Cambridge Financial Group

Cambridge Financial Group as of Sept. 30, 2025

Portfolio Holdings for Cambridge Financial Group

Cambridge Financial Group holds 165 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.5 $27M 688k 38.57
Dimensional Etf Trust Intl Core Equity (DFIC) 6.9 $22M 656k 32.79
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.6 $21M 353k 58.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.4 $17M 524k 32.07
Dimensional Etf Trust Emerging Mkts Va (DFEV) 5.1 $16M 497k 31.89
Dimensional Etf Trust World Ex Us Core (DFAX) 2.9 $9.2M 292k 31.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $8.6M 268k 31.91
Spdr Series Trust S&p 600 Smcp Val (SLYV) 2.3 $7.3M 82k 88.65
Ishares Tr Sp Smcp600vl Etf (IJS) 1.8 $5.7M 52k 110.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $5.3M 192k 27.90
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.6 $5.1M 54k 95.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $5.1M 192k 26.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $4.9M 190k 25.71
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $4.7M 22k 208.71
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.4 $4.3M 51k 84.68
Ishares Tr Rus 1000 Etf (IWB) 1.4 $4.3M 12k 365.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $4.2M 181k 23.28
Apple (AAPL) 1.3 $4.1M 16k 254.63
Dimensional Etf Trust Internatnal Val (DFIV) 1.3 $4.1M 89k 46.12
Ishares Tr Egsadvncdmsci Em (EMXF) 1.2 $3.9M 86k 45.27
Ishares Tr Core Div Grwth (DGRO) 1.2 $3.8M 56k 68.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $3.5M 128k 27.30
Ishares Tr Core Msci Eafe (IEFA) 1.0 $3.2M 36k 87.31
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $3.1M 45k 68.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $3.0M 103k 29.64
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $2.9M 6.3k 463.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.9M 20k 140.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $2.6M 88k 29.11
Dimensional Etf Trust Us Equity Market (DFUS) 0.8 $2.5M 35k 72.44
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $2.3M 66k 35.69
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $2.3M 28k 84.11
Dimensional Etf Trust International (DFSI) 0.7 $2.3M 56k 40.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.3M 3.00 754200.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $2.1M 4.5k 468.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $2.0M 60k 33.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.0M 2.9k 666.18
Schwab Strategic Tr Fundamental Emer (FNDE) 0.6 $1.9M 52k 36.16
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.8M 39k 46.81
Microsoft Corporation (MSFT) 0.6 $1.8M 3.5k 518.03
American Express Company (AXP) 0.6 $1.8M 5.4k 332.15
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.8M 8.2k 215.78
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.6 $1.8M 21k 83.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.7M 8.6k 203.60
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.6M 24k 65.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.5M 2.6k 600.52
Ishares Tr Russell 3000 Etf (IWV) 0.5 $1.4M 3.7k 378.94
NVIDIA Corporation (NVDA) 0.5 $1.4M 7.5k 186.59
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.4M 32k 42.47
Amazon (AMZN) 0.4 $1.3M 6.1k 219.57
Ishares Tr Core Msci Total (IXUS) 0.4 $1.3M 16k 82.58
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.3M 42k 31.53
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $1.3M 32k 41.09
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.3M 5.2k 241.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.2M 15k 79.93
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.1M 3.2k 355.47
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.4 $1.1M 14k 80.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 2.2k 502.74
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $1.1M 12k 92.98
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $1.1M 33k 31.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 3.2k 328.22
Ishares Tr Esg Aware Msci (ESML) 0.3 $1.0M 23k 45.08
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.3 $1.0M 43k 23.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $992k 14k 73.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $983k 8.8k 111.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $917k 17k 54.18
Wal-Mart Stores (WMT) 0.3 $912k 8.9k 103.06
Ge Aerospace Com New (GE) 0.3 $885k 2.9k 300.82
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $869k 6.3k 137.78
Ishares Core Msci Emkt (IEMG) 0.3 $857k 13k 65.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $846k 17k 50.07
Johnson & Johnson (JNJ) 0.3 $845k 4.6k 185.41
Alphabet Cap Stk Cl A (GOOGL) 0.3 $841k 3.5k 243.09
Tesla Motors (TSLA) 0.3 $831k 1.9k 444.72
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $828k 6.4k 129.71
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $797k 4.6k 174.59
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.3 $780k 36k 21.57
Qualcomm (QCOM) 0.2 $765k 4.6k 166.36
Ishares Msci Emerg Mrkt (EEMV) 0.2 $756k 12k 63.83
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $756k 11k 70.85
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $736k 20k 36.35
Ishares Tr National Mun Etf (MUB) 0.2 $724k 6.8k 106.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $699k 7.0k 99.53
Vanguard Index Fds Small Cp Etf (VB) 0.2 $692k 2.7k 254.36
Eli Lilly & Co. (LLY) 0.2 $680k 891.00 763.05
Ge Vernova (GEV) 0.2 $675k 1.1k 614.90
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $659k 6.6k 99.94
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $652k 15k 42.96
Broadcom (AVGO) 0.2 $594k 1.8k 329.97
Ishares Tr Esg Select Scre (XVV) 0.2 $590k 12k 51.52
Meta Platforms Cl A (META) 0.2 $580k 790.00 734.44
Abbvie (ABBV) 0.2 $579k 2.5k 231.50
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $570k 18k 31.16
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $562k 7.5k 75.11
International Business Machines (IBM) 0.2 $559k 2.0k 282.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $556k 2.3k 243.56
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $541k 24k 22.52
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $535k 24k 21.92
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $530k 23k 23.10
Ishares Esg Awr Msci Em (ESGE) 0.2 $521k 12k 43.42
Visa Com Cl A (V) 0.2 $518k 1.5k 341.49
Ishares Tr Esg Select Scree (XJR) 0.2 $518k 12k 42.56
Costco Wholesale Corporation (COST) 0.2 $515k 557.00 924.31
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $514k 1.8k 293.80
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $513k 9.8k 52.22
JPMorgan Chase & Co. (JPM) 0.2 $512k 1.6k 315.47
ConocoPhillips (COP) 0.2 $506k 5.4k 94.59
American Healthcare Reit Com Shs (AHR) 0.2 $504k 12k 42.01
Oracle Corporation (ORCL) 0.2 $501k 1.8k 281.19
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.2 $488k 13k 38.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $486k 3.3k 145.66
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $477k 20k 23.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $449k 671.00 669.10
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $447k 5.0k 89.03
Ameriprise Financial (AMP) 0.1 $445k 906.00 491.25
Home Depot (HD) 0.1 $437k 1.1k 405.35
Pepsi (PEP) 0.1 $437k 3.1k 140.46
McDonald's Corporation (MCD) 0.1 $422k 1.4k 303.82
Ishares Intl High Yield (HYXU) 0.1 $418k 7.5k 55.61
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.1 $418k 19k 22.08
Netflix (NFLX) 0.1 $414k 345.00 1198.92
Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $412k 6.5k 63.11
Procter & Gamble Company (PG) 0.1 $405k 2.6k 153.68
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $395k 17k 23.62
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $381k 2.2k 176.81
Vanguard World Consum Stp Etf (VDC) 0.1 $376k 1.8k 213.73
Coca-Cola Company (KO) 0.1 $376k 5.7k 66.32
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $367k 15k 24.53
Cisco Systems (CSCO) 0.1 $357k 5.2k 68.42
Chevron Corporation (CVX) 0.1 $357k 2.3k 155.29
Emerson Electric (EMR) 0.1 $347k 2.6k 131.20
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $338k 2.4k 141.51
Ishares Tr S&p 100 Etf (OEF) 0.1 $337k 1.0k 332.93
Ishares Tr Select Divid Etf (DVY) 0.1 $335k 2.4k 142.10
Merck & Co (MRK) 0.1 $332k 4.0k 83.94
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) 0.1 $324k 15k 21.01
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $319k 19k 16.90
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $315k 7.0k 44.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $313k 2.6k 120.72
Caterpillar (CAT) 0.1 $312k 653.00 477.48
Ishares Tr Eafe Value Etf (EFV) 0.1 $311k 4.6k 67.83
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $306k 6.9k 44.31
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $305k 14k 21.96
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $291k 1.4k 206.51
Bank of America Corporation (BAC) 0.1 $287k 5.6k 51.59
Texas Instruments Incorporated (TXN) 0.1 $275k 1.5k 183.78
At&t (T) 0.1 $270k 9.6k 28.24
Colgate-Palmolive Company (CL) 0.1 $268k 3.4k 79.94
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $265k 6.0k 44.51
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $264k 2.6k 100.76
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $262k 12k 22.39
Corteva (CTVA) 0.1 $259k 3.8k 67.64
Exxon Mobil Corporation (XOM) 0.1 $258k 2.3k 112.75
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $257k 4.0k 63.57
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.1 $243k 9.7k 24.98
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $237k 3.0k 78.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $225k 3.8k 59.92
Dupont De Nemours (DD) 0.1 $223k 2.9k 77.90
Public Service Enterprise (PEG) 0.1 $215k 2.6k 83.46
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $212k 2.1k 100.25
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $210k 1.9k 110.90
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $209k 10k 20.57
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.1 $207k 8.1k 25.55
UnitedHealth (UNH) 0.1 $201k 581.00 345.05
Phillips 66 (PSX) 0.1 $200k 1.5k 136.02
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $194k 10k 18.81