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CIK: 0002011052
Total reported value
$355.8M
$355.8M
35 檔
53.5%
During the Q4 2024 filing period, Eaton-Cambridge Inc. (CIK: 0002011052) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $355.8M across 35 reported positions.
In Q4 2024, Eaton-Cambridge Inc. displayed an active expansion posture, initiating 6 new positions and adding to 17 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 | 35.88% | +0.93% | -0.18% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 18.30% | -1.27% | +13.17% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 12.30% | -0.90% | +22.93% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 12.19% | -0.50% | +11.74% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.28% | +0.21% | +11.49% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.71% | -0.39% | +14.82% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.08% | -0.09% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.09% | +0.84% | |
| 9 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.85% | -0.03% | -2.42% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 0.76% | -0.02% | +0.08% | |
| 11 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.51% | -0.07% | +8.12% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 0.48% | -0.05% | -0.20% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.07% | +1.14% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.04% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | — | +5.34% | |
| 16 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.29% | — | +7.17% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.25% | +0.02% | — | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | +0.02% | — | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.06% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.02% | +9.23% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | -0.07% | EXIT | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.05% | +21.25% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.02% | +0.62% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | -6.32% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.13% | +0.23% | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | +0.01% | — | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.12% | -0.01% | +12.01% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | +0.07% | NEW | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | +0.01% | — | |
| 31 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.11% | -0.05% | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.10% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.03% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.02% | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +1.2% | +22.93% | Add |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +13.17% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.3% | +14.82% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 9 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.1% | +0.84% | Add |
| 11 | AMZN | Amazon.com Inc | 0% | +1.14% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | +21.25% | Add |
| 13 | AAPL | Apple Inc | 0% | -0.09% | Trim |
| 14 | AVUS | Avantis U.s. Equity ETF | 0% | +8.12% | Add |
| 15 | META | Meta Platforms Inc-class A | 0% | +9.23% | Add |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +0.62% | Add |
| 17 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
| 18 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 19 | DFCF | Dimensional Core Fixed Inc | — | +12.01% | Add |
| 20 | AVGE | Avantis All Eqty Mrkts ETF | 0% | +7.17% | Add |
| 21 | MSFT | Microsoft CORP | 0% | +5.34% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | -6.32% | Trim |
| 23 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 24 | AVSF | Avantis Short-term Fixed Inc | 0% | — | Unchanged |
| 25 | UNH | Unitedhealth Group Inc | 0% | +3.64% | Add |
| 26 | AVEM | Avantis Emerging Markets Eq | 0% | — | Unchanged |
| 27 | UPS | United Parcel Service-cl B | 0% | +3.12% | Add |
| 28 | DFAE | Dimensional Emerging Core Eq | 0% | — | Unchanged |
| 29 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 30 | AVDE | Avantis International Equity | -0.1% | -0.20% | Trim |
| 31 | IWD | Ishares Russell 1000 Value E | -0.1% | EXIT | Sold out |
| 32 | DFAI | Dimensional International Co | -0.1% | +0.08% | Add |
| 33 | AVIG | Avantis Core Fixed Income | -0.1% | -2.42% | Trim |
| 34 | DFEM | Dimensional Emrg Mrkt Core | -0.2% | +11.49% | Add |
| 35 | DFIC | Dimensional International Co | -0.4% | +11.74% | Add |
| 36 | DFAC | Dimensional US Core Equity 2 | -2% | -0.18% | Trim |
According to official SEC Form 13F filings, Eaton-Cambridge Inc. reported a total U.S. public equity portfolio value of $355.8M across 35 disclosed positions in Q4 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, VCSH, BND) accounted for 53.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPY
市值: $430.8K
Top Position Liquidated / Trimmed
IWD
前期市值: $202.9K
During Q4 2024, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (35.9%)、VCSH (18.3%)、BND (12.3%). The largest single position, DFAC, represented 35.9% of total portfolio value.
In Q4 2024, Eaton-Cambridge Inc. made 29 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 5 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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