Eaton-Cambridge

Eaton-Cambridge as of March 31, 2024

Portfolio Holdings for Eaton-Cambridge

Eaton-Cambridge holds 30 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 38.5 $72M 2.3M 31.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 18.0 $34M 438k 77.31
Dimensional Etf Trust Intl Core Equity (DFIC) 12.6 $24M 888k 26.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.5 $20M 272k 72.63
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.0 $11M 445k 25.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.1 $9.6M 125k 76.67
American Centy Etf Tr Avantis Core Fi (AVIG) 1.2 $2.2M 54k 41.25
Apple (AAPL) 1.0 $1.8M 11k 171.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $1.7M 56k 30.22
NVIDIA Corporation (NVDA) 0.8 $1.6M 1.7k 903.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $1.1M 18k 63.74
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.0M 11k 89.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $863k 10k 84.44
Microsoft Corporation (MSFT) 0.4 $837k 2.0k 420.72
Amazon (AMZN) 0.4 $789k 4.4k 180.38
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $566k 8.1k 69.82
Eli Lilly & Co. (LLY) 0.3 $542k 696.00 777.96
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $527k 21k 24.72
United Parcel Service CL B (UPS) 0.3 $483k 3.2k 148.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $481k 4.2k 115.30
Meta Platforms Cl A (META) 0.2 $320k 658.00 485.58
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $302k 7.2k 41.95
Ishares Tr Core S&p500 Etf (IVV) 0.2 $298k 566.00 525.73
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $294k 5.1k 57.96
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.1 $273k 5.9k 46.28
JPMorgan Chase & Co. (JPM) 0.1 $258k 1.3k 200.30
UnitedHealth (UNH) 0.1 $243k 491.00 494.70
Vanguard Index Fds Growth Etf (VUG) 0.1 $237k 689.00 344.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $216k 1.4k 150.93
Broadcom (AVGO) 0.1 $200k 151.00 1325.41