Buckingham Strategic Wealth, LLC 13F 持仓 · 最近申报 2024年Q2
Buckingham Strategic Wealth 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 765 只证券，申报市值合计 96.62 亿美元。前几大持仓：DFAC（12.45%）、DFAT（6.68%）、BSVO（6.15%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $1.20B | 12.45% | 37.3M | 减持 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $645.1M | 6.68% | 12.4M | 减持 |
| 3 | BSVO | EA SERIES TRUST | $594.1M | 6.15% | 29.2M | 增持 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $566.6M | 5.86% | 14.4M | 减持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $468.3M | 4.85% | 8.0M | 增持 |
| 6 | ITOT | ISHARES TR | $423.9M | 4.39% | 3.6M | 增持 |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $401.4M | 4.15% | 11.2M | 减持 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $384.5M | 3.98% | 6.6M | 增持 |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $285.6M | 2.96% | 11.2M | 减持 |
| 10 | VTI | VANGUARD INDEX FDS | $204.0M | 2.11% | 762,645 | 增持 |
| 11 | AVDV | AMERICAN CENTY ETF TR | $167.6M | 1.73% | 2.6M | 增持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $163.7M | 1.69% | 2.7M | 减持 |
| 13 | AVUV | AMERICAN CENTY ETF TR | $155.2M | 1.61% | 1.7M | 减持 |
| 14 | IDEV | ISHARES TR | $151.1M | 1.56% | 2.3M | 增持 |
| 15 | AAPL | APPLE INC | $125.6M | 1.30% | 596,731 | 减持 |
| 16 | VTIP | VANGUARD MALVERN FDS | $116.5M | 1.21% | 2.4M | 增持 |
| 17 | IVV | ISHARES TR | $114.8M | 1.19% | 209,830 | 减持 |
| 18 | BSV | VANGUARD BD INDEX FDS | $111.6M | 1.16% | 1.5M | 减持 |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $105.8M | 1.10% | 4.0M | 增持 |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $97.6M | 1.01% | 2.1M | 增持 |
| 21 | MSFT | MICROSOFT CORP | $89.8M | 0.93% | 200,965 | 增持 |
| 22 | DISV | DIMENSIONAL ETF TRUST | $84.7M | 0.88% | 3.1M | 增持 |
| 23 | DUHP | DIMENSIONAL ETF TRUST | $67.2M | 0.70% | 2.1M | 增持 |
| 24 | META | META PLATFORMS INC | $67.0M | 0.69% | 132,946 | 减持 |
| 25 | AMZN | AMAZON COM INC | $63.8M | 0.66% | 330,828 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR