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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
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
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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 3.74%
1.64%
$77.856M
811,420 shares@ $95.96 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 5.79%
1.01%
$47.841M
1.646M shares@ $29.07 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 44.92%
0.98%
$46.391M
1.362M shares@ $34.08 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 235.29%
0.92%
$43.401M
551,547 shares@ $78.7 avg price