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BUCKINGHAM STRATEGIC WEALTH, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD SCOTTSDALE FUNDS VGITCommon4,319,161330,160253,361,981,00020,085,187,0003.61  Hist 06/30/2023
iSHARES TRUST ISICommon1,608,086496,653157,335,183,00063,085,652,0002.24  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon634,55994,045139,780,558,00036,439,697,0001.99  Hist 06/30/2023
Apple Inc. AAPLCommon624,59377,626121,152,214,00050,084,770,0001.72  Hist 06/30/2023
Vanguard BD Index Fund Inc Sho BSVCOM1,540,969202,983116,451,001,00015,727,441,0001.66  Hist 06/30/2023
VANGUARD MALVERN FUNDS VTIPCommon1,681,91731,42479,756,507,0002,661,975,0001.14  Hist 06/30/2023
MICROSOFT CORP MSFTCommon196,52634,93066,924,883,00028,170,940,0000.950.00 Hist 06/30/2023
Endo Pharmaceuticals Solutions Inc. IDEVCommon1,059,750379,33964,771,906,00026,682,498,0000.92  Hist 06/30/2023
iSHARES TRUST IVVCommon133,1345,07459,339,321,00010,137,421,0000.84  Hist 06/30/2023
AMAZON COM INC AMZNCommon377,500-7,14349,210,894,00016,900,885,0000.70  Hist 06/30/2023
Meta Platforms, Inc. FBCommon167,981-7,02148,207,317,00027,147,540,0000.69  Hist 06/30/2023
iSHARES TRUST EFVMSCI VAL IDX955,350-28,63546,754,840,0001,609,589,0000.67  Hist 06/30/2023
iShares, Inc. IEMGCommon867,676257,10742,767,764,00014,254,213,0000.61  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD873,553118,97540,340,673,0008,671,028,0000.57  Hist 06/30/2023
iSHARES TRUST IEISTOCK340,564-20,19339,253,366,000-2,194,036,0000.56  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon106,4523,00436,300,256,0004,345,057,0000.52  Hist 06/30/2023
VANGUARD INDEX FUNDS VTVCommon246,6609,96035,050,443,0001,824,894,0000.50  Hist 06/30/2023
Vanguard Small-Cap Value ETF VBRcommon204,8666,70233,884,827,0002,416,309,0000.48  Hist 06/30/2023
CASS INFORMATION SYSTEMS INC CASSCommon835,5201,26932,401,466,000-5,823,915,0000.466.09 Hist 06/30/2023
Alphabet Inc. GOOGLCOM269,049-6,27632,205,110,0007,913,172,0000.46  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon204,047142,25830,962,134,00021,597,370,0000.440.01 Hist 06/30/2023
VANGUARD STAR FUNDS VXUSCommon544,68631,50230,545,966,0004,004,071,0000.43  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon68,168-1,31330,217,607,0003,646,003,0000.43  Hist 06/30/2023
iSHARES TRUST IWFCommon106,6112,57929,337,248,0007,049,408,0000.42  Hist 06/30/2023
iSHARES TRUST SCZCommon481,040-20,02728,371,761,00071,524,0000.40  Hist 06/30/2023
AMERICAN CENTY ETF TR AVUSCommon363,761141,07127,351,195,00012,206,042,0000.39  Hist 06/30/2023
Alphabet Inc. GOOGCOM225,258-1,79327,249,500,0007,103,277,0000.39  Hist 06/30/2023
Tesla, Inc. TSLACOM94,6073,08324,765,183,00013,491,225,0000.35  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon599,103235,70024,371,490,00010,206,049,0000.35  Hist 06/30/2023
iSHARES TRUST SHY1-3 YR TRS BD297,4547,04524,117,583,000545,076,0000.34  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK57,45519,43823,400,338,00010,043,458,0000.33  Hist 06/30/2023
JOHN HANCOCK EXCHANGE TRADED JHMMCommon470,207-15,06623,364,604,000779,980,0000.33  Hist 06/30/2023
iSHARES TRUST IWBCommon90,96067022,170,653,0003,162,771,0000.32  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon201,80124,81921,643,118,0002,122,023,0000.310.00 Hist 06/30/2023
iSHARES TRUST SUBCommon206,316-13,19121,465,097,000-1,422,871,0000.31  Hist 06/30/2023
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