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CIK: 0002011052
Total reported value
$355.8M
$355.8M
30 檔
46.7%
In Q2 2024, Eaton-Cambridge Inc.'s U.S. equity holdings reached a combined market value of $355.8M, distributed across 30 disclosed stock positions.
During Q2 2024, Eaton-Cambridge 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 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 37.96% | +0.93% | +1.57% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 17.72% | -1.27% | +2.38% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 12.37% | -0.50% | +3.54% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 10.60% | -0.90% | +5.93% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.34% | +0.21% | +4.17% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.63% | -0.39% | +14.53% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.08% | +2.14% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.09% | +943.27% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.01% | -0.03% | -10.72% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 0.89% | -0.02% | +4.30% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 0.57% | -0.05% | -0.88% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.52% | -0.07% | — | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | -4.74% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | — | -0.30% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.07% | +0.69% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.06% | +1.29% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.29% | +0.02% | +3.89% | |
| 18 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.28% | — | -3.58% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | +0.02% | — | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | -0.07% | EXIT | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | -0.35% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.16% | +0.23% | -0.95% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.05% | +9.35% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.02% | -0.23% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.01% | — | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | +0.07% | NEW | |
| 28 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.12% | -0.05% | -11.28% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.02% | -1.99% | |
| 30 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.11% | -0.01% | -26.51% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCSH, DFIC) accounted for 46.7% of total reported equity market value during Q2 2024.
During Q2 2024, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (38.0%)、VCSH (17.7%)、DFIC (12.4%). The largest single position, DFAC, represented 38.0% of total portfolio value.
In Q2 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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