Cambridge Advisors

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

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Portfolio Holdings for Cambridge Advisors

Companies in the Cambridge Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 17.1 $58M -3% 189k 307.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.7 $43M 489k 88.22
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.7 $23M 553k 40.90
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 3.6 $12M 211k 58.18
Ishares Tr Core S&p Mcp Etf (IJH) 3.6 $12M 66k 185.30
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $12M 70k 170.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.1 $11M 109k 95.80
Microsoft Corporation (MSFT) 2.4 $8.3M 39k 210.33
Apple (AAPL) 2.4 $8.2M +298% 71k 115.82
Amgen (AMGN) 1.9 $6.4M 25k 254.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $6.3M -2% 145k 43.24
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $5.1M +12% 65k 78.97
Vanguard Index Fds Small Cp Etf (VB) 1.4 $4.9M 32k 153.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $4.7M -2% 22k 212.94

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Vanguard Specialized Funds Div App Etf (VIG) 1.3 $4.4M 34k 128.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $4.1M 36k 115.16
Union Pacific Corporation (UNP) 1.1 $3.9M -2% 20k 196.86
Danaher Corporation (DHR) 1.0 $3.4M 16k 215.34
Lowe's Companies (LOW) 1.0 $3.3M 20k 165.84
Accenture Plc Ireland Shs Class A (ACN) 1.0 $3.2M 14k 226.01
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.9 $3.1M +203% 57k 55.03
Innovator Etfs Tr Nasdaq 100 Pwr (NJAN) 0.9 $2.9M NEW 78k 37.40
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $2.8M -4% 53k 51.68
Johnson & Johnson (JNJ) 0.7 $2.4M 16k 148.88
Cerner Corporation (CERN) 0.7 $2.3M 32k 72.30
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $2.2M 28k 79.63
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $2.0M 15k 134.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.9M 35k 55.30
Caterpillar (CAT) 0.6 $1.9M 13k 149.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.8M 8.4k 216.87
Intel Corporation (INTC) 0.5 $1.8M 34k 51.77
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.5 $1.6M 53k 30.93
Nike CL B (NKE) 0.5 $1.6M 13k 125.58
Corning Incorporated (GLW) 0.5 $1.6M 48k 32.41
Facebook Cl A (FB) 0.5 $1.5M 5.9k 261.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $1.5M 4.4k 338.83
Pepsi (PEP) 0.4 $1.4M 10k 138.60
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $1.4M -10% 23k 60.00
Walgreen Boots Alliance (WBA) 0.4 $1.4M 38k 35.91
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.3M +54% 7.5k 177.09
At&t (T) 0.4 $1.3M 47k 28.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.3M 3.9k 334.87
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.3M 4.7k 277.58
Novartis Sponsored Adr (NVS) 0.4 $1.3M 15k 86.97
Visa Com Cl A (V) 0.4 $1.2M 6.2k 200.03
Procter & Gamble Company (PG) 0.4 $1.2M 8.8k 138.95
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $1.2M +21% 19k 63.26
Automatic Data Processing (ADP) 0.4 $1.2M 8.7k 139.46
Merck & Co (MRK) 0.4 $1.2M 15k 82.95
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.2M 17k 70.22
Illinois Tool Works (ITW) 0.3 $1.2M 6.0k 193.19
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.1M 19k 61.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.1M -4% 35k 31.41
Abbott Laboratories (ABT) 0.3 $1.1M 10k 108.82
Cisco Systems (CSCO) 0.3 $1.1M 28k 39.39
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.1M 9.1k 118.02
UnitedHealth (UNH) 0.3 $1.1M 3.4k 311.78
Abbvie (ABBV) 0.3 $1.0M 12k 87.57
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.0M 6.7k 149.76
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $987k NEW 20k 48.62
Ishares Tr Barclays 7 10 Yr (IEF) 0.3 $983k -3% 8.1k 121.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $952k -4% 14k 68.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $933k 3.4k 277.84
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $930k 24k 38.72
Ark Etf Tr Genomic Rev Etf (ARKG) 0.3 $920k +5% 14k 63.69
Medtronic SHS (MDT) 0.3 $913k 8.8k 103.94
Roper Industries (ROP) 0.3 $876k 2.2k 394.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $860k 16k 55.49
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $858k -44% 17k 51.51
First Tr Mlp & Energy Income (FEI) 0.3 $857k NEW 185k 4.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $819k 9.9k 82.85
Nxp Semiconductors N V (NXPI) 0.2 $779k 6.2k 124.74
Ishares Tr Msci Eafe Etf (EFA) 0.2 $755k 12k 63.62
Alphabet Cap Stk Cl A (GOOGL) 0.2 $736k 502.00 1466.14
Target Corporation (TGT) 0.2 $689k 4.4k 157.41
Starbucks Corporation (SBUX) 0.2 $688k 8.0k 85.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $672k 6.2k 108.13
Boeing Company (BA) 0.2 $654k 4.0k 165.36
JPMorgan Chase & Co. (JPM) 0.2 $644k 6.7k 96.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $634k 12k 52.18
International Business Machines (IBM) 0.2 $632k 5.2k 121.66
Qualcomm (QCOM) 0.2 $625k 5.3k 117.59
Amazon (AMZN) 0.2 $614k 195.00 3148.72
Oracle Corporation (ORCL) 0.2 $606k 10k 59.70
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $603k 6.5k 92.34
Gilead Sciences (GILD) 0.2 $593k 9.4k 63.17
Becton, Dickinson and (BDX) 0.2 $582k 2.5k 232.61
BlackRock (BLK) 0.2 $578k 1.0k 563.90
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $577k +128% 3.7k 157.14
Coca-Cola Company (KO) 0.2 $531k 11k 49.35
O'reilly Automotive (ORLY) 0.2 $516k 1.1k 460.71
Verizon Communications (VZ) 0.1 $508k +2% 8.5k 59.44
Chevron Corporation (CVX) 0.1 $506k 7.0k 71.96
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $479k -14% 9.4k 50.82
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $476k +3% 4.2k 112.53
Ishares Tr Core S&p500 Etf (IVV) 0.1 $464k 1.4k 335.75
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $450k +11% 2.4k 188.52
Pfizer (PFE) 0.1 $432k 12k 36.74
Garmin SHS (GRMN) 0.1 $424k 4.5k 94.90
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.1 $422k NEW 7.9k 53.35
Charles River Laboratories (CRL) 0.1 $408k 1.8k 226.67
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.1 $407k 7.5k 54.27
NVIDIA Corporation (NVDA) 0.1 $395k -2% 730.00 541.10
Clorox Company (CLX) 0.1 $393k 1.9k 210.16
Raytheon Technologies Corp (RTX) 0.1 $391k 6.8k 57.49
FedEx Corporation (FDX) 0.1 $383k 1.5k 251.81
Kimberly-Clark Corporation (KMB) 0.1 $382k -2% 2.6k 147.78
3M Company (MMM) 0.1 $380k 2.4k 160.27
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $379k 11k 34.61
Fortive (FTV) 0.1 $376k 4.9k 76.17
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $372k +4% 8.1k 46.02
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.1 $370k 10k 35.58
Adobe Systems Incorporated (ADBE) 0.1 $360k 735.00 489.80
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $360k 2.7k 134.68
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $358k 13k 28.49
Sirius Xm Holdings (SIRI) 0.1 $351k 66k 5.35
Intuitive Surgical Com New (ISRG) 0.1 $341k 481.00 708.94
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $330k +30% 4.9k 67.97
Cambria Etf Tr Cannabis Etf (TOKE) 0.1 $330k +29% 30k 10.93
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $329k 10k 32.41
Us Bancorp Del Com New (USB) 0.1 $324k +3% 9.0k 35.88
Innovator Etfs Tr S&p 500 Power (PJAN) 0.1 $316k -91% 11k 29.29
Ishares Tr Select Divid Etf (DVY) 0.1 $300k 3.7k 81.63
Emcor (EME) 0.1 $299k 4.4k 67.74
Alphabet Cap Stk Cl C (GOOG) 0.1 $290k 197.00 1472.08
American Express Company (AXP) 0.1 $287k 2.9k 100.38
Wells Fargo & Company (WFC) 0.1 $286k -52% 12k 23.52
Exxon Mobil Corporation (XOM) 0.1 $284k 8.3k 34.32
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $273k 6.9k 39.74
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $273k 8.3k 33.01
Deere & Company (DE) 0.1 $265k NEW 1.2k 221.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $259k 2.5k 103.68
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $258k -67% 7.3k 35.42
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $251k NEW 13k 19.04
McDonald's Corporation (MCD) 0.1 $251k 1.1k 219.21
Osi Etf Tr Oshares Us Smlcp (OUSM) 0.1 $243k -3% 9.2k 26.27
Ishares Gold Trust Ishares (IAU) 0.1 $239k 13k 17.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $237k -68% 4.2k 55.96
SYSCO Corporation (SYY) 0.1 $218k NEW 3.5k 62.29
Ishares Tr Us Home Cons Etf (ITB) 0.1 $215k NEW 3.8k 56.58
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $214k 7.6k 28.16
ConocoPhillips (COP) 0.1 $214k NEW 6.5k 32.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $213k NEW 2.6k 80.56
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $213k 12k 18.50
Vanguard World Fds Energy Etf (VDE) 0.1 $209k -5% 5.2k 40.27
Invesco Actively Managed Etf Active Us Real (PSR) 0.1 $202k NEW 2.5k 81.12
Mattel (MAT) 0.0 $127k 11k 11.71
Allscripts Healthcare Solutions (MDRX) 0.0 $96k 12k 8.17
Fuel Tech (FTEK) 0.0 $13k 16k 0.84

Past Filings by Cambridge Advisors

SEC 13F filings are viewable for Cambridge Advisors going back to 2014

View all past filings