$177 Million is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 131 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2013-07-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
META PLATFORMS INC | 42 | Q3 2023 | 18.1% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 6.1% |
ISHARES TR | 42 | Q3 2023 | 7.2% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 9.3% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
ISHARES TR | 42 | Q3 2023 | 4.2% |
APPLE INC | 42 | Q3 2023 | 4.0% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 3.7% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.5% |
US BANCORP DEL | 42 | Q3 2023 | 3.3% |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-09 |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.