13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002085256
Total reported value
$317.6M
$317.6M
130 檔
25.6%
As reported in its official Q3 2024 Form 13F filing, Cambridge Financial Group, LLC's tracked investment portfolio stood at $317.6M with 130 total positions.
In Q3 2024, Cambridge Financial Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.83% | +1.01% | +11.91% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 7.56% | +0.69% | +3.18% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 6.37% | +0.26% | +14.02% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.55% | +0.63% | +7.14% | |
| 5 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 5.49% | +0.66% | +2.85% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.62% | -0.20% | -2.13% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.11% | -0.01% | -0.79% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.01% | +0.13% | -1.00% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.31% | -0.02% | -0.14% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.20% | +0.05% | -2.61% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.11% | -0.06% | +0.05% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.84% | -0.02% | -0.39% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.68% | -0.13% | +0.75% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.10% | +7.85% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.46% | +0.09% | -5.51% | |
| 16 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.45% | -0.03% | +1.67% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.39% | -0.14% | +6.74% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.38% | -0.25% | +0.68% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.22% | +0.04% | -7.03% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.19% | -0.04% | -0.70% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.14% | -0.14% | -2.64% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.14% | +0.04% | -4.80% | |
| 23 | DISV | Dimensional International Sm | ETF-Other | 1.12% | -0.14% | -6.52% | |
| 24 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.10% | +0.01% | -0.57% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.01% | +0.15% | +1.96% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.95% | +0.01% | -0.59% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.94% | -0.02% | +0.21% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.86% | +0.05% | +0.78% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.78% | -0.05% | +38.95% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.04% | +31.34% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.75% | -0.09% | -2.83% | |
| 32 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.73% | -0.04% | -0.83% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.72% | — | — | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.71% | +0.01% | -0.11% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.12% | -9.50% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | -0.13% | -4.43% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.62% | +0.01% | -7.54% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | -0.09% | +0.13% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.03% | -7.15% | |
| 40 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.61% | +0.09% | +4.08% | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.59% | +0.01% | +12.53% | |
| 42 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.57% | +0.06% | +10.83% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | — | — | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.52% | +0.01% | -0.17% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | -0.02% | +11.32% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.03% | -3.79% | |
| 47 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.46% | +0.04% | -1.15% | |
| 48 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.45% | +0.08% | +1.64% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | -0.21% | — | |
| 50 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.43% | — | +51.17% |
According to official SEC Form 13F filings, Cambridge Financial Group, LLC reported a total U.S. public equity portfolio value of $317.6M across 130 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFIC) accounted for 25.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
IBTI
市值: $249.1K
Top Position Liquidated / Trimmed
FXY
前期市值: $301.0K
During Q3 2024, Cambridge Financial Group, LLC's top holdings by market value included DFAC (8.8%)、DFAT (7.6%)、DFIC (6.4%). The largest single position, DFAC, represented 8.8% of total portfolio value.
In Q3 2024, Cambridge Financial Group, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 16 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.