News + Filings Holdings
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BUCKINGHAM STRATEGIC WEALTH, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| ISI | Common | 1,608,086 | 496,653 | 157,335,183,000 | 63,085,652,000 | 2.24 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 624,593 | 77,626 | 121,152,214,000 | 50,084,770,000 | 1.72 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VTI | Common | 634,559 | 94,045 | 139,780,558,000 | 36,439,697,000 | 1.99 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 196,526 | 34,930 | 66,924,883,000 | 28,170,940,000 | 0.95 | 0.00 |
Hist
| 06/30/2023 |
Endo Pharmaceuticals Solutions Inc.
| IDEV | Common | 1,059,750 | 379,339 | 64,771,906,000 | 26,682,498,000 | 0.92 | |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 204,047 | 142,258 | 30,962,134,000 | 21,597,370,000 | 0.44 | 0.01 |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VGIT | Common | 4,319,161 | 330,160 | 253,361,981,000 | 20,085,187,000 | 3.61 | |
Hist
| 06/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 1,540,969 | 202,983 | 116,451,001,000 | 15,727,441,000 | 1.66 | |
Hist
| 06/30/2023 |
iShares, Inc.
| IEMG | Common | 867,676 | 257,107 | 42,767,764,000 | 14,254,213,000 | 0.61 | |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 94,607 | 3,083 | 24,765,183,000 | 13,491,225,000 | 0.35 | |
Hist
| 06/30/2023 |
AMERICAN CENTY ETF TR
| AVUS | Common | 363,761 | 141,071 | 27,351,195,000 | 12,206,042,000 | 0.39 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 599,103 | 235,700 | 24,371,490,000 | 10,206,049,000 | 0.35 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 133,134 | 5,074 | 59,339,321,000 | 10,137,421,000 | 0.84 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 57,455 | 19,438 | 23,400,338,000 | 10,043,458,000 | 0.33 | |
Hist
| 06/30/2023 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 873,553 | 118,975 | 40,340,673,000 | 8,671,028,000 | 0.57 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHV | Common | 105,239 | 70,411 | 11,623,614,000 | 7,795,320,000 | 0.17 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWF | Common | 106,611 | 2,579 | 29,337,248,000 | 7,049,408,000 | 0.42 | |
Hist
| 06/30/2023 |
ELI LILLY & Co
| LLY | Common | 24,785 | 12,187 | 11,623,549,000 | 7,014,840,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 21,543 | 1,034 | 9,113,079,000 | 6,115,966,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
Broadcom Ltd
| AVGO | COM | 10,086 | 4,790 | 8,749,116,000 | 5,787,833,000 | 0.12 | |
Hist
| 06/30/2023 |
AMERICAN CENTY ETF TR
| AVEM | Common | 228,901 | 95,041 | 12,317,160,000 | 5,563,910,000 | 0.18 | |
Hist
| 06/30/2023 |
Dimensional ETF Trust
| DFAE | Common | 861,115 | 158,156 | 20,201,764,000 | 4,771,818,000 | 0.29 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 357,712 | 101,420 | 12,752,422,000 | 4,497,267,000 | 0.18 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 106,452 | 3,004 | 36,300,256,000 | 4,345,057,000 | 0.52 | |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 37,967 | 1,303 | 14,025,920,000 | 4,262,956,000 | 0.20 | |
Hist
| 06/30/2023 |
Merck & Co., Inc.
| MRK | COM | 133,968 | 32,547 | 15,458,567,000 | 4,205,955,000 | 0.22 | |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 196,332 | 71,536 | 11,334,231,000 | 4,118,549,000 | 0.16 | |
Hist
| 06/30/2023 |
VANGUARD STAR FUNDS
| VXUS | Common | 544,686 | 31,502 | 30,545,966,000 | 4,004,071,000 | 0.43 | |
Hist
| 06/30/2023 |
COSTCO WHOLESALE CORP /NEW
| COST | Common | 16,989 | 5,534 | 9,146,513,000 | 3,917,489,000 | 0.13 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| SST | Common | 180,302 | 133,773 | 5,190,905,000 | 3,846,691,000 | 0.07 | |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 29,872 | 7,119 | 8,452,689,000 | 3,603,793,000 | 0.12 | |
Hist
| 06/30/2023 |
Schwab US Dividend Equity ETF
| SCHD | common | 69,780 | 48,707 | 5,067,418,000 | 3,475,575,000 | 0.07 | |
Hist
| 06/30/2023 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 129,694 | 30,862 | 13,842,292,000 | 3,413,501,000 | 0.20 | |
Hist
| 06/30/2023 |
TEXAS INSTRUMENTS INC
| TXN | Common | 29,585 | 17,913 | 5,325,975,000 | 3,397,541,000 | 0.08 | |
Hist
| 06/30/2023 |
ORACLE CORP
| ORCL | Common | 46,631 | 18,687 | 5,553,293,000 | 3,269,183,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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