8.53% | 116.51M | 50.25 | 1.21% |
| 15 | IVV | Ishares Tr | 209.83K | -1.54% | 114.83M | 404.11 | 1.19% |
| 16 | BSV | Vanguard Bd Ind... | 1.46M | -1.18% | 111.63M | 79.08 | 1.16% |
| 17 | DUSB | Dimensional Etf... | 3.96M | +24.66% | 105.85M | 25.21 | 1.10% |
| 18 | DUSB | Dimensional Etf... | 2.08M | +31.79% | 97.65M | 46.96 | 1.01% |
| 19 | MSFT | Microsoft Corp | 200.87K | +2.27% | 89.78M | 185.83 | 0.93% |
| 20 | DUSB | Dimensional Etf... | 3.15M | +13.00% | 84.74M | 24.82 | 0.88% |
| 21 | DUSB | Dimensional Etf... | 2.1M | +12.83% | 67.17M | 30.15 | 0.70% |
| 22 | META | Meta Platforms ... | 132.95K | -1.32% | 67.03M | 224.03 | 0.69% |
| 23 | VEA | Vanguard Tax-Ma... | 1.29M | +2.84% | 63.83M | 44.17 | 0.66% |
| 24 | AMZN | Amazon Com Inc | 330.23K | -0.11% | 63.82M | 105.97 | 0.66% |
| 25 | DFAU | Dimensional Etf... | 1.65M | -0.65% | 62.03M | 28.29 | 0.64% |
| 26 | IEMG | Ishares Inc | 1.15M | +2.06% | 61.77M | 50.63 | 0.64% |
| 27 | DUSB | Dimensional Etf... | 2.41M | +18.12% | 60.34M | 25.16 | 0.62% |
| 28 | DUSB | Dimensional Etf... | 1.2M | +29.49% | 57.14M | 48.23 | 0.59% |
| 29 | DUSB | Dimensional Etf... | 2.1M | +18.46% | 55.24M | 26.09 | 0.57% |
| 30 | EFV | Ishares Tr | 950.88K | -1.79% | 50.43M | 44.76 | 0.52% |
| 31 | GOOGL | Alphabet Inc | 274.91K | +0.53% | 50.07M | 95.1 | 0.52% |
| 32 | IEI | Ishares Tr | 418.44K | +2.71% | 48.32M | 124.55 | 0.50% |
| 33 | BRK-B | Berkshire Hatha... | 110.26K | +0.28% | 44.85M | 235 | 0.46% |
| 34 | GOOG | Alphabet Inc | 235.09K | -0.83% | 43.12M | 96.34 | 0.45% |
| 35 | DUSB | Dimensional Etf... | 1.48M | +21.94% | 42.67M | 28.81 | 0.44% |
| 36 | DFAI | Dimensional Etf... | 1.41M | +6.61% | 41.95M | 28.6 | 0.43% |
| 37 | IWF | Ishares Tr | 109.06K | -0.46% | 39.75M | 198.93 | 0.41% |
| 38 | SPY | Spdr S&P 500 Et... | 72.1K | +0.29% | 39.24M | 333.6 | 0.41% |
| 39 | VBR | Vanguard Index ... | 207.14K | -3.02% | 37.81M | 128.54 | 0.39% |
| 40 | NVDA | Nvidia Corporat... | 298.96K | +1.01K% | 36.93M | 134.47 | 0.38% |
| 41 | CASS | Cass Informatio... | 838.25K | 0.00% | 33.59M | 35.34 | 0.35% |
| 42 | VWO | Vanguard Intl E... | 765.2K | -0.6% | 33.49M | 41.85 | 0.35% |
| 43 | VXUS | Vanguard Star F... | 550.77K | +0.30% | 33.21M | 52.97 | 0.34% |
| 44 | DUSB | Dimensional Etf... | 1.26M | +13.66% | 33.09M | 24.45 | 0.34% |
| 45 | PG | Procter And Gam... | 185.5K | -3.9% | 30.59M | 136.34 | 0.32% |
| 46 | VOO | Vanguard Index ... | 60.72K | +1.25% | 30.37M | 376.41 | 0.31% |
| 47 | SCZ | Ishares Tr | 488.19K | -0.28% | 30.09M | 64.95 | 0.31% |
| 48 | IWB | Ishares Tr | 92.18K | -0.35% | 27.43M | 180.76 | 0.28% |
| 49 | VTV | Vanguard Index ... | 166.62K | -7.83% | 26.73M | 103.83 | 0.28% |
| 50 | DUSB | Dimensional Etf... | 993.11K | -0.37% | 25.69M | 22.88 | 0.27% |
| 51 | SHY | Ishares Tr | 307.17K | -3.23% | 25.08M | 83.16 | 0.26% |
| 52 | XOM | Exxon Mobil Cor... | 215.13K | +0.12% | 24.77M | 76.97 | 0.26% |
| 53 | JHMM | John Hancock Ex... | 447.35K | -3.03% | 24.62M | 45.41 | 0.25% |
| 54 | IWM | Ishares Tr | 114.5K | -1.09% | 23.23M | 188.56 | 0.24% |
| 55 | SLYV | Spdr Ser Tr | 271.97K | +4.52% | 21.3M | 77.11 | 0.22% |
| 56 | SUB | Ishares Tr | 197.13K | -8.85% | 20.61M | 106.82 | 0.21% |
| 57 | NSC | Norfolk Southn ... | 95.59K | -2.31% | 20.52M | 205.87 | 0.21% |
| 58 | IXUS | Ishares Tr | 289.56K | -3.38% | 19.56M | 58.15 | 0.20% |
| 59 | VIG | Vanguard Specia... | 105.58K | -0.72% | 19.27M | 143.83 | 0.20% |
| 60 | VNQ | Vanguard Index ... | 227.4K | -1.89% | 19.05M | 84.83 | 0.20% |
| 61 | LLY | Eli Lilly & Co | 20.77K | +0.50% | 18.8M | 310.63 | 0.19% |
| 62 | IVLU | Ishares Tr | 668.39K | -1.93% | 18.34M | 22.5 | 0.19% |
| 63 | QQQ | Invesco Qqq Tr | 37.36K | +3.13% | 17.9M | 291.56 | 0.19% |
| 64 | MDY | Spdr S&P Midcap... | 33.4K | -2.49% | 17.87M | 416.79 | 0.18% |
| 65 | IWD | Ishares Tr | 97.67K | -2.29% | 17.04M | 140.81 | 0.18% |
| 66 | SHV | Ishares Tr | 146.9K | +11.24% | 16.23M | 110.26 | 0.17% |
| 67 | SCHX | Schwab Strategi... | 250.33K | -2.17% | 16.08M | 48.74 | 0.17% |
| 68 | TSLA | Tesla Inc | 80.75K | -12.88% | 15.98M | 249.49 | 0.17% |
| 69 | IWV | Ishares Tr | 51.5K | -0.73% | 15.9M | 205.3 | 0.16% |
| 70 | ABBV | Abbvie Inc | 90.39K | -2.25% | 15.5M | 107.89 | 0.16% |
| 71 | MRK | Merck & Co Inc | 113.11K | -2.5% | 14M | 86.33 | 0.14% |
| 72 | KO | Coca Cola Co | 214.68K | -1.9% | 13.66M | 48.55 | 0.14% |
| 73 | VUG | Vanguard Index ... | 36.21K | +0.27% | 13.54M | 221.39 | 0.14% |
| 74 | JPM | Jpmorgan Chase ... | 66.71K | -0.78% | 13.49M | 99.65 | 0.14% |
| 75 | VGSH | Vanguard Scotts... | 222.45K | -3.61% | 12.9M | 58.44 | 0.13% |
| 76 | UNH | Unitedhealth Gr... | 25.09K | +0.20% | 12.78M | 327.14 | 0.13% |
| 77 | JNJ | Johnson & Johns... | 86.03K | -4.66% | 12.57M | 143.43 | 0.13% |
| 78 | MUB | Ishares Tr | 113.32K | -3.32% | 12.07M | 112.4 | 0.13% |
| 79 | VB | Vanguard Index ... | 55.11K | -3.29% | 12.02M | 180.66 | 0.12% |
| 80 | SCHF | Schwab Strategi... | 311.57K | -1.79% | 11.97M | 35.24 | 0.12% |
| 81 | ROP | Roper Technolog... | 20.86K | +0.11% | 11.76M | 244.96 | 0.12% |
| 82 | SCHA | Schwab Strategi... | 242.58K | -2.61% | 11.51M | 44.12 | 0.12% |
| 83 | EFA | Ishares Tr | 145.14K | -0.85% | 11.37M | 71.32 | 0.12% |
| 84 | AVGO | Broadcom Inc | 7.01K | -2.2% | 11.26M | 607.8 | 0.12% |
| 85 | COST | Costco Whsl Cor... | 12.89K | +5.26% | 10.96M | 442.49 | 0.11% |
| 86 | HD | Home Depot Inc | 31.57K | -2.41% | 10.87M | 243.12 | 0.11% |
| 87 | PEP | Pepsico Inc | 65.21K | -9.09% | 10.75M | 139.12 | 0.11% |
| 88 | IWR | Ishares Tr | 129.63K | -4.62% | 10.51M | 69.01 | 0.11% |
| 89 | IVE | Ishares Tr | 57.39K | -2.46% | 10.45M | 129.76 | 0.11% |
| 90 | BRK-A | Berkshire Hatha... | 17 | -5.56% | 10.41M | 389469.06 | 0.11% |
| 91 | SPGI | S&P Global Inc | 22.44K | -10.24% | 10.01M | 413.41 | 0.10% |
| 92 | MCD | Mcdonalds Corp | 38.89K | +2.72% | 9.91M | 195.98 | 0.10% |
| 93 | ABT | Abbott Labs | 88.93K | +0.53% | 9.24M | 73.31 | 0.10% |
| 94 | VLUE | Ishares Tr | 88.82K | -2.74% | 9.19M | 89.2 | 0.10% |
| 95 | INTC | Intel Corp | 296.24K | +5.07% | 9.17M | 47.41 | 0.10% |
| 96 | VV | Vanguard Index ... | 36.31K | +0.69% | 9.06M | 139.13 | 0.09% |
| 97 | LMT | Lockheed Martin... | 19.24K | -1.1% | 8.99M | 369.89 | 0.09% |
| 98 | WMT | Walmart Inc | 126.23K | -7.81% | 8.55M | 51.85 | 0.09% |
| 99 | IJS | Ishares Tr | 85.58K | -1.54% | 8.32M | 88.64 | 0.09% |
| 100 | VT | Vanguard Intl E... | 69.85K | +0.01% | 7.87M | 87.01 | 0.08% |
| 101 | QCOM | Qualcomm Inc | 38.7K | -0.06% | 7.71M | 113.64 | 0.08% |
| 102 | ESGV | Vanguard World ... | 79.78K | +9.09% | 7.71M | 81.99 | 0.08% |
| 103 | BA | Boeing Co | 42.06K | +1.48% | 7.66M | 243.07 | 0.08% |
| 104 | VEU | Vanguard Intl E... | 128.96K | -0.46% | 7.56M | 50.34 | 0.08% |
| 105 | SCHM | Schwab Strategi... | 96.53K | -1.88% | 7.51M | 67.86 | 0.08% |
| 106 | AXP | American Expres... | 32.41K | +2.04% | 7.51M | 153.11 | 0.08% |
| 107 | IJH | Ishares Tr | 126.62K | -1.85% | 7.41M | 43.79 | 0.08% |
| 108 | BIBL | Northern Lts Fd... | 194.71K | -3.18% | 7.4M | 35.77 | 0.08% |
| 109 | VO | Vanguard Index ... | 30.52K | -11.47% | 7.39M | 194.84 | 0.08% |
| 110 | EEM | Ishares Tr | 167.16K | -4.43% | 7.12M | 45.12 | 0.07% |
| 111 | CVX | Chevron Corp Ne... | 45.44K | -2.9% | 7.11M | 128.38 | 0.07% |
| 112 | QDF | Flexshares Tr | 105.32K | -5.96% | 7M | 49.44 | 0.07% |
| 113 | NFLX | Netflix Inc | 10.38K | -0.86% | 7M | 393.29 | 0.07% |
| 114 | IJR | Ishares Tr | 65.25K | -2.54% | 6.96M | 87.41 | 0.07% |
| 115 | DUSB | Dimensional Etf... | 197.44K | +13.61% | 6.88M | 30.4 | 0.07% |
| 116 | NKE | Nike Inc | 90.61K | +1.43% | 6.83M | 126.77 | 0.07% |
| 117 | IWN | Ishares Tr | 44.47K | -2.91% | 6.77M | 108.27 | 0.07% |
| 118 | USB | Us Bancorp Del | 169.5K | -0.16% | 6.73M | 42.96 | 0.07% |
| 119 | NEE | Nextera Energy ... | 94.95K | -7.73% | 6.72M | 61.12 | 0.07% |
| 120 | IVW | Ishares Tr | 72.53K | -4.34% | 6.71M | 64.78 | 0.07% |
| 121 | XSOE | Wisdomtree Tr | 218.35K | -1.82% | 6.69M | 39.67 | 0.07% |
| 122 | CSCO | Cisco Sys Inc | 137.91K | -2.49% | 6.55M | 45.31 | 0.07% |
| 123 | CAT | Caterpillar Inc | 19.16K | -2.29% | 6.38M | 179.76 | 0.07% |
| 124 | ACWI | Ishares Tr | 56.57K | +4.83% | 6.36M | 81.46 | 0.07% |
| 125 | V | Visa Inc | 23.87K | -0.18% | 6.26M | 172.92 | 0.06% |
| 126 | IEFA | Ishares Tr | 80.89K | -1.45% | 5.88M | 64.67 | 0.06% |
| 127 | CL | Colgate Palmoli... | 58.95K | -9.62% | 5.72M | 76.71 | 0.06% |
| 128 | BAC | Bank America Co... | 141.73K | +1.67% | 5.64M | 30.04 | 0.06% |
| 129 | SCHE | Schwab Strategi... | 211.12K | -3.13% | 5.61M | 28.12 | 0.06% |
| 130 | DUSB | Dimensional Etf... | 134.43K | -18.65% | 5.58M | 42.03 | 0.06% |
| 131 | SCHB | Schwab Strategi... | 86.86K | -0.57% | 5.46M | 46.09 | 0.06% |
| 132 | ORCL | Oracle Corp | 38.51K | +3.32% | 5.44M | 82.03 | 0.06% |
| 133 | DUSB | Dimensional Etf... | 217K | +8.87% | 5.34M | 24.37 | 0.06% |
| 134 | FNDC | Schwab Strategi... | 153.74K | -1.33% | 5.34M | 26.94 | 0.06% |
| 135 | SPDW | Spdr Index Shs ... | 150.08K | -1.32% | 5.26M | 31.11 | 0.05% |
| 136 | IBM | International B... | 29.22K | +2.99% | 5.05M | 146.59 | 0.05% |
| 137 | TIP | Ishares Tr | 45.8K | -13.45% | 4.89M | 118.76 | 0.05% |
| 138 | DUSB | Dimensional Etf... | 219.25K | +13.87% | 4.85M | 22.07 | 0.05% |
| 139 | SCHR | Schwab Strategi... | 98.78K | -1.78% | 4.82M | 53.27 | 0.05% |
| 140 | ETN | Eaton Corp Plc | 15.12K | +0.83% | 4.74M | 202.22 | 0.05% |
| 141 | EFG | Ishares Tr | 46.19K | -0.45% | 4.73M | 100.54 | 0.05% |
| 142 | AMP | Ameriprise Finl... | 10.98K | +3.11% | 4.69M | 336.99 | 0.05% |
| 143 | VZ | Verizon Communi... | 112.94K | -5.54% | 4.66M | 51.64 | 0.05% |
| 144 | BIV | Vanguard Bd Ind... | 60.97K | -10.36% | 4.57M | 89.47 | 0.05% |
| 145 | T | At&T Inc | 232.51K | +3.73% | 4.44M | 21.19 | 0.05% |
| 146 | ADBE | Adobe Inc | 7.91K | +8.03% | 4.39M | 450.21 | 0.05% |
| 147 | EMR | Emerson Elec Co | 39.86K | -1.92% | 4.39M | 73.78 | 0.05% |
| 148 | LRCX | Lam Research Co... | 4.12K | -2.14% | 4.38M | 496.68 | 0.05% |
| 149 | MAR | Marriott Intl I... | 18.12K | 0.00% | 4.38M | 148.57 | 0.05% |
| 150 | DE | Deere & Co | 11.69K | -22.58% | 4.37M | 281.39 | 0.05% |