Cambridge Advisors

Cambridge Advisors as of March 31, 2022

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 179 positions in its portfolio as reported in the March 2022 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) 16.7 $70M 168k 415.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.1 $51M 637k 79.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.6 $28M 579k 48.03
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $16M 58k 268.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.4 $14M 274k 52.44
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $12M 54k 227.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $11M 132k 86.04
Apple (AAPL) 2.6 $11M 62k 174.61
Microsoft Corporation (MSFT) 2.5 $10M 34k 308.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $7.9M 172k 46.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $7.1M 20k 352.92
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $6.3M 39k 162.16
Vanguard Index Fds Small Cp Etf (VB) 1.5 $6.2M 29k 212.51
Amgen (AMGN) 1.5 $6.2M 26k 241.84
Vanguard Index Fds Real Estate Etf (VNQ) 1.5 $6.2M 57k 108.37
Union Pacific Corporation (UNP) 1.2 $4.9M 18k 273.19
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $4.7M 63k 74.81
Accenture Plc Ireland Shs Class A (ACN) 1.1 $4.5M 14k 337.25
Danaher Corporation (DHR) 0.9 $3.8M 13k 293.32
Lowe's Companies (LOW) 0.9 $3.6M 18k 202.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $3.2M 40k 78.90
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $3.0M 38k 78.19
Johnson & Johnson (JNJ) 0.7 $2.8M 16k 177.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $2.8M 53k 53.40
Caterpillar (CAT) 0.7 $2.8M 12k 222.85
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.6 $2.4M 49k 49.59
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.5 $2.2M 37k 58.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.1M 4.3k 490.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.1M 7.4k 277.69
Abbvie (ABBV) 0.5 $1.9M 12k 162.07
Corning Incorporated (GLW) 0.4 $1.8M 48k 36.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.8M 3.9k 451.67
Nike CL B (NKE) 0.4 $1.7M 13k 134.56
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 0.4 $1.7M 70k 24.14
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.7M 16k 107.86
Automatic Data Processing (ADP) 0.4 $1.7M 7.3k 227.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $1.7M 14k 120.96
UnitedHealth (UNH) 0.4 $1.6M 3.2k 510.01
First Tr Mlp & Energy Income 0.4 $1.6M 197k 8.26
Pepsi (PEP) 0.4 $1.6M 9.6k 167.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.6M 20k 78.09
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.5M 4.5k 346.92
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.5M 24k 60.70
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 519.00 2782.27
Cisco Systems (CSCO) 0.3 $1.4M 26k 55.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.4M 39k 36.72
At&t (T) 0.3 $1.4M 61k 23.62
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.4M 6.8k 205.26
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.4M 19k 75.85
Intel Corporation (INTC) 0.3 $1.4M 28k 49.56
Visa Com Cl A (V) 0.3 $1.4M 6.1k 221.84
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.3 $1.4M 22k 61.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M 28k 47.36
Walgreen Boots Alliance (WBA) 0.3 $1.3M 29k 44.78
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $1.3M 27k 48.96
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.3M 7.2k 180.61
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.3M 25k 51.96
Novartis Sponsored Adr (NVS) 0.3 $1.3M 14k 87.78
Procter & Gamble Company (PG) 0.3 $1.2M 8.0k 152.81
Illinois Tool Works (ITW) 0.3 $1.2M 5.8k 209.48
Merck & Co (MRK) 0.3 $1.2M 15k 82.05
Meta Platforms Cl A (META) 0.3 $1.1M 5.2k 222.37
Nxp Semiconductors N V (NXPI) 0.3 $1.1M 6.1k 185.01
Abbott Laboratories (ABT) 0.3 $1.1M 9.0k 118.32
Ark Etf Tr Genomic Rev Etf (ARKG) 0.2 $1.0M 23k 45.94
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.0M 11k 89.07
Chevron Corporation (CVX) 0.2 $1.0M 6.2k 162.86
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.2 $1000k 16k 63.88
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $973k 38k 25.62
JPMorgan Chase & Co. (JPM) 0.2 $963k 7.1k 136.29
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $957k 8.9k 107.09
Cerner Corporation 0.2 $953k 10k 93.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $943k 2.6k 362.69
Roper Industries (ROP) 0.2 $932k 2.0k 472.14
Medtronic SHS (MDT) 0.2 $927k 8.4k 110.90
Ishares Tr Msci Eafe Etf (EFA) 0.2 $918k 13k 73.61
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $918k 18k 50.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $917k 5.8k 157.75
Target Corporation (TGT) 0.2 $904k 4.3k 212.26
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.2 $878k 27k 32.56
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $876k 18k 49.53
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) 0.2 $862k 37k 23.06
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $857k 6.5k 132.09
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $844k 6.6k 128.11
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) 0.2 $815k 17k 47.33
FedEx Corporation (FDX) 0.2 $815k 3.5k 231.40
NVIDIA Corporation (NVDA) 0.2 $809k 3.0k 272.85
Qualcomm (QCOM) 0.2 $808k 5.3k 152.89
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $781k 7.3k 107.41
Verizon Communications (VZ) 0.2 $778k 15k 50.92
Oracle Corporation (ORCL) 0.2 $757k 9.2k 82.73
Starbucks Corporation (SBUX) 0.2 $750k 8.2k 90.94
BlackRock (BLK) 0.2 $750k 981.00 764.53
Amazon (AMZN) 0.2 $737k 226.00 3261.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $714k 12k 59.75
O'reilly Automotive (ORLY) 0.2 $707k 1.0k 685.08
Boeing Company (BA) 0.2 $699k 3.7k 191.51
Coca-Cola Company (KO) 0.2 $667k 11k 61.97
Exxon Mobil Corporation (XOM) 0.2 $664k 8.0k 82.64
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $662k 18k 37.90
Raytheon Technologies Corp (RTX) 0.2 $652k 6.6k 99.10
Becton, Dickinson and (BDX) 0.2 $646k 2.4k 266.17
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $640k 11k 59.56
Sprott Physical Gold Tr Unit (PHYS) 0.2 $639k 42k 15.37
Ishares Tr Core S&p500 Etf (IVV) 0.2 $636k 1.4k 453.96
Gilead Sciences (GILD) 0.2 $630k 11k 59.49
Pfizer (PFE) 0.1 $624k 12k 51.74
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $615k 22k 27.67
Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.1 $596k 15k 40.69
Vanguard World Fds Energy Etf (VDE) 0.1 $591k 5.5k 106.97
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $589k 11k 53.13
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $586k 5.3k 109.70
American Express Company (AXP) 0.1 $582k 3.1k 187.14
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $568k 11k 50.11
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.1 $551k 23k 24.39
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $540k 26k 21.21
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $536k 2.9k 187.94
Deere & Company (DE) 0.1 $509k 1.2k 415.51
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $507k 3.4k 149.12
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $498k 9.3k 53.51
Alphabet Cap Stk Cl C (GOOG) 0.1 $492k 176.00 2795.45
Us Bancorp Del Com New (USB) 0.1 $488k 9.2k 53.11
Garmin SHS (GRMN) 0.1 $488k 4.1k 118.50
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $476k 13k 36.84
Intuitive Surgical Com New (ISRG) 0.1 $473k 1.6k 301.47
Ishares Tr Select Divid Etf (DVY) 0.1 $471k 3.7k 128.16
International Business Machines (IBM) 0.1 $451k 3.5k 130.01
Ishares Silver Tr Ishares (SLV) 0.1 $450k 20k 22.90
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $447k 4.4k 101.78
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $446k 1.7k 269.65
Osi Etf Tr Oshares Us Smlcp 0.1 $437k 13k 34.85
Wells Fargo & Company (WFC) 0.1 $405k 8.3k 48.51
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.1 $402k 13k 31.32
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $401k 16k 24.88
Emcor (EME) 0.1 $401k 3.6k 112.64
Kraneshares Tr Csi Chi Internet (KWEB) 0.1 $394k 14k 28.49
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $373k 5.4k 68.96
Cambria Etf Tr Cannabis Etf (TOKE) 0.1 $358k 31k 11.57
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $357k 10k 35.85
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $348k 7.4k 47.00
Charles River Laboratories (CRL) 0.1 $341k 1.2k 284.17
Sirius Xm Holdings (SIRI) 0.1 $338k 51k 6.63
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $334k 15k 21.86
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $332k 10k 31.92
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $332k 14k 23.74
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $327k 6.2k 53.01
Kimberly-Clark Corporation (KMB) 0.1 $318k 2.6k 123.02
McDonald's Corporation (MCD) 0.1 $316k 1.3k 247.07
3M Company (MMM) 0.1 $310k 2.1k 148.97
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) 0.1 $308k 21k 14.39
Invesco Actively Managed Etf Active Us Real (PSR) 0.1 $306k 2.7k 111.76
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $298k 6.7k 44.47
SYSCO Corporation (SYY) 0.1 $283k 3.5k 81.79
Carrier Global Corporation (CARR) 0.1 $279k 6.1k 45.93
CVS Caremark Corporation (CVS) 0.1 $277k 2.7k 101.06
Fortive (FTV) 0.1 $272k 4.5k 61.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $271k 5.0k 53.86
Adobe Systems Incorporated (ADBE) 0.1 $269k 590.00 455.93
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $269k 3.1k 87.14
Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.1 $266k 6.7k 39.58
Clorox Company (CLX) 0.1 $259k 1.9k 139.25
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $254k 6.1k 41.78
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $249k 7.6k 32.76
Ishares Gold Tr Ishares New (IAU) 0.1 $247k 6.7k 36.83
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $246k 3.8k 64.69
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $242k 9.4k 25.68
Ishares Tr Us Home Cons Etf (ITB) 0.1 $225k 3.8k 59.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $222k 1.7k 134.30
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $221k 3.1k 71.27
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $216k 4.7k 45.66
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $215k 5.6k 38.39
Baxter International (BAX) 0.1 $215k 2.8k 77.42
First Tr Exchange Traded Wtr Etf (FIW) 0.1 $215k 2.6k 84.25
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $211k 12k 18.33
Ishares Tr U.s. Tech Etf (IYW) 0.0 $206k 2.0k 103.00
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (DMAY) 0.0 $206k 5.9k 34.77
Cameco Corporation (CCJ) 0.0 $205k 7.1k 29.08
Transocean Reg Shs (RIG) 0.0 $57k 12k 4.60
Fuel Tech (FTEK) 0.0 $17k 12k 1.41