Cambridge Advisors Inc.
184 holdingsFiling period: 2026-06-30Current AUM: $586.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 154.5K | $106.1M | $109.7M | 18.71% | +6.8K | 2026-06-30 |
| 2 | BND | Vanguard BD Index Fds | 805.7K | $59.1M | $57.4M | 9.78% | +75.1K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 556.9K | $39.7M | $39.2M | 6.68% | +32.5K | 2026-06-30 |
| 4 | IJH | iShares TR | 311.5K | $24.0M | $22.8M | 3.90% | +8.3K | 2026-06-30 |
| 5 | BNDX | Vanguard Charlotte Fds | 318.2K | $15.4M | $15.0M | 2.57% | +26.3K | 2026-06-30 |
| 6 | VTI | Vanguard Index Fds | 35.8K | $13.3M | $13.6M | 2.32% | -478 | 2026-06-30 |
| 7 | JEPQ | J P Morgan Exchange Traded F | 204.8K | $12.6M | $12.3M | 2.10% | -1,332 | 2026-06-30 |
| 8 | VCIT | Vanguard Scottsdale Fds | 145.3K | $12.0M | $11.5M | 1.97% | +22.6K | 2026-06-30 |
| 9 | VWO | Vanguard Intl Equity Index F | 193.5K | $11.6M | $11.0M | 1.88% | +7.6K | 2026-06-30 |
| 10 | BRK-A | Berkshire Hathaway Inc Del | 15 | $11.2M | $11.2M | 1.92% | -- | 2026-06-30 |
| 11 | AAPL | Apple Inc | 36.5K | $10.6M | $12.6M | 2.14% | -1,115 | 2026-06-30 |
| 12 | JEPI | J P Morgan Exchange Traded F | 181.4K | $10.2M | $10.4M | 1.78% | +453 | 2026-06-30 |
| 13 | VB | Vanguard Index Fds | 31.6K | $9.6M | $9.2M | 1.57% | -- | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 25.5K | $9.5M | $13.5M | 2.31% | -2,144 | 2026-06-30 |
| 15 | AMGN | Amgen Inc | 24.6K | $8.9M | $11.1M | 1.90% | +141 | 2026-06-30 |
| 16 | GLW | Corning Inc | 34.7K | $8.9M | $4.6M | 0.78% | -50 | 2026-06-30 |
| 17 | VNQ | Vanguard Index Fds | 90.1K | $8.7M | $8.3M | 1.41% | +5.3K | 2026-06-30 |
| 18 | SCHG | Schwab Strategic TR | 242.4K | $8.2M | $8.6M | 1.47% | -9,177 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 16.2K | $8.1M | $8.1M | 1.38% | -639 | 2026-06-30 |
| 20 | VIG | Vanguard Specialized Funds | 33.5K | $7.9M | $8.2M | 1.41% | -340 | 2026-06-30 |
| 21 | CAT | Caterpillar Inc | 6.3K | $6.7M | $4.5M | 0.77% | -240 | 2026-06-30 |
| 22 | BUFR | First TR Exchng Traded FD VI | 140.6K | $5.1M | $5.3M | 0.91% | +1.1K | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation | 20.6K | $4.1M | $4.4M | 0.76% | +327 | 2026-06-30 |
| 24 | SCHD | Schwab Strategic TR | 127.7K | $4.0M | $4.5M | 0.76% | -2,530 | 2026-06-30 |
| 25 | FNDX | Schwab Strategic TR | 127.2K | $4.0M | $4.2M | 0.71% | -4,094 | 2026-06-30 |
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