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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
DFNMDimensional Etf Trust
Recent Activity
New Position
0.26%
$12.341M
254,254 shares@ $48.55 avg price
IEIIshares Tr
Recent Activity
New Position
0.25%
$11.644M
97,350 shares@ $119.61 avg price
SUBIshares Tr
Recent Activity
New Position
0.11%
$5.036M
47,428 shares@ $106.2 avg price
NBHCNational Bk Hldgs Corp
Recent Activity
New Position
0.1%
$4.496M
106,801 shares@ $42.1 avg price
STPZPimco Etf Tr
Recent Activity
New Position
0.08%
$3.667M
69,417 shares@ $52.83 avg price
SHMSpdr Ser Tr
Recent Activity
New Position
0.06%
$2.586M
53,716 shares@ $48.15 avg price
DUSBDimensional Etf Trust
Recent Activity
New Position
0.05%
$2.35M
46,289 shares@ $50.78 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
New Position
0.05%
$1.907M
40,646 shares@ $46.92 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.04%
$1.462M
59,782 shares@ $24.47 avg price
DFARDimensional Etf Trust
Recent Activity
New Position
0.04%
$1.452M
56,635 shares@ $25.65 avg price