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CIK: 0002011052
Total reported value
$355.8M
$355.8M
30 檔
45.3%
As reported in its official Q1 2024 Form 13F filing, Eaton-Cambridge Inc.'s tracked investment portfolio stood at $355.8M with 30 total positions.
During Q1 2024, Eaton-Cambridge 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 DFAC, VCSH, DFIC) accounted for 45.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 38.55% | +0.93% | +5.67% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 18.01% | -1.27% | +12.12% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 12.65% | -0.50% | +13.45% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 10.50% | -0.90% | +19.43% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.04% | +0.21% | +22.52% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.12% | -0.39% | +27.07% | |
| 7 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.19% | -0.03% | -18.96% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.08% | -23.02% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 0.90% | -0.02% | +9.67% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.09% | -11.08% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 0.61% | -0.05% | -4.94% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.54% | -0.07% | — | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | — | -1.19% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.07% | -3.16% | |
| 16 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.30% | — | +1.31% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.06% | -0.43% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.28% | +0.02% | +33.32% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.26% | -0.07% | EXIT | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.26% | +0.02% | -2.53% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | — | |
| 22 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.16% | -0.01% | +2.20% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | +8.22% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.16% | +0.23% | -52.54% | |
| 25 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.15% | -0.05% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.02% | -2.05% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | +0.07% | NEW | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.01% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.05% | -1.92% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | +0.02% | — |
According to official SEC Form 13F filings, Eaton-Cambridge Inc. reported a total U.S. public equity portfolio value of $355.8M across 30 disclosed positions in Q1 2024.
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During Q1 2024, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (38.5%)、VCSH (18.0%)、DFIC (12.7%). The largest single position, DFAC, represented 38.5% of total portfolio value.
In Q1 2024, Eaton-Cambridge 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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