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CIK: 0001633695
Total reported value
$581.7M
$581.7M
167 檔
30.4%
In Q1 2024, Cambridge Advisors Inc.'s U.S. equity holdings reached a combined market value of $581.7M, distributed across 167 disclosed stock positions.
During Q1 2024, Cambridge Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, VEA) accounted for 30.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.65% | +1.11% | -2.44% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.32% | -0.27% | +2.36% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.69% | +0.30% | +1.68% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.08% | +0.16% | +396.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.98% | -0.36% | -0.51% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.72% | -0.07% | +4.08% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.38% | +0.02% | -2.87% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.04% | +0.09% | +1.36% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.97% | +0.04% | +7.86% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.83% | -0.18% | — | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.78% | -0.06% | +13.81% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.72% | -0.23% | +15.25% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.69% | -0.14% | -0.28% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.61% | +0.04% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.60% | -0.05% | -0.40% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.03% | -1.76% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.46% | +0.03% | -0.79% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.40% | -0.01% | +0.57% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.99% | -0.08% | -7.05% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.84% | -0.02% | -1.73% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.26% | -9.22% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.79% | -0.03% | +3.29% | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.76% | -0.14% | -4.29% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.73% | -0.09% | -6.25% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | +0.01% | +0.13% | |
| 26 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.67% | -0.07% | -0.60% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.65% | -0.03% | +1.08% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.03% | -5.61% | |
| 29 | FTCS | First Trust Capital Strength | ETF-Other | 0.61% | -0.04% | -2.86% | |
| 30 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | Stock-Other | 0.55% | — | +1.53% | |
| 31 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.54% | -0.15% | — | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | — | -1.95% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.02% | — | |
| 34 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.52% | -0.02% | -9.39% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.02% | +0.64% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.05% | -2.18% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | — | +4.34% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | +0.06% | -12.05% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.04% | -0.69% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.39% | — | -1.67% | |
| 41 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.38% | -0.04% | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.08% | -3.60% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.01% | -6.40% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.38% | -0.01% | -0.34% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.37% | +0.01% | +12.02% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.01% | +3.98% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.36% | -0.03% | +0.36% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.01% | +4.81% | |
| 49 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.34% | — | +1.25% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.02% | — |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.7M across 167 disclosed positions in Q1 2024.
During Q1 2024, Cambridge Advisors Inc.'s top holdings by market value included VOO (17.6%)、BND (10.3%)、VEA (6.7%). The largest single position, VOO, represented 17.6% of total portfolio value.
In Q1 2024, Cambridge Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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