Buckingham Strategic Wealth, LLC — Q4 2022 13F Holdings

Name: Buckingham Strategic Wealth, LLC — 13F Holdings, Q4 2022
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001542421

Total reported value

$9.7B

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Full holdings list this quarter

Showing top 200 holdings (of 626 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	15.64%	—	+3.10%
2	DFAT	Dimensional US Target Value	ETF-Other	10.09%	—	+5.66%
3	DFUV	Dimensional US Marketwide Va	ETF-Other	8.73%	—	+1.44%
4	DFIV	Dimensional International Va	ETF-Other	5.98%	—	+4.56%
5	DFAX	Dimensional World Ex US Core	ETF-Other	4.37%	—	+5.47%
6	VGIT	Vanguard Intermediate-term T	ETF-Other	4.24%	—	-0.73%
7	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	4.02%	—	+0.38%
8	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	2.43%	—	-0.99%
9	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.88%	—	+6.64%
10	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.83%	—	+3.33%
11	ITOT	Ishares Core S&p Total U.s.	ETF-Other	1.71%	—	+7.55%
12	VTIP	Vanguard Short-term Tips	ETF-Other	1.40%	—	-6.63%
13	AAPL	Apple INC	Stock-Tech	1.29%	—	-2.47%
14	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.89%	—	+5.65%
15	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.82%	—	-2.09%
16	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.75%	—	+1.09%
17	MSFT	Microsoft CORP	Stock-Tech	0.70%	—	+1.94%
18	CASS	Cass Information Systems INC	Stock-Other	0.69%	—	+0.10%
19	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.69%	—	+4.42%
20	VTV	Vanguard Value ETF	ETF-Other	0.60%	—	-1.11%
21	AMZN	Amazon.com INC	Stock-Consumer Disc	0.59%	—	-2.04%
22	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.58%	—	-3.42%
23	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.58%	—	+26.91%
24	DFAU	Dimensional US Core Equity M	ETF-Other	0.57%	—	-9.80%
25	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.57%	—	-0.07%
26	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.53%	—	+26.55%
27	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.52%	—	+51.16%
28	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.51%	—	-0.42%
29	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.50%	—	+44.39%
30	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.48%	—	-4.60%
31	VXUS	Vanguard Total Intl Stock	ETF-Other	0.48%	—	-6.00%
32	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.44%	—	-2.04%
33	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.43%	—	+31.95%
34	SUB	Ishares Short-term National	ETF-Other	0.42%	—	-14.95%
35	NSC	Norfolk Southern CORP	Stock-Industrials	0.41%	—	-0.02%
36	JHMM	John Hancock Multi Fact Mid	ETF-Other	0.41%	—	-0.66%
37	IWF	Ishares Russell 1000 Growth	ETF-Other	0.41%	—	+0.99%
38	META	Meta Platforms Inc-class A	Stock-Comm Services	0.38%	—	-1.68%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.37%	—	+0.74%
40	XOM	Exxon Mobil CORP	Stock-Energy	0.35%	—	-0.04%
41	IWB	Ishares Russell 1000 ETF	ETF-Other	0.35%	—	-1.12%
42	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.33%	—	+3.37%
43	VNQ	Vanguard Real Estate ETF	ETF-Other	0.33%	—	+4.17%
44	BAC	Bank Of America CORP	Stock-Financials	0.31%	—	-0.61%
45	MDY	State Street Spdr S&p Midcap	ETF-Other	0.30%	—	-2.65%
46	JNJ	Johnson & Johnson	Stock-Healthcare	0.28%	—	+3.70%
47	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	0.28%	—	+154.14%
48	ABBV	Abbvie INC	Stock-Healthcare	0.28%	—	-0.01%
49	AVUS	Avantis U.s. Equity ETF	ETF-Other	0.28%	—	+32.95%
50	DISV	Dimensional International Sm	ETF-Other	0.27%	—	+286.74%

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