Cambridge Advisors as of Dec. 31, 2017
Portfolio Holdings for Cambridge Advisors
Cambridge Advisors holds 142 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 18.7 | $52M | 211k | 245.29 | |
Vanguard Total Bond Market ETF (BND) | 11.7 | $32M | 397k | 81.57 | |
Vanguard Europe Pacific ETF (VEA) | 7.0 | $20M | 435k | 44.86 | |
iShares S&P MidCap 400 Index (IJH) | 4.0 | $11M | 59k | 189.77 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 3.3 | $9.0M | 166k | 54.37 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 3.0 | $8.2M | 94k | 87.39 | |
Vanguard Total Stock Market ETF (VTI) | 2.5 | $7.0M | 51k | 137.25 | |
Vanguard Emerging Markets ETF (VWO) | 2.0 | $5.6M | 123k | 45.91 | |
Berkshire Hathaway (BRK.B) | 1.7 | $4.7M | 24k | 198.24 | |
Amgen (AMGN) | 1.6 | $4.6M | 26k | 173.90 | |
Vanguard Small-Cap ETF (VB) | 1.5 | $4.2M | 28k | 147.80 | |
Vanguard REIT ETF (VNQ) | 1.5 | $4.1M | 49k | 82.98 | |
Apple (AAPL) | 1.4 | $3.9M | 23k | 169.21 | |
Microsoft Corporation (MSFT) | 1.3 | $3.7M | 43k | 85.53 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.3 | $3.5M | 35k | 102.03 | |
Johnson & Johnson (JNJ) | 1.1 | $3.1M | 23k | 139.70 | |
Walgreen Boots Alliance (WBA) | 1.1 | $3.0M | 42k | 72.62 | |
Cerner Corporation | 1.1 | $3.0M | 45k | 67.38 | |
Union Pacific Corporation (UNP) | 1.1 | $3.0M | 22k | 134.10 | |
Accenture (ACN) | 0.9 | $2.5M | 17k | 153.11 | |
Intel Corporation (INTC) | 0.9 | $2.5M | 53k | 46.17 | |
Lowe's Companies (LOW) | 0.8 | $2.1M | 23k | 92.93 | |
Caterpillar (CAT) | 0.7 | $2.0M | 13k | 157.62 | |
At&t (T) | 0.7 | $2.0M | 52k | 38.87 | |
Wells Fargo & Company (WFC) | 0.7 | $2.0M | 32k | 60.66 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.7 | $2.0M | 16k | 121.55 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.7 | $1.9M | 27k | 70.71 | |
iShares S&P SmallCap 600 Index (IJR) | 0.7 | $1.8M | 24k | 76.83 | |
Danaher Corporation (DHR) | 0.6 | $1.7M | 18k | 92.80 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.6 | $1.7M | 4.9k | 345.40 | |
Corning Incorporated (GLW) | 0.6 | $1.6M | 49k | 31.98 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.6 | $1.6M | 31k | 51.16 | |
Novartis (NVS) | 0.6 | $1.5M | 18k | 83.97 | |
Nike (NKE) | 0.6 | $1.5M | 25k | 62.54 | |
Oracle Corporation (ORCL) | 0.5 | $1.4M | 29k | 47.29 | |
UnitedHealth (UNH) | 0.5 | $1.3M | 5.9k | 220.48 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.5 | $1.3M | 5.1k | 247.47 | |
Schwab International Equity ETF (SCHF) | 0.5 | $1.3M | 37k | 34.06 | |
Cisco Systems (CSCO) | 0.4 | $1.2M | 32k | 38.30 | |
Pepsi (PEP) | 0.4 | $1.2M | 10k | 119.87 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $1.2M | 9.0k | 134.64 | |
Schlumberger (SLB) | 0.4 | $1.2M | 18k | 67.40 | |
Abbvie (ABBV) | 0.4 | $1.2M | 12k | 96.72 | |
Procter & Gamble Company (PG) | 0.4 | $1.2M | 13k | 91.90 | |
Automatic Data Processing (ADP) | 0.4 | $1.1M | 9.6k | 117.17 | |
United Technologies Corporation | 0.4 | $1.1M | 8.7k | 127.63 | |
Nxp Semiconductors N V (NXPI) | 0.4 | $1.1M | 9.4k | 117.11 | |
Chevron Corporation (CVX) | 0.4 | $1.1M | 8.5k | 125.16 | |
iShares Russell 2000 Index (IWM) | 0.4 | $1.1M | 7.1k | 152.44 | |
Facebook Inc cl a (META) | 0.4 | $1.1M | 6.1k | 176.48 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $1.0M | 3.9k | 266.94 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $1.0M | 9.4k | 106.95 | |
International Business Machines (IBM) | 0.4 | $992k | 6.5k | 153.44 | |
Merck & Co (MRK) | 0.4 | $994k | 18k | 56.29 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $1.0M | 16k | 64.54 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $950k | 8.7k | 109.38 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.3 | $941k | 8.9k | 105.62 | |
Illinois Tool Works (ITW) | 0.3 | $879k | 5.3k | 166.79 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $865k | 12k | 70.31 | |
SPDR KBW Regional Banking (KRE) | 0.3 | $846k | 14k | 58.83 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.3 | $862k | 21k | 41.63 | |
Schwab U S Small Cap ETF (SCHA) | 0.3 | $799k | 12k | 69.75 | |
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.3 | $813k | 22k | 37.89 | |
Exxon Mobil Corporation (XOM) | 0.3 | $774k | 9.3k | 83.67 | |
Rydex S&P Equal Weight ETF | 0.3 | $773k | 7.7k | 101.03 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $777k | 9.8k | 79.28 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $759k | 4.9k | 155.82 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.3 | $760k | 15k | 50.03 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.3 | $744k | 13k | 56.79 | |
Boeing Company (BA) | 0.3 | $730k | 2.5k | 294.95 | |
Qualcomm (QCOM) | 0.3 | $721k | 11k | 64.00 | |
Medtronic (MDT) | 0.3 | $733k | 9.1k | 80.78 | |
Becton, Dickinson and (BDX) | 0.2 | $662k | 3.1k | 214.10 | |
Visa (V) | 0.2 | $654k | 5.7k | 114.00 | |
Abbott Laboratories (ABT) | 0.2 | $628k | 11k | 57.04 | |
General Electric Company | 0.2 | $646k | 37k | 17.46 | |
BlackRock (BLK) | 0.2 | $616k | 1.2k | 513.33 | |
Pfizer (PFE) | 0.2 | $599k | 17k | 36.20 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $610k | 12k | 53.24 | |
Roper Industries (ROP) | 0.2 | $592k | 2.3k | 259.08 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $579k | 3.6k | 159.99 | |
Fortive (FTV) | 0.2 | $584k | 8.1k | 72.33 | |
3M Company (MMM) | 0.2 | $566k | 2.4k | 235.34 | |
SPDR S&P Dividend (SDY) | 0.2 | $549k | 5.8k | 94.41 | |
Southwest Airlines (LUV) | 0.2 | $538k | 8.2k | 65.41 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $539k | 512.00 | 1052.73 | |
Verizon Communications (VZ) | 0.2 | $490k | 9.3k | 52.92 | |
Gilead Sciences (GILD) | 0.2 | $492k | 6.9k | 71.68 | |
Starbucks Corporation (SBUX) | 0.2 | $511k | 8.9k | 57.47 | |
Target Corporation (TGT) | 0.2 | $483k | 7.4k | 65.27 | |
iShares S&P 500 Index (IVV) | 0.2 | $466k | 1.7k | 269.05 | |
Emcor (EME) | 0.2 | $455k | 5.6k | 81.78 | |
U.S. Bancorp (USB) | 0.2 | $437k | 8.2k | 53.61 | |
Goldman Sachs Etf Tr activebeta int (GSIE) | 0.2 | $440k | 15k | 29.97 | |
Coca-Cola Company (KO) | 0.1 | $422k | 9.2k | 45.86 | |
FedEx Corporation (FDX) | 0.1 | $407k | 1.6k | 249.69 | |
Clorox Company (CLX) | 0.1 | $410k | 2.8k | 148.87 | |
Universal Display Corporation (OLED) | 0.1 | $420k | 2.4k | 172.48 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $402k | 4.1k | 98.65 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.1 | $424k | 11k | 37.47 | |
SPDR Gold Trust (GLD) | 0.1 | $390k | 3.2k | 123.69 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.1 | $396k | 7.5k | 52.46 | |
Pimco Total Return Etf totl (BOND) | 0.1 | $395k | 3.7k | 106.01 | |
Baidu (BIDU) | 0.1 | $359k | 1.5k | 234.18 | |
Spdr Series Trust equity (IBND) | 0.1 | $368k | 10k | 35.38 | |
First Tr Exchange-traded Fd no amer energy (EMLP) | 0.1 | $355k | 14k | 24.57 | |
Goldman Sachs Etf Tr activebeta eme (GEM) | 0.1 | $361k | 10k | 35.83 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $338k | 2.8k | 120.50 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $320k | 3.6k | 89.14 | |
BorgWarner (BWA) | 0.1 | $341k | 6.7k | 51.05 | |
O'reilly Automotive (ORLY) | 0.1 | $344k | 1.4k | 240.56 | |
SPDR Barclays Capital High Yield B | 0.1 | $345k | 9.4k | 36.74 | |
Sirius Xm Holdings (SIRI) | 0.1 | $337k | 63k | 5.36 | |
American Express Company (AXP) | 0.1 | $294k | 3.0k | 99.32 | |
Weyerhaeuser Company (WY) | 0.1 | $315k | 8.9k | 35.30 | |
Abb (ABBNY) | 0.1 | $316k | 12k | 26.78 | |
Monsanto Company | 0.1 | $289k | 2.5k | 116.77 | |
ConocoPhillips (COP) | 0.1 | $276k | 5.0k | 54.86 | |
Exelon Corporation (EXC) | 0.1 | $274k | 7.0k | 39.41 | |
Paypal Holdings (PYPL) | 0.1 | $264k | 3.6k | 73.56 | |
iShares Dow Jones US Home Const. (ITB) | 0.1 | $261k | 6.0k | 43.76 | |
Valeant Pharmaceuticals Int | 0.1 | $255k | 12k | 20.77 | |
Schwab Strategic Tr 0 (SCHP) | 0.1 | $258k | 4.7k | 55.40 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $247k | 236.00 | 1046.61 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $239k | 6.3k | 38.09 | |
Charles River Laboratories (CRL) | 0.1 | $219k | 2.0k | 109.50 | |
Entergy Corporation (ETR) | 0.1 | $209k | 2.6k | 81.32 | |
Garmin (GRMN) | 0.1 | $230k | 3.9k | 59.49 | |
iShares MSCI Germany Index Fund (EWG) | 0.1 | $218k | 6.6k | 33.07 | |
PowerShares Hgh Yield Corporate Bnd | 0.1 | $213k | 11k | 18.99 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $230k | 4.4k | 52.14 | |
Sch Fnd Intl Lg Etf (FNDF) | 0.1 | $211k | 7.0k | 30.34 | |
Energy Focus | 0.1 | $218k | 89k | 2.44 | |
Home Depot (HD) | 0.1 | $203k | 1.1k | 189.72 | |
Mattel (MAT) | 0.1 | $192k | 13k | 15.36 | |
Allscripts Healthcare Solutions (MDRX) | 0.1 | $189k | 13k | 14.54 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $200k | 3.7k | 54.61 | |
Ishares Msci Japan (EWJ) | 0.1 | $200k | 3.3k | 59.88 | |
iShares Gold Trust | 0.1 | $166k | 13k | 12.48 | |
Pandora Media | 0.0 | $52k | 11k | 4.86 | |
Chesapeake Energy Corporation | 0.0 | $40k | 10k | 3.96 | |
Fuel Tech (FTEK) | 0.0 | $22k | 20k | 1.11 |