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CIK: 0002011052
Total reported value
$355.8M
$355.8M
34 檔
54.5%
At the close of Q1 2025, Eaton-Cambridge Inc. disclosed equity holdings valued at approximately $355.8M, spread across 34 reported holdings.
Eaton-Cambridge Inc. executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 6 holdings and trimming 12 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VCSH, DFIC) accounted for 54.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 32.79% | +0.93% | -0.49% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 17.77% | -1.27% | -0.32% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 13.49% | -0.50% | +6.94% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 12.83% | -0.90% | +6.09% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.42% | +0.21% | +5.09% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.54% | -0.39% | -0.57% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.94% | -0.07% | +311.17% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.08% | +1.32% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.09% | -5.94% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 0.79% | -0.02% | +0.01% | |
| 11 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.75% | -0.05% | +616.77% | |
| 12 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.70% | -0.03% | -16.16% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 0.53% | -0.05% | +6.88% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | -0.03% | — | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.42% | +0.23% | +222.58% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.04% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.07% | +1.08% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | — | -5.22% | |
| 19 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.28% | — | -0.43% | |
| 20 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.25% | -0.03% | — | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.25% | +0.02% | +0.02% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.06% | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | +0.02% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | -8.45% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | +0.01% | +21.15% | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.15% | -0.07% | EXIT | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.14% | -0.02% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | +0.02% | -0.62% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.05% | +1.99% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | -0.96% | |
| 31 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.12% | -0.01% | +5.70% | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.12% | -0.02% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.11% | +0.07% | NEW | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.09% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +1.4% | +311.17% | Add |
| 2 | DFIC | Dimensional International Co | +1.3% | +6.94% | Add |
| 3 | AVSF | Avantis Short-term Fixed Inc | +0.6% | +616.77% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.5% | +6.09% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | NEW | New buy |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.3% | +222.58% | Add |
| 7 | VTES | Vanguard Sh Term Tax-ex Bond | +0.3% | NEW | New buy |
| 8 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +5.09% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 10 | DFSD | Dimensional Short Duration | +0.1% | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 12 | AVDE | Avantis International Equity | +0.1% | +6.88% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +21.15% | Add |
| 14 | DFAI | Dimensional International Co | 0% | +0.01% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 16 | DFCF | Dimensional Core Fixed Inc | — | +5.70% | Add |
| 17 | DFAE | Dimensional Emerging Core Eq | — | +0.02% | Add |
| 18 | JPM | Jpmorgan Chase & Co | — | -0.62% | Trim |
| 19 | AVGE | Avantis All Eqty Mrkts ETF | 0% | -0.43% | Trim |
| 20 | UNH | Unitedhealth Group Inc | 0% | -3.91% | Trim |
| 21 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | -0.96% | Trim |
| 23 | UPS | United Parcel Service-cl B | 0% | -5.13% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +1.99% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | -8.45% | Trim |
| 26 | IVW | Ishares S&p 500 Growth ETF | -0.1% | — | Unchanged |
| 27 | MSFT | Microsoft CORP | -0.1% | -5.22% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | +1.08% | Add |
| 29 | HD | Home Depot Inc | -0.1% | EXIT | Sold out |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | EXIT | Sold out |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 32 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 33 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
| 34 | AVIG | Avantis Core Fixed Income | -0.2% | -16.16% | Trim |
| 35 | AAPL | Apple Inc | -0.2% | +1.32% | Add |
| 36 | BSV | Vanguard Short-term Bond ETF | -0.2% | -0.57% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | EXIT | Sold out |
| 38 | NVDA | Nvidia CORP | -0.3% | -5.94% | Trim |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | -0.32% | Trim |
| 40 | DFAC | Dimensional US Core Equity 2 | -3.1% | -0.49% | Trim |
According to official SEC Form 13F filings, Eaton-Cambridge Inc. reported a total U.S. public equity portfolio value of $355.8M across 34 disclosed positions in Q1 2025.
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.
Top New Position Initiated
VTEB
市值: $1.0M
Top Position Liquidated / Trimmed
SPY
前期市值: $430.8K
During Q1 2025, Eaton-Cambridge Inc.'s top holdings by market value included DFAC (32.8%)、VCSH (17.8%)、DFIC (13.5%). The largest single position, DFAC, represented 32.8% of total portfolio value.
In Q1 2025, Eaton-Cambridge Inc. made 37 total portfolio adjustments, initiating 5 new buys, adding to 14 positions, trimming 12 holdings, and fully liquidating 6 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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