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CIK: 0002011052
Total reported value
$355.8M
$355.8M
30 檔
50.7%
According to the latest 13F quarterly dataset, Eaton-Cambridge Inc. managed an equity portfolio of $355.8M at the end of Q3 2024, spanning 30 distinct U.S. exchange-listed positions.
In Q3 2024, Eaton-Cambridge Inc. displayed an active expansion posture, initiating 1 new positions and adding to 13 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 | 37.88% | +0.93% | +1.21% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 17.50% | -1.27% | +3.67% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 12.63% | -0.50% | +2.92% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 11.11% | -0.90% | +8.38% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.43% | +0.21% | +4.03% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.38% | -0.39% | +0.48% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.08% | +1.19% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.09% | +4.57% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.97% | -0.03% | -0.41% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 0.88% | -0.02% | — | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 0.56% | -0.05% | -1.60% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.50% | -0.07% | -2.78% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.07% | +1.72% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | — | -2.72% | |
| 16 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.30% | — | +8.24% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.06% | -1.84% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.29% | +0.02% | — | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.25% | +0.02% | — | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.20% | -0.07% | EXIT | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | -1.22% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.15% | +0.23% | -0.30% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | -1.77% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.14% | +0.07% | NEW | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.02% | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.01% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.05% | +0.32% | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.12% | -0.01% | +8.56% | |
| 29 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.12% | -0.05% | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.5% | +8.38% | Add |
| 2 | DFIC | Dimensional International Co | +0.3% | +2.92% | Add |
| 3 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | New buy |
| 4 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +4.03% | Add |
| 5 | AAPL | Apple Inc | 0% | +1.19% | Add |
| 6 | AVGE | Avantis All Eqty Mrkts ETF | 0% | +8.24% | Add |
| 7 | UNH | Unitedhealth Group Inc | 0% | +3.35% | Add |
| 8 | META | Meta Platforms Inc-class A | 0% | -1.22% | Trim |
| 9 | DFCF | Dimensional Core Fixed Inc | 0% | +8.56% | Add |
| 10 | DFAE | Dimensional Emerging Core Eq | — | — | Unchanged |
| 11 | ITOT | Ishares Core S&p Total U.s. | — | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 13 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 14 | AVSF | Avantis Short-term Fixed Inc | — | — | Unchanged |
| 15 | DFAI | Dimensional International Co | 0% | — | Unchanged |
| 16 | AVDE | Avantis International Equity | 0% | -1.60% | Trim |
| 17 | AVEM | Avantis Emerging Markets Eq | 0% | -0.30% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | -1.77% | Trim |
| 19 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 20 | AVUS | Avantis U.s. Equity ETF | 0% | -2.78% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +0.32% | Add |
| 22 | UPS | United Parcel Service-cl B | 0% | -3.74% | Trim |
| 23 | AVIG | Avantis Core Fixed Income | 0% | -0.41% | Trim |
| 24 | LLY | Eli Lilly & Co | 0% | -1.84% | Trim |
| 25 | AMZN | Amazon.com Inc | 0% | +1.72% | Add |
| 26 | NVDA | Nvidia CORP | -0.1% | +4.57% | Add |
| 27 | MSFT | Microsoft CORP | -0.1% | -2.72% | Trim |
| 28 | DFAC | Dimensional US Core Equity 2 | -0.1% | +1.21% | Add |
| 29 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +3.67% | Add |
| 31 | BSV | Vanguard Short-term Bond ETF | -0.3% | +0.48% | Add |
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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCSH, DFIC) accounted for 50.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWD
市值: $202.9K
Top Position Liquidated / Trimmed
AVGO
前期市值: $237.6K
During Q3 2024, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (37.9%)、VCSH (17.5%)、DFIC (12.6%). The largest single position, DFAC, represented 37.9% of total portfolio value.
In Q3 2024, Eaton-Cambridge Inc. made 24 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 9 holdings, and fully liquidating 1 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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