Buckingham Strategic Partners
CIK Number: 0001868872
6.58B
Market Value
745
# of Holdings
5 months
Avg. Holding Period
28.21%
Win Rate
42.41%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 16.09M | +22.76% | 556.56M | 29.98 | 9.39% |
| 2 | ITOT | iShares Core S&... | 131.11 | +0.61% | 3.69M | +20.88% | 474.73M | 108.73 | 8.01% |
| 3 | BSVO | Ea Series Trust... | 19.97 | +0.91% | 17M | +20.16% | 368M | 20.06 | 6.21% |
| 4 | VGIT | Vanguard Interm... | 58.98 | -0.14% | 4.76M | +27.53% | 275.8M | 59.86 | 4.65% |
| 5 | DFAT | Dimensional U.S... | 53.04 | +0.95% | 4.82M | +34.42% | 268.3M | 48.02 | 4.53% |
| 6 | AVDV | Avantis Interna... | 78.84 | +0.09% | 3.14M | +24.61% | 204.09M | 63.99 | 3.44% |
| 7 | DFIV | Dimensional Int... | 43.08 | +0.38% | 5.38M | +29.03% | 190.76M | 33.72 | 3.22% |
| 8 | DFUV | Dimensional US ... | 41.55 | +0.79% | 4.56M | +31.37% | 186.44M | 37.63 | 3.15% |
| 9 | IDEV | iShares Core MS... | 74.82 | -1.28% | 2.7M | +18.53% | 173.79M | 62.97 | 2.93% |
| 10 | DFSD | Dimensional Sho... | 47.80 | +0.01% | 2.98M | +47.20% | 139.63M | 47.33 | 2.36% |
| 11 | DFEM | Dimensional Eme... | 29.30 | +1.09% | 5.14M | +30.13% | 134.65M | 25.71 | 2.27% |
| 12 | VTIP | Vanguard Short-... | 49.93 | -0.04% | 2.68M | +25.62% | 129.58M | 48.98 | 2.19% |
| 13 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 1.16M | +42.39% | 111.53M | 87.86 | 1.88% |
| 14 | DFUS | Dimensional U.S... | 65.26 | +0.88% | 1.71M | +28.32% | 109.28M | 55.28 | 1.84% |
| 15 | DFAX | Dimensional Wor... | 29.23 | +0.64% | 3.84M | +32.17% | 95.48M | 24.04 | 1.61% |
| 16 | AAPL | Apple Inc. | 198.10 | +0.84% | 372.94K | +1.75% | 93.39M | 168.91 | 1.58% |
| 17 | VTI | Vanguard Total ... | 296.15 | +0.88% | 321.79K | +10.17% | 93.26M | 236.3 | 1.57% |
| 18 | DISV | Dimensional Int... | 32.66 | +0.45% | 2.23M | +35.54% | 59.29M | 25.23 | 1.00% |
| 19 | DUHP | Dimensional US ... | 34.96 | +0.58% | 1.7M | +25.12% | 57.57M | 31.66 | 0.97% |
| 20 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 131.68K | +41.34% | 55.5M | 378.71 | 0.94% |
| 21 | SCHV | Schwab U.S. Lar... | 27.23 | +0.50% | 1.98M | +1.72K% | 51.53M | 25.85 | 0.87% |
| 22 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 1.77M | +1.29K% | 49.2M | 26.56 | 0.83% |
| 23 | DFAS | Dimensional U.S... | 62.34 | +1.09% | 718.62K | +20.02% | 46.77M | 57.75 | 0.79% |
| 24 | BSV | Vanguard Short-... | 78.08 | -0.03% | 553.23K | +0.31% | 42.75M | 78.11 | 0.72% |
| 25 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 316.71K | +9.79% | 42.53M | 78.93 | 0.72% |
| 26 | DIHP | Dimensional Int... | 29.45 | +0.12% | 1.64M | +31.03% | 41.48M | 26.14 | 0.70% |
| 27 | IEMG | iShares Core MS... | 58.66 | -0.09% | 778.57K | +12.69% | 40.66M | 51.97 | 0.69% |
| 28 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 1.46M | +1.02K% | 39.9M | 26.94 | 0.67% |
| 29 | LPLA | LPL Financial H... | 379.44 | +1.43% | 104.53K | -29.6% | 34.13M | 281.89 | 0.58% |
| 30 | VEA | Vanguard Develo... | 56.41 | +0.44% | 631.71K | +30.52% | 30.21M | 45.04 | 0.51% |
| 31 | DFAU | Dimensional US ... | 41.26 | +0.90% | 738.33K | +8.12% | 29.9M | 30.75 | 0.50% |
| 32 | DFAI | Dimensional Int... | 34.47 | +0.33% | 972.53K | +40.54% | 28.4M | 29.13 | 0.48% |
| 33 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 129.06K | +7.86% | 28.31M | 171.55 | 0.48% |
| 34 | DFGR | Dimensional Glo... | 26.91 | +0.07% | 1.06M | +15.28% | 27.2M | 28.33 | 0.46% |
| 35 | VBR | Vanguard Small ... | 191.26 | +0.97% | 133.48K | +30.31% | 26.45M | 178.36 | 0.45% |
| 36 | AVUS | Avantis U.S. Eq... | 98.38 | +0.95% | 271.88K | +41.76% | 26.35M | 89.69 | 0.44% |
| 37 | SYK | Stryker Corpora... | 376.80 | -0.13% | 70.4K | -1.17% | 25.35M | 289.12 | 0.43% |
| 38 | DFNM | Dimensional Nat... | 47.27 | -0.01% | 468.35K | +84.20% | 22.37M | 48.19 | 0.38% |
| 39 | DFSV | Dimensional US ... | 28.97 | +1.05% | 719.16K | +19.87% | 22.14M | 29.54 | 0.37% |
| 40 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 364.77K | +20.41% | 21.44M | 58.41 | 0.36% |
| 41 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 47.18K | +3.66% | 21.39M | 397.05 | 0.36% |
| 42 | EFV | iShares MSCI EA... | 62.74 | -1.75% | 373.55K | +38.96% | 19.6M | 51.36 | 0.33% |
| 43 | SCHF | Schwab Internat... | 21.89 | +0.44% | 1.05M | +757.22% | 19.46M | 18.7 | 0.33% |
| 44 | DFIC | Dimensional Int... | 30.93 | +0.31% | 743.99K | +8.68% | 19.23M | 26.12 | 0.32% |
| 45 | VGSH | Vanguard Short-... | 58.45 | -0.03% | 296.74K | -2.94% | 17.26M | 59.01 | 0.29% |
| 46 | IVV | iShares Core S&... | 603.05 | +0.54% | 28.11K | +3.26% | 16.55M | 468.2 | 0.28% |
| 47 | META | Meta Platforms,... | 701.33 | +2.70% | 27.68K | +71.92% | 16.21M | 510.04 | 0.27% |
| 48 | VB | Vanguard Small ... | 232.08 | +1.04% | 66.23K | -3.28% | 15.91M | 205.38 | 0.27% |
| 49 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 66.21K | +34.00% | 15.87M | 197.09 | 0.27% |
| 50 | DFAE | Dimensional Eme... | 28.55 | +1.08% | 605.37K | +7.98% | 15.36M | 24.81 | 0.26% |
| 51 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 28.5K | +9.75% | 15.36M | 438.14 | 0.26% |
| 52 | VUG | Vanguard Growth... | 423.26 | +1.18% | 37.4K | +8.44% | 15.35M | 333.95 | 0.26% |
| 53 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 65.25K | +407.84% | 15.13M | 213.3 | 0.26% |
| 54 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 334.84K | +62.03% | 14.75M | 43.27 | 0.25% |
| 55 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 161.12K | +112.63% | 14.35M | 90.29 | 0.24% |
| 56 | VTV | Vanguard Value ... | 174.03 | +0.37% | 83.39K | -8.36% | 14.12M | 149.19 | 0.24% |
| 57 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 139.87K | +2.2K% | 14.03M | 100.32 | 0.24% |
| 58 | AVDE | Avantis Interna... | 73.91 | +0.32% | 224.89K | +41.20% | 13.8M | 62.6 | 0.23% |
| 59 | VIG | Vanguard Divide... | 200.94 | +0.24% | 69.56K | +71.40% | 13.62M | 178.68 | 0.23% |
| 60 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 26.44K | +90.59% | 13.52M | 495.85 | 0.23% |
| 61 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 125.55K | +16.01% | 13.51M | 106.43 | 0.23% |
| 62 | DFSU | Dimensional US ... | 38.20 | +1.04% | 353.26K | +1.43% | 13.39M | 29.92 | 0.23% |
| 63 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 81.58K | +152.30% | 12.4M | 160.05 | 0.21% |
| 64 | HYMB | SPDR Nuveen Blo... | 24.66 | +0.12% | 475.95K | +957.08% | 12.17M | 25.65 | 0.21% |
| 65 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 63.89K | +39.84% | 12.09M | 156.33 | 0.20% |
| 66 | SCHZ | Schwab U.S. Agg... | 22.89 | -0.2% | 529.04K | +100.00% | 12.01M | 22.7 | 0.20% |
| 67 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 28.98K | +24.19% | 11.7M | 265.31 | 0.20% |
| 68 | IEI | iShares 3-7 Yea... | 117.61 | -0.12% | 101.24K | +3.99% | 11.7M | 119.45 | 0.20% |
| 69 | CWI | SPDR MSCI ACWI ... | 32.10 | +0.71% | 410.03K | +84.89% | 11.46M | 28.28 | 0.19% |
| 70 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 189.45K | +2.58% | 11.16M | 56.77 | 0.19% |
| 71 | IWF | iShares Russell... | 409.82 | +1.05% | 26.56K | +145.02% | 10.67M | 365.89 | 0.18% |
| 72 | V | Visa Inc. | 355.07 | +0.63% | 33.57K | +42.16% | 10.61M | 277.45 | 0.18% |
| 73 | IDOG | ALPS Internatio... | 34.30 | +0.89% | 353.86K | +100.00% | 10.22M | 28.88 | 0.17% |
| 74 | AVLV | Avantis U.S. La... | 67.25 | +1.01% | 153K | +40.29% | 10.22M | 62.41 | 0.17% |
| 75 | SLYV | SPDR S&P 600 Sm... | 78.74 | +1.08% | 114.05K | +14.33% | 9.95M | 81.7 | 0.17% |
| 76 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 50.28K | +34.11% | 9.58M | 155 | 0.16% |
| 77 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 12.13K | -12.57% | 9.37M | 714.86 | 0.16% |
| 78 | COST | Costco Wholesal... | 984.10 | -0.62% | 9.76K | +133.60% | 8.94M | 831.85 | 0.15% |
| 79 | IWN | iShares Russell... | 154.01 | +0.36% | 52.75K | +57.52% | 8.66M | 158.9 | 0.15% |
| 80 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 150.16K | +1.4K% | 8.64M | 57.66 | 0.15% |
| 81 | BIV | Vanguard Interm... | 76.08 | -0.17% | 115.46K | +4.09% | 8.63M | 77.41 | 0.15% |
| 82 | VBK | Vanguard Small ... | 270.49 | +1.12% | 30.69K | +15.16% | 8.6M | 261.47 | 0.15% |
| 83 | AVIV | Avantis Interna... | 62.55 | +0.29% | 161K | +229.96% | 8.36M | 52.06 | 0.14% |
| 84 | WMT | Walmart Inc. | 94.23 | -0.22% | 90.8K | -61.37% | 8.2M | 72.22 | 0.14% |
| 85 | HD | The Home Depot,... | 353.06 | -0.45% | 20.81K | +62.40% | 8.1M | 362.54 | 0.14% |
| 86 | CVX | Chevron Corpora... | 146.06 | +0.10% | 53.63K | +24.75% | 7.77M | 154.63 | 0.13% |
| 87 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 225.13K | -6.39% | 7.68M | 32.8 | 0.13% |
| 88 | FMB | First Trust Man... | 49.73 | +0.04% | 150.15K | +620.30% | 7.66M | 51.14 | 0.13% |
| 89 | IVLU | iShares Edge MS... | 32.50 | -1.69% | 282.33K | +11.39% | 7.65M | 24.42 | 0.13% |
| 90 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 45.76K | +44.01% | 7.62M | 142.58 | 0.13% |
| 91 | ETN | Eaton Corporati... | 337.96 | +4.42% | 22.91K | -25.25% | 7.6M | 300.76 | 0.13% |
| 92 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 12.48K | -21.93% | 7.31M | 473.17 | 0.12% |
| 93 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 106.06K | +133.77% | 7.31M | 64.53 | 0.12% |
| 94 | VIGI | Vanguard Intern... | 89.91 | -0.06% | 88.39K | +100.00% | 7.07M | 79.99 | 0.12% |
| 95 | SHY | iShares 1-3 Yea... | 82.40 | -0.01% | 84.83K | -4.47% | 6.95M | 82.48 | 0.12% |
| 96 | DFCF | Dimensional Cor... | 41.78 | -0.11% | 165.08K | +1.60% | 6.81M | 43.13 | 0.12% |
| 97 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 37.4K | +10.23% | 6.65M | 174.15 | 0.11% |
| 98 | IWP | iShares Russell... | 135.18 | +1.35% | 52.4K | +345.90% | 6.64M | 123.24 | 0.11% |
| 99 | IBM | International B... | 281.56 | +1.57% | 29.61K | +49.24% | 6.51M | 185.81 | 0.11% |
| 100 | BND | Vanguard Total ... | 72.56 | -0.19% | 90.19K | -24.67% | 6.49M | 73.84 | 0.11% |
| 101 | PG | The Procter & G... | 160.70 | +0.26% | 37.5K | +27.64% | 6.29M | 157.56 | 0.11% |
| 102 | SPYV | SPDR Portfolio ... | 51.52 | +0.58% | 122.35K | +91.91% | 6.26M | 49.98 | 0.11% |
| 103 | MMIT | IQ MacKay Munic... | 23.75 | -0.11% | 255.57K | +1.71K% | 6.14M | 24.04 | 0.10% |
| 104 | MUB | iShares Nationa... | 103.96 | +0.08% | 56.16K | +80.16% | 5.98M | 107.62 | 0.10% |
| 105 | SPTL | SPDR Portfolio ... | 25.82 | -0.79% | 226.43K | +100.00% | 5.93M | 26.19 | 0.10% |
| 106 | MA | Mastercard Inco... | 568.14 | +1.09% | 11.18K | +10.21% | 5.89M | 452.81 | 0.10% |
| 107 | SUB | iShares Short-T... | 106.03 | +0.02% | 55.01K | +15.98% | 5.8M | 106.09 | 0.10% |
| 108 | VOE | Vanguard Mid-Ca... | 162.69 | +0.70% | 34.8K | +192.73% | 5.63M | 158.19 | 0.10% |
| 109 | MGK | Vanguard Mega C... | 353.82 | +1.25% | 16.05K | +1.85% | 5.51M | 275.37 | 0.09% |
| 110 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 10.83K | +57.12% | 5.48M | 501.82 | 0.09% |
| 111 | IXUS | iShares Core MS... | 75.92 | -0.92% | 81.98K | +30.99% | 5.42M | 62.63 | 0.09% |
| 112 | BAC | Bank of America... | 44.36 | +0.61% | 122.23K | +31.73% | 5.37M | 37.53 | 0.09% |
| 113 | IWS | iShares Russell... | 129.32 | +0.51% | 39.73K | +521.66% | 5.14M | 128 | 0.09% |
| 114 | MDY | SPDR S&P MIDCAP... | 556.09 | +1.00% | 8.88K | -6.52% | 5.06M | 531.17 | 0.09% |
| 115 | LMT | Lockheed Martin... | 466.60 | -4.08% | 10.4K | -1.51% | 5.06M | 443.48 | 0.09% |
| 116 | UNP | Union Pacific C... | 224.53 | +0.52% | 22.12K | +46.60% | 5.05M | 237.66 | 0.09% |
| 117 | SLYG | SPDR S&P 600 Sm... | 86.64 | +0.69% | 55.75K | +291.17% | 5.04M | 89.67 | 0.09% |
| 118 | AGG | iShares Core U.... | 97.78 | -0.19% | 51.55K | -20.1% | 5M | 99.38 | 0.08% |
| 119 | VTES | Vanguard Short-... | 100.61 | +0.08% | 49.38K | +100.00% | 4.95M | 100.25 | 0.08% |
| 120 | SCZ | iShares MSCI EA... | 70.56 | -1% | 80.02K | +6.02% | 4.86M | 61.91 | 0.08% |
| 121 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 20.07K | +131.82% | 4.86M | 235.45 | 0.08% |
| 122 | VZ | Verizon Communi... | 42.42 | -1.37% | 121.44K | +32.33% | 4.86M | 41.44 | 0.08% |
| 123 | SPIB | SPDR Portfolio ... | 33.18 | -0.03% | 147.83K | +24.06% | 4.84M | 33.42 | 0.08% |
| 124 | AVSC | Avantis U.S. Sm... | 50.59 | +0.98% | 89.06K | +2.02K% | 4.84M | 54.34 | 0.08% |
| 125 | USB | U.S. Bancorp | 43.13 | +0.33% | 101.17K | +30.53% | 4.84M | 44.91 | 0.08% |
| 126 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 33.2K | -11.65% | 4.8M | 159.93 | 0.08% |
| 127 | DIS | The Walt Disney... | 119.45 | +1.28% | 42.81K | +39.05% | 4.77M | 112.17 | 0.08% |
| 128 | HYD | VanEck High Yie... | 49.77 | +0.23% | 91.67K | +296.31% | 4.76M | 52.2 | 0.08% |
| 129 | AOA | iShares Core Ag... | 81.58 | +0.71% | 61.83K | +2.10% | 4.74M | 74.82 | 0.08% |
| 130 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 26.77K | -29% | 4.69M | 158.84 | 0.08% |
| 131 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 81.32K | -7.68% | 4.67M | 56.74 | 0.08% |
| 132 | NBHC | National Bank H... | 35.98 | -0.25% | 106.82K | +0.01% | 4.6M | 42.1 | 0.08% |
| 133 | IWM | iShares Russell... | 210.52 | +0.78% | 20.47K | +7.04% | 4.52M | 201.22 | 0.08% |
| 134 | MRK | Merck & Co., In... | 80.88 | -1.02% | 44.89K | +17.28% | 4.47M | 119.46 | 0.08% |
| 135 | IEFA | iShares Core MS... | 81.91 | -1.35% | 63.4K | +8.98% | 4.46M | 69.35 | 0.08% |
| 136 | PNC | The PNC Financi... | 174.97 | +0.92% | 22.92K | -27.22% | 4.42M | 173.27 | 0.07% |
| 137 | IJH | iShares Core S&... | 60.66 | +0.67% | 70.54K | +9.92% | 4.4M | 55.64 | 0.07% |
| 138 | AVES | Avantis Emergin... | 53.71 | +1.44% | 93.07K | +100.00% | 4.3M | 46.2 | 0.07% |
| 139 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 4.81K | +56.20% | 4.29M | 612.62 | 0.07% |
| 140 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 11.62K | +43.87% | 4.22M | 350.23 | 0.07% |
| 141 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 52.43K | -24.35% | 4.09M | 77.89 | 0.07% |
| 142 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 68.9K | +30.39% | 4.08M | 53.52 | 0.07% |
| 143 | SPTM | SPDR Portfolio ... | 73.02 | +0.89% | 57.08K | +39.40% | 4.08M | 61.1 | 0.07% |
| 144 | KO | The Coca-Cola C... | 70.46 | -0.79% | 64.98K | +64.15% | 4.05M | 61.75 | 0.07% |
| 145 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 173.83K | +169.77% | 3.95M | 18.01 | 0.07% |
| 146 | VSS | Vanguard FTSE A... | 131.48 | +0.62% | 32.95K | -6.36% | 3.77M | 114.39 | 0.06% |
| 147 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 11.19K | +137.41% | 3.74M | 314.78 | 0.06% |
| 148 | MAR | Marriott Intern... | 257.61 | +1.03% | 13.23K | +17.13% | 3.69M | 175.45 | 0.06% |
| 149 | EEM | iShares MSCI Em... | 47.22 | +0.22% | 88.06K | -10.72% | 3.68M | 40.67 | 0.06% |
| 150 | IWD | iShares Russell... | 190.16 | +0.17% | 19.64K | +6.75% | 3.64M | 164.18 | 0.06% |