$443 Million is the total value of Cambridge Advisors Inc.'s 184 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $307,000 | – | 14,385 | +100.0% | 0.07% | – |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $246,000 | – | 10,242 | +100.0% | 0.06% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $216,000 | – | 2,275 | +100.0% | 0.05% | – |
| New | FIRST TR EXCHNG TRADED FD VIskybridge crypto | $206,000 | – | 12,000 | +100.0% | 0.05% | – | |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $207,000 | – | 3,039 | +100.0% | 0.05% | – |
| SILJ | New | ETF MANAGERS TRprime junir slvr | $125,000 | – | 10,000 | +100.0% | 0.03% | – |
| RIG | New | TRANSOCEAN LTD | $38,000 | – | 13,800 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
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.