Buckingham Strategic Partners
CIK Number: 0001868872
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 37.79 | +2.00% | 16.37M | +1.76% | 540.17M | 30.03 | 8.21% | Share |
| 2 | ITOT | iShares Core S&... | 141.32 | +1.72% | 4.07M | +10.19% | 496.22M | 109.95 | 7.54% | Share |
| 3 | BSVO | Ea Series Trust... | 22.72 | +4.65% | 17.68M | +4.02% | 343.73M | 20.04 | 5.22% | Share |
| 4 | VGIT | Vanguard Interm... | 59.84 | +0.45% | 5.43M | +14.18% | 322.5M | 59.8 | 4.90% | Share |
| 5 | DFAT | Dimensional U.S... | 58.76 | +4.02% | 4.92M | +1.97% | 253.09M | 48.09 | 3.85% | Share |
| 6 | AVDV | Avantis Interna... | 86.19 | +2.10% | 3.6M | +14.84% | 251.16M | 64.73 | 3.82% | Share |
| 7 | DFIV | Dimensional Int... | 46.20 | +1.58% | 5.59M | +4.01% | 220.1M | 33.94 | 3.35% | Share |
| 8 | IDEV | iShares Core MS... | 79.49 | +1.57% | 3.06M | +13.62% | 210.99M | 63.68 | 3.21% | Share |
| 9 | DFUV | Dimensional US ... | 44.35 | +2.00% | 4.65M | +2.16% | 191.82M | 37.7 | 2.92% | Share |
| 10 | DFSD | Dimensional Sho... | 48.13 | +0.28% | 3.48M | +16.97% | 165.54M | 47.36 | 2.52% | Share |
| 11 | DFEM | Dimensional Eme... | 31.25 | +1.68% | 6.11M | +18.83% | 161.66M | 25.83 | 2.46% | Share |
| 12 | VTIP | Vanguard Short-... | 50.51 | +0.40% | 3.21M | +19.85% | 160.04M | 49.13 | 2.43% | Share |
| 13 | AVUV | Avantis U.S. Sm... | 99.10 | +4.05% | 1.48M | +28.27% | 129.19M | 87.71 | 1.96% | Share |
| 14 | DFUS | Dimensional U.S... | 70.19 | +1.70% | 1.96M | +14.39% | 118.59M | 55.94 | 1.80% | Share |
| 15 | VTI | Vanguard Total ... | 318.06 | +1.69% | 426.37K | +32.50% | 117.18M | 245.75 | 1.78% | Share |
| 16 | DFAX | Dimensional Wor... | 31.00 | +1.64% | 3.99M | +3.83% | 104.48M | 24.12 | 1.59% | Share |
| 17 | AAPL | Apple Inc. | 227.76 | +1.27% | 444.78K | +19.26% | 98.8M | 177.51 | 1.50% | Share |
| 18 | DUHP | Dimensional US ... | 37.01 | +1.29% | 2.07M | +21.75% | 68.74M | 31.93 | 1.04% | Share |
| 19 | DISV | Dimensional Int... | 35.24 | +2.12% | 2.33M | +4.50% | 67.9M | 25.39 | 1.03% | Share |
| 20 | DIHP | Dimensional Int... | 30.39 | +1.42% | 2.03M | +23.77% | 54.82M | 26.3 | 0.83% | Share |
| 21 | SCHV | Schwab U.S. Lar... | 28.80 | +1.43% | 1.93M | -2.42% | 51.27M | 25.85 | 0.78% | Share |
| 22 | MSFT | Microsoft Corpo... | 507.23 | +0.59% | 134.21K | +1.92% | 50.38M | 378.64 | 0.77% | Share |
| 23 | BSV | Vanguard Short-... | 78.81 | +0.31% | 617.14K | +11.55% | 48.31M | 78.12 | 0.73% | Share |
| 24 | DFAS | Dimensional U.S... | 68.52 | +3.50% | 789.76K | +9.90% | 47.19M | 57.93 | 0.72% | Share |
| 25 | IEMG | iShares Core MS... | 62.92 | +1.88% | 808.34K | +3.82% | 43.63M | 52.04 | 0.66% | Share |
| 26 | SCHG | Schwab U.S. Lar... | 30.50 | +1.63% | 1.69M | -4.31% | 42.3M | 26.56 | 0.64% | Share |
| 27 | SCHD | Schwab U.S. Div... | 27.96 | +1.60% | 1.46M | -0.14% | 40.78M | 26.94 | 0.62% | Share |
| 28 | DFAI | Dimensional Int... | 36.20 | +1.51% | 1.25M | +28.93% | 39.16M | 29.6 | 0.60% | Share |
| 29 | NVDA | NVIDIA Corporat... | 178.02 | +1.74% | 359.45K | +13.49% | 38.96M | 82.43 | 0.59% | Share |
| 30 | LPLA | LPL Financial H... | 362.44 | +0.33% | 112.95K | +8.05% | 36.95M | 285.26 | 0.56% | Share |
| 31 | DFNM | Dimensional Nat... | 47.40 | +0.26% | 767.75K | +63.93% | 36.52M | 47.95 | 0.56% | Share |
| 32 | DFAU | Dimensional US ... | 44.45 | +1.79% | 949.14K | +28.55% | 36.49M | 32.46 | 0.55% | Share |
| 33 | VEA | Vanguard Develo... | 59.57 | +1.64% | 644.25K | +1.99% | 32.75M | 45.16 | 0.50% | Share |
| 34 | DFGR | Dimensional Glo... | 27.46 | +1.53% | 1.17M | +9.78% | 30.7M | 28.15 | 0.47% | Share |
| 35 | AMZN | Amazon.com, Inc... | 228.84 | +3.10% | 151.8K | +17.63% | 28.88M | 174.36 | 0.44% | Share |
| 36 | AVUS | Avantis U.S. Eq... | 106.03 | +1.96% | 311.31K | +14.50% | 28.76M | 90.03 | 0.44% | Share |
| 37 | DFSV | Dimensional US ... | 32.27 | +4.30% | 980.78K | +36.38% | 27.61M | 29.17 | 0.42% | Share |
| 38 | BRK-B | Berkshire Hatha... | 488.91 | +0.07% | 49.71K | +5.35% | 26.47M | 403.93 | 0.40% | Share |
| 39 | VBR | Vanguard Small ... | 209.15 | +3.16% | 140.54K | +5.30% | 26.18M | 178.76 | 0.40% | Share |
| 40 | SYK | Stryker Corpora... | 394.07 | +2.40% | 69.43K | -1.37% | 25.85M | 289.12 | 0.39% | Share |
| 41 | DFIC | Dimensional Int... | 32.70 | +1.58% | 847.75K | +13.95% | 23.54M | 26.32 | 0.36% | Share |
| 42 | AVEM | Avantis Emergin... | 72.09 | +1.87% | 386.64K | +6.00% | 23.26M | 58.51 | 0.35% | Share |
| 43 | EFV | iShares MSCI EA... | 68.42 | +1.52% | 369.04K | -1.21% | 21.75M | 51.36 | 0.33% | Share |
| 44 | SCHF | Schwab Internat... | 23.06 | +1.54% | 1.03M | -2.47% | 20.3M | 18.7 | 0.31% | Share |
| 45 | DFAE | Dimensional Eme... | 30.41 | +1.79% | 715.49K | +18.19% | 18.52M | 24.97 | 0.28% | Share |
| 46 | VGSH | Vanguard Short-... | 58.77 | +0.20% | 314.93K | +6.13% | 18.48M | 58.99 | 0.28% | Share |
| 47 | JPM | JPMorgan Chase ... | 296.26 | +1.64% | 74.57K | +12.63% | 18.29M | 202.5 | 0.28% | Share |
| 48 | VTV | Vanguard Value ... | 183.49 | +1.40% | 100.78K | +20.86% | 17.41M | 153.25 | 0.26% | Share |
| 49 | META | Meta Platforms,... | 754.79 | +2.12% | 29.91K | +8.09% | 17.24M | 515 | 0.26% | Share |
| 50 | AVDE | Avantis Interna... | 78.00 | +1.61% | 258.53K | +14.96% | 17.13M | 63.08 | 0.26% | Share |
| 51 | VOO | Vanguard S&P 50... | 593.22 | +1.53% | 32.87K | +15.34% | 16.89M | 448.22 | 0.26% | Share |
| 52 | AVLV | Avantis U.S. La... | 71.71 | +1.90% | 258.91K | +69.22% | 16.88M | 63.55 | 0.26% | Share |
| 53 | VB | Vanguard Small ... | 252.47 | +3.04% | 75.49K | +13.98% | 16.74M | 207.39 | 0.25% | Share |
| 54 | IVV | iShares Core S&... | 648.47 | +1.53% | 29.76K | +5.87% | 16.72M | 473.39 | 0.25% | Share |
| 55 | VNQ | Vanguard Real E... | 92.17 | +1.92% | 174.91K | +8.55% | 15.84M | 90.31 | 0.24% | Share |
| 56 | VWO | Vanguard Emergi... | 52.16 | +1.74% | 347.26K | +3.71% | 15.72M | 43.35 | 0.24% | Share |
| 57 | VXUS | Vanguard Total ... | 72.35 | +1.63% | 246.86K | +30.30% | 15.33M | 58.01 | 0.23% | Share |
| 58 | SGOV | iShares 0-3 Mon... | 100.64 | +0.03% | 151.41K | +8.25% | 15.24M | 100.35 | 0.23% | Share |
| 59 | XOM | Exxon Mobil Cor... | 111.29 | +1.89% | 127.23K | +1.34% | 15.13M | 106.6 | 0.23% | Share |
| 60 | VUG | Vanguard Growth... | 458.28 | +1.57% | 40.09K | +7.21% | 14.87M | 336.43 | 0.23% | Share |
| 61 | DFSU | Dimensional US ... | 41.40 | +2.03% | 390.42K | +10.52% | 13.98M | 30.48 | 0.21% | Share |
| 62 | VIG | Vanguard Divide... | 211.46 | +1.17% | 71.68K | +3.05% | 13.9M | 179.13 | 0.21% | Share |
| 63 | GOOG | Alphabet Inc. | 206.72 | +3.04% | 88.02K | +75.04% | 13.75M | 155.53 | 0.21% | Share |
| 64 | QQQ | Invesco QQQ Tru... | 571.99 | +1.55% | 29.21K | +10.48% | 13.7M | 493.3 | 0.21% | Share |
| 65 | PEP | PepsiCo, Inc. | 149.64 | +0.44% | 85.59K | +4.93% | 12.83M | 159.57 | 0.20% | Share |
| 66 | LLY | Eli Lilly and C... | 711.47 | +0.23% | 15.5K | +27.75% | 12.8M | 738.98 | 0.19% | Share |
| 67 | V | Visa Inc. | 350.01 | +1.84% | 36.35K | +8.30% | 12.74M | 283.05 | 0.19% | Share |
| 68 | HYMB | SPDR Nuveen Blo... | 24.21 | +0.27% | 483.61K | +1.61% | 12.2M | 25.64 | 0.19% | Share |
| 69 | CWI | SPDR MSCI ACWI ... | 34.13 | +1.64% | 409.81K | -0.05% | 12.12M | 28.28 | 0.18% | Share |
| 70 | DFCF | Dimensional Cor... | 42.40 | +0.56% | 283.87K | +71.96% | 11.94M | 42.68 | 0.18% | Share |
| 71 | AVGO | Broadcom Inc. | 294.00 | +1.52% | 71.11K | +8.98% | 11.91M | 209.52 | 0.18% | Share |
| 72 | IEI | iShares 3-7 Yea... | 119.24 | +0.43% | 100.55K | -0.68% | 11.88M | 119.45 | 0.18% | Share |
| 73 | BND | Vanguard Total ... | 73.74 | +0.50% | 156.26K | +73.26% | 11.48M | 73.68 | 0.17% | Share |
| 74 | IDOG | ALPS Internatio... | 36.69 | +1.98% | 353.77K | -0.02% | 11.2M | 28.88 | 0.17% | Share |
| 75 | GOOGL | Alphabet Inc. | 206.09 | +3.17% | 69.2K | +8.31% | 10.7M | 156.2 | 0.16% | Share |
| 76 | BIV | Vanguard Interm... | 77.60 | +0.58% | 139.59K | +20.90% | 10.69M | 77.26 | 0.16% | Share |
| 77 | SPY | SPDR S&P 500 ET... | 645.30 | +1.53% | 18.73K | +50.14% | 10.48M | 501.96 | 0.16% | Share |
| 78 | COST | Costco Wholesal... | 958.54 | -1.15% | 10.83K | +11.05% | 10.25M | 843.19 | 0.16% | Share |
| 79 | WMT | Walmart Inc. | 96.84 | -1.14% | 116.43K | +28.23% | 10.22M | 75.65 | 0.16% | Share |
| 80 | IWF | iShares Russell... | 445.23 | +1.55% | 28.12K | +5.88% | 10.15M | 365.63 | 0.15% | Share |
| 81 | SCHZ | Schwab U.S. Agg... | 23.25 | +0.50% | 431.83K | -18.37% | 10M | 22.7 | 0.15% | Share |
| 82 | AVIV | Avantis Interna... | 66.56 | +1.53% | 174.5K | +8.39% | 9.89M | 52.42 | 0.15% | Share |
| 83 | CVX | Chevron Corpora... | 158.13 | +1.66% | 57.05K | +6.37% | 9.54M | 155.39 | 0.15% | Share |
| 84 | IVLU | iShares Edge MS... | 35.66 | +1.55% | 302.95K | +7.30% | 9.18M | 24.82 | 0.14% | Share |
| 85 | SPDW | SPDR Portfolio ... | 42.33 | +1.67% | 249.36K | +10.76% | 9.08M | 33.15 | 0.14% | Share |
| 86 | TSLA | Tesla, Inc. | 340.02 | +6.22% | 33.37K | +15.16% | 8.65M | 264.5 | 0.13% | Share |
| 87 | HD | The Home Depot,... | 412.85 | +3.81% | 23.59K | +13.35% | 8.65M | 363.01 | 0.13% | Share |
| 88 | FBND | Fidelity Total ... | 45.98 | +0.56% | 189.35K | +388.79% | 8.64M | 45.57 | 0.13% | Share |
| 89 | IWN | iShares Russell... | 173.51 | +4.32% | 55.05K | +4.37% | 8.31M | 158.57 | 0.13% | Share |
| 90 | SLYV | SPDR S&P 600 Sm... | 88.03 | +4.28% | 105.92K | -7.12% | 8.3M | 81.7 | 0.13% | Share |
| 91 | VBK | Vanguard Small ... | 292.13 | +2.85% | 32.68K | +6.49% | 8.23M | 260.88 | 0.13% | Share |
| 92 | JEPI | JPMorgan Equity... | 57.38 | +0.87% | 143.57K | -4.39% | 8.2M | 57.66 | 0.12% | Share |
| 93 | MUB | iShares Nationa... | 104.24 | +0.32% | 75.83K | +35.03% | 8M | 107.06 | 0.12% | Share |
| 94 | MDY | SPDR S&P MIDCAP... | 595.64 | +2.78% | 14.7K | +65.60% | 7.84M | 532.09 | 0.12% | Share |
| 95 | FMB | First Trust Man... | 49.72 | +0.42% | 148.78K | -0.91% | 7.5M | 51.14 | 0.11% | Share |
| 96 | ORCL | Oracle Corporat... | 236.35 | +1.37% | 52.73K | +15.24% | 7.37M | 142.21 | 0.11% | Share |
| 97 | VIGI | Vanguard Intern... | 90.52 | +1.29% | 88.51K | +0.14% | 7.34M | 79.99 | 0.11% | Share |
| 98 | IBM | International B... | 241.96 | +1.07% | 29.32K | -0.98% | 7.29M | 185.81 | 0.11% | Share |
| 99 | ABBV | AbbVie Inc. | 210.66 | +0.55% | 34.27K | -8.35% | 7.18M | 174.15 | 0.11% | Share |
| 100 | UNH | UnitedHealth Gr... | 307.37 | +1.33% | 13.35K | +23.22% | 6.99M | 505.95 | 0.11% | Share |
| 101 | SHY | iShares 1-3 Yea... | 82.85 | +0.22% | 83.38K | -1.71% | 6.9M | 82.48 | 0.10% | Share |
| 102 | ETN | Eaton Corporati... | 347.65 | +0.66% | 24.83K | +8.37% | 6.75M | 298.53 | 0.10% | Share |
| 103 | JNJ | Johnson & Johns... | 179.28 | +0.20% | 40.51K | +22.01% | 6.72M | 161 | 0.10% | Share |
| 104 | PG | The Procter & G... | 158.64 | -0.06% | 39.05K | +4.14% | 6.65M | 158.07 | 0.10% | Share |
| 105 | MA | Mastercard Inco... | 598.86 | +1.17% | 12.09K | +8.13% | 6.62M | 459.98 | 0.10% | Share |
| 106 | SPYV | SPDR Portfolio ... | 54.66 | +1.43% | 124.45K | +1.72% | 6.36M | 50 | 0.10% | Share |
| 107 | MMIT | NYLI MacKay Mun... | 23.91 | +0.27% | 252.72K | -1.11% | 6.06M | 24.04 | 0.09% | Share |
| 108 | IWP | iShares Russell... | 141.68 | +1.75% | 51.51K | -1.71% | 6.05M | 123.24 | 0.09% | Share |
| 109 | MGK | Vanguard Mega C... | 383.89 | +1.50% | 19.49K | +21.45% | 6.02M | 281.29 | 0.09% | Share |
| 110 | IXUS | iShares Core MS... | 80.98 | +1.68% | 85.93K | +4.82% | 6M | 62.96 | 0.09% | Share |
| 111 | AGG | iShares Core U.... | 99.39 | +0.54% | 60.43K | +17.21% | 5.98M | 99.31 | 0.09% | Share |
| 112 | RSP | Invesco S&P 500... | 189.51 | +1.96% | 34.04K | +27.13% | 5.9M | 161.91 | 0.09% | Share |
| 113 | VOE | Vanguard Mid-Ca... | 173.90 | +1.95% | 36.43K | +4.68% | 5.85M | 158.29 | 0.09% | Share |
| 114 | VCSH | Vanguard Short-... | 79.77 | +0.34% | 74.03K | +41.20% | 5.84M | 78.19 | 0.09% | Share |
| 115 | SPLG | SPDR Portfolio ... | 75.92 | +1.54% | 87.95K | -17.08% | 5.78M | 64.53 | 0.09% | Share |
| 116 | BAC | Bank of America... | 49.49 | +2.55% | 136.85K | +11.95% | 5.71M | 37.98 | 0.09% | Share |
| 117 | FNDA | Schwab Fundamen... | 31.19 | +3.76% | 199.82K | +130.05% | 5.47M | 27.28 | 0.08% | Share |
| 118 | SCZ | iShares MSCI EA... | 76.58 | +1.94% | 84.11K | +5.11% | 5.34M | 61.99 | 0.08% | Share |
| 119 | SUB | iShares Short-T... | 106.98 | +0.06% | 50.41K | -8.35% | 5.32M | 106.09 | 0.08% | Share |
| 120 | LMT | Lockheed Martin... | 446.24 | -0.21% | 11.84K | +13.79% | 5.29M | 443.87 | 0.08% | Share |
| 121 | COP | ConocoPhillips | 96.76 | +2.09% | 50.31K | +41.64% | 5.28M | 111.88 | 0.08% | Share |
| 122 | VZ | Verizon Communi... | 44.43 | -1.33% | 114.79K | -5.48% | 5.21M | 41.44 | 0.08% | Share |
| 123 | MRK | Merck & Co., In... | 87.37 | +1.50% | 57.51K | +28.10% | 5.16M | 112.95 | 0.08% | Share |
| 124 | PNC | The PNC Financi... | 201.73 | +3.98% | 29.35K | +28.05% | 5.16M | 173.82 | 0.08% | Share |
| 125 | CSCO | Cisco Systems, ... | 67.32 | +0.45% | 82.74K | +20.08% | 5.11M | 54.89 | 0.08% | Share |
| 126 | VEU | Vanguard FTSE A... | 70.38 | +1.64% | 83.91K | +3.19% | 5.09M | 56.86 | 0.08% | Share |
| 127 | IWS | iShares Russell... | 139.19 | +2.47% | 39.84K | +0.28% | 5.02M | 128 | 0.08% | Share |
| 128 | SPIB | SPDR Portfolio ... | 33.74 | +0.51% | 150.79K | +2.00% | 5.01M | 33.42 | 0.08% | Share |
| 129 | KO | The Coca-Cola C... | 70.14 | -0.74% | 69.92K | +7.60% | 5.01M | 62.44 | 0.08% | Share |
| 130 | IEFA | iShares Core MS... | 87.11 | +1.57% | 66.03K | +4.15% | 5M | 69.6 | 0.08% | Share |
| 131 | VTES | Vanguard Short-... | 101.63 | +0.07% | 49.15K | -0.47% | 4.94M | 100.25 | 0.08% | Share |
| 132 | EEM | iShares MSCI Em... | 50.63 | +1.98% | 112.95K | +28.26% | 4.94M | 41.34 | 0.07% | Share |
| 133 | AOA | iShares Core Ag... | 85.88 | +1.39% | 64.21K | +3.85% | 4.91M | 74.88 | 0.07% | Share |
| 134 | SPTL | SPDR Portfolio ... | 26.31 | +0.69% | 179.85K | -20.57% | 4.9M | 26.19 | 0.07% | Share |
| 135 | NFLX | Netflix, Inc. | 1204.65 | -0.13% | 5.25K | +9.10% | 4.9M | 639.31 | 0.07% | Share |
| 136 | AVSC | Avantis U.S. Sm... | 56.97 | +4.30% | 100.85K | +13.25% | 4.88M | 53.65 | 0.07% | Share |
| 137 | DIS | The Walt Disney... | 118.84 | +2.26% | 48.22K | +12.62% | 4.76M | 110.66 | 0.07% | Share |
| 138 | IWM | iShares Russell... | 234.82 | +3.92% | 23.55K | +15.03% | 4.7M | 200.99 | 0.07% | Share |
| 139 | AVES | Avantis Emergin... | 56.40 | +1.40% | 99.58K | +6.99% | 4.7M | 46.26 | 0.07% | Share |
| 140 | QLTA | iShares Aaa - A... | 48.03 | +0.59% | 97.18K | +28.75% | 4.62M | 47.51 | 0.07% | Share |
| 141 | PM | Philip Morris I... | 171.75 | -1.57% | 28.97K | +14.39% | 4.6M | 103.46 | 0.07% | Share |
| 142 | IJH | iShares Core S&... | 65.22 | +2.79% | 78.6K | +11.44% | 4.59M | 55.92 | 0.07% | Share |
| 143 | IAU | iShares Gold Tr... | 63.57 | +1.07% | 77.71K | +223.73% | 4.58M | 55.2 | 0.07% | Share |
| 144 | IWD | iShares Russell... | 201.83 | +1.72% | 24.26K | +23.55% | 4.57M | 168.75 | 0.07% | Share |
| 145 | DGRW | WisdomTree U.S.... | 87.82 | +1.33% | 56.92K | +86.65% | 4.55M | 75.2 | 0.07% | Share |
| 146 | USB | U.S. Bancorp | 48.27 | +4.54% | 105.73K | +4.50% | 4.46M | 44.8 | 0.07% | Share |
| 147 | SLYG | SPDR S&P 600 Sm... | 94.44 | +3.43% | 52.87K | -5.16% | 4.39M | 89.67 | 0.07% | Share |
| 148 | HYD | VanEck High Yie... | 49.32 | +0.39% | 85.71K | -6.5% | 4.39M | 52.2 | 0.07% | Share |
| 149 | CAT | Caterpillar Inc... | 435.63 | +4.24% | 13.04K | +12.16% | 4.3M | 348.02 | 0.07% | Share |
| 150 | VYM | Vanguard High D... | 139.21 | +1.47% | 33.17K | +44.92% | 4.28M | 118.95 | 0.07% | Share |