Buckingham Strategic Partners Top Holdings and 13F Report (2024)

→ $16T Crypto Plot From Elon Musk (From Crypto 101 Media) (Ad)

About Buckingham Strategic Partners

Investment Activity

Buckingham Strategic Partners has $3.46 billion in total holdings as of March 31, 2024.
Buckingham Strategic Partners owns shares of 603 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 44.89% of the portfolio was purchased this quarter.
About 8.24% of the portfolio was sold this quarter.
This quarter, Buckingham Strategic Partners has purchased 413 new stocks and bought additional shares in 298 stocks.
Buckingham Strategic Partners sold shares of 63 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $403,787,686
iShares Core S&P Total U.S. Stock Market ETF: $267,582,737
EA Bridgeway Omni Small-Cap Value ETF: $258,186,665
Dimensional U.S. Targeted Value ETF: $203,332,477
Dimensional International Value ETF: $149,910,466

Largest New Holdings this Quarter

SPDR MSCI ACWI ex-US ETF: $5,420,254 Holding
ATI: $3,342,936 Holding
U.S. Bancorp: $2,941,639 Holding
iShares Aaa - A Rated Corporate Bond ETF: $2,392,498 Holding
SPDR Portfolio Emerging Markets ETF: $2,357,648 Holding

Largest Purchases this Quarter

Dimensional U.S. Core Equity 2 ETF: 6,226,000 shares (about $198.92M)
EA Bridgeway Omni Small-Cap Value ETF: 6,689,866 shares (about $142.27M)
Dimensional US Marketwide Value ETF: 1,849,345 shares (about $75.64M)
Dimensional International Value ETF: 1,895,799 shares (about $69.67M)
iShares Core S&P Total U.S. Stock Market ETF: 516,299 shares (about $59.53M)

Largest Sales this Quarter

Vanguard Intermediate-Term Treasury Index ETF: 1,329,949 shares (about $77.87M)
Vanguard Short-Term Inflation-Protected Securities ETF: 875,959 shares (about $41.95M)
Vanguard Short-Term Bond ETF: 451,437 shares (about $34.61M)
Dimensional Short-Duration Fixed Income ETF: 326,359 shares (about $15.35M)
iShares 3-7 Year Treasury Bond ETF: 93,232 shares (about $10.80M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$403,787,686	$198,920,704 ▲	97.1%	12,638,112	11.7%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$267,582,737	$59,529,307 ▲	28.6%	2,320,751	7.7%	ETF
BSVO EA Bridgeway Omni Small-Cap Value ETF	$258,186,665	$142,268,031 ▲	122.7%	12,140,705	7.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$203,332,477	$56,743,620 ▲	38.7%	3,735,668	5.9%	ETF
DFIV Dimensional International Value ETF	$149,910,466	$69,670,619 ▲	86.8%	4,079,196	4.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$140,946,575	$75,638,222 ▲	115.8%	3,446,126	4.1%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$124,070,780	$30,576,765 ▲	32.7%	1,851,366	3.6%	ETF
AVDV Avantis International Small Cap Value ETF	$121,179,803	$50,158,860 ▲	70.6%	1,839,960	3.5%	ETF
VTI Vanguard Total Stock Market ETF	$88,509,249	$35,994,974 ▲	68.5%	340,550	2.6%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$72,584,819	$26,583,689 ▲	57.8%	2,853,176	2.1%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$68,995,991	$37,752,879 ▲	120.8%	2,706,785	2.0%	ETF
DFUS Dimensional U.S. Equity ETF	$66,459,164	$37,068,184 ▲	126.1%	1,166,359	1.9%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$65,715,378	$25,480,414 ▲	63.3%	701,263	1.9%	ETF
AAPL Apple	$59,646,664	$25,074,358 ▲	72.5%	347,834	1.7%	Computer and Technology
MSFT Microsoft	$43,079,908	$23,414,064 ▲	119.1%	102,395	1.2%	Computer and Technology
DISV Dimensional International Small Cap Value ETF	$37,684,154	$20,791,235 ▲	123.1%	1,385,955	1.1%	ETF
DFAS Dimensional U.S. Small Cap ETF	$37,492,936	$17,780,696 ▲	90.2%	601,426	1.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$36,134,731	$3,063,185 ▲	9.3%	700,285	1.0%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$32,880,991	$77,868,546 ▼	-70.3%	561,588	1.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$26,506,484	$10,217,478 ▲	62.7%	528,333	0.8%	ETF
SYK Stryker	$26,425,606	$2,057,047 ▲	8.4%	73,841	0.8%	Medical
DFAU Dimensional US Core Equity Market ETF	$25,771,990	$3,899,079 ▲	17.8%	705,308	0.7%	ETF
NVDA NVIDIA	$24,094,237	$15,951,984 ▲	195.9%	26,665	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$20,063,712	$14,526,227 ▲	262.3%	47,711	0.6%	Finance
AMZN Amazon.com	$20,015,293	$12,279,279 ▲	158.7%	110,961	0.6%	Retail/Wholesale
DUHP Dimensional US High Profitability ETF	$18,473,027	$5,793,401 ▲	45.7%	584,403	0.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$16,512,313	$41,949,759 ▼	-71.8%	344,796	0.5%	Manufacturing
AVUS Avantis U.S. Equity ETF	$16,033,356	$12,468,200 ▲	349.7%	179,143	0.5%	ETF
AVEM Avantis Emerging Markets Equity ETF	$15,910,594	$13,892,536 ▲	688.4%	274,509	0.5%	ETF
EFV iShares MSCI EAFE Value ETF	$15,661,416	$8,854,818 ▲	130.1%	287,893	0.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$15,657,142	$8,885,017 ▲	131.2%	518,105	0.5%	ETF
DFSV Dimensional US Small Cap Value ETF	$14,513,188	$9,277,285 ▲	177.2%	482,165	0.4%	ETF
VBR Vanguard Small-Cap Value ETF	$13,950,179	$1,512,603 ▼	-9.8%	72,702	0.4%	ETF
DIHP Dimensional International High Profitability ETF	$13,748,214	$3,953,023 ▲	40.4%	510,326	0.4%	ETF
IVV iShares Core S&P 500 ETF	$12,946,216	$2,512,588 ▲	24.1%	24,624	0.4%	ETF
VUG Vanguard Growth ETF	$11,934,802	$9,021,835 ▲	309.7%	34,674	0.3%	ETF
DFIC Dimensional International Core Equity 2 ETF	$11,866,556	$9,148,853 ▲	336.6%	443,608	0.3%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$10,844,383	$7,863,641 ▲	263.8%	438,688	0.3%	ETF
VTV Vanguard Value ETF	$10,716,933	$3,160,000 ▲	41.8%	65,804	0.3%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$10,665,903	$15,351,937 ▼	-59.0%	226,741	0.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$10,467,103	$9,925,524 ▲	1,832.7%	112,889	0.3%	ETF
XOM Exxon Mobil	$10,410,140	$6,500,976 ▲	166.3%	89,557	0.3%	Oils/Energy
VB Vanguard Small-Cap ETF	$10,384,970	$1,295,664 ▼	-11.1%	45,430	0.3%	ETF
JPM JPMorgan Chase & Co.	$10,223,558	$7,194,391 ▲	237.5%	52,789	0.3%	Finance
BSV Vanguard Short-Term Bond ETF	$10,178,811	$34,611,760 ▼	-77.3%	132,761	0.3%	ETF
DFSU Dimensional US Sustainability Core 1 ETF	$9,823,782	$58,325 ▼	-0.6%	285,491	0.3%	ETF
LLY Eli Lilly and Company	$9,801,481	$7,780,188 ▲	384.9%	12,598	0.3%	Medical
SCHD Schwab US Dividend Equity ETF	$9,591,557	$5,571,934 ▲	138.6%	118,956	0.3%	ETF
ETN Eaton	$9,351,149	$8,610,712 ▲	1,162.9%	29,906	0.3%	Industrial Products
SLYV SPDR S&P 600 Small CapValue ETF	$9,049,072	$7,742,942 ▲	592.8%	109,063	0.3%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$9,033,106	$7,684,526 ▲	569.8%	118,887	0.3%	ETF
META Meta Platforms	$8,874,491	$7,169,520 ▲	420.5%	18,275	0.3%	Computer and Technology
AVDE Avantis International Equity ETF	$8,830,480	$7,591,884 ▲	612.9%	138,539	0.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$8,786,345	$4,896,081 ▲	125.9%	245,154	0.3%	ETF
V Visa	$8,246,479	$6,023,826 ▲	271.0%	29,548	0.2%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$8,075,108	$2,775,257 ▲	52.4%	193,322	0.2%	ETF
VOO Vanguard S&P 500 ETF	$7,915,536	$1,826,255 ▼	-18.7%	16,466	0.2%	ETF
GOOGL Alphabet	$7,896,271	$4,083,071 ▲	107.1%	52,316	0.2%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$7,834,233	$1,626,665 ▲	26.2%	129,920	0.2%	ETF
EFA iShares MSCI EAFE ETF	$7,737,169	$821,202 ▲	11.9%	96,884	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$7,619,386	$1,666,169 ▲	28.0%	14,565	0.2%	Finance
FVD First Trust Value Line Dividend Index Fund	$7,591,548	$1,397,818 ▼	-15.5%	179,766	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,426,712	$3,678,751 ▲	98.2%	40,669	0.2%	ETF
ADBE Adobe	$7,316,703	$6,776,276 ▲	1,253.9%	14,500	0.2%	Computer and Technology
PEP PepsiCo	$6,592,253	$5,532,690 ▲	522.2%	37,666	0.2%	Consumer Staples
GOOG Alphabet	$6,454,839	$3,473,399 ▲	116.5%	42,393	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$6,407,123	$4,828,071 ▲	305.8%	48,557	0.2%	Medical
VO Vanguard Mid-Cap ETF	$6,162,064	$1,148,156 ▲	22.9%	24,661	0.2%	ETF
IVLU iShares MSCI Intl Value Factor ETF	$6,159,915	$49,600 ▲	0.8%	218,204	0.2%	ETF
WMT Walmart	$6,074,778	$5,529,751 ▲	1,014.6%	100,959	0.2%	Retail/Wholesale
ABBV AbbVie	$5,864,724	$4,161,721 ▲	244.4%	32,206	0.2%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$5,754,388	$2,701,720 ▲	88.5%	33,974	0.2%	ETF
IWN iShares Russell 2000 Value ETF	$5,527,813	$4,301,933 ▲	350.9%	34,807	0.2%	ETF
HD Home Depot	$5,430,308	$3,194,886 ▲	142.9%	14,155	0.2%	Retail/Wholesale
CWI SPDR MSCI ACWI ex-US ETF	$5,420,254	$5,420,254 ▲	New Holding	190,854	0.2%	ETF
CVX Chevron	$5,393,142	$3,230,207 ▲	149.3%	34,190	0.2%	Oils/Energy
JNJ Johnson & Johnson	$5,377,166	$3,138,091 ▲	140.2%	33,991	0.2%	Medical
VBK Vanguard Small-Cap Growth ETF	$5,372,046	$4,955,141 ▲	1,188.6%	20,604	0.2%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$5,254,897	$2,914,889 ▲	124.6%	81,774	0.2%	ETF
BND Vanguard Total Bond Market ETF	$5,246,199	$2,020,300 ▼	-27.8%	72,231	0.2%	ETF
UNH UnitedHealth Group	$4,974,757	$3,716,721 ▲	295.4%	10,056	0.1%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$4,953,190	$2,206,735 ▲	80.3%	8,902	0.1%	ETF
AVGO Broadcom	$4,823,708	$4,139,532 ▲	605.0%	3,638	0.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$4,664,087	$3,517,026 ▲	306.6%	13,837	0.1%	ETF
PG Procter & Gamble	$4,658,894	$2,323,119 ▲	99.5%	28,714	0.1%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$4,547,577	$3,886,417 ▲	587.8%	74,869	0.1%	ETF
MA Mastercard	$4,518,998	$2,998,056 ▲	197.1%	9,383	0.1%	Business Services
TSLA Tesla	$4,518,460	$2,400,833 ▲	113.4%	25,703	0.1%	Auto/Tires/Trucks
SCZ iShares MSCI EAFE Small-Cap ETF	$4,482,327	$2,967,129 ▲	195.8%	70,776	0.1%	ETF
LMT Lockheed Martin	$4,466,240	$801,994 ▲	21.9%	9,818	0.1%	Aerospace
IWM iShares Russell 2000 ETF	$4,446,235	$2,481,160 ▲	126.3%	21,142	0.1%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$4,425,414	$634,025 ▼	-12.5%	65,213	0.1%	Manufacturing
IEFA iShares Core MSCI EAFE ETF	$4,399,088	$2,726,366 ▲	163.0%	59,270	0.1%	ETF
IWV iShares Russell 3000 ETF	$4,254,170	$3,653,677 ▲	608.4%	14,176	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$4,237,809	$2,524,922 ▲	147.4%	103,159	0.1%	Finance
CAT Caterpillar	$4,183,937	$3,183,574 ▲	318.2%	11,418	0.1%	Industrial Products
GD General Dynamics	$4,161,262	$3,277,312 ▲	370.8%	14,730	0.1%	Aerospace
MCD McDonald's	$4,157,628	$2,380,661 ▲	134.0%	14,745	0.1%	Retail/Wholesale
UNP Union Pacific	$4,103,888	$3,182,376 ▲	345.3%	16,687	0.1%	Transportation
SCHF Schwab International Equity ETF	$3,924,044	$3,571,105 ▲	1,011.8%	100,564	0.1%	ETF