Buckingham Strategic Partners

Q4 2021 13F-HR Holdings

Location
Saint Louis, MO
Holdings as of
12/31/2021
Date filed
2/10/2022
Form type
13F-HR
Num holdings
147
Total value ($000)
$479,033
Net value change ($000)
—
New positions
147
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/10/2022 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 134,205 —
DFIV 53,604 —
DFAT 49,239 —
DFAX 47,002 —
VGIT 41,878 —
IDEV 16,660 —
IEMG 14,263 —
DFUS 10,512 —
ADBE 6,767 —
SPY 5,206 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type