Buckingham Capital Management, Inc. current holdings: USA ETF
Buckingham Capital Management, Inc. reported $0.34 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 27 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are SPIB, SPSB, IEI.
- SPIB: Country of operation —; Class PORTFOLIO INTRMD; Shares 3,191,870; Value $104,565,658.
- SPSB: Country of operation —; Class PORTFOLIO SHORT; Shares 1,301,056; Value $38,849,529.
- IEI: Country of operation —; Class 3 7 YR TREAS BD; Shares 300,018; Value $34,667,096.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 1,495,896; Value $33,956,837.
Form 13F-HR as filed (SEC CIK 1567634): quarter ended 2024-12-31, filed 2025-01-31. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|
SPIB
SPDR SER TR | | PORTFOLIO INTRMD | 3,191,870 | $104,565,658 | 2024-12-31 | 2025-01-31 | |
|---|
SPSB
SPDR SER TR | | PORTFOLIO SHORT | 1,301,056 | $38,849,529 | 2024-12-31 | 2025-01-31 | |
|---|
IEI
ISHARES TR | | 3 7 YR TREAS BD | 300,018 | $34,667,096 | 2024-12-31 | 2025-01-31 | |
|---|
SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 1,495,896 | $33,956,837 | 2024-12-31 | 2025-01-31 | |
|---|
VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 556,242 | $31,933,859 | 2024-12-31 | 2025-01-31 | |
|---|
SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 1,065,442 | $29,523,393 | 2024-12-31 | 2025-01-31 | |
|---|
SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 863,564 | $15,975,929 | 2024-12-31 | 2025-01-31 | |
|---|
SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 490,214 | $12,676,938 | 2024-12-31 | 2025-01-31 | |
|---|
SCHE
SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 263,093 | $7,006,156 | 2024-12-31 | 2025-01-31 | |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 108,203 | $6,742,129 | 2024-12-31 | 2025-01-31 | |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 18,897 | $5,476,437 | 2024-12-31 | 2025-01-31 | |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 36,985 | $4,261,412 | 2024-12-31 | 2025-01-31 | |
|---|
VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 41,727 | $3,255,123 | 2024-12-31 | 2025-01-31 | |
|---|
XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 31,381 | $3,037,997 | 2024-12-31 | 2025-01-31 | |
|---|
SPYM
SPDR SER TR | United States | PORTFOLIO S&P500 | 43,395 | $2,991,651 | 2024-12-31 | 2025-01-31 | |
|---|
DES
WISDOMTREE TR | | US SMALLCAP DIVD | 83,495 | $2,868,053 | 2024-12-31 | 2025-01-31 | |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 6,049 | $2,482,776 | 2024-12-31 | 2025-01-31 | |
|---|
SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 34,534 | $943,482 | 2024-12-31 | 2025-01-31 | |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 11,386 | $501,439 | 2024-12-31 | 2025-01-31 | |
|---|
XLRE
SELECT SECTOR SPDR TR | | RL EST SEL SEC | 12,050 | $490,074 | 2024-12-31 | 2025-01-31 | |
|---|
XLB
SELECT SECTOR SPDR TR | | SBI MATERIALS | 5,297 | $445,690 | 2024-12-31 | 2025-01-31 | |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 2,114 | $413,985 | 2024-12-31 | 2025-01-31 | |
|---|
SUSB
ISHARES TR | | ESG AWRE 1 5 YR | 13,110 | $323,817 | 2024-12-31 | 2025-01-31 | |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 536 | $315,532 | 2024-12-31 | 2025-01-31 | |
|---|
ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 2,617 | $274,497 | 2024-12-31 | 2025-01-31 | |
|---|
DNP
DNP SELECT INCOME FD INC | | COM | 11,060 | $97,549 | 2024-12-31 | 2025-01-31 | |
|---|
MMT
MFS MULTIMARKET INCOME TR | | SH BEN INT | 13,420 | $62,940 | 2024-12-31 | 2025-01-31 | |
|---|
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