CA
| |
Cambridge Advisors Inc.13F | |
| Cambridge Advisors Inc. | |
| Last update 2024-10-23 | 166 Stocks (5 new) |
| Value $455.00 Mil | Turnover 5 % |
| Portfolio Report | |
Cambridge Advisors Inc. Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 150,519 | 79424.440 | -1.91% | 17.460 | -0.34% | 0.020 | +1.14% | -0.91% | 528294.358 | ||
BND | Vanguard Total Bond Market ETF | 650,866 | 48886.530 | +1.96% | 10.750 | +0.21% | 0.040 | -2.87% | -0.93% | 116973.570 | ||
VEA | Vanguard FTSE Developed Markets ETF | 570,206 | 30112.590 | +2.29% | 6.620 | +0.15% | 0.020 | -6.74% | -0.61% | 135974.140 | ||
IJH | iShares Core S&P Mid-Cap ETF | 287,822 | 17937.050 | +3.69% | 3.940 | +0.14% | 0.020 | +0.28% | -0.67% | 94477.979 | ||
MSFT | Microsoft Corp | 30,008 | 12912.270 | -0.06% | 2.840 | 0% | 0.000 | +0.95% | -0.60% | 3114843.301 | Software | |
BNDX | Vanguard Total International Bond ETF | 249,866 | 12563.240 | +2.87% | 2.760 | +0.08% | 0.020 | -0.58% | -1.06% | 60738.923 | ||
VTI | Vanguard Total Stock Market ETF | 37,671 | 10667.060 | -1.57% | 2.340 | -0.04% | 0.000 | +1.52% | -0.87% | 428154.700 | ||
VCIT | Vanguard Intermediate-Term Corporate Bond ETF | 112,702 | 9438.770 | +0.57% | 2.070 | +0.01% | 0.020 | -2.97% | -1.10% | 48078.840 | ||
AAPL | Apple Inc | 40,110 | 9345.620 | +1.09% | 2.050 | +0.02% | 0.000 | +3.52% | -5.42% | 3580182.678 | Hardware | |
VWO | Vanguard FTSE Emerging Markets ETF | 194,026 | 9284.160 | -1.32% | 2.040 | -0.03% | 0.010 | -8.30% | -2.79% | 79842.241 |
Cambridge Advisors Inc.'s Historical Top Holdings Breakdowns
Cambridge Advisors Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 2024-03-31 | Add | +3.27% | 53.67 ($56.61) 60.74 | $61.89 | 9.33% | Add 396.48% | 284,733 | 227,383 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add | +1.07% | 23.16 ($25.16) 26.42 | $27.71 | 10.14% | Add 293.62% | 250,796 | 46,770 | |
VOO | Vanguard S&P 500 ETF | 2023-09-30 | Reduce | -0.84% | 392.7 ($408.89) 420.68 | $533.89 | 30.57% | Reduce -4.73% | 162,043 | -8,049 | |
VTI | Vanguard Total Stock Market ETF | 2023-09-30 | Reduce | -0.82% | 211.41 ($221.35) 228.35 | $287.30 | 29.79% | Reduce -23.96% | 46,024 | -14,505 | |
BND | Vanguard Total Bond Market ETF | 2023-12-31 | Reduce | -0.72% | 68.04 ($70.6) 73.9 | $71.24 | 0.91% | Reduce -6.08% | 588,554 | -38,092 | |
FDV | Federated Hermes U.S. Strategic Dividend ETF | 2023-03-31 | Sold Out | -0.70% | 23.36 ($25.15) 26.29 | $26.32 | 4.65% | Sold Out | 0 | -34,936 | |
FTCS | First Trust Capital Strength ETF | 2023-03-31 | New Buy | +0.65% | 70.18 ($73.46) 76.37 | $86.39 | 17.60% | New holding | 34,867 | 34,867 | |
VEA | Vanguard FTSE Developed Markets ETF | 2023-03-31 | Reduce | -0.63% | 42.04 ($44.41) 46 | $47.53 | 7.03% | Reduce -9.01% | 565,800 | -56,016 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add | +0.62% | 25.67 ($27.24) 28.35 | $27.01 | -0.84% | Add 194.1% | 151,431 | 33,314 | |
BND | Vanguard Total Bond Market ETF | 2023-03-31 | Add | +0.61% | 71.15 ($72.83) 74.22 | $71.24 | -2.18% | Add 5.36% | 631,674 | 32,129 |
Cambridge Advisors Inc. Total Holding History ($B)
Cambridge Advisors Inc.'s Asset Allocation
Cambridge Advisors Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cambridge Advisors Inc.'s Hypothetical Growth since 2024-09-30
Cambridge Advisors Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Cambridge Advisors Inc.'s Holdings Heat Map
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Cambridge Advisors Inc.'s Holdings Bubble Chart
Cambridge Advisors Inc. News
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