$366 Million is the total value of Cambridge Advisors Inc.'s 177 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTRI | New | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $1,465,000 | – | 110,151 | +100.0% | 0.40% | – |
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $492,000 | – | 18,391 | +100.0% | 0.13% | – |
| New | INNOVATOR ETFS TRbuffer step up s | $347,000 | – | 14,740 | +100.0% | 0.10% | – | |
| COST | New | COSTCO WHSL CORP NEW | $343,000 | – | 716 | +100.0% | 0.09% | – |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $317,000 | – | 6,938 | +100.0% | 0.09% | – | |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $306,000 | – | 9,450 | +100.0% | 0.08% | – |
| New | ALPS ETF TRoshares us smlcp | $300,000 | – | 9,491 | +100.0% | 0.08% | – | |
| New | ADVISORS INNER CIRCLE FD IIIstrategas macro | $297,000 | – | 13,095 | +100.0% | 0.08% | – | |
| BALT | New | INNOVATOR ETFS TRdefined wlt shld | $258,000 | – | 10,000 | +100.0% | 0.07% | – |
| New | ADVISORS INNER CIRCLE FD IIIstrategas gbl po | $211,000 | – | 9,293 | +100.0% | 0.06% | – | |
| New | INNOVATOR ETFS TRpower buffer set | $204,000 | – | 8,400 | +100.0% | 0.06% | – | |
| New | WARNER BROS DISCOVERY INC | $146,000 | – | 10,891 | +100.0% | 0.04% | – | |
| RJA | New | SWEDISH EXPT CR CORProg agri etn22 | $93,000 | – | 10,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
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.