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CIK: 0000733986
Total reported value
$6.9B
$6.9B
51 檔
29.7%
During the Q4 2024 filing period, Cambridge Associates LLC /ma/ /adv (CIK: 0000733986) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.9B across 51 reported positions.
In Q4 2024, Cambridge Associates LLC /ma/ /adv adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 15 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 32.85% | +0.89% | +62.07% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 17.33% | +1.46% | +10.24% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 6.32% | -0.22% | -5.02% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.19% | +0.19% | +91.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.28% | +0.03% | -6.91% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.11% | -0.20% | +12.20% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.01% | -0.43% | +142.75% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | -0.26% | -12.13% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.80% | +0.13% | +32.87% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.72% | +0.32% | +11.82% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.04% | +0.05% | — | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.61% | +0.01% | — | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.54% | — | +5.87% | |
| 14 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.54% | +0.01% | -7.46% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.48% | +0.02% | — | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.12% | -0.11% | -19.91% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.04% | -0.02% | +15.97% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | -0.05% | -14.25% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 0.83% | -0.27% | -11.32% | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.71% | +0.01% | — | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.67% | — | +15.63% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | -0.36% | EXIT | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.57% | -0.03% | -36.30% | |
| 24 | GNR | State Street Spdr S&p Global | ETF-Other | 0.50% | -0.15% | +32.53% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | -0.25% | EXIT | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.02% | -67.29% | |
| 27 | VDE | Vanguard Energy ETF | ETF-Other | 0.40% | -0.10% | +102.98% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.31% | — | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.31% | -0.16% | +2.66% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.03% | +5.84% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.29% | -0.19% | +505.20% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | +0.20% | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.19% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.18% | — | -26.80% | |
| 35 | VONE | Vanguard Russell 1000 | ETF-Other | 0.17% | — | — | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.17% | — | +25.82% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.15% | — | — | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | — | — | |
| 39 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.12% | +0.01% | -31.26% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.09% | -0.02% | — | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.08% | -0.10% | EXIT | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.08% | — | — | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.07% | -0.02% | — | |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.06% | — | — | |
| 45 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.05% | — | — | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.04% | — | — | |
| 47 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.03% | — | -69.93% | |
| 48 | ISRA | Vaneck Israel ETF | ETF-Other | 0.02% | -0.01% | — | |
| 49 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.02% | +0.09% | — | |
| 50 | URA | Global X Uranium ETF | ETF-Other | 0.02% | -0.01% | EXIT |
According to official SEC Form 13F filings, Cambridge Associates LLC /ma/ /adv reported a total U.S. public equity portfolio value of $6.9B across 51 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VT, VTIP) accounted for 29.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
VXUS
市值: $18.7M
Top Position Liquidated / Trimmed
QQQ
前期市值: $10.5M
During Q4 2024, Cambridge Associates LLC /ma/ /adv's top holdings by market value included VOO (32.9%)、VT (17.3%)、VTIP (6.3%). The largest single position, VOO, represented 32.9% of total portfolio value.
In Q4 2024, Cambridge Associates LLC /ma/ /adv made 47 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 14 holdings, and fully liquidating 15 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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