Cambridge Financial Group, LLC — Q2 2025 13F Holdings

Name: Cambridge Financial Group, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002085256

Total reported value

$295.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	9.72%	+1.77%	+12.38%
2	DFIC	Dimensional International Co	ETF-Other	7.74%	+1.85%	+9.10%
3	DFAT	Dimensional US Target Value	ETF-Other	7.13%	+1.39%	+6.93%
4	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	5.75%	+1.42%	+11.11%
5	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	5.69%	+1.14%	+1.48%
6	DFAX	Dimensional World Ex US Core	ETF-Other	3.41%	+0.22%	-3.46%
7	SCHG	Schwab US Large-cap Growth	ETF-Other	2.99%	-0.84%	-0.08%
8	SLYV	Ss Spdr S&p 600 Sc Val ETF	ETF-Other	2.45%	-0.30%	-0.59%
9	IJS	Ishares S&p Small-cap 600 Va	ETF-Other	1.93%	-0.71%	+0.15%
10	SCHA	Schwab US Small-cap ETF	ETF-Other	1.88%	-0.47%	-2.63%
11	DFIV	Dimensional International Va	ETF-Other	1.77%	-0.24%	+0.41%
12	SCHX	Schwab US Large-cap ETF	ETF-Other	1.76%	-0.78%	-0.93%
13	SCHB	Schwab US Broad Market ETF	ETF-Other	1.70%	—	+43.82%
14	SCHF	Schwab Intl Equity ETF	ETF-Other	1.65%	-0.22%	+1.18%
15	VIOV	Vanguard S&p Small-cap 600 V	ETF-Other	1.61%	-0.35%	+325.82%
16	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.57%	-0.90%	-6.46%
17	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	1.47%	-0.53%	+1.33%
18	AAPL	Apple INC	Stock-Tech	1.20%	-0.19%	-9.29%
19	DGRO	Ishares Core Dividend Growth	ETF-Other	1.15%	+0.13%	+10.90%
20	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.14%	+0.21%	-0.93%
21	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	1.09%	+0.71%	—
22	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	1.08%	-0.30%	+0.13%
23	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.06%	—	-4.49%
24	SCHM	Schwab US Mid Cap ETF	ETF-Other	1.05%	-0.34%	+48.93%
25	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	1.04%	-0.23%	-6.97%
26	SCHV	Schwab US Large-cap Value	ETF-Other	0.92%	-0.14%	+1.32%
27	DISV	Dimensional International Sm	ETF-Other	0.88%	—	-17.53%
28	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.88%	—	+1.68%
29	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.83%	—	+18.30%
30	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.81%	-0.31%	+0.75%
31	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.79%	-0.39%	+37.25%
32	IWF	Ishares Russell 1000 Growth	ETF-Other	0.72%	—	+11.01%
33	MSFT	Microsoft CORP	Stock-Tech	0.68%	-0.17%	-15.06%
34	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.67%	—	—
35	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.67%	—	-6.43%
36	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	0.65%	+0.10%	-4.72%
37	AXP	American Express Co	Stock-Financials	0.64%	—	-2.11%
38	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	0.63%	—	+10.19%
39	IWB	Ishares Russell 1000 ETF	ETF-Other	0.62%	-0.20%	-0.55%
40	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.53%	—	-17.17%
41	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	0.52%	—	+9.13%
42	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.52%	+0.16%	+6.65%
43	AMZN	Amazon.com INC	Stock-Consumer Disc	0.51%	—	-3.99%
44	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.50%	—	-9.69%
45	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.48%	—	-0.46%
46	VNQ	Vanguard Real Estate ETF	ETF-Other	0.43%	-0.20%	EXIT
47	IWD	Ishares Russell 1000 Value E	ETF-Other	0.42%	—	+8.38%
48	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.42%	-0.25%	—
49	NVDA	Nvidia CORP	Stock-Tech	0.41%	+0.13%	-3.29%
50	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	0.39%	—	-0.24%

1–50 of 137

Holding changes this quarter

Position changes disclosed by Cambridge Financial Group, LLC for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VIOV	Vanguard S&p Small-cap 600 V	+1.2%	+325.82%	Add
2	DFAC	Dimensional US Core Equity 2	+0.7%	+12.38%	Add
3	DFIC	Dimensional International Co	+0.6%	+9.10%	Add
4	SCHB	Schwab US Broad Market ETF	+0.5%	+43.82%	Add
5	DFEV	Dimensional Emrg Mrkt Val	+0.5%	+11.11%	Add
6	SCHM	Schwab US Mid Cap ETF	+0.3%	+48.93%	Add
7	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.2%	+37.25%	Add
8	DFSI	Dimensional Int Sus Cor1 ETF	+0.1%	+18.30%	Add
9	AVUV	Avantis US Small Cap Value	+0.1%	+106.69%	Add
10	IBIT	Ishares Bitcoin Trust ETF	+0.1%	+6.65%	Add
11	SCHG	Schwab US Large-cap Growth	+0.1%	-0.08%	Trim
12	IWF	Ishares Russell 1000 Growth	+0.1%	+11.01%	Add
13	NVDA	Nvidia CORP	+0.1%	-3.29%	Trim
14	GEV	GE Vernova INC	+0.1%	—	Unchanged
15	AVGO	Broadcom INC	+0.1%	+5.26%	Add
16	DFEM	Dimensional Emrg Mrkt Core	0%	+1.48%	Add
17	DFAE	Dimensional Emerging Core Eq	0%	+9.13%	Add
18	GE	General Electric	0%	-0.10%	Trim
19	DGRO	Ishares Core Dividend Growth	0%	+10.90%	Add
20	AXP	American Express Co	0%	-2.11%	Trim
21	MDYV	Ss Spdr S&p 400 Mc Val ETF	0%	+10.19%	Add
22	DFUS	Dimensional US Eq Mkt ETF	—	+1.68%	Add
23	MSFT	Microsoft CORP	—	-15.06%	Trim
24	SCHF	Schwab Intl Equity ETF	0%	+1.18%	Add
25	VYMI	Vanguard Int High Dvd Yld In	0%	+1.33%	Add
26	IEFA	Ishares Core Msci Eafe ETF	0%	-0.93%	Trim
27	DFAT	Dimensional US Target Value	-0.1%	+6.93%	Add
28	SCHX	Schwab US Large-cap ETF	-0.1%	-0.93%	Trim
29	DFIV	Dimensional International Va	-0.1%	+0.41%	Add
30	DFAS	Dimensional US Small Cap ETF	-0.1%	+0.13%	Add
31	HD	Home Depot INC	-0.1%	-31.89%	Trim
32	PEP	Pepsico INC	-0.1%	-19.56%	Trim
33	CVX	Chevron CORP	-0.1%	-33.52%	Trim
34	LLY	Eli Lilly & Co	-0.1%	-23.09%	Trim
35	SCHA	Schwab US Small-cap ETF	-0.1%	-2.63%	Trim
36	DFSE	Dimensional Em Sus Core1 ETF	-0.1%	-29.54%	Trim
37	DFAX	Dimensional World Ex US Core	-0.2%	-3.46%	Trim
38	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-47.23%	Trim
39	V	Visa Inc-class A Shares	-0.2%	-38.13%	Trim
40	DISV	Dimensional International Sm	-0.2%	-17.53%	Trim
41	SCHD	Schwab US Dvd Equity ETF	-0.3%	-4.49%	Trim
42	BRK-A	Berkshire Hathaway Inc-cl A	-0.3%	—	Unchanged
43	AAPL	Apple INC	-0.4%	-9.29%	Trim
44	BSJT	Invesco Bulletshares 2029 Hy	—	NEW	New buy
45	BSJS	Invesco Bulletshares 2028 Hy	—	NEW	New buy
46	AVSE	Avantis Resp Emerg Mkts Eq-e	—	NEW	New buy
47	UNH	Unitedhealth Group INC	—	EXIT	Sold out
48	6D8	Dupont De Nemours INC	—	EXIT	Sold out
49	AVDE	Avantis International Equity	—	NEW	New buy
50	TGT	Target CORP	—	EXIT	Sold out