Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | 05-09-2024 | 03-31-2024 | 762 | 9,473,927,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 51 | $28,826,271 | 59,967 | 0.00 | 0.00 | 21,950 | 57.74 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 52 | $26,642,834 | 92,500 | 0.00 | 0.00 | 2,210 | 2.45 | 03-31-2024 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 53 | $26,472,033 | 461,346 | 0.00 | 0.00 | -23,927 | -4.93 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 54 | $25,957,560 | 317,407 | 0.00 | 0.00 | 26,998 | 9.30 | 03-31-2024 |
