Cambridge Advisors

Cambridge Advisors as of Dec. 31, 2018

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 134 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf idx (VOO) 17.8 $48M 208k 229.81
Vanguard Total Bond Market ETF (BND) 12.5 $34M 424k 79.21
Vanguard Europe Pacific ETF (VEA) 7.0 $19M 504k 37.10
iShares S&P MidCap 400 Index (IJH) 3.9 $10M 63k 166.06
Vanguard Charlotte Fds intl bd idx etf (BNDX) 3.6 $9.8M 180k 54.25
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.3 $8.9M 108k 82.86
Vanguard Total Stock Market ETF (VTI) 3.3 $8.9M 70k 127.62
Amgen (AMGN) 1.9 $5.2M 27k 194.68
Vanguard Emerging Markets ETF (VWO) 1.9 $5.2M 136k 38.10
Berkshire Hathaway (BRK.B) 1.9 $5.0M 25k 204.19
Microsoft Corporation (MSFT) 1.7 $4.5M 44k 101.56
Vanguard Small-Cap ETF (VB) 1.5 $4.0M 30k 132.00
Vanguard REIT ETF (VNQ) 1.4 $3.8M 51k 74.58
Apple (AAPL) 1.3 $3.5M 22k 157.72
Vanguard Dividend Appreciation ETF (VIG) 1.2 $3.3M 34k 97.96
Union Pacific Corporation (UNP) 1.1 $3.1M 22k 138.23
Johnson & Johnson (JNJ) 1.1 $2.9M 22k 129.03
Walgreen Boots Alliance 1.1 $2.8M 42k 68.33
Intel Corporation (INTC) 0.9 $2.5M 53k 46.93
Accenture (ACN) 0.8 $2.3M 16k 140.99
Lowe's Companies (LOW) 0.8 $2.2M 24k 92.34
Cerner Corporation 0.8 $2.1M 41k 52.43
Schwab U S Large Cap Growth ETF (SCHG) 0.8 $2.0M 29k 68.94
Danaher Corporation (DHR) 0.7 $2.0M 19k 103.14
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.7 $1.7M 15k 112.82
Caterpillar (CAT) 0.6 $1.7M 13k 127.09
iShares S&P SmallCap 600 Index (IJR) 0.6 $1.6M 24k 69.34
Schwab Strategic Tr us dividend eq (SCHD) 0.6 $1.6M 35k 46.98
Novartis (NVS) 0.6 $1.6M 18k 85.81
Schwab U S Broad Market ETF (SCHB) 0.6 $1.6M 26k 59.95
Wells Fargo & Company (WFC) 0.6 $1.5M 33k 46.08
Corning Incorporated (GLW) 0.6 $1.5M 49k 30.21
At&t (T) 0.6 $1.5M 52k 28.55
Cisco Systems (CSCO) 0.5 $1.4M 33k 43.33
UnitedHealth (UNH) 0.5 $1.5M 5.8k 249.14
SPDR S&P MidCap 400 ETF (MDY) 0.5 $1.4M 4.8k 302.67
Merck & Co (MRK) 0.5 $1.4M 19k 76.43
Automatic Data Processing (ADP) 0.5 $1.4M 10k 131.17
Oracle Corporation (ORCL) 0.5 $1.3M 29k 45.15
Schwab International Equity ETF (SCHF) 0.5 $1.3M 46k 28.35
Pepsi (PEP) 0.5 $1.2M 11k 110.45
Nxp Semiconductors N V (NXPI) 0.5 $1.2M 17k 73.28
SPDR Dow Jones Industrial Average ETF (DIA) 0.4 $1.2M 5.1k 233.22
iShares Russell 1000 Growth Index (IWF) 0.4 $1.1M 8.6k 130.95
Abbvie (ABBV) 0.4 $1.1M 12k 92.17
Schwab U S Small Cap ETF (SCHA) 0.4 $1.1M 18k 60.65
Procter & Gamble Company (PG) 0.4 $1.0M 11k 91.90
iShares Russell 2000 Index (IWM) 0.4 $1.0M 7.6k 133.93
Chevron Corporation (CVX) 0.4 $994k 9.1k 108.75
Spdr S&p 500 Etf (SPY) 0.4 $986k 3.9k 249.87
JPMorgan Chase & Co. (JPM) 0.3 $942k 9.7k 97.61
Nike (NKE) 0.3 $917k 12k 74.11
iShares Lehman Aggregate Bond (AGG) 0.3 $920k 8.6k 106.48
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.3 $911k 28k 32.83
Medtronic (MDT) 0.3 $907k 10k 90.94
United Technologies Corporation 0.3 $900k 8.5k 106.45
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $895k 8.6k 104.20
Schwab Strategic Tr us reit etf (SCHH) 0.3 $837k 22k 38.50
Facebook Inc cl a (META) 0.3 $825k 6.3k 131.16
Visa (V) 0.3 $810k 6.1k 131.86
Abbott Laboratories (ABT) 0.3 $791k 11k 72.30
Illinois Tool Works (ITW) 0.3 $769k 6.1k 126.69
Schwab Strategic Tr sht tm us tres (SCHO) 0.3 $767k 15k 49.93
Boeing Company (BA) 0.3 $742k 2.3k 322.47
iShares MSCI EAFE Index Fund (EFA) 0.3 $754k 13k 58.81
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.3 $743k 22k 33.96
International Business Machines (IBM) 0.3 $715k 6.3k 113.67
Sch Us Mid-cap Etf etf (SCHM) 0.3 $722k 15k 47.94
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $706k 9.1k 77.95
Invesco S&p 500 Equal Weight Etf (RSP) 0.3 $711k 7.8k 91.38
Pfizer (PFE) 0.2 $682k 16k 43.62
SPDR KBW Regional Banking (KRE) 0.2 $674k 14k 46.80
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $683k 15k 47.23
Becton, Dickinson and (BDX) 0.2 $653k 2.9k 225.41
Qualcomm (QCOM) 0.2 $638k 11k 56.92
Roper Industries (ROP) 0.2 $624k 2.3k 266.67
Invesco Qqq Trust Series 1 (QQQ) 0.2 $628k 4.1k 154.26
Exxon Mobil Corporation (XOM) 0.2 $596k 8.7k 68.15
Schlumberger (SLB) 0.2 $554k 15k 36.06
Coca-Cola Company (KO) 0.2 $537k 11k 47.35
Gilead Sciences (GILD) 0.2 $536k 8.6k 62.59
Starbucks Corporation (SBUX) 0.2 $550k 8.5k 64.40
Alphabet Inc Class A cs (GOOGL) 0.2 $528k 505.00 1045.54
Fortive (FTV) 0.2 $534k 7.9k 67.60
SPDR S&P Dividend (SDY) 0.2 $521k 5.8k 89.60
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $500k 3.6k 138.43
BlackRock 0.2 $471k 1.2k 392.50
3M Company (MMM) 0.2 $490k 2.6k 190.51
Vanguard Energy ETF (VDE) 0.2 $452k 5.9k 77.13
Ark Etf Tr gen rev mltsct (ARKG) 0.2 $450k 19k 23.97
Verizon Communications (VZ) 0.2 $431k 7.7k 56.17
Target Corporation (TGT) 0.2 $426k 6.5k 66.05
SPDR Gold Trust (GLD) 0.2 $421k 3.5k 121.26
Southwest Airlines (LUV) 0.2 $424k 9.1k 46.47
U.S. Bancorp (USB) 0.1 $386k 8.5k 45.68
iShares Dow Jones Select Dividend (DVY) 0.1 $364k 4.1k 89.35
O'reilly Automotive (ORLY) 0.1 $365k 1.1k 344.34
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.1 $386k 7.5k 51.47
Schwab Strategic Tr 0 (SCHP) 0.1 $381k 7.2k 53.18
Pimco Total Return Etf totl (BOND) 0.1 $383k 3.7k 102.79
Goldman Sachs Etf Tr activebeta int (GSIE) 0.1 $372k 15k 25.34
Spdr Series Trust equity (IBND) 0.1 $343k 10k 32.98
First Tr Exchange-traded Fd no amer energy (EMLP) 0.1 $359k 17k 21.46
Sirius Xm Holdings 0.1 $336k 59k 5.72
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $359k 12k 30.10
Kimberly-Clark Corporation (KMB) 0.1 $320k 2.8k 114.08
FedEx Corporation (FDX) 0.1 $287k 1.8k 161.24
ConocoPhillips (COP) 0.1 $284k 4.6k 62.35
iShares S&P 500 Index (IVV) 0.1 $305k 1.2k 251.65
Clorox Company (CLX) 0.1 $309k 2.0k 154.19
Emcor (EME) 0.1 $263k 4.4k 59.58
American Express Company (AXP) 0.1 $277k 2.9k 95.19
Universal Display Corporation (OLED) 0.1 $270k 2.9k 93.59
SPDR Barclays Capital High Yield B 0.1 $257k 7.6k 33.64
McDonald's Corporation (MCD) 0.1 $248k 1.4k 177.78
SYSCO Corporation (SYY) 0.1 $233k 3.7k 62.55
Adobe Systems Incorporated (ADBE) 0.1 $243k 1.1k 225.84
Intuitive Surgical (ISRG) 0.1 $233k 486.00 479.42
Garmin (GRMN) 0.1 $240k 3.8k 63.34
Paypal Holdings (PYPL) 0.1 $251k 3.0k 83.97
Alphabet Inc Class C cs (GOOG) 0.1 $234k 226.00 1035.40
Charles River Laboratories (CRL) 0.1 $226k 2.0k 113.00
C.H. Robinson Worldwide (CHRW) 0.1 $202k 2.4k 84.17
Amazon (AMZN) 0.1 $207k 138.00 1500.00
iShares Dow Jones US Home Const. (ITB) 0.1 $206k 6.9k 29.99
Invesco Exchng Traded Fd Tr fndmntl hy crp (PHB) 0.1 $213k 12k 17.70
iShares Gold Trust 0.1 $163k 13k 12.26
General Electric Company 0.0 $106k 14k 7.59
Mattel (MAT) 0.0 $108k 11k 9.95
Allscripts Healthcare Solutions (MDRX) 0.0 $113k 12k 9.62
Pandora Media 0.0 $97k 12k 8.08
Energy Focus 0.0 $50k 81k 0.62
Chesapeake Energy Corporation 0.0 $23k 11k 2.07
Fuel Tech (FTEK) 0.0 $23k 19k 1.19