Buckingham Strategic Wealth, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $8.98 Billion distributed in 805 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $1.2B, Dimensional ETF Tr U S Target with a value of $645M, Dimensional ETF Tr Us Marketwi with a value of $567M, Dimensional ETF Tr U S Equity with a value of $468M, and Ishares Core S&P Total U.S. St with a value of $424M.
Examining the 13F form we can see an increase of $170M in the current position value, from $8.81B to 8.98B.
Buckingham Strategic Wealth, LLC is based out at Clayton, MO
Below you can find more details about Buckingham Strategic Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.98 Billion
ETFs: $7.33 Billion
Technology: $359 Million
Communication Services: $187 Million
Financial Services: $168 Million
Industrials: $161 Million
Consumer Cyclical: $141 Million
Healthcare: $134 Million
Consumer Defensive: $106 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
