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CIK: 0001633695
Total reported value
$581.7M
$581.7M
167 檔
30.9%
As reported in its official Q2 2024 Form 13F filing, Cambridge Advisors Inc.'s tracked investment portfolio stood at $581.7M with 167 total positions.
During Q2 2024, Cambridge Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.83% | +1.11% | -1.46% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.69% | -0.27% | +5.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.40% | +0.30% | -1.42% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.77% | +0.16% | -2.51% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.36% | -0.10% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.75% | -0.07% | +3.61% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.38% | +0.02% | -1.43% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.08% | +0.09% | +4.33% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.00% | +0.04% | -1.70% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.94% | -0.03% | +2.93% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.87% | -0.06% | +4.23% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.83% | -0.14% | +0.22% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.77% | -0.18% | +1.94% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.69% | -0.23% | +1.95% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.58% | -0.05% | +0.41% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.51% | +0.04% | -0.70% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.49% | -0.01% | -0.20% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.47% | +0.03% | +5.49% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.08% | -1.36% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.81% | -0.03% | +1.20% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | -0.02% | -0.83% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.26% | -0.22% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.69% | +0.01% | +1.28% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.68% | -0.03% | +7.43% | |
| 25 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.66% | -0.07% | -4.00% | |
| 26 | ACN | Accenture plc | Stock-Tech | 0.65% | -0.14% | -0.11% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.09% | -0.28% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | -0.03% | -0.71% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.02% | +779.42% | |
| 30 | EIPI | Ft Energy Income ETF | ETF-Other | 0.58% | -0.11% | — | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.57% | -0.04% | -2.67% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | -2.05% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | — | +1.89% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | +0.06% | +6.68% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.48% | — | -3.72% | |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.48% | -0.15% | +6.26% | |
| 37 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.46% | -0.02% | -8.39% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | -3.24% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.01% | +0.73% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.04% | +1.26% | |
| 41 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.40% | -0.04% | +1.01% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.38% | -0.01% | +5.37% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | — | — | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.08% | +0.58% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.01% | +0.74% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.35% | +0.01% | -0.07% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.03% | -3.21% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.01% | +1.35% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | +0.03% | — | |
| 50 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 0.33% | -0.01% | -0.70% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, VEA) accounted for 30.9% of total reported equity market value during Q2 2024.
During Q2 2024, Cambridge Advisors Inc.'s top holdings by market value included VOO (17.8%)、BND (10.7%)、VEA (6.4%). The largest single position, VOO, represented 17.8% of total portfolio value.
In Q2 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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