Buckingham Strategic Wealth, LLC — Q2 2018 13F 持股

Name: Buckingham Strategic Wealth, LLC — 13F Holdings, Q2 2018
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001542421

申報總市值

US$96.6億

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本季完整持股清單

僅顯示前 200 大持股（共 358 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	META	Meta Platforms Inc-class A	股票-通訊服務	5.50%	—	+119.38%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	4.40%	—	+13.46%
3	VBR	Vanguard Small-cap Value ETF	ETF-其他	3.24%	—	+3.63%
4	SCZ	Ishares Msci Eafe Small-cap	ETF-其他	3.14%	—	+0.46%
5	AAPL	Apple INC	股票-科技	3.04%	—	+22.06%
6	VNQ	Vanguard Real Estate ETF	ETF-其他	2.94%	—	+1.88%
7	EFV	Ishares Msci Eafe Value ETF	ETF-其他	2.89%	—	-1.02%
8	VTV	Vanguard Value ETF	ETF-其他	2.46%	—	+3.17%
9	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	2.30%	—	+3.24%
10	AMZN	Amazon.com INC	股票-循環性消費	2.09%	—	+26.59%
11	VTIP	Vanguard Short-term Tips	ETF-其他	2.06%	—	-2.64%
12	IWF	Ishares Russell 1000 Growth	ETF-其他	1.84%	—	+0.99%
13	SCHO	Schwab Short-term US Treas	ETF-其他	1.67%	—	+35.91%
14	NSC	Norfolk Southern CORP	股票-工業	1.60%	—	+383.81%
15	MSFT	Microsoft CORP	股票-科技	1.59%	—	+8.95%
16	IWD	Ishares Russell 1000 Value E	ETF-其他	1.42%	—	+3.11%
17	XOM	Exxon Mobil CORP	股票-能源	1.27%	—	+13.24%
18	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.11%	—	+5.08%
19	VAW	Vanguard Materials ETF	ETF-其他	1.01%	—	-2.46%
20	ABBV	Abbvie INC	股票-醫療保健	0.97%	—	+32.02%
21	ROP	Roper Technologies INC	股票-科技	0.94%	—	+0.07%
22	JNJ	Johnson & Johnson	股票-醫療保健	0.92%	—	+4.17%
23	BA	Boeing Co/the	股票-工業	0.88%	—	+257.75%
24	GOOGL	Alphabet Inc-cl A	股票-通訊服務	0.87%	—	-0.61%
25	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	0.83%	—	+4.39%
26	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.82%	—	+16.94%
27	IWB	Ishares Russell 1000 ETF	ETF-其他	0.81%	—	-0.54%
28	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	0.74%	—	-12.84%
29	CVX	Chevron CORP	股票-能源	0.71%	—	+13.93%
30	ABT	Abbott Laboratories	股票-醫療保健	0.67%	—	+25.42%
31	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	0.67%	—	+22.50%
32	PEP	Pepsico INC	股票-非循環性消費	0.66%	—	+5.84%
33	INTC	Intel CORP	股票-科技	0.66%	—	+16.81%
34	TOWN	Towne Bank	股票-其他	0.66%	—	+30.03%
35	JPM	Jpmorgan Chase & Co	股票-金融	0.65%	—	+19.59%
36	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.64%	—	+366.67%
37	T	At&t INC	股票-通訊服務	0.61%	—	+43.92%
38	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.60%	—	-0.44%
39	UNH	Unitedhealth Group INC	股票-醫療保健	0.60%	—	+4.67%
40	PG	Procter & Gamble Co/the	股票-非循環性消費	0.58%	—	+2.89%
41	PFE	Pfizer INC	股票-醫療保健	0.55%	—	+5.65%
42	GOOG	Alphabet Inc-cl C	股票-通訊服務	0.55%	—	+16.55%
43	USB	US Bancorp	股票-金融	0.54%	—	+185.21%
44	MCD	Mcdonald's CORP	股票-循環性消費	0.54%	—	+3.89%
45	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.51%	—	+4.74%
46	CSCO	Cisco Systems INC	股票-科技	0.49%	—	+153.46%
47	SUB	Ishares Short-term National	ETF-其他	0.47%	—	+3.31%
48	VIG	Vanguard Dividend Apprec ETF	ETF-其他	0.45%	—	+1.81%
49	LMT	Lockheed Martin CORP	股票-工業	0.43%	—	+321.39%
50	IWN	Ishares Russell 2000 Value E	ETF-中小型股	0.41%	—	+1.85%

1–50 of 200

本季持股變動

Buckingham Strategic Wealth, LLC 於截至 Q2 2018 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	META	Meta Platforms Inc-class A	+3%	+119.38%	加碼
2	NSC	Norfolk Southern CORP	+1.2%	+383.81%	加碼
3	BA	Boeing Co/the	+0.6%	+257.75%	加碼
4	BRK-A	Berkshire Hathaway Inc-cl A	+0.5%	+366.67%	加碼
5	AMZN	Amazon.com INC	+0.4%	+26.59%	加碼
6	AAPL	Apple INC	+0.3%	+22.06%	加碼
7	USB	US Bancorp	+0.3%	+185.21%	加碼
8	LMT	Lockheed Martin CORP	+0.3%	+321.39%	加碼
9	CSCO	Cisco Systems INC	+0.3%	+153.46%	加碼
10	BSV	Vanguard Short-term Bond ETF	+0.2%	+152.57%	加碼
11	SCHO	Schwab Short-term US Treas	+0.2%	+35.91%	加碼
12	AMGN	Amgen INC	+0.2%	+83.26%	加碼
13	TOWN	Towne Bank	+0.1%	+30.03%	加碼
14	UPS	United Parcel Service-cl B	+0.1%	+128.19%	加碼
15	IJR	Ishares Core S&p Small-cap E	+0.1%	+49.06%	加碼
16	BBTUSD	Bb&t CORP	+0.1%	+89.65%	加碼
17	ABBV	Abbvie INC	+0.1%	+32.02%	加碼
18	XOM	Exxon Mobil CORP	+0.1%	+13.24%	加碼
19	T	At&t INC	+0.1%	+43.92%	加碼
20	ABT	Abbott Laboratories	0%	+25.42%	加碼
21	MRK	Merck & Co. INC.	0%	+26.70%	加碼
22	TIP	Ishares Tips Bond ETF	0%	+33.24%	加碼
23	DIS	Walt Disney Co/the	0%	+30.83%	加碼
24	CVX	Chevron CORP	0%	+13.93%	加碼
25	GOOG	Alphabet Inc-cl C	0%	+16.55%	加碼
26	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+16.94%	加碼
27	SHY	Ishares 1-3 Year Treasury Bo	0%	+22.50%	加碼
28	UNH	Unitedhealth Group INC	—	+4.67%	加碼
29	MSFT	Microsoft CORP	0%	+8.95%	加碼
30	VTI	Vanguard Total Stock Mkt ETF	-0.1%	+13.46%	加碼
31	IVV	Ishares Core S&p 500 ETF	-0.1%	+5.08%	加碼
32	IWF	Ishares Russell 1000 Growth	-0.2%	+0.99%	加碼
33	SHM	Ss Spdr N Ice St Muni ETF	-0.3%	-12.84%	減碼
34	VNQ	Vanguard Real Estate ETF	-0.3%	+1.88%	加碼
35	VBR	Vanguard Small-cap Value ETF	-0.3%	+3.63%	加碼
36	VTV	Vanguard Value ETF	-0.4%	+3.17%	加碼
37	VXF	Vanguard Extended Market ETF	-0.6%	-94.05%	減碼
38	SCZ	Ishares Msci Eafe Small-cap	-0.8%	+0.46%	加碼
39	EFV	Ishares Msci Eafe Value ETF	-0.9%	-1.02%	減碼
40	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建倉
41	✓	Powershares Qqq Trust Ser 1	—	EXIT	清倉
42	PRAA	Pra Group INC	—	NEW	新建倉
43	VCSH	Vanguard S/t CORP Bond ETF	—	NEW	新建倉
44	UBSI	United Bankshares INC	—	NEW	新建倉
45	DOC	Healthpeak Properties, Inc.	—	NEW	新建倉
46	✓		—	EXIT	清倉
47	NNI	Nelnet Inc-cl A	—	NEW	新建倉
48	PXGBX	Praxair INC	—	NEW	新建倉
49	TWXCHF	Time Warner INC	—	EXIT	清倉
50	IYY	Ishares Dow Jones U.s. ETF	—	NEW	新建倉