Eaton-Cambridge Inc.
57 holdingsFiling period: 2026-03-31Current AUM: $344.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.60M | $100.9M | $115.5M | 33.56% | +41.3K | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.27M | $45.2M | $48.5M | 14.09% | +14.6K | 2026-03-31 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 547.9K | $43.4M | $43.1M | 12.52% | -70,607 | 2026-03-31 |
| 4 | BND | VANGUARD BD INDEX FDS | 434.9K | $32.0M | $31.4M | 9.13% | -72,892 | 2026-03-31 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 655.6K | $22.7M | $24.7M | 7.18% | +5.1K | 2026-03-31 |
| 6 | DFGX | DIMENSIONAL ETF TRUST | 325.3K | $17.1M | $17.0M | 4.93% | -- | 2026-03-31 |
| 7 | BSV | VANGUARD BD INDEX FDS | 161.3K | $12.7M | $12.5M | 3.64% | -9,145 | 2026-03-31 |
| 8 | AVUS | AMERICAN CENTY ETF TR | 51.7K | $5.8M | $6.6M | 1.92% | +2.3K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 22.0K | $3.8M | $4.4M | 1.28% | +3.6K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 14.0K | $3.5M | $4.3M | 1.25% | +2.5K | 2026-03-31 |
| 11 | VTEB | VANGUARD MUN BD FDS | 62.3K | $3.1M | $3.1M | 0.90% | +12.7K | 2026-03-31 |
| 12 | VTES | VANGUARD WELLINGTON FD | 23.7K | $2.4M | $2.4M | 0.69% | +3.6K | 2026-03-31 |
| 13 | DFAI | DIMENSIONAL ETF TRUST | 54.6K | $2.1M | $2.3M | 0.67% | -- | 2026-03-31 |
| 14 | AVDE | AMERICAN CENTY ETF TR | 19.3K | $1.6M | $1.8M | 0.51% | +1.0K | 2026-03-31 |
| 15 | AVSF | AMERICAN CENTY ETF TR | 33.7K | $1.6M | $1.6M | 0.45% | -- | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 7.4K | $1.5M | $2.0M | 0.59% | +2.1K | 2026-03-31 |
| 17 | AVEM | AMERICAN CENTY ETF TR | 18.7K | $1.5M | $1.7M | 0.49% | +1.4K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 3.3K | $1.2M | $1.6M | 0.45% | +1.1K | 2026-03-31 |
| 19 | IVW | ISHARES TR | 9.7K | $1.1M | $1.3M | 0.38% | -- | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 3.6K | $1.0M | $1.3M | 0.37% | +1.2K | 2026-03-31 |
| 21 | DFSU | DIMENSIONAL ETF TRUST | 24.2K | $995K | $1.1M | 0.33% | -- | 2026-03-31 |
| 22 | AVIG | AMERICAN CENTY ETF TR | 21.0K | $870K | $854K | 0.25% | -2,305 | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 1.4K | $822K | $800K | 0.23% | +421 | 2026-03-31 |
| 24 | LLY | ELI LILLY & CO | 874 | $803K | $1.0M | 0.29% | +148 | 2026-03-31 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | 22.2K | $750K | $831K | 0.24% | -- | 2026-03-31 |
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