$420 Million is the total value of Cambridge Advisors Inc.'s 179 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SILJ | Exit | ETF MANAGERS TRprime junir slvr | $0 | – | -10,000 | -100.0% | -0.03% | – |
JMST | Exit | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $0 | – | -4,071 | -100.0% | -0.05% | – |
SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -5,747 | -100.0% | -0.05% | – |
EWG | Exit | ISHARES INCmsci germany etf | $0 | – | -6,330 | -100.0% | -0.05% | – |
MDRX | Exit | ALLSCRIPTS HEALTHCARE SOLUTN | $0 | – | -11,750 | -100.0% | -0.05% | – |
FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -6,770 | -100.0% | -0.06% | – |
MAT | Exit | MATTEL INC | $0 | – | -37,350 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
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.