HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
155,721 | -3,901 | $74,855 |
| VOO | 155,721 | -3,901 | $74,855 |
| VANGUARD BD INDEX FDS (BND) |
602,441 | +13,887 | $43,755 |
| BND | 602,441 | +13,887 | $43,755 |
| VANGUARD TAX MANAGED FDS (VEA) |
565,458 | +9,323 | $28,369 |
| VEA | 565,458 | +9,323 | $28,369 |
| ISHARES TR (IJH) |
284,733 | +227,383 | $17,295 |
| IJH | 284,733 | +227,383 | $17,295 |
| MICROSOFT CORP |
30,056 | -154 | $12,645 |
| MSFT | 30,056 | -154 | $12,645 |
| VANGUARD CHARLOTTE FDS (BNDX) |
234,443 | +9,199 | $11,532 |
| BNDX | 234,443 | +9,199 | $11,532 |
| VANGUARD INDEX FDS (VTI) |
38,826 | -1,149 | $10,091 |
| VTI | 38,826 | -1,149 | $10,091 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
107,413 | +1,441 | $8,648 |
| VCIT | 107,413 | +1,441 | $8,648 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
200,025 | +14,583 | $8,355 |
| VWO | 200,025 | +14,583 | $8,355 |
 BERKSHIRE HATHAWAY INC DEL |
$7,743 | ||
| BRK.B | 18,413 | UNCH | $7,743 |
| J P MORGAN EXCHANGE TRADED F (JEPQ) |
139,255 | +16,899 | $7,553 |
| JEPQ | 139,255 | +16,899 | $7,553 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
125,820 | +16,644 | $7,280 |
| JEPI | 125,820 | +16,644 | $7,280 |
| AMGEN INC |
25,218 | -72 | $7,170 |
| AMGN | 25,218 | -72 | $7,170 |
| VANGUARD INDEX FDS (VB) |
29,960 | UNCH | $6,849 |
| VB | 29,960 | UNCH | $6,849 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
37,135 | -150 | $6,781 |
| VIG | 37,135 | -150 | $6,781 |
| APPLE INC |
38,548 | -692 | $6,610 |
| AAPL | 38,548 | -692 | $6,610 |
| VANGUARD INDEX FDS (VNQ) |
71,566 | -568 | $6,189 |
| VNQ | 71,566 | -568 | $6,189 |
| SCHWAB STRATEGIC TR |
63,846 | +359 | $5,920 |
| SCHG | 63,846 | +359 | $5,920 |
| SCHWAB STRATEGIC TR |
52,200 | -3,958 | $4,209 |
| SCHD | 52,200 | -3,958 | $4,209 |
| UNION PAC CORP |
14,525 | -255 | $3,572 |
| UNP | 14,525 | -255 | $3,572 |
| CATERPILLAR INC |
9,546 | -969 | $3,498 |
| CAT | 9,546 | -969 | $3,498 |
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
119,125 | +3,795 | $3,331 |
| BUFR | 119,125 | +3,795 | $3,331 |
| ACCENTURE PLC IRELAND |
9,260 | -415 | $3,210 |
| ACN | 9,260 | -415 | $3,210 |
| LOWES COS INC |
12,136 | -809 | $3,091 |
| LOW | 12,136 | -809 | $3,091 |
| SCHWAB STRATEGIC TR |
46,884 | +59 | $2,862 |
| SCHB | 46,884 | +59 | $2,862 |
| INNOVATOR ETFS TRUST (BSTP) |
94,429 | -569 | $2,857 |
| BSTP | 94,429 | -569 | $2,857 |
| SCHWAB STRATEGIC TR |
40,708 | +433 | $2,743 |
| FNDX | 40,708 | +433 | $2,743 |
| DANAHER CORPORATION |
10,601 | -630 | $2,647 |
| DHR | 10,601 | -630 | $2,647 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
30,243 | -889 | $2,590 |
| FTCS | 30,243 | -889 | $2,590 |
| FIRST TR MLP & ENERGY INCOM (FEI) |
242,493 | +3,659 | $2,345 |
| FEI | 242,493 | +3,659 | $2,345 |
| FIDELITY WISE ORIGIN BITCOIN |
36,988 | +36,988 | $2,295 |
| FBTC | 36,988 | +36,988 | $2,295 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,029 | -80 | $2,242 |
| MDY | 4,029 | -80 | $2,242 |
| ISHARES TR (IWF) |
6,600 | UNCH | $2,225 |
| IWF | 6,600 | UNCH | $2,225 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
50,527 | -5,234 | $2,203 |
| FIXD | 50,527 | -5,234 | $2,203 |
| NVIDIA CORPORATION |
2,376 | +15 | $2,147 |
| NVDA | 2,376 | +15 | $2,147 |
| JOHNSON & JOHNSON |
13,524 | -301 | $2,139 |
| JNJ | 13,524 | -301 | $2,139 |
| SPDR S&P 500 ETF TR (SPY) |
4,015 | +167 | $2,100 |
| SPY | 4,015 | +167 | $2,100 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
39,857 | -5,461 | $2,011 |
| JPST | 39,857 | -5,461 | $2,011 |
| META PLATFORMS INC |
3,584 | -25 | $1,740 |
| META | 3,584 | -25 | $1,740 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
4,110 | -70 | $1,635 |
| DIA | 4,110 | -70 | $1,635 |
| INNOVATOR ETFS TRUST (NAPR) |
35,777 | UNCH | $1,628 |
| NAPR | 35,777 | UNCH | $1,628 |
| ISHARES TR (IJR) |
14,600 | -546 | $1,614 |
| IJR | 14,600 | -546 | $1,614 |
| ABBVIE INC |
8,775 | -600 | $1,598 |
| ABBV | 8,775 | -600 | $1,598 |
| SCHWAB STRATEGIC TR |
40,824 | -140 | $1,593 |
| SCHF | 40,824 | -140 | $1,593 |
| SCHWAB STRATEGIC TR |
19,381 | +2,080 | $1,578 |
| SCHM | 19,381 | +2,080 | $1,578 |
| ALPHABET INC |
10,318 | +395 | $1,557 |
| GOOGL | 10,318 | +395 | $1,557 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
19,824 | +72 | $1,533 |
| VCSH | 19,824 | +72 | $1,533 |
| MERCK & CO INC |
11,416 | +524 | $1,506 |
| MRK | 11,416 | +524 | $1,506 |
| SCHWAB STRATEGIC TR |
25,347 | +314 | $1,446 |
| FNDA | 25,347 | +314 | $1,446 |
| ISHARES TR (IWM) |
6,812 | UNCH | $1,433 |
| IWM | 6,812 | UNCH | $1,433 |
See Full List: All Stocks Held By Cambridge Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cambridge Advisors Inc.
|
Size ($ in 1000's)
At 03/31/2024: $424,077 At 12/31/2023: $398,001 Cambridge Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cambridge Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
