Cambridge Advisors

Cambridge Advisors as of Dec. 31, 2024

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 168 positions in its portfolio as reported in the December 2024 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) 17.3 $78M 144k 538.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.6 $47M 660k 71.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.5 $29M 610k 47.82
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $17M 267k 62.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.8 $12M 252k 49.05
Microsoft Corporation (MSFT) 2.7 $12M 29k 421.49
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $11M 37k 289.81
Apple (AAPL) 2.3 $10M 40k 250.42
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.2 $10M 178k 56.38
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $9.2M 115k 80.27
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.0 $9.1M 158k 57.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $8.8M 200k 44.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $8.6M 19k 453.28
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $7.2M 37k 195.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $7.0M 253k 27.87
Vanguard Index Fds Small Cp Etf (VB) 1.5 $6.7M 28k 240.28
Amgen (AMGN) 1.4 $6.4M 25k 260.64
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $6.3M 71k 89.08
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.0 $4.3M 140k 30.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $4.2M 154k 27.32
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.9 $4.0M 49k 81.58
Caterpillar (CAT) 0.8 $3.4M 9.4k 362.75
Union Pacific Corporation (UNP) 0.7 $3.3M 14k 228.04
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.1M 138k 22.70
Accenture Plc Ireland Shs Class A (ACN) 0.7 $3.1M 8.9k 351.79
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $3.1M 132k 23.68
Innovator Etfs Trust Buffer Step Up S (BSTP) 0.7 $3.0M 91k 33.21
Lowe's Companies (LOW) 0.6 $2.9M 12k 246.79
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.6 $2.7M 140k 19.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $2.6M 6.5k 401.58
NVIDIA Corporation (NVDA) 0.6 $2.5M 19k 134.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $2.5M 28k 87.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.4M 4.1k 586.07
Danaher Corporation (DHR) 0.5 $2.3M 10k 229.55
Goldman Sachs Physical Gold Unit (AAAU) 0.5 $2.3M 89k 25.93
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.2M 44k 50.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.2M 3.9k 569.58
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.0M 11k 189.31
Meta Platforms Cl A (META) 0.4 $2.0M 3.4k 585.43
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.4 $1.8M 36k 50.39
Johnson & Johnson (JNJ) 0.4 $1.8M 12k 144.62
Corning Incorporated (GLW) 0.4 $1.7M 36k 47.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.7M 90k 18.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.6M 3.8k 425.50
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $1.6M 55k 29.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.6M 58k 27.71
Abbvie (ABBV) 0.4 $1.6M 8.9k 177.70
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.6M 14k 115.22
Visa Com Cl A (V) 0.3 $1.5M 4.9k 316.03
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $1.5M 43k 35.65
Oracle Corporation (ORCL) 0.3 $1.5M 9.2k 166.64
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.5M 6.8k 220.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.4M 56k 25.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M 18k 78.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.3M 2.6k 511.23
JPMorgan Chase & Co. (JPM) 0.3 $1.3M 5.5k 239.71
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $1.3M 30k 42.97
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.3M 33k 39.56
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.3M 16k 81.03
Automatic Data Processing (ADP) 0.3 $1.2M 4.1k 292.73
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $1.2M 20k 59.77
Emcor (EME) 0.3 $1.1M 2.5k 453.90
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.1M 15k 75.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.1M 11k 106.84
O'reilly Automotive (ORLY) 0.3 $1.1M 963.00 1185.80
Procter & Gamble Company (PG) 0.2 $1.1M 6.6k 167.65
Cisco Systems (CSCO) 0.2 $1.1M 19k 59.20
Amazon (AMZN) 0.2 $1.1M 5.0k 219.39
UnitedHealth (UNH) 0.2 $1.1M 2.1k 505.86
Illinois Tool Works (ITW) 0.2 $1.1M 4.2k 253.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.0M 6.0k 175.24
Pepsi (PEP) 0.2 $1.0M 6.8k 152.06
First Tr Exchange-traded Ft Vest Djia (DOGG) 0.2 $1.0M 53k 19.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $996k 17k 58.93
Novartis Sponsored Adr (NVS) 0.2 $980k 10k 97.31
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.2 $962k 46k 20.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $936k 40k 23.18
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.2 $872k 30k 29.14
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $866k 20k 43.24
American Express Company (AXP) 0.2 $864k 2.9k 296.79
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $856k 17k 49.69
Merck & Co (MRK) 0.2 $849k 8.5k 99.48
Roper Industries (ROP) 0.2 $842k 1.6k 519.85
Chevron Corporation (CVX) 0.2 $809k 5.6k 144.84
Intuitive Surgical Com New (ISRG) 0.2 $792k 1.5k 521.96
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $790k 33k 24.06
Exxon Mobil Corporation (XOM) 0.2 $788k 7.3k 107.57
Abbott Laboratories (ABT) 0.2 $774k 6.8k 113.11
Spdr Gold Tr Gold Shs (GLD) 0.2 $757k 3.1k 242.13
Innovator Etfs Trust Power Buffer Set (PSTP) 0.2 $755k 24k 32.03
Costco Wholesale Corporation (COST) 0.2 $745k 813.00 916.30
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.2 $742k 35k 21.22
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $719k 3.0k 242.20
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $702k 6.1k 115.18
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $680k 5.1k 132.10
Vanguard World Energy Etf (VDE) 0.2 $677k 5.6k 121.31
Starbucks Corporation (SBUX) 0.2 $674k 7.4k 91.24
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $647k 5.2k 124.96
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $633k 25k 25.83
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) 0.1 $628k 22k 28.49
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $626k 6.5k 96.90
Coca-Cola Company (KO) 0.1 $626k 10k 62.26
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $617k 6.7k 92.45
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $616k 13k 46.24
Raytheon Technologies Corp (RTX) 0.1 $595k 5.1k 115.73
Nxp Semiconductors N V (NXPI) 0.1 $592k 2.9k 207.85
Alphabet Cap Stk Cl C (GOOG) 0.1 $576k 3.0k 190.46
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $575k 21k 27.89
Ishares Tr Core S&p500 Etf (IVV) 0.1 $573k 973.00 588.68
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $550k 22k 25.52
FedEx Corporation (FDX) 0.1 $516k 1.8k 281.33
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY) 0.1 $510k 13k 40.74
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $508k 11k 45.34
Wells Fargo & Company (WFC) 0.1 $502k 7.2k 70.24
Vanguard Index Fds Value Etf (VTV) 0.1 $483k 2.9k 169.30
Qualcomm (QCOM) 0.1 $460k 3.0k 153.60
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $456k 9.8k 46.54
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $455k 10k 43.72
Medtronic SHS (MDT) 0.1 $439k 5.5k 79.88
Ishares Tr Select Divid Etf (DVY) 0.1 $432k 3.3k 131.29
Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $427k 13k 32.24
Target Corporation (TGT) 0.1 $426k 3.2k 135.18
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $418k 9.9k 42.25
Blackrock (BLK) 0.1 $416k 406.00 1025.11
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.1 $397k 16k 24.54
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI) 0.1 $395k 15k 26.73
Ishares Tr Us Home Cons Etf (ITB) 0.1 $393k 3.8k 103.39
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $388k 1.6k 243.17
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $359k 9.6k 37.30
Carrier Global Corporation (CARR) 0.1 $347k 5.1k 68.26
Us Bancorp Del Com New (USB) 0.1 $345k 7.2k 47.83
Ishares Gold Tr Ishares New (IAU) 0.1 $344k 7.0k 49.51
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $337k 18k 18.88
Becton, Dickinson and (BDX) 0.1 $334k 1.5k 226.87
International Business Machines (IBM) 0.1 $326k 1.5k 219.83
Ishares Tr U.s. Tech Etf (IYW) 0.1 $319k 2.0k 159.52
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG) 0.1 $311k 10k 30.52
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.1 $310k 8.0k 38.63
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $308k 12k 26.07
Clorox Company (CLX) 0.1 $302k 1.9k 162.41
Palo Alto Networks (PANW) 0.1 $301k 1.7k 181.96
Garmin SHS (GRMN) 0.1 $299k 1.5k 206.26
Spdr Ser Tr Bloomberg Intl (IBND) 0.1 $295k 10k 28.36
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $292k 14k 21.06
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $290k 7.9k 36.89
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $286k 7.7k 37.12
Intel Corporation (INTC) 0.1 $281k 14k 20.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $281k 1.6k 178.10
Boeing Company (BA) 0.1 $272k 1.5k 177.00
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.1 $271k 9.7k 28.03
McDonald's Corporation (MCD) 0.1 $263k 908.00 289.92
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $262k 5.1k 51.14
Blackstone Group Inc Com Cl A (BX) 0.1 $259k 1.5k 172.42
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $253k 7.6k 33.34
Pfizer (PFE) 0.1 $252k 9.5k 26.53
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $245k 5.0k 48.67
Deere & Company (DE) 0.1 $240k 566.00 423.40
Adobe Systems Incorporated (ADBE) 0.1 $236k 531.00 444.68
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $233k 5.5k 41.98
Dynex Cap (DX) 0.1 $233k 18k 12.65
Gilead Sciences (GILD) 0.1 $226k 2.5k 92.37
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $226k 19k 12.03
Charles River Laboratories (CRL) 0.0 $222k 1.2k 184.60
Fortive (FTV) 0.0 $219k 2.9k 75.00
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $209k 1.7k 119.34
Kimberly-Clark Corporation (KMB) 0.0 $204k 1.6k 131.04
Invesco Actively Managed Exc Active Us Real (PSR) 0.0 $201k 2.2k 90.28
3M Company (MMM) 0.0 $201k 1.6k 129.09