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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-5 YR TIPS ETF | 201 | $1,869,001 | 19,276 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| SCHWAB CHARLES CORP | COM | 202 | $1,858,453 | 22,321 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| SOUTHERN CO | COM | 203 | $1,821,816 | 25,512 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| THE CIGNA GROUP | COM | 204 | $1,799,436 | 5,431 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
