BSW

Buckingham Strategic Wealth Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$69.4M
3
+$41.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$41.8M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$39.2M

Top Sells

1
+$9.01M
2
+$7.69M
3
+$6.23M
4
AAPL icon
Apple
AAPL
+$5.75M
5
COST icon
Costco
COST
+$4.57M

Sector Composition

1 Technology 3.5%
2 Communication Services 1.85%
3 Financials 1.81%
4 Industrials 1.75%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.49T
$59.6M 0.63%
330,590
-49,928
DUHP icon
27
Dimensional US High Profitability ETF
DUHP
$10.1B
$58.8M 0.62%
1,860,862
+1,110,170
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$58.3M 0.62%
1,130,623
+57,478
EFV icon
29
iShares MSCI EAFE Value ETF
EFV
$27.3B
$52.7M 0.56%
968,193
-13,857
DFGR icon
30
Dimensional Global Real Estate ETF
DFGR
$2.93B
$52.2M 0.55%
2,044,048
+355,743
DIHP icon
31
Dimensional International High Profitability ETF
DIHP
$4.87B
$47.7M 0.5%
1,771,767
+1,048,279
IEI icon
32
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$47.2M 0.5%
407,402
+4,396
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.11T
$46.2M 0.49%
109,954
+1,849
DFNM icon
34
Dimensional National Municipal Bond ETF
DFNM
$1.82B
$44.4M 0.47%
923,790
+218,243
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$3.86T
$41.3M 0.44%
273,468
-1,059
VBR icon
36
Vanguard Small-Cap Value ETF
VBR
$31.9B
$41M 0.43%
213,604
-113
CASS icon
37
Cass Information Systems
CASS
$550M
$40.4M 0.43%
838,249
+2,729
DFAI icon
38
Dimensional International Core Equity Market ETF
DFAI
$12.3B
$40.1M 0.42%
1,326,231
+620,843
GBTC icon
39
Grayscale Bitcoin Trust
GBTC
$36.3B
$39.2M 0.41%
+687,025
SPY icon
40
SPDR S&P 500 ETF Trust
SPY
$700B
$37.6M 0.4%
71,894
-1,583
IWF icon
41
iShares Russell 1000 Growth ETF
IWF
$125B
$36.9M 0.39%
109,561
+4,807
DFSV icon
42
Dimensional US Small Cap Value ETF
DFSV
$5.79B
$36.6M 0.39%
1,215,861
+571,338
GOOG icon
43
Alphabet (Google) Class C
GOOG
$3.86T
$36.1M 0.38%
237,042
+880
VXUS icon
44
Vanguard Total International Stock ETF
VXUS
$111B
$33.1M 0.35%
549,132
+1,208
VWO icon
45
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$32.2M 0.34%
769,830
+78,010
PG icon
46
Procter & Gamble
PG
$346B
$31.3M 0.33%
193,030
-10,364
SCZ icon
47
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.5B
$31M 0.33%
489,583
-997
AVUS icon
48
Avantis US Equity ETF
AVUS
$10.2B
$29.7M 0.31%
331,887
-17,000
DFIC icon
49
Dimensional International Core Equity 2 ETF
DFIC
$11.4B
$29.6M 0.31%
1,107,448
+275,943
VTV icon
50
Vanguard Value ETF
VTV
$153B
$29.4M 0.31%
180,778
-13,754
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