Cambridge Advisors

Latest statistics and disclosures from Cambridge Advisors's latest quarterly 13F-HR filing:

Companies in the Cambridge Advisors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard S&p 500 Etf idx fd 19.22 216627 230.76
Vanguard Total Bond Market ETF (BND) 11.22 356002 +8% 81.96
Vanguard Europe Pacific ETF (VEA) 7.44 445447 43.41
iShares S&P; MidCap 400 Index (IJH) 4.02 58495 178.90
Vanguard Charlotte Fds intl bd idx etf 3.08 146505 +10% 54.59
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 2.86 84369 +9% 88.01
Vanguard Total Stock Market ETF (VTI) 2.28 45733 +17% 129.51
Vanguard Emerging Markets ETF (VWO) 2.15 128341 43.57
Amgen (AMGN) 1.93 26952 186.44
Berkshire Hathaway (BRK.B) 1.64 23263 183.34
Vanguard Small-Cap ETF (VB) 1.54 28302 141.33
Vanguard REIT ETF (VNQ) 1.48 46213 83.09
Apple (AAPL) 1.35 22747 154.13
Vanguard Dividend Appreciation ETF (VIG) 1.29 35369 94.80
Walgreen Boots Alliance 1.29 43355 77.22
Microsoft Corporation (MSFT) 1.22 42590 74.50
Cerner Corporation (CERN) 1.22 44580 -5% 71.31
Johnson & Johnson (JNJ) 1.14 22787 130.03
Union Pacific Corporation (UNP) 1.03 23014 115.97
Accenture 0.89 17090 135.05
Intel Corporation (INTC) 0.81 55051 -4% 38.07
AT&T; (T) 0.77 51421 39.17
Lowe's Companies (LOW) 0.77 25018 +4% 79.94
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.75 16117 121.24
iShares S&P; SmallCap 600 Index (IJR) 0.72 25060 74.22
Wells Fargo & Company (WFC) 0.71 33590 55.17
Schwab U S Large Cap Growth ETF (SCHG) 0.70 27496 66.08
Danaher Corporation (DHR) 0.66 19932 85.79
Caterpillar (CAT) 0.62 12949 124.72
Novartis AG (NVS) 0.61 18400 85.87
SPDR S&P; MidCap 400 ETF (MDY) 0.61 4886 326.24
Schwab Strategic Tr us dividend eq 0.58 32411 -3% 46.81
Corning Incorporated (GLW) 0.57 49379 29.91
NIKE (NKE) 0.49 24445 51.83
Schlumberger (SLB) 0.49 18333 69.76
iShares Russell 1000 Growth Index (IWF) 0.47 9710 125.03
Pepsi (PEP) 0.46 10819 -2% 111.47
Procter & Gamble Company (PG) 0.46 13130 91.01
Cisco Systems (CSCO) 0.45 34920 -2% 33.62
Merck & Co (MRK) 0.44 17682 -2% 64.02
UnitedHealth (UNH) 0.44 5860 -3% 195.90
SPDR Dow Jones Industrial Average ETF (DIA) 0.44 5144 -21% 223.76
Schwab International Equity ETF (SCHF) 0.44 34094 +4% 33.47
Automatic Data Processing (ADP) 0.43 10350 -3% 109.28
Chevron Corporation (CVX) 0.42 9232 117.53
Abbvie 0.42 12335 88.85
iShares Russell 2000 Index (IWM) 0.41 7142 -10% 148.14
Facebook Inc cl a 0.41 6189 170.95
SPDR S&P; 500 ETF (SPY) 0.38 3896 -26% 251.28
iShares Lehman Aggregate Bond (AGG) 0.37 8685 109.61
International Business Machines (IBM) 0.36 6510 145.01
United Technologies Corporation (UTX) 0.36 7996 116.06
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.36 8909 106.52
Illinois Tool Works (ITW) 0.35 6070 147.94
Schwab U S Broad Market ETF (SCHB) 0.34 14558 60.93
Schwab Strategic Tr us reit etf 0.33 20578 41.11
iShares MSCI EAFE Index Fund (EFA) 0.32 12302 -5% 68.44
General Electric Company (GE) 0.31 33323 -8% 24.19
JPMorgan Chase & Co. (JPM) 0.30 8193 95.57
Vanguard Short Term Corporate Bond ETF (VCSH) 0.30 9695 -5% 80.14
Medtronic 0.30 9974 77.80
Schwab U S Small Cap ETF (SCHA) 0.29 11352 67.39
Schwab Strategic Tr sht tm us tres 0.29 15108 50.37
Rydex S&P; Equal Weight ETF (RSP) 0.28 7651 95.54
Vanguard Star Fd Intl Stk Idxf 0.28 13350 54.76
Exxon Mobil Corporation (XOM) 0.27 8573 82.00
Sch Fnd Us Sm Etf schwab fdt us sc 0.27 19085 +5% 36.26
PowerShares QQQ Trust, Series 1 (QQQQ) 0.25 4437 145.37
Boeing Company (BA) 0.24 2490 254.22
Becton, Dickinson and (BDX) 0.24 3165 195.89
Abbott Laboratories (ABT) 0.23 11010 53.32
QUALCOMM (QCOM) 0.23 11312 -4% 51.80
Visa (V) 0.23 5737 +2% 105.28
Roper Industries (ROP) 0.23 2485 243.46
Fortive 0.22 8074 70.84
BlackRock (BLK) 0.21 1200 447.50
Gilead Sciences (GILD) 0.21 6894 81.09
SPDR S&P; Dividend (SDY) 0.21 6115 91.25
iShares S&P; MidCap 400 Value Index (IJJ) 0.21 3619 152.80
Sch Us Mid-cap Etf etf 0.21 10945 +5% 50.07
Pfizer (PFE) 0.20 14905 35.69
SPDR KBW Regional Banking (KRE) 0.20 9385 +12% 56.79
3M Company (MMM) 0.19 2405 -2% 209.98
Oracle Corporation (ORCL) 0.19 10370 48.31
Verizon Communications (VZ) 0.18 9231 -19% 49.51
Starbucks Corporation (SBUX) 0.18 8891 53.76
Southwest Airlines (LUV) 0.18 8225 55.93
U.S. Ban (USB) 0.17 8151 53.61
Target Corporation (TGT) 0.17 7400 -22% 59.05
iShares S&P; 500 Index (IVV) 0.17 1723 253.05
SPDR Gold Trust (GLD) 0.17 3551 121.66
Alphabet Inc Class A cs 0.17 459 973.86
EMCOR (EME) 0.16 5844 -5% 69.30
C.H. Robinson Worldwide (CHRW) 0.15 4990 76.15
Baidu (BIDU) 0.15 1533 -3% 247.88
O'reilly Automotive Inc 0.15 1830 -5% 215.30
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.15 7547 52.74
Claymore Exchange-traded Fd gugg crp bd 2017 0.15 17720 22.63
Pimco Total Return Etf totl 0.15 3726 106.82
Sirius Xm Holdings 0.15 70743 5.53
Goldman Sachs Etf Tr activebeta int 0.15 13680 NEW 29.02
Coca-Cola Company (KO) 0.14 8162 44.96
FedEx Corporation (FDX) 0.14 1630 -2% 225.77
Clorox Company (CLX) 0.14 2754 131.81
iShares Dow Jones Select Dividend (DVY) 0.14 3870 -8% 93.54
Spdr Series Trust equity 0.14 10400 34.52
Goldman Sachs Etf Tr activebeta eme 0.14 10925 NEW 33.50
Kimberly-Clark Corporation (KMB) 0.13 2805 117.65
BorgWarner (BWA) 0.13 6680 51.20
SPDR Barclays Capital High Yield B (JNK) 0.13 9390 37.27
Monsanto Company (MON) 0.12 2575 -3% 120.00
Weyerhaeuser Company (WY) 0.12 8894 34.07
Universal Display Corporation (PANL) 0.12 2435 +13% 128.95
ABB (ABB) 0.12 12800 24.77
Sch Fnd Us Lg Etf schwb fdt us lg 0.12 8666 +29% 35.20
Johnson Controls International Plc equity 0.12 7909 40.33
American Express Company (AXP) 0.10 2960 90.54
ConocoPhillips (COP) 0.10 5125 49.95
Exelon Corporation (EXC) 0.10 6934 37.64
Schwab Strategic Tr 0 0.10 4485 55.30
First Tr Exchange-traded Fd no amer energy 0.10 10125 +8% 24.79
SYSCO Corporation (SYY) 0.09 4135 -2% 53.93
Schwab Strategic Tr us aggregate b 0.09 4410 52.38
Energy Focus 0.09 89253 2.73
Paypal Holdings 0.09 3589 NEW 64.08
McDonald's Corporation (MCD) 0.08 1395 156.99
Charles River Laboratories (CRL) 0.08 2000 108.00
iShares Dow Jones US Home Const. (ITB) 0.08 5765 NEW 36.60
Garmin Ltd. 0.08 3860 NEW 53.89
iShares MSCI Germany Index Fund (EWG) 0.08 6592 NEW 32.46
PowerShares Hgh Yield Corporate Bnd (PHB) 0.08 10561 19.13
Sch Fnd Intl Lg Etf 0.08 6747 NEW 29.94
Mattel (MAT) 0.07 12500 15.52
Allscripts Healthcare Solutions (MDRX) 0.07 13400 -5% 14.25
Valeant Pharmaceuticals Int (VRX) 0.07 12625 14.34
iShares Gold Trust (IAU) 0.06 13300 -2% 12.33
Chesapeake Energy Corporation (CHK) 0.02 10400 4.33
Fuel Tech (FTEK) 0.01 19879 1.01

Past 13F-HR SEC Filings by Cambridge Advisors

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