$169 Million is the total value of Cambridge Advisors Inc.'s 129 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | New | Medtronic Inc. | $866,000 | – | 12,937 | +100.0% | 0.51% | – |
| BSCH | New | Guggenheim BulletShares 2017 Corp Bond | $402,000 | – | 17,720 | +100.0% | 0.24% | – |
| VMBS | New | Vanguard Mortgage-Backed Securities | $400,000 | – | 7,500 | +100.0% | 0.24% | – |
| EFOI | New | Energy Focus, Inc. | $394,000 | – | 33,388 | +100.0% | 0.23% | – |
| BLK | New | BlackRock Inc. | $358,000 | – | 1,205 | +100.0% | 0.21% | – |
| EMC | New | EMC Corp | $300,000 | – | 12,405 | +100.0% | 0.18% | – |
| IP | New | International Paper | $275,000 | – | 7,273 | +100.0% | 0.16% | – |
| COP | New | Conocophillips | $246,000 | – | 5,130 | +100.0% | 0.14% | – |
| RSP | New | Rydex Guggenheim S&P 500 ETF | $239,000 | – | 3,246 | +100.0% | 0.14% | – |
| PCY | New | PowerShares EM Sovereign Debt | $58,000 | – | 2,118 | +100.0% | 0.03% | – |
| PHB | New | PowerShares Fundamental High Yield Corp Bond | $57,000 | – | 3,173 | +100.0% | 0.03% | – |
| BSCK | New | Guggenheim Bullet Shares 2020 Corp BD | $45,000 | – | 2,100 | +100.0% | 0.03% | – |
| AMD | New | Advanced Micro Devices | $17,000 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 36 | Q3 2023 | 20.0% |
| Vanguard Total Bond Market ETF | 36 | Q3 2023 | 15.1% |
| VANGUARD TAX-MANAGED INTL FD | 36 | Q3 2023 | 7.4% |
| ISHARES TR | 36 | Q3 2023 | 4.5% |
| Vanguard Total International Bond ETF | 36 | Q3 2023 | 4.2% |
| Vanguard Total Stock Market ET | 36 | Q3 2023 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 2.3% |
| Monsanto | 36 | Q3 2023 | 2.7% |
| Vanguard Small Cap ETF | 36 | Q3 2023 | 1.9% |
| VANGUARD SPECIALIZED PORTFOL | 36 | Q3 2023 | 1.8% |
View Cambridge Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-14 |
View Cambridge Advisors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.