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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 (2016Q4)
Portfolio Summary: 230 holdings with a total value of $310,417,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 WELLS FARGO & CO NEW 25,752 1,419,000 0.46%
52 VANGUARD INDEX FDS 10,288 1,327,000 0.43%
53 3M CO 7,045 1,258,000 0.41%
54 ISHARES TR 5,438 1,223,000 0.39%
55 MERCK & CO INC 20,447 1,204,000 0.39%
56 BANK AMER CORP 53,763 1,188,000 0.38%
57 VANGUARD TAX-MANAGED FDS 31,401 1,147,000 0.37%
58 COCA COLA CO 27,190 1,127,000 0.36%
59 AMGEN INC 7,600 1,111,000 0.36%
60 FIRST COMWLTH FINL CORP PA COM 75,741 1,074,000 0.35%
61 NEWPARK RES INC COM PAR $.01NEW 141,820 1,064,000 0.34%
62 ISHARES TR 9,265 1,049,000 0.34%
63 INTEL CORP 28,599 1,037,000 0.33%
64 COLGATE PALMOLIVE CO 14,985 981,000 0.32%
65 SCHWAB U.S. BROAD MARKET ETF 17,974 974,000 0.31%
66 Bankwell Financial Group Inc 29,835 970,000 0.31%
67 INTERNATIONAL BUSINESS MACHS 5,764 957,000 0.31%
68 HOME DEPOT INC 6,966 934,000 0.30%
69 DISNEY WALT CO 8,853 923,000 0.30%
70 VANGUARD INTL EQUITY INDEX F 15,869 922,000 0.30%
71 ABBVIE INC 14,506 908,000 0.29%
72 HCP INC 30,241 899,000 0.29%
73 MCDONALDS CORP 7,329 892,000 0.29%
74 WAL-MART STORES INC 12,875 890,000 0.29%
75 ISHARES TR 8,454 888,000 0.29%
76 PHILIP MORRIS INTL INC 9,086 831,000 0.27%
77 DYNAGAS LNG PARTNERS LP 50,000 799,000 0.26%
78 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 14,876 794,000 0.26%
79 WALGREENS BOOTS ALLIANCE INC 9,507 787,000 0.25%
80 UNITED PARCEL SERVICE INC 6,857 786,000 0.25%
81 EMERSON ELEC CO 14,030 782,000 0.25%
82 SPDR INDEX SHS FDSDJ GLB RL ES ETF 16,635 780,000 0.25%
83 QUALCOMM INC 11,756 766,000 0.25%
84 VANGUARD WORLD FD 6,878 736,000 0.24%
85 BRISTOL MYERS SQUIBB CO 12,503 731,000 0.24%
86 ORACLE CORP 18,404 708,000 0.23%
87 SCHLUMBERGER LTD 8,358 702,000 0.23%
88 DU PONT E I DE NEMOURS & CO 9,532 700,000 0.23%
89 EXPRESS SCRIPTS HLDG CO 10,045 691,000 0.22%
90 ISHARES RUSSELL 3000 ETF 5,103 679,000 0.22%
91 AMEREN CORP 12,911 677,000 0.22%
92 ISHARES TR 4,909 675,000 0.22%
93 BLACKROCK INC 1,773 675,000 0.22%
94 UNITED TECHNOLOGIES CORP 6,147 674,000 0.22%
95 ISHARES TR 11,519 665,000 0.21%
96 ONEOK PARTNERS LP 15,437 664,000 0.21%
97 ENTERPRISE PRODS PARTNERS L 23,991 649,000 0.21%
98 VISA INC 8,302 648,000 0.21%
99 GENERAL DYNAMICS CORP 3,666 633,000 0.20%
100 VANGUARD CHARLOTTE FDS 11,652 633,000 0.20%
Page 2 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000214, filed 2017.01.30).

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.