$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DMAY | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $0 | – | -5,925 | -100.0% | -0.05% | – |
| CCJ | Exit | CAMECO CORP | $0 | – | -7,050 | -100.0% | -0.05% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -2,000 | -100.0% | -0.05% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,777 | -100.0% | -0.05% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -5,600 | -100.0% | -0.05% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -2,552 | -100.0% | -0.05% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -4,731 | -100.0% | -0.05% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -3,101 | -100.0% | -0.05% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -1,653 | -100.0% | -0.05% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -3,800 | -100.0% | -0.05% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -3,087 | -100.0% | -0.06% | – |
| KRE | Exit | SPDR SER TRs&p regl bkg | $0 | – | -5,409 | -100.0% | -0.09% | – |
| OUSM | Exit | OSI ETF TRoshares us smlcp | $0 | – | -12,540 | -100.0% | -0.10% | – |
| CERN | Exit | CERNER CORP | $0 | – | -10,189 | -100.0% | -0.23% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -22,617 | -100.0% | -0.25% | – |
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.