Cambridge Financial Group

Cambridge Financial Group as of Dec. 31, 2025

Portfolio Holdings for Cambridge Financial Group

Cambridge Financial Group holds 169 positions in its portfolio as reported in the December 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) 8.2 $24M 679k 34.73
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.8 $20M 352k 56.02
Dimensional Etf Trust Intl Core Equity (DFIC) 6.4 $18M 682k 26.89
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.2 $15M 545k 27.39
Dimensional Etf Trust Emerging Mkts Va (DFEV) 4.7 $14M 506k 26.84
Dimensional Etf Trust World Ex Us Core (DFAX) 2.8 $8.1M 322k 25.10
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $7.9M 271k 29.27
Spdr Series Trust State Street Spd (SLYV) 2.5 $7.3M 83k 87.72
Ishares Tr Sp Smcp600vl Etf (IJS) 2.1 $6.0M 55k 110.06
Apple (AAPL) 1.9 $5.5M 21k 258.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $5.4M 204k 26.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $5.2M 25k 206.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $4.7M 193k 24.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $4.6M 190k 24.33
Dimensional Etf Trust Internatnal Val (DFIV) 1.6 $4.5M 108k 41.69
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.5 $4.3M 53k 80.17
Ishares Tr Rus 1000 Etf (IWB) 1.4 $4.2M 12k 353.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.4 $4.0M 193k 20.82
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.4 $3.9M 40k 98.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.3 $3.6M 133k 27.47
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.1 $3.3M 50k 66.38
Ishares Tr Core Div Grwth (DGRO) 1.1 $3.2M 52k 62.78
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.1 $3.0M 6.9k 444.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $3.0M 101k 29.53
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $2.9M 21k 140.97
Ishares Tr Core Msci Eafe (IEFA) 0.9 $2.6M 37k 70.64
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $2.6M 95k 27.08
Dimensional Etf Trust Us Equity Market (DFUS) 0.8 $2.3M 35k 65.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $2.3M 78k 28.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.2M 4.0k 554.43
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $2.1M 76k 27.68
Ishares Tr Egsadvncdmsci Em (EMXF) 0.7 $2.1M 46k 45.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.9M 3.1k 623.87
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.9M 9.4k 204.74
Dimensional Etf Trust International (DFSI) 0.6 $1.7M 47k 36.30
Microsoft Corporation (MSFT) 0.6 $1.7M 3.8k 438.97
American Express Company (AXP) 0.6 $1.7M 5.4k 308.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.6M 4.1k 401.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.6M 19k 83.99
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.6M 42k 38.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.6M 8.2k 194.43
Schwab Strategic Tr Fundamental Emer (FNDE) 0.5 $1.6M 54k 29.07
Spdr Series Trust State Street Spd (MDYV) 0.5 $1.5M 18k 81.02
Ishares Tr Russell 3000 Etf (IWV) 0.5 $1.4M 3.7k 388.68
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.4M 5.9k 243.36
Amazon (AMZN) 0.5 $1.4M 6.5k 219.96
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $1.4M 45k 30.38
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $1.2M 34k 35.29
Ishares Tr Core Msci Total (IXUS) 0.4 $1.2M 18k 66.14
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.2M 31k 38.12
Ishares Tr Esg Aware Msci (ESML) 0.4 $1.1M 27k 42.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 3.4k 326.55
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.1M 3.1k 357.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $1.1M 33k 31.99
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.0M 3.9k 271.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.0M 15k 68.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 2.1k 503.71
Vanguard Intl Equity Index Tt Wrld St Etf (VT) 0.4 $1.0M 8.4k 123.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.0M 13k 79.81
Spdr Series Trust State Street Spd (SPTM) 0.3 $998k 14k 71.43
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $941k 12k 77.67
NVIDIA Corporation (NVDA) 0.3 $924k 6.5k 141.77
Tesla Motors (TSLA) 0.3 $897k 2.0k 442.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $883k 5.1k 173.92
Wal-Mart Stores (WMT) 0.3 $860k 8.6k 99.63
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $849k 6.7k 126.09
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.3 $848k 17k 49.95
Johnson & Johnson (JNJ) 0.3 $827k 5.3k 156.60
Vanguard Index Fds Small Cp Etf (VB) 0.3 $814k 3.2k 252.22
Qualcomm (QCOM) 0.3 $790k 4.6k 171.72
Pepsi (PEP) 0.3 $786k 5.3k 148.45
JPMorgan Chase & Co. (JPM) 0.3 $785k 2.8k 279.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $755k 1.00 755400.00
Ishares Core Msci Emkt (IEMG) 0.3 $741k 14k 53.64
Alphabet Cap Stk Cl C (GOOG) 0.2 $708k 3.1k 230.37
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $699k 21k 33.90
Ishares Msci Emerg Mrkt (EEMV) 0.2 $693k 12k 57.99
Eli Lilly & Co. (LLY) 0.2 $670k 868.00 772.00
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $668k 6.6k 101.37
Alphabet Cap Stk Cl A (GOOGL) 0.2 $655k 3.4k 193.03
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.2 $635k 18k 35.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $602k 5.4k 110.66
Ishares Tr Global 100 Etf (IOO) 0.2 $591k 4.6k 127.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $590k 6.6k 89.08
Merck & Co (MRK) 0.2 $575k 5.7k 100.56
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $571k 8.2k 69.90
Emerson Electric (EMR) 0.2 $545k 4.2k 128.22
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $543k 18k 29.70
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.2 $538k 24k 22.02
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.2 $531k 23k 23.15
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $527k 24k 22.21
Costco Wholesale Corporation (COST) 0.2 $525k 582.00 901.89
Ishares Tr Select Divid Etf (DVY) 0.2 $525k 3.7k 141.76
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $519k 16k 33.21
Ishares Tr Esg Select Scre (XVV) 0.2 $519k 12k 45.30
International Business Machines (IBM) 0.2 $512k 2.0k 253.24
ConocoPhillips (COP) 0.2 $510k 5.1k 99.15
Visa Com Cl A (V) 0.2 $507k 1.5k 337.71
Ishares Tr Esg Select Scree (XJR) 0.2 $504k 12k 41.42
Ge Aerospace Com New (GE) 0.2 $491k 2.9k 166.79
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.2 $478k 20k 23.46
American Healthcare Reit Com Shs (AHR) 0.2 $473k 12k 39.46
Meta Platforms Cl A (META) 0.2 $469k 770.00 609.29
Ameriprise Financial (AMP) 0.2 $465k 906.00 513.45
Home Depot (HD) 0.2 $460k 1.2k 377.61
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $456k 7.5k 60.49
Abbvie (ABBV) 0.2 $451k 2.5k 182.17
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $444k 3.3k 135.65
Ishares Esg Awr Msci Em (ESGE) 0.2 $433k 12k 35.08
Nucor Corporation (NUE) 0.1 $426k 2.7k 157.68
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $408k 2.4k 173.48
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $408k 7.9k 51.93
Procter & Gamble Company (PG) 0.1 $404k 2.4k 165.83
Ishares Tr Core S&p500 Etf (IVV) 0.1 $403k 671.00 600.57
Broadcom (AVGO) 0.1 $397k 1.7k 231.88
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.1 $392k 4.0k 97.75
McDonald's Corporation (MCD) 0.1 $390k 1.3k 289.97
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $389k 4.0k 97.79
Ishares Euro High Yield (HYXU) 0.1 $378k 7.5k 50.17
Vanguard World Consum Stp Etf (VDC) 0.1 $374k 1.8k 212.35
Ishares Tr National Mun Etf (MUB) 0.1 $373k 3.5k 107.10
Coca-Cola Company (KO) 0.1 $366k 5.5k 66.49
Chevron Corporation (CVX) 0.1 $363k 2.5k 145.90
Cisco Systems (CSCO) 0.1 $361k 5.9k 61.23
Ge Vernova (GEV) 0.1 $361k 1.1k 328.93
Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $336k 6.5k 51.49
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $335k 20k 16.51
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $327k 5.0k 65.08
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) 0.1 $325k 15k 21.14
Exxon Mobil Corporation (XOM) 0.1 $320k 2.9k 111.81
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $318k 7.0k 45.53
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $311k 2.3k 136.94
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $306k 6.1k 50.39
Colgate-Palmolive Company (CL) 0.1 $305k 3.4k 90.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $301k 6.0k 50.28
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $299k 14k 21.34
Oracle Corporation (ORCL) 0.1 $297k 1.8k 166.61
Texas Instruments Incorporated (TXN) 0.1 $295k 1.6k 185.34
Ishares Tr S&p 100 Etf (OEF) 0.1 $292k 1.0k 288.93
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $285k 13k 21.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $282k 687.00 410.24
UnitedHealth (UNH) 0.1 $275k 543.00 505.48
Bank of America Corporation (BAC) 0.1 $274k 5.6k 49.25
Northrop Grumman Corporation (NOC) 0.1 $272k 482.00 563.28
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $269k 1.4k 190.88
Onto Innovation (ONTO) 0.1 $269k 1.7k 162.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $263k 2.6k 101.53
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $255k 12k 22.15
At&t (T) 0.1 $254k 11k 22.96
Netflix (NFLX) 0.1 $253k 1.2k 218.12
Dupont De Nemours (DD) 0.1 $253k 3.3k 76.25
Ishares Tr Eafe Value Etf (EFV) 0.1 $249k 4.6k 54.25
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.1 $244k 9.7k 25.14
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $241k 6.0k 40.36
Caterpillar (CAT) 0.1 $237k 653.00 363.01
United Rentals (URI) 0.1 $235k 302.00 779.15
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $230k 11k 20.32
Raytheon Technologies Corp (RTX) 0.1 $222k 1.5k 150.51
Corteva (CTVA) 0.1 $218k 3.8k 56.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $218k 3.8k 57.96
Public Service Enterprise (PEG) 0.1 $218k 2.6k 84.49
Target Corporation (TGT) 0.1 $217k 2.1k 102.44
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $215k 12k 18.56
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $211k 2.1k 100.12
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.1 $210k 8.1k 25.84
Spdr Series Trust State Street Spd (SDY) 0.1 $209k 1.5k 139.93
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $206k 1.9k 109.10
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $204k 6.0k 34.14
Amprius Technologies Common Stock (AMPX) 0.0 $78k 10k 7.83