Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | 05-11-2023 | 03-31-2023 | 628 | 5,500,224,847 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 101 | $6,686,133 | 130,487 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| CHEVRON CORP NEW | COM | 102 | $6,669,847 | 37,160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 103 | $6,555,743 | 37,633 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 104 | $6,459,910 | 289,034 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
