HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
35,446,006 | UNCH | $860,629 |
| DFAC | 35,446,006 | UNCH | $860,629 |
| DIMENSIONAL ETF TRUST (DFAT) |
12,632,215 | UNCH | $555,186 |
| DFAT | 12,632,215 | UNCH | $555,186 |
| DIMENSIONAL ETF TRUST (DFUV) |
14,344,224 | UNCH | $480,245 |
| DFUV | 14,344,224 | UNCH | $480,245 |
| DIMENSIONAL ETF TRUST (DFIV) |
10,832,712 | UNCH | $329,314 |
| DFIV | 10,832,712 | UNCH | $329,314 |
| DIMENSIONAL ETF TRUST (DFAX) |
11,143,680 | UNCH | $240,703 |
| DFAX | 11,143,680 | UNCH | $240,703 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
3,989,001 | UNCH | $233,277 |
| VGIT | 3,989,001 | UNCH | $233,277 |
| DIMENSIONAL ETF TRUST (DFUS) |
5,313,206 | UNCH | $221,083 |
| DFUS | 5,313,206 | UNCH | $221,083 |
| DIMENSIONAL ETF TRUST (DFAS) |
2,618,390 | UNCH | $133,931 |
| DFAS | 2,618,390 | UNCH | $133,931 |
| VANGUARD INDEX FDS (VTI) |
540,514 | UNCH | $103,341 |
| VTI | 540,514 | UNCH | $103,341 |
| VANGUARD BD INDEX FDS (BSV) |
1,337,986 | UNCH | $100,724 |
| BSV | 1,337,986 | UNCH | $100,724 |
| ISHARES TR (ITOT) |
1,111,433 | UNCH | $94,250 |
| ITOT | 1,111,433 | UNCH | $94,250 |
| VANGUARD MALVERN FDS (VTIP) |
1,650,493 | UNCH | $77,095 |
| VTIP | 1,650,493 | UNCH | $77,095 |
| APPLE INC |
546,967 | UNCH | $71,067 |
| AAPL | 546,967 | UNCH | $71,067 |
| ISHARES TR (IVV) |
128,060 | UNCH | $49,202 |
| IVV | 128,060 | UNCH | $49,202 |
| ISHARES TR (EFV) |
983,985 | UNCH | $45,145 |
| EFV | 983,985 | UNCH | $45,145 |
 BERKSHIRE HATHAWAY INC DEL |
$43,204 | ||
| BRK.B | 103,448 | UNCH | $31,955 |
| BRK.A | 24 | UNCH | $11,249 |
| ISHARES TR (IEI) |
360,757 | UNCH | $41,447 |
| IEI | 360,757 | UNCH | $41,447 |
| MICROSOFT CORP |
161,596 | UNCH | $38,754 |
| MSFT | 161,596 | UNCH | $38,754 |
| CASS INFORMATION SYS INC |
834,251 | UNCH | $38,225 |
| CASS | 834,251 | UNCH | $38,225 |
| ISHARES TR (IDEV) |
680,411 | UNCH | $38,089 |
| IDEV | 680,411 | UNCH | $38,089 |
| VANGUARD INDEX FDS (VTV) |
236,700 | UNCH | $33,226 |
| VTV | 236,700 | UNCH | $33,226 |
| AMAZON COM INC |
384,643 | UNCH | $32,310 |
| AMZN | 384,643 | UNCH | $32,310 |
| VANGUARD TAX MANAGED FDS (VEA) |
754,578 | UNCH | $31,670 |
| VEA | 754,578 | UNCH | $31,670 |
| DIMENSIONAL ETF TRUST (DFAU) |
1,166,795 | UNCH | $31,527 |
| DFAU | 1,166,795 | UNCH | $31,527 |
| VANGUARD INDEX FDS (VBR) |
198,164 | UNCH | $31,469 |
| VBR | 198,164 | UNCH | $31,469 |
| AMERICAN CENTY ETF TR (AVUV) |
391,764 | UNCH | $29,190 |
| AVUV | 391,764 | UNCH | $29,190 |
| ISHARES INC (IEMG) |
610,569 | UNCH | $28,514 |
| IEMG | 610,569 | UNCH | $28,514 |
| ISHARES TR (SCZ) |
501,067 | UNCH | $28,300 |
| SCZ | 501,067 | UNCH | $28,300 |
| AMERICAN CENTY ETF TR (AVDV) |
497,347 | UNCH | $27,528 |
| AVDV | 497,347 | UNCH | $27,528 |
| SPDR S&P 500 ETF TR (SPY) |
$26,578 | ||
| SPY | 69,481 | UNCH | $26,572 |
| Call | 300 | UNCH | $6 |
| VANGUARD STAR FDS (VXUS) |
513,184 | UNCH | $26,542 |
| VXUS | 513,184 | UNCH | $26,542 |
| ALPHABET INC |
275,325 | UNCH | $24,292 |
| GOOGL | 275,325 | UNCH | $24,292 |
| ISHARES TR (SHY) |
290,409 | UNCH | $23,573 |
| SHY | 290,409 | UNCH | $23,573 |
| ISHARES TR (SUB) |
219,507 | UNCH | $22,888 |
| SUB | 219,507 | UNCH | $22,888 |
| NORFOLK SOUTHN CORP |
91,720 | UNCH | $22,602 |
| NSC | 91,720 | UNCH | $22,602 |
| JOHN HANCOCK EXCHANGE TRADED (JHMM) |
485,273 | UNCH | $22,585 |
| JHMM | 485,273 | UNCH | $22,585 |
| ISHARES TR (IWF) |
104,032 | UNCH | $22,288 |
| IWF | 104,032 | UNCH | $22,288 |
| META PLATFORMS INC |
175,002 | UNCH | $21,060 |
| META | 175,002 | UNCH | $21,060 |
| ALPHABET INC |
227,051 | UNCH | $20,146 |
| GOOG | 227,051 | UNCH | $20,146 |
| EXXON MOBIL CORP |
176,982 | UNCH | $19,521 |
| XOM | 176,982 | UNCH | $19,521 |
| ISHARES TR (IWB) |
90,290 | UNCH | $19,008 |
| IWB | 90,290 | UNCH | $19,008 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
120,346 | UNCH | $18,275 |
| VIG | 120,346 | UNCH | $18,275 |
| VANGUARD INDEX FDS (VNQ) |
219,876 | UNCH | $18,135 |
| VNQ | 219,876 | UNCH | $18,135 |
| BANK AMERICA CORP |
515,386 | UNCH | $17,070 |
| BAC | 515,386 | UNCH | $17,070 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
36,878 | UNCH | $16,329 |
| MDY | 36,878 | UNCH | $16,329 |
| JOHNSON & JOHNSON |
88,773 | UNCH | $15,682 |
| JNJ | 88,773 | UNCH | $15,682 |
| DIMENSIONAL ETF TRUST (DFAE) |
702,959 | UNCH | $15,430 |
| DFAE | 702,959 | UNCH | $15,430 |
| ABBVIE INC |
93,981 | UNCH | $15,188 |
| ABBV | 93,981 | UNCH | $15,188 |
| AMERICAN CENTY ETF TR (AVUS) |
222,690 | UNCH | $15,145 |
| AVUS | 222,690 | UNCH | $15,145 |
| DIMENSIONAL ETF TRUST (DISV) |
673,557 | UNCH | $14,960 |
| DISV | 673,557 | UNCH | $14,960 |
See Full List: All Stocks Held By Buckingham Strategic Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Buckingham Strategic Wealth LLC
|
Size ($ in 1000's)
At 03/31/2023: $5,500,232 At 12/31/2022: $5,502,792 Buckingham Strategic Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buckingham Strategic Wealth LLC 13F filings. Link to 13F filings: SEC filings |
