Eaton-Cambridge

Eaton-Cambridge as of Dec. 31, 2024

Portfolio Holdings for Eaton-Cambridge

Eaton-Cambridge holds 35 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 35.9 $80M 2.3M 34.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 18.3 $41M 526k 78.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.3 $28M 383k 71.91
Dimensional Etf Trust Intl Core Equity (DFIC) 12.2 $27M 1.1M 25.84
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $14M 537k 26.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.7 $13M 166k 77.27
Apple (AAPL) 1.2 $2.7M 11k 250.42
NVIDIA Corporation (NVDA) 1.1 $2.5M 19k 134.29
American Centy Etf Tr Avantis Core Fi (AVIG) 0.9 $1.9M 47k 40.57
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.7M 59k 29.20
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $1.2M 12k 96.93
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $1.1M 18k 61.37
Amazon (AMZN) 0.4 $995k 4.5k 219.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $989k 9.7k 101.53
Microsoft Corporation (MSFT) 0.4 $857k 2.0k 421.50
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $656k 9.1k 72.37
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $562k 22k 25.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $536k 4.2k 128.62
Eli Lilly & Co. (LLY) 0.2 $534k 692.00 772.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $431k 735.00 586.08
Meta Platforms Cl A (META) 0.2 $416k 710.00 585.51
United Parcel Service CL B (UPS) 0.2 $408k 3.2k 126.10
Alphabet Cap Stk Cl A (GOOGL) 0.2 $361k 1.9k 189.30
JPMorgan Chase & Co. (JPM) 0.1 $310k 1.3k 239.71
Ishares Tr Core S&p500 Etf (IVV) 0.1 $306k 519.00 588.68
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $294k 5.0k 58.79
Vanguard Index Fds Growth Etf (VUG) 0.1 $283k 689.00 410.44
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $266k 6.4k 41.27
UnitedHealth (UNH) 0.1 $259k 512.00 505.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $253k 558.00 453.28
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.1 $241k 5.2k 46.14
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $232k 544.00 425.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $227k 1.2k 190.44
Broadcom (AVGO) 0.1 $220k 950.00 231.84
Home Depot (HD) 0.1 $205k 528.00 388.99