Buckingham Strategic Wealth, LLC — Q2 2021 13F 持股

Name: Buckingham Strategic Wealth, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001542421

申报总市值

US$96.6亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 587 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	DFAC	Dimensional US Core Equity 2	ETF-其他	21.35%	—	—
2	DFAT	Dimensional US Target Value	ETF-其他	12.10%	—	—
3	VGIT	Vanguard Intermediate-term T	ETF-其他	6.13%	—	+23.46%
4	DFUS	Dimensional US Eq Mkt ETF	ETF-其他	6.05%	—	—
5	DFAS	Dimensional US Small Cap ETF	ETF-中小型股	3.52%	—	—
6	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.37%	—	+33.03%
7	META	Meta Platforms Inc-class A	股票-通信服务	2.31%	—	-9.48%
8	AAPL	Apple INC	股票-科技	1.63%	—	-5.84%
9	AMZN	Amazon.com INC	股票-周期性消费	1.59%	—	+0.45%
10	BIV	Vanguard Intermediate-term B	ETF-其他	1.49%	—	-28.31%
11	VTIP	Vanguard Short-term Tips	ETF-其他	0.96%	—	+2358.75%
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.96%	—	-0.33%
13	MSFT	Microsoft CORP	股票-科技	0.92%	—	-3.74%
14	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.89%	—	+69.77%
15	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.85%	—	+18.05%
16	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.82%	—	-0.35%
17	CASS	Cass Information Systems INC	股票-其他	0.82%	—	-5.17%
18	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.79%	—	+242.29%
19	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.76%	—	+67.43%
20	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.73%	—	-0.54%
21	JHMM	John Hancock Multi Fact Mid	ETF-其他	0.67%	—	+2.86%
22	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公债	0.67%	—	-2.75%
23	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.65%	—	+12.50%
24	GOOG	Alphabet Inc-cl C	股票-通信服务	0.64%	—	+0.50%
25	VTV	Vanguard Value ETF	ETF-其他	0.56%	—	-0.15%
26	NSC	Norfolk Southern CORP	股票-工业	0.55%	—	-0.11%
27	IWF	Ishares Russell 1000 Growth	ETF-其他	0.54%	—	-10.89%
28	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.52%	—	+180.88%
29	VXUS	Vanguard Total Intl Stock	ETF-其他	0.52%	—	+6.85%
30	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-其他	0.51%	—	-2.17%
31	VNQ	Vanguard Real Estate ETF	ETF-其他	0.47%	—	+75.82%
32	INTC	Intel CORP	股票-科技	0.44%	—	+0.80%
33	IWB	Ishares Russell 1000 ETF	ETF-其他	0.39%	—	-5.00%
34	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	0.37%	—	-22.70%
35	SUB	Ishares Short-term National	ETF-其他	0.37%	—	+27.87%
36	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.37%	—	+35.88%
37	MDY	State Street Spdr S&p Midcap	ETF-其他	0.36%	—	-4.30%
38	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	0.36%	—	-6.39%
39	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.33%	—	+210.39%
40	QDF	Flexshares Quality Dividend	ETF-其他	0.32%	—	-2.90%
41	NKE	Nike INC -cl B	股票-周期性消费	0.32%	—	-1.17%
42	SWAN	Amplify Blckswn Grow Trsry	ETF-其他	0.30%	—	—
43	MUB	Ishares National Muni Bond E	ETF-其他	0.29%	—	+12.78%
44	CHCO	City Holding Co	股票-其他	0.29%	—	+0.51%
45	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.29%	—	-0.65%
46	KO	Coca-cola Co/the	股票-非周期性消费	0.28%	—	-1.78%
47	JNJ	Johnson & Johnson	股票-医疗保健	0.28%	—	+4.17%
48	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.27%	—	-8.05%
49	EFA	Ishares Msci Eafe ETF	ETF-其他	0.26%	—	-1.53%
50	LMT	Lockheed Martin CORP	股票-工业	0.25%	—	+7.07%

1–50 of 200

本季持股变动

Buckingham Strategic Wealth, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VGIT	Vanguard Intermediate-term T	—	EXIT	清仓
2	META	Meta Platforms Inc-class A	—	EXIT	清仓
3	BIV	Vanguard Intermediate-term B	—	EXIT	清仓
4	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
5	AAPL	Apple INC	—	EXIT	清仓
6	AMZN	Amazon.com INC	—	EXIT	清仓
7	CASS	Cass Information Systems INC	—	EXIT	清仓
8	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
9	MSFT	Microsoft CORP	—	EXIT	清仓
10	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓
11	VBR	Vanguard Small-cap Value ETF	—	EXIT	清仓
12	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
13	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	清仓
14	JHMM	John Hancock Multi Fact Mid	—	EXIT	清仓
15	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
16	NSC	Norfolk Southern CORP	—	EXIT	清仓
17	IWF	Ishares Russell 1000 Growth	—	EXIT	清仓
18	VTV	Vanguard Value ETF	—	EXIT	清仓
19	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
20	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	—	EXIT	清仓
21	INTC	Intel CORP	—	EXIT	清仓
22	SHM	Ss Spdr N Ice St Muni ETF	—	EXIT	清仓
23	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
24	VXUS	Vanguard Total Intl Stock	—	EXIT	清仓
25	EFV	Ishares Msci Eafe Value ETF	—	EXIT	清仓
26	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	清仓
27	IWB	Ishares Russell 1000 ETF	—	EXIT	清仓
28	MDY	State Street Spdr S&p Midcap	—	EXIT	清仓
29	CHCO	City Holding Co	—	EXIT	清仓
30	QDF	Flexshares Quality Dividend	—	EXIT	清仓
31	SUB	Ishares Short-term National	—	EXIT	清仓
32	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
33	NKE	Nike INC -cl B	—	EXIT	清仓
34	KO	Coca-cola Co/the	—	EXIT	清仓
35	IWR	Ishares Russell Mid-cap ETF	—	EXIT	清仓
36	JNJ	Johnson & Johnson	—	EXIT	清仓
37	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清仓
38	MUB	Ishares National Muni Bond E	—	EXIT	清仓
39	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
40	SCHO	Schwab Short-term US Treas	—	EXIT	清仓
41	VNQ	Vanguard Real Estate ETF	—	EXIT	清仓
42	TSLA	Tesla INC	—	EXIT	清仓
43	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
44	LMT	Lockheed Martin CORP	—	EXIT	清仓
45	SCZ	Ishares Msci Eafe Small-cap	—	EXIT	清仓
46	IWD	Ishares Russell 1000 Value E	—	EXIT	清仓
47	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
48	ROP	Roper Technologies INC	—	EXIT	清仓
49	SCHR	Schwab Intermediate-term US	—	EXIT	清仓
50	SCHA	Schwab US Small-cap ETF	—	EXIT	清仓

Buckingham Strategic Wealth, LLC — Q2 2021 13F 持股

CIK: 0001542421

申报总市值

US$96.6亿

← 返回最新季度

本季完整持股清单

仅显示前 200 大持股（共 587 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	DFAC	Dimensional US Core Equity 2	ETF-其他	21.35%	—	—
2	DFAT	Dimensional US Target Value	ETF-其他	12.10%	—	—
3	VGIT	Vanguard Intermediate-term T	ETF-其他	6.13%	—	+23.46%
4	DFUS	Dimensional US Eq Mkt ETF	ETF-其他	6.05%	—	—
5	DFAS	Dimensional US Small Cap ETF	ETF-中小型股	3.52%	—	—
6	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	2.37%	—	+33.03%
7	META	Meta Platforms Inc-class A	股票-通信服务	2.31%	—	-9.48%
8	AAPL	Apple INC	股票-科技	1.63%	—	-5.84%
9	AMZN	Amazon.com INC	股票-周期性消费	1.59%	—	+0.45%
10	BIV	Vanguard Intermediate-term B	ETF-其他	1.49%	—	-28.31%
11	VTIP	Vanguard Short-term Tips	ETF-其他	0.96%	—	+2358.75%
12	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	0.96%	—	-0.33%
13	MSFT	Microsoft CORP	股票-科技	0.92%	—	-3.74%
14	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.89%	—	+69.77%
15	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.85%	—	+18.05%
16	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.82%	—	-0.35%
17	CASS	Cass Information Systems INC	股票-其他	0.82%	—	-5.17%
18	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	0.79%	—	+242.29%
19	EFV	Ishares Msci Eafe Value ETF	ETF-其他	0.76%	—	+67.43%
20	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.73%	—	-0.54%
21	JHMM	John Hancock Multi Fact Mid	ETF-其他	0.67%	—	+2.86%
22	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公债	0.67%	—	-2.75%
23	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.65%	—	+12.50%
24	GOOG	Alphabet Inc-cl C	股票-通信服务	0.64%	—	+0.50%
25	VTV	Vanguard Value ETF	ETF-其他	0.56%	—	-0.15%
26	NSC	Norfolk Southern CORP	股票-工业	0.55%	—	-0.11%
27	IWF	Ishares Russell 1000 Growth	ETF-其他	0.54%	—	-10.89%
28	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.52%	—	+180.88%
29	VXUS	Vanguard Total Intl Stock	ETF-其他	0.52%	—	+6.85%
30	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-其他	0.51%	—	-2.17%
31	VNQ	Vanguard Real Estate ETF	ETF-其他	0.47%	—	+75.82%
32	INTC	Intel CORP	股票-科技	0.44%	—	+0.80%
33	IWB	Ishares Russell 1000 ETF	ETF-其他	0.39%	—	-5.00%
34	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	0.37%	—	-22.70%
35	SUB	Ishares Short-term National	ETF-其他	0.37%	—	+27.87%
36	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.37%	—	+35.88%
37	MDY	State Street Spdr S&p Midcap	ETF-其他	0.36%	—	-4.30%
38	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	0.36%	—	-6.39%
39	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.33%	—	+210.39%
40	QDF	Flexshares Quality Dividend	ETF-其他	0.32%	—	-2.90%
41	NKE	Nike INC -cl B	股票-周期性消费	0.32%	—	-1.17%
42	SWAN	Amplify Blckswn Grow Trsry	ETF-其他	0.30%	—	—
43	MUB	Ishares National Muni Bond E	ETF-其他	0.29%	—	+12.78%
44	CHCO	City Holding Co	股票-其他	0.29%	—	+0.51%
45	IWR	Ishares Russell Mid-cap ETF	ETF-其他	0.29%	—	-0.65%
46	KO	Coca-cola Co/the	股票-非周期性消费	0.28%	—	-1.78%
47	JNJ	Johnson & Johnson	股票-医疗保健	0.28%	—	+4.17%
48	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.27%	—	-8.05%
49	EFA	Ishares Msci Eafe ETF	ETF-其他	0.26%	—	-1.53%
50	LMT	Lockheed Martin CORP	股票-工业	0.25%	—	+7.07%

1–50 of 200

本季持股变动

Buckingham Strategic Wealth, LLC 于截至 Q2 2021 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VGIT	Vanguard Intermediate-term T	—	EXIT	清仓
2	META	Meta Platforms Inc-class A	—	EXIT	清仓
3	BIV	Vanguard Intermediate-term B	—	EXIT	清仓
4	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清仓
5	AAPL	Apple INC	—	EXIT	清仓
6	AMZN	Amazon.com INC	—	EXIT	清仓
7	CASS	Cass Information Systems INC	—	EXIT	清仓
8	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
9	MSFT	Microsoft CORP	—	EXIT	清仓
10	BSV	Vanguard Short-term Bond ETF	—	EXIT	清仓
11	VBR	Vanguard Small-cap Value ETF	—	EXIT	清仓
12	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
13	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	清仓
14	JHMM	John Hancock Multi Fact Mid	—	EXIT	清仓
15	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
16	NSC	Norfolk Southern CORP	—	EXIT	清仓
17	IWF	Ishares Russell 1000 Growth	—	EXIT	清仓
18	VTV	Vanguard Value ETF	—	EXIT	清仓
19	GOOG	Alphabet Inc-cl C	—	EXIT	清仓
20	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	—	EXIT	清仓
21	INTC	Intel CORP	—	EXIT	清仓
22	SHM	Ss Spdr N Ice St Muni ETF	—	EXIT	清仓
23	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清仓
24	VXUS	Vanguard Total Intl Stock	—	EXIT	清仓
25	EFV	Ishares Msci Eafe Value ETF	—	EXIT	清仓
26	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	清仓
27	IWB	Ishares Russell 1000 ETF	—	EXIT	清仓
28	MDY	State Street Spdr S&p Midcap	—	EXIT	清仓
29	CHCO	City Holding Co	—	EXIT	清仓
30	QDF	Flexshares Quality Dividend	—	EXIT	清仓
31	SUB	Ishares Short-term National	—	EXIT	清仓
32	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
33	NKE	Nike INC -cl B	—	EXIT	清仓
34	KO	Coca-cola Co/the	—	EXIT	清仓
35	IWR	Ishares Russell Mid-cap ETF	—	EXIT	清仓
36	JNJ	Johnson & Johnson	—	EXIT	清仓
37	VWO	Vanguard Ftse Emerging Marke	—	EXIT	清仓
38	MUB	Ishares National Muni Bond E	—	EXIT	清仓
39	EFA	Ishares Msci Eafe ETF	—	EXIT	清仓
40	SCHO	Schwab Short-term US Treas	—	EXIT	清仓
41	VNQ	Vanguard Real Estate ETF	—	EXIT	清仓
42	TSLA	Tesla INC	—	EXIT	清仓
43	JPM	Jpmorgan Chase & Co	—	EXIT	清仓
44	LMT	Lockheed Martin CORP	—	EXIT	清仓
45	SCZ	Ishares Msci Eafe Small-cap	—	EXIT	清仓
46	IWD	Ishares Russell 1000 Value E	—	EXIT	清仓
47	QQQ	Invesco Qqq Trust Series 1	—	EXIT	清仓
48	ROP	Roper Technologies INC	—	EXIT	清仓
49	SCHR	Schwab Intermediate-term US	—	EXIT	清仓
50	SCHA	Schwab US Small-cap ETF	—	EXIT	清仓