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Jeffery Yorg

@Buckingham Strategic Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$4.749BTotal holdings752
Assets growth rate24.66%Assets growth rate (2-Q avg)17.41%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Buckingham Strategic Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 752 positions.

Assets under management

The assets under management (AUM) of Buckingham Strategic Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.749B in assets, with a quarterly growth rate of 24.66% and a 2-quarter average growth rate of 17.41%. The portfolio is managed by Jeffery Yorg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Decreased -0.53%
9.47%
$449.431M
13.107M shares@ $34.3 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -2.94%
4.21%
$199.495M
3.586M shares@ $55.64 avg price
DFIVDimensional Etf Trust
Recent Activity
Decreased -1.18%
3.35%
$158.674M
4.167M shares@ $38.09 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.52%
3.05%
$144.588M
3.468M shares@ $41.7 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -10.61%
1.75%
$82.704M
292,072 shares@ $283.17 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -2.77%
1.66%
$78.491M
2.906M shares@ $27.02 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -4%
0.58%
$27.103M
682,867 shares@ $39.7 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.47%
0.55%
$25.732M
71,229 shares@ $361.27 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -5.69%
0.45%
$20.949M
45,515 shares@ $460.27 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -11.96%
0.44%
$20.566M
102,427 shares@ $200.79 avg price