Cambridge Financial Group, LLC
169 holdingsFiling period: 2026-03-31Current AUM: $328.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 757.5K | $29.4M | $33.7M | 10.25% | +78.7K | 2026-03-31 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 390.0K | $24.4M | $27.6M | 8.39% | +38.4K | 2026-03-31 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 683.7K | $24.3M | $26.0M | 7.92% | +2.1K | 2026-03-31 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 541.6K | $18.7M | $20.4M | 6.21% | -3,676 | 2026-03-31 |
| 5 | DFEV | DIMENSIONAL ETF TRUST | 507.1K | $18.1M | $20.1M | 6.13% | +1.5K | 2026-03-31 |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 263.8K | $9.0M | $9.6M | 2.93% | -58,383 | 2026-03-31 |
| 7 | SLYV | SPDR SERIES TRUST | 69.8K | $6.6M | $7.6M | 2.30% | -13,118 | 2026-03-31 |
| 8 | SCHG | SCHWAB STRATEGIC TR | 195.0K | $5.7M | $6.7M | 2.03% | -75,943 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 20.0K | $5.1M | $6.2M | 1.88% | -1,247 | 2026-03-31 |
| 10 | SCHB | SCHWAB STRATEGIC TR | 174.2K | $4.4M | $5.0M | 1.53% | -16,166 | 2026-03-31 |
| 11 | SCHA | SCHWAB STRATEGIC TR | 144.2K | $4.2M | $4.8M | 1.47% | -59,942 | 2026-03-31 |
| 12 | IJS | ISHARES TR | 34.5K | $4.1M | $4.7M | 1.43% | -20,138 | 2026-03-31 |
| 13 | DFIV | DIMENSIONAL ETF TRUST | 73.9K | $3.9M | $4.2M | 1.29% | -33,538 | 2026-03-31 |
| 14 | DGRO | ISHARES TR | 52.6K | $3.7M | $4.1M | 1.25% | +1.1K | 2026-03-31 |
| 15 | IWB | ISHARES TR | 10.3K | $3.7M | $4.2M | 1.29% | -1,418 | 2026-03-31 |
| 16 | SCHF | SCHWAB STRATEGIC TR | 140.5K | $3.5M | $3.9M | 1.17% | -52,923 | 2026-03-31 |
| 17 | SCHD | SCHWAB STRATEGIC TR | 110.5K | $3.4M | $3.7M | 1.13% | -22,257 | 2026-03-31 |
| 18 | IEFA | ISHARES TR | 36.5K | $3.3M | $3.6M | 1.09% | -346 | 2026-03-31 |
| 19 | VIOV | VANGUARD ADMIRAL FDS INC | 29.5K | $3.0M | $3.4M | 1.05% | -10,490 | 2026-03-31 |
| 20 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 4 | $2.9M | $2.9M | 0.87% | +3 | 2026-03-31 |
| 21 | VYMI | VANGUARD WHITEHALL FDS | 29.7K | $2.8M | $3.1M | 0.93% | -23,389 | 2026-03-31 |
| 22 | VBR | VANGUARD INDEX FDS | 12.5K | $2.7M | $3.1M | 0.93% | -12,832 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.4K | $2.6M | $2.6M | 0.78% | +3.3K | 2026-03-31 |
| 24 | SCHX | SCHWAB STRATEGIC TR | 100.0K | $2.6M | $2.9M | 0.90% | -93,418 | 2026-03-31 |
| 25 | DFAS | DIMENSIONAL ETF TRUST | 35.2K | $2.5M | $2.9M | 0.87% | -14,533 | 2026-03-31 |
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