Cambridge Advisors Inc.
179 holdingsFiling period: 2026-03-31Current AUM: $560.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 147.8K | $88.3M | $101.5M | 18.11% | +3.4K | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 730.6K | $53.8M | $52.8M | 9.42% | +45 | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 524.4K | $33.6M | $37.0M | 6.61% | -24,440 | 2026-03-31 |
| 4 | IJH | ISHARES TR | 303.2K | $20.5M | $22.8M | 4.07% | -5,295 | 2026-03-31 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 291.9K | $14.0M | $13.9M | 2.49% | +1.9K | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 36.3K | $11.6M | $13.4M | 2.39% | +1 | 2026-03-31 |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 206.2K | $11.4M | $12.0M | 2.14% | -2,350 | 2026-03-31 |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 15 | $10.8M | $10.8M | 1.92% | -- | 2026-03-31 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 181.0K | $10.3M | $10.4M | 1.85% | -1,449 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 27.6K | $10.2M | $12.8M | 2.29% | -685 | 2026-03-31 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | 122.7K | $10.2M | $10.0M | 1.78% | +72 | 2026-03-31 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 185.9K | $10.0M | $10.9M | 1.95% | -4,400 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 37.6K | $9.6M | $11.6M | 2.08% | -34 | 2026-03-31 |
| 14 | AMGN | AMGEN INC | 24.5K | $8.6M | $9.4M | 1.68% | -217 | 2026-03-31 |
| 15 | VB | VANGUARD INDEX FDS | 31.6K | $8.3M | $9.3M | 1.67% | -700 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 16.8K | $8.1M | $8.1M | 1.44% | -659 | 2026-03-31 |
| 17 | VNQ | VANGUARD INDEX FDS | 84.7K | $7.5M | $8.4M | 1.50% | +11 | 2026-03-31 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 251.5K | $7.3M | $8.6M | 1.53% | -2,765 | 2026-03-31 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | 33.8K | $7.3M | $8.1M | 1.44% | -481 | 2026-03-31 |
| 20 | GLW | CORNING INC | 34.8K | $4.7M | $4.8M | 0.86% | +55 | 2026-03-31 |
| 21 | BUFR | FIRST TR EXCHNG TRADED FD VI | 139.5K | $4.7M | $5.1M | 0.92% | -1,520 | 2026-03-31 |
| 22 | CAT | CATERPILLAR INC | 6.6K | $4.7M | $5.4M | 0.96% | -531 | 2026-03-31 |
| 23 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 89.6K | $4.1M | $3.6M | 0.64% | +28 | 2026-03-31 |
| 24 | SCHD | SCHWAB STRATEGIC TR | 130.2K | $4.0M | $4.4M | 0.78% | -510 | 2026-03-31 |
| 25 | FNDX | SCHWAB STRATEGIC TR | 131.3K | $3.7M | $4.2M | 0.74% | +1.2K | 2026-03-31 |
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