Rocket


News + Filings
Holdings

Buckingham Strategic Partners

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST ISICommon1,485,279505,215145,319,773,00062,210,266,0008.09  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGITCommon1,705,927577,633100,069,682,00034,087,020,0005.57  Hist 06/30/2023
Endo Pharmaceuticals Solutions Inc. IDEVCommon1,207,270379,08773,788,360,00027,426,657,0004.11  Hist 06/30/2023
STRYKER CORP SYKCommon68,03466,59920,756,705,00020,405,683,0001.16  Hist 06/30/2023
VANGUARD MALVERN FUNDS VTIPCommon1,022,717413,24548,497,269,00020,028,813,0002.70  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon187,20371,99741,237,118,00019,210,744,0002.29  Hist 06/30/2023
Vanguard BD Index Fund Inc Sho BSVCOM760,005220,41257,433,595,00016,813,014,0003.20  Hist 06/30/2023
iShares, Inc. IEMGCommon767,521155,81937,831,133,0009,264,621,0002.11  Hist 06/30/2023
SPDR Barclays Intermediate Term Corporate Bond ETF ITRcommon147,604139,9154,739,564,0004,494,823,0000.26  Hist 06/30/2023
Vanguard Small-Cap Value ETF VBRcommon91,73223,32515,172,610,0004,309,560,0000.84  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK22,9747,8979,357,171,0004,059,786,0000.52  Hist 06/30/2023
VANGUARD INDEX FUNDS VBETF56,34616,59211,206,687,0003,910,183,0000.62  Hist 06/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon21,47013,9163,487,524,0002,340,349,0000.19  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGSHCommon49,12337,7762,835,871,0002,179,787,0000.16  Hist 06/30/2023
iSHARES TRUST SUBCommon52,22920,3855,433,908,0002,113,440,0000.30  Hist 06/30/2023
VANGUARD STAR FUNDS VXUSCommon100,99728,6065,663,953,0001,919,854,0000.32  Hist 06/30/2023
PIMCO ETF Trust STPZCommon76,25936,3933,835,828,0001,847,711,0000.21  Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDcommon39,56625,9042,873,328,0001,841,256,0000.16  Hist 06/30/2023
iSHARES TRUST VLUECommon33,07318,7923,102,004,0001,800,346,0000.17  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHBCommon39,15531,4212,024,358,0001,677,795,0000.11  Hist 06/30/2023
VANGUARD INDEX FDS MID CAP VOSTOCK19,4906,3314,290,973,0001,608,936,0000.24  Hist 06/30/2023
iSHARES TRUST MBBCommon21,45014,6662,000,597,0001,371,344,0000.11  Hist 06/30/2023
LOCKHEED MARTIN CORP LMTCommon6,5182,9963,001,104,0001,287,247,0000.170.00 Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VCSHCommon38,43416,8162,907,917,0001,282,395,0000.16  Hist 06/30/2023
MARRIOTT INTERNATIONAL INC /MD/ MARCL A10,7046,0291,966,218,0001,270,151,0000.11  Hist 06/30/2023
VANGUARD BOND INDEX FUNDS BNDCommon87,80316,2456,382,401,0001,241,659,0000.36  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VSSCommon37,3829,0124,129,989,0001,213,185,0000.23  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T RSPCommon17,3526,9012,596,675,0001,120,457,0000.14  Hist 06/30/2023
SCHWAB STRATEGIC TRUST FNDACommon29,10319,8291,468,256,0001,034,975,0000.08  Hist 06/30/2023
AMERICAN CENTY ETF TR AVUSCommon22,51112,0211,692,602,000979,177,0000.09  Hist 06/30/2023
ISHARES MSCI EAFE INDEX FUND EFAETF85,1735,9166,175,107,000972,625,0000.34  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VEUETF68,65313,5263,735,453,000971,347,0000.21  Hist 06/30/2023
LOWES COMPANIES INC LOWCommon5,6363,8551,272,049,000917,040,0000.070.00 Hist 06/30/2023
Vanguard Charlotte Funds BNDXCommon52,40516,7912,561,564,000872,362,0000.14  Hist 06/30/2023
WisdomTree Trust DGRWCommon17,46211,5151,164,017,000805,056,0000.06  Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy