$371 Million is the total value of Cambridge Advisors Inc.'s 159 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $63,016,000 | +8.4% | 183,352 | -3.0% | 16.96% | -0.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $45,671,000 | +5.9% | 517,867 | +6.0% | 12.29% | -3.2% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $25,594,000 | +13.1% | 542,127 | -2.0% | 6.89% | +3.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $14,413,000 | +18.8% | 62,710 | -4.2% | 3.88% | +8.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $12,992,000 | +6.1% | 221,888 | +5.4% | 3.50% | -3.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $12,205,000 | +2.7% | 62,703 | -10.1% | 3.28% | -6.1% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $10,843,000 | +3.4% | 111,620 | +2.0% | 2.92% | -5.4% |
| AAPL | Sell | APPLE INC | $9,273,000 | +13.6% | 69,884 | -0.8% | 2.50% | +3.8% |
| MSFT | Sell | MICROSOFT CORP | $8,492,000 | +2.4% | 38,181 | -3.1% | 2.29% | -6.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,141,000 | +13.6% | 142,498 | -2.0% | 1.92% | +3.8% |
| AMGN | Buy | AMGEN INC | $5,828,000 | -9.2% | 25,350 | +0.4% | 1.57% | -17.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $5,783,000 | +13.0% | 68,095 | +5.0% | 1.56% | +3.2% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $5,777,000 | +18.0% | 29,675 | -6.8% | 1.56% | +7.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $4,998,000 | +7.4% | 21,556 | -1.3% | 1.34% | -1.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,781,000 | +9.7% | 33,865 | -0.0% | 1.29% | +0.2% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $4,246,000 | +3.9% | 33,063 | -6.8% | 1.14% | -5.0% |
| UNP | UNION PAC CORP | $4,077,000 | +5.8% | 19,582 | 0.0% | 1.10% | -3.3% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $3,716,000 | +15.0% | 14,225 | -0.5% | 1.00% | +5.0% |
| DHR | Sell | DANAHER CORPORATION | $3,477,000 | +2.2% | 15,653 | -0.9% | 0.94% | -6.6% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,260,000 | +4.9% | 59,562 | +5.5% | 0.88% | -4.0% |
| LOW | Sell | LOWES COS INC | $3,156,000 | -3.4% | 19,665 | -0.1% | 0.85% | -11.6% |
| NJAN | Sell | INNOVATOR ETFS TRnasdaq 100 pwr | $2,952,000 | +1.8% | 77,465 | -0.1% | 0.80% | -6.9% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,639,000 | -4.2% | 51,277 | -3.8% | 0.71% | -12.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,587,000 | +5.8% | 16,438 | +0.1% | 0.70% | -3.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,510,000 | +11.9% | 27,582 | -2.1% | 0.68% | +2.3% |
| CERN | CERNER CORP | $2,489,000 | +8.5% | 31,714 | 0.0% | 0.67% | -0.7% | |
| CAT | Sell | CATERPILLAR INC | $2,276,000 | +20.1% | 12,502 | -1.6% | 0.61% | +9.9% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,203,000 | +14.3% | 34,349 | -1.5% | 0.59% | +4.4% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $2,074,000 | +2.5% | 15,016 | -0.1% | 0.56% | -6.4% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,856,000 | +23.8% | 4,420 | -0.1% | 0.50% | +13.1% |
| NKE | NIKE INCcl b | $1,779,000 | +12.7% | 12,574 | 0.0% | 0.48% | +3.0% | |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,737,000 | -4.6% | 7,202 | -14.2% | 0.47% | -12.7% |
| GLW | Sell | CORNING INC | $1,736,000 | +10.8% | 48,234 | -0.2% | 0.47% | +1.1% |
| DFEB | Sell | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $1,715,000 | +4.1% | 52,954 | -0.6% | 0.46% | -4.7% |
| INTC | Sell | INTEL CORP | $1,676,000 | -5.9% | 33,638 | -2.2% | 0.45% | -14.1% |
| FB | Sell | FACEBOOK INCcl a | $1,582,000 | +2.1% | 5,793 | -2.1% | 0.43% | -6.8% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,568,000 | +29.1% | 23,235 | +21.0% | 0.42% | +17.9% |
| IJR | ISHARES TRcore s&p scp etf | $1,539,000 | +30.9% | 16,747 | 0.0% | 0.41% | +19.7% | |
| PEP | PEPSICO INC | $1,518,000 | +7.0% | 10,238 | 0.0% | 0.41% | -2.2% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $1,520,000 | +11.0% | 38,118 | 0.0% | 0.41% | +1.5% | |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,499,000 | +23.5% | 8,505 | -2.3% | 0.40% | +12.8% |
| SPY | SPDR S&P 500 ETF TRtr unit | $1,464,000 | +11.7% | 3,915 | 0.0% | 0.39% | +2.1% | |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $1,431,000 | +55.5% | 15,349 | +6.3% | 0.38% | +42.1% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,421,000 | +9.2% | 4,647 | -0.9% | 0.38% | 0.0% |
| NVS | NOVARTIS AGsponsored adr | $1,409,000 | +8.6% | 14,925 | 0.0% | 0.38% | -0.8% | |
| T | Buy | AT&T INC | $1,385,000 | +4.3% | 48,140 | +3.4% | 0.37% | -4.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,364,000 | +35.0% | 6,957 | +3.2% | 0.37% | +23.6% |
| V | Sell | VISA INC | $1,345,000 | +7.6% | 6,150 | -1.6% | 0.36% | -1.6% |
| GLD | Sell | SPDR GOLD TR | $1,342,000 | +0.6% | 7,524 | -0.1% | 0.36% | -8.1% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,339,000 | -3.9% | 22,294 | -4.0% | 0.36% | -12.4% |
| ABBV | Buy | ABBVIE INC | $1,274,000 | +22.4% | 11,889 | +0.0% | 0.34% | +11.7% |
| CSCO | Buy | CISCO SYS INC | $1,233,000 | +13.6% | 27,546 | +0.0% | 0.33% | +3.8% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,223,000 | +5.2% | 6,000 | -0.3% | 0.33% | -4.1% |
| PG | PROCTER AND GAMBLE CO | $1,220,000 | +0.2% | 8,766 | 0.0% | 0.33% | -8.6% | |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,217,000 | +9.7% | 33,808 | -4.2% | 0.33% | +0.3% |
| UNH | UNITEDHEALTH GROUP INC | $1,193,000 | +12.4% | 3,403 | 0.0% | 0.32% | +2.6% | |
| MRK | Buy | MERCK & CO. INC | $1,190,000 | -1.3% | 14,548 | +0.1% | 0.32% | -9.9% |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $1,150,000 | +0.7% | 18,530 | 0.0% | 0.31% | -7.7% | |
| ABT | ABBOTT LABS | $1,105,000 | +0.6% | 10,090 | 0.0% | 0.30% | -8.0% | |
| FEI | Buy | FIRST TR MLP & ENERGY INCOM | $1,101,000 | +28.5% | 189,485 | +2.5% | 0.30% | +17.5% |
| VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,086,000 | +10.0% | 20,000 | -1.5% | 0.29% | +0.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,074,000 | -0.4% | 9,086 | -0.5% | 0.29% | -9.1% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $1,071,000 | +12.5% | 12,039 | -13.6% | 0.29% | +2.9% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,064,000 | +23.7% | 15,612 | +0.7% | 0.29% | +13.0% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,051,000 | +12.6% | 3,350 | -0.2% | 0.28% | +2.9% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $1,028,000 | +10.5% | 22,703 | -5.5% | 0.28% | +1.1% |
| MDT | MEDTRONIC PLC | $1,029,000 | +12.7% | 8,784 | 0.0% | 0.28% | +3.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $993,000 | +27.5% | 6,245 | 0.0% | 0.27% | +16.6% | |
| IEF | ISHARES TRbarclays 7 10 yr | $968,000 | -1.5% | 8,071 | 0.0% | 0.26% | -10.0% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $928,000 | +5.9% | 2,153 | -2.9% | 0.25% | -3.1% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $914,000 | +11.6% | 10,985 | +11.1% | 0.25% | +2.1% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $885,000 | +3.1% | 17,218 | +3.4% | 0.24% | -5.9% |
| GOOGL | ALPHABET INCcap stk cl a | $880,000 | +19.6% | 502 | 0.0% | 0.24% | +9.2% | |
| EFA | ISHARES TRmsci eafe etf | $866,000 | +14.7% | 11,868 | 0.0% | 0.23% | +5.0% | |
| SBUX | Sell | STARBUCKS CORP | $846,000 | +23.0% | 7,903 | -1.2% | 0.23% | +12.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $836,000 | +29.8% | 6,579 | -1.6% | 0.22% | +18.4% |
| QCOM | QUALCOMM INC | $810,000 | +29.6% | 5,315 | 0.0% | 0.22% | +18.5% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $793,000 | +18.0% | 6,215 | 0.0% | 0.21% | +7.6% | |
| TGT | Sell | TARGET CORP | $769,000 | +11.6% | 4,357 | -0.5% | 0.21% | +2.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $729,000 | +15.0% | 12,110 | -0.3% | 0.20% | +4.8% |
| BLK | Sell | BLACKROCK INC | $704,000 | +21.8% | 975 | -4.9% | 0.19% | +11.8% |
| FBT | Buy | FIRST TR EXCHANGE-TRADED FDny arca biotech | $694,000 | +20.3% | 4,129 | +12.4% | 0.19% | +10.0% |
| SDY | SPDR SER TRs&p divid etf | $692,000 | +14.8% | 6,530 | 0.0% | 0.19% | +4.5% | |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $679,000 | +41.8% | 13,361 | +41.8% | 0.18% | +29.8% |
| ORCL | ORACLE CORP | $657,000 | +8.4% | 10,150 | 0.0% | 0.18% | -0.6% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $654,000 | +3.5% | 5,195 | 0.0% | 0.18% | -5.4% | |
| BA | Sell | BOEING CO | $631,000 | -3.5% | 2,950 | -25.4% | 0.17% | -11.9% |
| BDX | BECTON DICKINSON & CO | $626,000 | +7.6% | 2,502 | 0.0% | 0.17% | -1.2% | |
| AMZN | Sell | AMAZON COM INC | $622,000 | +1.3% | 191 | -2.1% | 0.17% | -7.7% |
| KO | Buy | COCA COLA CO | $594,000 | +11.9% | 10,831 | +0.7% | 0.16% | +2.6% |
| CVX | Sell | CHEVRON CORP NEW | $583,000 | +15.2% | 6,908 | -1.8% | 0.16% | +5.4% |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $574,000 | – | 38,039 | +100.0% | 0.16% | – |
| GILD | Sell | GILEAD SCIENCES INC | $534,000 | -9.9% | 9,170 | -2.3% | 0.14% | -17.7% |
| GRMN | GARMIN LTD | $535,000 | +26.2% | 4,468 | 0.0% | 0.14% | +15.2% | |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $515,000 | +56.1% | 6,800 | +40.1% | 0.14% | +43.3% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $511,000 | +13.6% | 2,410 | +1.0% | 0.14% | +3.8% |
| ORLY | OREILLY AUTOMOTIVE INC | $507,000 | -1.7% | 1,120 | 0.0% | 0.14% | -10.5% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $499,000 | -1.8% | 8,497 | -0.6% | 0.13% | -10.7% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $486,000 | +24.3% | 6,801 | 0.0% | 0.13% | +13.9% | |
| BOND | PIMCO ETF TRactive bd etf | $478,000 | +0.4% | 4,230 | 0.0% | 0.13% | -7.9% | |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $461,000 | +28.1% | 5,346 | +100.0% | 0.12% | +17.0% |
| JEPI | Buy | J P MORGAN EXCHANGE-TRADED Fequity premium | $453,000 | +7.3% | 8,123 | +2.7% | 0.12% | -1.6% |
| TOKE | Sell | CAMBRIA ETF TRcannabis etf | $441,000 | +33.6% | 30,130 | -0.2% | 0.12% | +22.7% |
| SYLD | Sell | CAMBRIA ETF TR | $443,000 | +16.9% | 9,944 | -9.2% | 0.12% | +6.2% |
| PFE | Buy | PFIZER INC | $437,000 | +1.2% | 11,878 | +1.0% | 0.12% | -7.1% |
| WY | WEYERHAEUSER CO MTN BE | $421,000 | +17.6% | 12,567 | 0.0% | 0.11% | +7.6% | |
| USB | US BANCORP DEL | $421,000 | +29.9% | 9,031 | 0.0% | 0.11% | +18.9% | |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $413,000 | +1.5% | 7,633 | +1.8% | 0.11% | -7.5% |
| PJAN | Buy | INNOVATOR ETFS TRs&p 500 power | $412,000 | +30.4% | 13,474 | +24.9% | 0.11% | +19.4% |
| EME | Sell | EMCOR GROUP INC | $402,000 | +34.4% | 4,399 | -0.3% | 0.11% | +22.7% |
| MMM | Sell | 3M CO | $397,000 | +4.5% | 2,271 | -4.2% | 0.11% | -4.5% |
| IBND | SPDR SER TRblombrg brc intl | $394,000 | +6.5% | 10,400 | 0.0% | 0.11% | -2.8% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $389,000 | +14.1% | 476 | -1.0% | 0.10% | +5.0% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $388,000 | +4.3% | 8,144 | +0.8% | 0.10% | -5.5% |
| EWJ | New | ISHARES INCmsci jpn etf new | $388,000 | – | 5,740 | +100.0% | 0.10% | – |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $380,000 | +8.3% | 59,689 | -8.9% | 0.10% | -1.0% |
| FDRR | Buy | FIDELITY COVINGTON TRUSTdivid etf risi | $377,000 | +14.6% | 10,229 | +0.8% | 0.10% | +4.1% |
| CLX | Sell | CLOROX CO DEL | $376,000 | -4.3% | 1,860 | -0.5% | 0.10% | -12.9% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $375,000 | -8.1% | 1,500 | -16.7% | 0.10% | -15.8% |
| NVDA | Sell | NVIDIA CORPORATION | $367,000 | -7.1% | 702 | -3.8% | 0.10% | -14.7% |
| WFC | Sell | WELLS FARGO CO NEW | $364,000 | +27.3% | 12,059 | -0.8% | 0.10% | +16.7% |
| DVY | ISHARES TRselect divid etf | $353,000 | +17.7% | 3,675 | 0.0% | 0.10% | +8.0% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $353,000 | -1.9% | 705 | -4.1% | 0.10% | -10.4% |
| KMB | KIMBERLY-CLARK CORP | $349,000 | -8.6% | 2,585 | 0.0% | 0.09% | -16.8% | |
| FDX | Sell | FEDEX CORP | $348,000 | -9.1% | 1,341 | -11.8% | 0.09% | -16.8% |
| FTV | FORTIVE CORP | $350,000 | -6.9% | 4,936 | 0.0% | 0.09% | -15.3% | |
| AXP | AMERICAN EXPRESS CO | $346,000 | +20.6% | 2,859 | 0.0% | 0.09% | +9.4% | |
| GOOG | ALPHABET INCcap stk cl c | $345,000 | +19.0% | 197 | 0.0% | 0.09% | +9.4% | |
| XOM | Sell | EXXON MOBIL CORP | $329,000 | +15.8% | 7,985 | -3.5% | 0.09% | +6.0% |
| DE | DEERE & CO | $322,000 | +21.5% | 1,195 | 0.0% | 0.09% | +11.5% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $319,000 | +16.8% | 6,869 | 0.0% | 0.09% | +7.5% | |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $305,000 | +11.7% | 7,096 | -14.2% | 0.08% | +2.5% |
| NOCT | New | INNOVATOR ETFS TRnasdaq 100 pwr | $302,000 | – | 8,370 | +100.0% | 0.08% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $293,000 | +13.1% | 2,518 | +0.8% | 0.08% | +3.9% |
| OUSM | Sell | OSI ETF TRoshares us smlcp | $288,000 | +18.5% | 9,243 | -0.1% | 0.08% | +8.3% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $274,000 | +9.2% | 13,074 | -0.8% | 0.07% | 0.0% |
| VDE | VANGUARD WORLD FDSenergy etf | $269,000 | +28.7% | 5,190 | 0.0% | 0.07% | +16.1% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $262,000 | +1.6% | 6,905 | -5.2% | 0.07% | -6.6% |
| SYY | SYSCO CORP | $260,000 | +19.3% | 3,500 | 0.0% | 0.07% | +9.4% | |
| ARKW | New | ARK ETF TRnext gnrtn inter | $252,000 | – | 1,722 | +100.0% | 0.07% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $250,000 | – | 9,600 | +100.0% | 0.07% | – |
| MCD | MCDONALDS CORP | $246,000 | -2.0% | 1,145 | 0.0% | 0.07% | -10.8% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $240,000 | +12.7% | 2,644 | 0.0% | 0.06% | +3.2% | |
| IAU | Buy | ISHARES GOLD TRUSTishares | $241,000 | +0.8% | 13,307 | +0.0% | 0.06% | -7.1% |
| KRE | New | SPDR SER TRs&p regl bkg | $242,000 | – | 4,651 | +100.0% | 0.06% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $241,000 | – | 6,401 | +100.0% | 0.06% | – |
| GSIE | GOLDMAN SACHS ETF TRactivebeta int | $242,000 | +13.1% | 7,600 | 0.0% | 0.06% | +3.2% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $237,000 | 0.0% | 4,235 | 0.0% | 0.06% | -8.6% | |
| PHB | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $224,000 | +5.2% | 11,513 | 0.0% | 0.06% | -4.8% | |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $223,000 | – | 5,032 | +100.0% | 0.06% | – |
| PSR | Buy | INVESCO ACTIVELY MANAGED ETFactive us real | $219,000 | +8.4% | 2,516 | +1.0% | 0.06% | 0.0% |
| OLED | New | UNIVERSAL DISPLAY CORP | $215,000 | – | 935 | +100.0% | 0.06% | – |
| ITB | ISHARES TRus home cons etf | $212,000 | -1.4% | 3,800 | 0.0% | 0.06% | -9.5% | |
| DDD | New | 3-D SYS CORP DEL | $211,000 | – | 20,150 | +100.0% | 0.06% | – |
| JNK | New | SPDR SER TRbloomberg brclys | $205,000 | – | 1,879 | +100.0% | 0.06% | – |
| EWG | New | ISHARES INCmsci germany etf | $201,000 | – | 6,330 | +100.0% | 0.05% | – |
| MAT | MATTEL INC | $189,000 | +48.8% | 10,850 | 0.0% | 0.05% | +37.8% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $170,000 | +77.1% | 11,750 | 0.0% | 0.05% | +64.3% | |
| FTEK | FUEL TECH INC | $60,000 | +361.5% | 15,469 | 0.0% | 0.02% | +300.0% | |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -6,502 | -100.0% | -0.06% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,382 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-25
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.