$215 Million is the total value of Cambridge Advisors Inc.'s 130 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $3,952,000 | – | 45,460 | +100.0% | 1.83% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $3,556,000 | – | 25,060 | +100.0% | 1.65% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $722,000 | – | 8,910 | +100.0% | 0.34% | – |
| DVY | New | ISHARES TRselect divid etf | $348,000 | – | 4,260 | +100.0% | 0.16% | – |
| WY | New | WEYERHAEUSER CO | $263,000 | – | 8,505 | +100.0% | 0.12% | – |
| PYPL | New | PAYPAL HLDGS INC | $222,000 | – | 5,739 | +100.0% | 0.10% | – |
| SYY | New | SYSCO CORP | $203,000 | – | 4,335 | +100.0% | 0.09% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $201,000 | – | 4,658 | +100.0% | 0.09% | – |
| POT | New | POTASH CORP SASK INC | $172,000 | – | 10,100 | +100.0% | 0.08% | – |
| F | New | FORD MTR CO DEL | $159,000 | – | 11,764 | +100.0% | 0.07% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $42,000 | – | 10,150 | +100.0% | 0.02% | – |
| New | PEABODY ENERGY CORPsdcv 4.750%12/1 | $0 | – | 25,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 39 | Q2 2024 | 20.0% |
| Vanguard Total Bond Market ETF | 39 | Q2 2024 | 15.1% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 7.4% |
| ISHARES TR | 39 | Q2 2024 | 4.5% |
| Vanguard Total International Bond ETF | 39 | Q2 2024 | 4.2% |
| Vanguard Total Stock Market ET | 39 | Q2 2024 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 2.3% |
| Monsanto | 39 | Q2 2024 | 3.1% |
| Vanguard Small Cap ETF | 39 | Q2 2024 | 1.9% |
| VANGUARD SPECIALIZED PORTFOL | 39 | Q2 2024 | 1.8% |
View Cambridge Advisors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-20 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-11 |
| 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 |
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.