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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
ITOTIshares Tr
Recent Activity
Increased 9.19%
8.08%
$383.576M
3.053M shares@ $125.63 avg price
BSVOEa Series Trust
Recent Activity
Increased 4.87%
6.58%
$312.474M
14.146M shares@ $22.1 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 309.13%
4.75%
$225.281M
3.729M shares@ $60.43 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 16.7%
3.75%
$177.85M
2.517M shares@ $70.68 avg price
IDEVIshares Tr
Recent Activity
Increased 7.36%
3.4%
$161.078M
2.274M shares@ $70.84 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 14.97%
2.35%
$111.22M
3.951M shares@ $28.16 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 304.98%
2.22%
$105.041M
2.13M shares@ $49.32 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 342.4%
2.04%
$96.592M
2.023M shares@ $47.75 avg price
AAPLApple Inc
Recent Activity
Increased 6.98%
1.8%
$85.399M
366,516 shares@ $233.01 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 6.58%
1.75%
$83.092M
1.336M shares@ $62.21 avg price