Eaton-Cambridge

Eaton-Cambridge as of March 31, 2025

Portfolio Holdings for Eaton-Cambridge

Eaton-Cambridge holds 34 positions in its portfolio as reported in the March 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) 32.8 $76M 2.3M 32.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 17.8 $41M 524k 78.94
Dimensional Etf Trust Intl Core Equity (DFIC) 13.5 $31M 1.1M 27.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.8 $30M 407k 73.45
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.4 $15M 565k 26.46
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.5 $13M 165k 78.28
American Centy Etf Tr Us Eqt Etf (AVUS) 1.9 $4.5M 49k 92.38
Apple (AAPL) 1.0 $2.4M 11k 222.13
NVIDIA Corporation (NVDA) 0.8 $1.9M 18k 108.38
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.8M 59k 31.23
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.8 $1.8M 38k 46.74
American Centy Etf Tr Avantis Core Fi (AVIG) 0.7 $1.6M 39k 41.39
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $1.2M 19k 66.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.0M 20k 49.62
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $971k 16k 60.17
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $904k 9.7k 92.83
Amazon (AMZN) 0.4 $872k 4.6k 190.26
Microsoft Corporation (MSFT) 0.3 $723k 1.9k 375.39
American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $643k 9.0k 71.19
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $574k 5.7k 100.51
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $574k 22k 25.89
Eli Lilly & Co. (LLY) 0.2 $572k 692.00 825.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $509k 4.2k 122.01
Meta Platforms Cl A (META) 0.2 $375k 650.00 576.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $360k 676.00 532.58
United Parcel Service CL B (UPS) 0.1 $338k 3.1k 109.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $336k 1.7k 193.99
JPMorgan Chase & Co. (JPM) 0.1 $316k 1.3k 245.30
Alphabet Cap Stk Cl A (GOOGL) 0.1 $301k 1.9k 154.64
Ishares Tr Core S&p500 Etf (IVV) 0.1 $289k 514.00 561.90
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $286k 6.8k 42.06
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $277k 5.8k 47.52
UnitedHealth (UNH) 0.1 $258k 492.00 523.75
Visa Com Cl A (V) 0.1 $207k 590.00 350.46