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BUCKINGHAM STRATEGIC WEALTH, LLC

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST ISICommon1,608,086496,653157,335,183,00063,085,652,0002.24  Hist 06/30/2023
Apple Inc. AAPLCommon624,59377,626121,152,214,00050,084,770,0001.72  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon634,55994,045139,780,558,00036,439,697,0001.99  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
PROCTER & GAMBLE Co PGCommon204,047142,25830,962,134,00021,597,370,0000.440.01 Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGITCommon4,319,161330,160253,361,981,00020,085,187,0003.61  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
iShares, Inc. IEMGCommon867,676257,10742,767,764,00014,254,213,0000.61  Hist 06/30/2023
Tesla, Inc. TSLACOM94,6073,08324,765,183,00013,491,225,0000.35  Hist 06/30/2023
AMERICAN CENTY ETF TR AVUSCommon363,761141,07127,351,195,00012,206,042,0000.39  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 IVVCommon133,1345,07459,339,321,00010,137,421,0000.84  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK57,45519,43823,400,338,00010,043,458,0000.33  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD873,553118,97540,340,673,0008,671,028,0000.57  Hist 06/30/2023
iSHARES TRUST SHVCommon105,23970,41111,623,614,0007,795,320,0000.17  Hist 06/30/2023
iSHARES TRUST IWFCommon106,6112,57929,337,248,0007,049,408,0000.42  Hist 06/30/2023
ELI LILLY & Co LLYCommon24,78512,18711,623,549,0007,014,840,0000.170.00 Hist 06/30/2023
NVIDIA CORP NVDACommon21,5431,0349,113,079,0006,115,966,0000.130.00 Hist 06/30/2023
Broadcom Ltd AVGOCOM10,0864,7908,749,116,0005,787,833,0000.12  Hist 06/30/2023
AMERICAN CENTY ETF TR AVEMCommon228,90195,04112,317,160,0005,563,910,0000.18  Hist 06/30/2023
Dimensional ETF Trust DFAECommon861,115158,15620,201,764,0004,771,818,0000.29  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHFCommon357,712101,42012,752,422,0004,497,267,0000.18  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon106,4523,00436,300,256,0004,345,057,0000.52  Hist 06/30/2023
INVESCO QQQ TRUST, SERIES 1 QQQETF37,9671,30314,025,920,0004,262,956,0000.20  Hist 06/30/2023
Merck & Co., Inc. MRKCOM133,96832,54715,458,567,0004,205,955,0000.22  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGSHCommon196,33271,53611,334,231,0004,118,549,0000.16  Hist 06/30/2023
VANGUARD STAR FUNDS VXUSCommon544,68631,50230,545,966,0004,004,071,0000.43  Hist 06/30/2023
COSTCO WHOLESALE CORP /NEW COSTCommon16,9895,5349,146,513,0003,917,489,0000.13  Hist 06/30/2023
SPDR SERIES TRUST SSTCommon180,302133,7735,190,905,0003,846,691,0000.07  Hist 06/30/2023
Vanguard Growth ETF VUGETF29,8727,1198,452,689,0003,603,793,0000.12  Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDcommon69,78048,7075,067,418,0003,475,575,0000.07  Hist 06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF129,69430,86213,842,292,0003,413,501,0000.20  Hist 06/30/2023
TEXAS INSTRUMENTS INC TXNCommon29,58517,9135,325,975,0003,397,541,0000.08  Hist 06/30/2023
ORACLE CORP ORCLCommon46,63118,6875,553,293,0003,269,183,0000.080.00 Hist 06/30/2023
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