$296 Million is the total value of Cambridge Advisors Inc.'s 142 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -4,184 | -100.0% | -0.08% | – |
| EXC | Exit | EXELON CORP | $0 | – | -5,104 | -100.0% | -0.08% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,980 | -100.0% | -0.08% | – |
| Exit | FIRST TR EXCHANGE TRADED FDdj internt idx | $0 | – | -1,677 | -100.0% | -0.08% | – | |
| VRX | Exit | VALEANT PHARMACEUTICALS INTL | $0 | – | -10,625 | -100.0% | -0.09% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -8,486 | -100.0% | -0.11% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -24,684 | -100.0% | -0.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-24
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.