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Institutional Investment Manager
BUCKINGHAM STRATEGIC WEALTH, LLC
BUCKINGHAM STRATEGIC WEALTH, LLC (CIK: 0001542421) incorporated in Delaware, located at 8182 Maryland Ave., Clayton, MO. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 154 holdings with a total value of $216,005,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 GILEAD SCIENCES INC 4,171 296,000 0.14%
52 AQUA AMERICA INC 11,986 300,000 0.14%
53 UNILEVER N V 7,652 315,000 0.15%
54 Tortoise Egy Infrastruct 7,000 321,000 0.15%
55 CUMMINS INC 2,159 322,000 0.15%
56 VANGUARD INDEX FDS 1,934 331,000 0.15%
57 ISHARES TR 3YRTB ETF 3,500 335,000 0.16%
58 VANGUARD STAR FDS 6,467 338,000 0.16%
59 ROYAL DUTCH SHELL PLC 4,408 344,000 0.16%
60 ORACLE CORP 8,433 345,000 0.16%
61 FEDEX CORP 2,606 345,000 0.16%
62 PLAINS ALL AMERN PIPELINE L 6,283 346,000 0.16%
63 TEXAS INSTRS INC 7,594 358,000 0.17%
64 PRAXAIR INC 2,744 359,000 0.17%
65 BEAM INC 4,329 361,000 0.17%
66 FORD MTR CO DEL 23,311 364,000 0.17%
67 SCHLUMBERGER LTD 3,772 368,000 0.17%
68 ISHARES S&P GSCI COMMODITY I 11,491 379,000 0.18%
69 INTEL CORP 15,087 389,000 0.18%
70 WELLS FARGO & CO NEW 7,960 396,000 0.18%
71 UNITED PARCEL SERVICE INC 4,165 406,000 0.19%
72 JPMORGAN CHASE & CO 6,701 407,000 0.19%
73 ISHARES TR 4,730 409,000 0.19%
74 CRANE CO 5,793 412,000 0.19%
75 MCDONALDS CORP 4,396 431,000 0.20%
76 UNION PAC CORP 2,305 433,000 0.20%
77 ISHARES TR 3,958 436,000 0.20%
78 QUALCOMM INC 5,529 436,000 0.20%
79 SCHWAB U.S. REIT ETF 13,372 443,000 0.21%
80 COLGATE PALMOLIVE CO 7,233 469,000 0.22%
81 PFIZER INC 14,621 470,000 0.22%
82 ISHARES TR 5,439 473,000 0.22%
83 DISNEY WALT CO 5,961 477,000 0.22%
84 CONAGRA BRANDS INC 15,460 480,000 0.22%
85 Walgreens 7,289 481,000 0.22%
86 ISHARES TR 5,255 507,000 0.23%
87 BRISTOL MYERS SQUIBB CO 10,035 521,000 0.24%
88 ARES CAPITAL CORP 30,450 537,000 0.25%
89 ISHARES TR 8,224 553,000 0.26%
90 ENTERPRISE PRODS PARTNERS L 8,088 561,000 0.26%
91 VANGUARD BD INDEX FDS 7,179 575,000 0.27%
92 SCHWAB US AGGREGATE BOND ETF 11,806 604,000 0.28%
93 COCA COLA CO 15,881 614,000 0.28%
94 ISHARES TR 3,339 628,000 0.29%
95 ISHARES TR 5,837 630,000 0.29%
96 VERIZON COMMUNICATIONS INC 14,029 667,000 0.31%
97 DU PONT E I DE NEMOURS & CO 10,152 681,000 0.32%
98 AMGEN INC 5,608 692,000 0.32%
99 MERCK & CO INC 12,223 694,000 0.32%
100 3M CO 5,138 697,000 0.32%
Page 2 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-000865, filed 2014.04.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.