Buckingham Strategic Wealth, LLC — Q2 2023 13F Holdings

Name: Buckingham Strategic Wealth, LLC — 13F Holdings, Q2 2023
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 698 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	14.39%	—	+5.02%
2	DFAT	Dimensional US Target Value	ETF-Other	8.48%	—	+1.70%
3	DFUV	Dimensional US Marketwide Va	ETF-Other	7.16%	—	+1.58%
4	BSVO	EA Bridgeway Omni Sm-Cp Val	ETF-Other	5.46%	—	—
5	DFIV	Dimensional International Va	ETF-Other	5.28%	—	+4.24%
6	DFAX	Dimensional World Ex US Core	ETF-Other	3.82%	—	+3.31%
7	VGIT	Vanguard Intermediate-term T	ETF-Other	3.61%	—	+8.28%
8	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	3.60%	—	-1.10%
9	ITOT	Ishares Core S&p Total U.s.	ETF-Other	2.24%	—	+44.69%
10	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	2.08%	—	+1.96%
11	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.99%	—	+17.40%
12	AAPL	Apple INC	Stock-Tech	1.72%	—	+14.19%
13	AVUV	Avantis US Small Cap Value	ETF-Small Cap	1.70%	—	+293.53%
14	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.66%	—	+15.17%
15	VTIP	Vanguard Short-term Tips	ETF-Other	1.14%	—	+1.90%
16	MSFT	Microsoft CORP	Stock-Tech	0.95%	—	+21.62%
17	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	0.92%	—	+55.75%
18	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.84%	—	+3.96%
19	AMZN	Amazon.com INC	Stock-Consumer Disc	0.70%	—	-1.86%
20	META	Meta Platforms Inc-class A	Stock-Comm Services	0.69%	—	-4.01%
21	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.67%	—	-2.91%
22	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.61%	—	+42.11%
23	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.57%	—	+15.77%
24	DFAU	Dimensional US Core Equity M	ETF-Other	0.57%	—	+10.16%
25	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.56%	—	-5.60%
26	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.52%	—	+2.90%
27	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.50%	—	+23.18%
28	VTV	Vanguard Value ETF	ETF-Other	0.50%	—	+4.21%
29	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.48%	—	+3.38%
30	CASS	Cass Information Systems INC	Stock-Other	0.46%	—	+0.15%
31	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.46%	—	-2.28%
32	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.44%	—	+230.23%
33	VXUS	Vanguard Total Intl Stock	ETF-Other	0.43%	—	+6.14%
34	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.43%	—	-2.31%
35	IWF	Ishares Russell 1000 Growth	ETF-Other	0.42%	—	+2.48%
36	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.40%	—	-4.00%
37	AVUS	Avantis U.s. Equity ETF	ETF-Other	0.39%	—	+63.35%
38	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.39%	—	-0.79%
39	DISV	Dimensional International Sm	ETF-Other	0.36%	—	+56.75%
40	TSLA	Tesla INC	Stock-Consumer Disc	0.35%	—	+3.37%
41	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.35%	—	+64.86%
42	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.34%	—	+2.43%
43	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.33%	—	+51.13%
44	JHMM	John Hancock Multi Fact Mid	ETF-Other	0.33%	—	-3.10%
45	IWB	Ishares Russell 1000 ETF	ETF-Other	0.32%	—	+0.74%
46	XOM	Exxon Mobil CORP	Stock-Energy	0.31%	—	+14.02%
47	SUB	Ishares Short-term National	ETF-Other	0.31%	—	-6.01%
48	NSC	Norfolk Southern CORP	Stock-Industrials	0.29%	—	-1.44%
49	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	0.29%	—	+22.50%
50	VNQ	Vanguard Real Estate ETF	ETF-Other	0.28%	—	+5.72%

1–50 of 200