$176 Million is the total value of Cambridge Advisors Inc.'s 126 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMD | Exit | Advanced Micro Devices | $0 | – | -10,000 | -100.0% | -0.01% | – |
| BSCK | Exit | Guggenheim Bullet Shares 2020 Corp BD | $0 | – | -2,100 | -100.0% | -0.03% | – |
| PHB | Exit | PowerShares Fundamental High Yield Corp Bond | $0 | – | -3,173 | -100.0% | -0.03% | – |
| PCY | Exit | PowerShares EM Sovereign Debt | $0 | – | -2,118 | -100.0% | -0.03% | – |
| SPLS | Exit | Staples Inc | $0 | – | -11,925 | -100.0% | -0.08% | – |
| RIG | Exit | Transocean Inc | $0 | – | -13,314 | -100.0% | -0.10% | – |
| SYY | Exit | Sysco Corp | $0 | – | -5,153 | -100.0% | -0.12% | – |
| PX | Exit | Praxair Inc. | $0 | – | -2,200 | -100.0% | -0.13% | – |
| SCHE | Exit | Schwab Emerging Markets Equity | $0 | – | -13,291 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-01-28
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.