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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
DFIPDimensional Etf Trust
Recent Activity
New Position
0.04%
$1.444M
34,153 shares@ $42.29 avg price
VUSBVanguard Bd Index Fds
Recent Activity
New Position
0.03%
$1.403M
28,089 shares@ $49.95 avg price
HYDVaneck Etf Trust
Recent Activity
New Position
0.03%
$1.228M
23,130 shares@ $53.07 avg price
HYMBSpdr Ser Tr
Recent Activity
New Position
0.03%
$1.183M
45,025 shares@ $26.28 avg price
SCHOSchwab Strategic Tr
Recent Activity
New Position
0.03%
$1.123M
22,931 shares@ $48.99 avg price
NHINational Health Invs Inc
Recent Activity
New Position
0.03%
$1.099M
13,078 shares@ $84.07 avg price
FMBFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.03%
$1.083M
20,845 shares@ $51.96 avg price
SHYGIshares Tr
Recent Activity
New Position
0.03%
$1.005M
23,144 shares@ $43.43 avg price
XSVMInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$837,630
15,232 shares@ $55.0 avg price
GLDMWorld Gold Tr
Recent Activity
New Position
0.02%
$811,508
15,567 shares@ $52.14 avg price