The Analysis of Cambridge Advisors Inc.'s Holdings

Currently, Cambridge Advisors Inc. holds 176 types of securities in its portfolio with a total value $525.3M. In the most recent quarter, they have increased their positions in BND (+35.9K shares, valued at $2.7M), N/A (+27.2K shares, valued at $1.6M), BNDX (+23.6K shares, valued at $1.1M); decreased their positions in N/A (-2.4K shares, valued at $1.5M), VEA (-23.5K shares, valued at $1.5M), N/A (-686 shares, valued at $344.8K); initiated new positions in N/A (+27.2K shares, valued at $1.6M), BUFZ (+11.5K shares, valued at $306.3K), VYM (+2.1K shares, valued at $304.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS144.4K shares-1.62%2025-12-312026-01-21

BND VANGUARD BD INDEX FDS730.6K shares5.16%2025-12-312026-01-21

VEA VANGUARD TAX-MANAGED FDS548.8K shares-4.11%2025-12-312026-01-21

IJH ISHARES TR308.5K shares4.50%2025-12-312026-01-21

BNDX VANGUARD CHARLOTTE FDS290.0K shares8.87%2025-12-312026-01-21

MSFT MICROSOFT CORP28.3K shares-1.44%2025-12-312026-01-21

VTI VANGUARD INDEX FDS36.3K shares-2.06%2025-12-312026-01-21

JEPQ J P MORGAN EXCHANGE TRADED F208.5K shares0.76%2025-12-312026-01-21

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL15 shares0.00%2025-12-312026-01-21

JEPI J P MORGAN EXCHANGE TRADED F182.4K shares-2.71%2025-12-312026-01-21

VCIT VANGUARD SCOTTSDALE FDS122.6K shares3.54%2025-12-312026-01-21

AAPL APPLE INC37.7K shares-0.41%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F190.3K shares-0.74%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.5K shares-3.77%2025-12-312026-01-21

VB VANGUARD INDEX FDS32.3K shares1.41%2025-12-312026-01-21

SCHG SCHWAB STRATEGIC TR254.3K shares-0.27%2025-12-312026-01-21

Sponsored

AMGN AMGEN INC24.7K shares0.52%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS34.3K shares-1.40%2025-12-312026-01-21

VNQ VANGUARD INDEX FDS84.7K shares10.74%2025-12-312026-01-21

BUFR FIRST TR EXCHNG TRADED FD VI141.0K shares-1.17%2025-12-312026-01-21

FBTC FIDELITY WISE ORIGIN BITCOIN56.6K shares5.43%2025-12-312026-01-21

CAT CATERPILLAR INC7.1K shares-1.15%2025-12-312026-01-21

AAAU GOLDMAN SACHS PHYSICAL GOLD89.6K shares-0.02%2025-12-312026-01-21

NVDA NVIDIA CORPORATION20.2K shares-0.03%2025-12-312026-01-21

Sponsored

SCHD SCHWAB STRATEGIC TR130.7K shares-1.72%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR136.3K shares-0.29%2025-12-312026-01-21

FNDX SCHWAB STRATEGIC TR130.1K shares-0.15%2025-12-312026-01-21

BSTP INNOVATOR ETFS TRUST86.5K shares-1.21%2025-12-312026-01-21

IWF ISHARES TR6.5K shares1.97%2025-12-312026-01-21

GLW CORNING INC34.7K shares0.07%2025-12-312026-01-21

UNP UNION PAC CORP12.5K shares-0.16%2025-12-312026-01-21

EIPI FIRST TR EXCHNG TRADED FD VI145.7K shares2.97%2025-12-312026-01-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F53.5K shares8.13%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR3.8K shares-5.50%2025-12-312026-01-21

LOW LOWES COS INC10.4K shares-3.70%2025-12-312026-01-21

ALPHABET INC ALPHABET INC7.9K shares-1.91%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON11.8K shares-2.00%2025-12-312026-01-21

MDY SPDR S&P MIDCAP 400 ETF TR3.9K shares0.00%2025-12-312026-01-21

JGRO J P MORGAN EXCHANGE TRADED F24.8K shares33.25%2025-12-312026-01-21

SCHF SCHWAB STRATEGIC TR94.9K shares0.32%2025-12-312026-01-21

Sponsored

ABBV ABBVIE INC8.6K shares-0.17%2025-12-312026-01-21

IJR ISHARES TR15.2K shares11.94%2025-12-312026-01-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.8K shares-15.01%2025-12-312026-01-21

EMLP FIRST TR EXCHANGE-TRADED FD47.7K shares1.39%2025-12-312026-01-21

LQD ISHARES TR16.4K shares0.00%2025-12-312026-01-21

SCHM SCHWAB STRATEGIC TR58.8K shares1.88%2025-12-312026-01-21

DHR DANAHER CORPORATION7.7K shares-15.67%2025-12-312026-01-21

META META PLATFORMS INC2.6K shares-3.40%2025-12-312026-01-21

Sponsored

SAMT ADVISORS INNER CIRCLE FD III43.8K shares55.26%2025-12-312026-01-21

VNQI VANGUARD INTL EQUITY INDEX F36.4K shares8.49%2025-12-312026-01-21

ORCL ORACLE CORP8.4K shares0.00%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR2.6K shares0.00%2025-12-312026-01-21

VXUS VANGUARD STAR FDS21.3K shares7.02%2025-12-312026-01-21

DIA SPDR DOW JONES INDL AVERAGE3.3K shares-12.28%2025-12-312026-01-21

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF27.2K sharesnew addition2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.4.9K shares0.20%2025-12-312026-01-21

Sponsored

NAPR INNOVATOR ETFS TRUST29.1K shares-4.44%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR54.3K shares-0.26%2025-12-312026-01-21

IWM ISHARES TR6.2K shares0.00%2025-12-312026-01-21

EME EMCOR GROUP INC2.5K shares-1.59%2025-12-312026-01-21

FTCS FIRST TR EXCHANGE-TRADED FD16.3K shares-7.35%2025-12-312026-01-21

AIRR FIRST TR EXCHANGE TRADED FD15.1K shares64.57%2025-12-312026-01-21

EFA ISHARES TR15.2K shares-0.03%2025-12-312026-01-21

V VISA INC4.1K shares0.02%2025-12-312026-01-21

Sponsored

GRID FIRST TR EXCHANGE TRADED FD9.3K shares40.08%2025-12-312026-01-21

VCSH VANGUARD SCOTTSDALE FDS17.3K shares0.43%2025-12-312026-01-21

CSCO CISCO SYS INC16.7K shares0.00%2025-12-312026-01-21

FNDA SCHWAB STRATEGIC TR40.3K shares1.56%2025-12-312026-01-21

FTSM FIRST TR EXCHANGE-TRADED FD21.2K shares13.39%2025-12-312026-01-21

SDVD FIRST TR EXCH TRADED FD III58.8K shares6.09%2025-12-312026-01-21

SCHX SCHWAB STRATEGIC TR46.1K shares20.00%2025-12-312026-01-21

NVS NOVARTIS AG9.0K shares0.00%2025-12-312026-01-21

Sponsored

SMH VANECK ETF TRUST3.3K shares2.05%2025-12-312026-01-21

WCMI FIRST TR EXCHANGE-TRADED FD68.8K shares8.74%2025-12-312026-01-21

BUCK SIMPLIFY EXCHANGE TRADED FUN49.3K shares55.98%2025-12-312026-01-21

ORLY OREILLY AUTOMOTIVE INC12.8K shares0.00%2025-12-312026-01-21

GLD SPDR GOLD TR2.9K shares0.03%2025-12-312026-01-21

AXP AMERICAN EXPRESS CO2.9K shares0.00%2025-12-312026-01-21

DOGG FIRST TR EXCHANGE-TRADED FD51.8K shares-1.38%2025-12-312026-01-21

AMZN AMAZON COM INC4.5K shares0.56%2025-12-312026-01-21

Sponsored

HEQT SIMPLIFY EXCHANGE TRADED FUN32.5K shares3.09%2025-12-312026-01-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.3K shares-12.57%2025-12-312026-01-21

FIXD FIRST TR EXCHNG TRADED FD VI22.5K shares-0.69%2025-12-312026-01-21

ITW ILLINOIS TOOL WKS INC4.0K shares-4.82%2025-12-312026-01-21

MTBA SIMPLIFY EXCHANGE TRADED FUN19.1K shares14.86%2025-12-312026-01-21

PEP PEPSICO INC6.6K shares-1.79%2025-12-312026-01-21

ADP AUTOMATIC DATA PROCESSING IN3.5K shares-5.38%2025-12-312026-01-21

ALPHABET INC ALPHABET INC2.8K shares0.00%2025-12-312026-01-21

Sponsored

XOM EXXON MOBIL CORP7.3K shares0.03%2025-12-312026-01-21

ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2025-12-312026-01-21

ABT ABBOTT LABS6.7K shares0.00%2025-12-312026-01-21

SVOL SIMPLIFY EXCHANGE TRADED FUN47.9K shares0.76%2025-12-312026-01-21

PINK SIMPLIFY EXCHANGE TRADED FUN22.7K shares118.01%2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC7.8K shares-3.54%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO5.7K shares-11.57%2025-12-312026-01-21

RTX RTX CORPORATION4.4K shares-1.12%2025-12-312026-01-21

Sponsored

SCHO SCHWAB STRATEGIC TR32.8K shares0.00%2025-12-312026-01-21

PSTP INNOVATOR ETFS TRUST22.3K shares-0.45%2025-12-312026-01-21

SPYD SPDR SERIES TRUST17.3K shares-13.85%2025-12-312026-01-21

CVX CHEVRON CORP NEW4.8K shares-2.03%2025-12-312026-01-21

UNH UNITEDHEALTH GROUP INC2.1K shares0.00%2025-12-312026-01-21

SDY SPDR SERIES TRUST5.0K shares-3.50%2025-12-312026-01-21

IJJ ISHARES TR5.1K shares-0.39%2025-12-312026-01-21

KO COCA COLA CO9.4K shares0.82%2025-12-312026-01-21

Sponsored

SAGP ADVISORS INNER CIRCLE FD III19.4K shares-0.97%2025-12-312026-01-21

WFC WELLS FARGO CO NEW7.0K shares0.01%2025-12-312026-01-21

CTA SIMPLIFY EXCHANGE TRADED FUN23.8K shares10.06%2025-12-312026-01-21

IVV ISHARES TR947 shares0.00%2025-12-312026-01-21

AGG ISHARES TR6.5K shares0.00%2025-12-312026-01-21

ROP ROPER TECHNOLOGIES INC1.4K shares-8.73%2025-12-312026-01-21

IEF ISHARES TR6.6K shares0.00%2025-12-312026-01-21

SBUX STARBUCKS CORP7.4K shares0.46%2025-12-312026-01-21

Sponsored

SCHP SCHWAB STRATEGIC TR23.5K shares0.00%2025-12-312026-01-21

ISHARES GOLD TR ISHARES GOLD TR6.9K shares-0.15%2025-12-312026-01-21

NXPI NXP SEMICONDUCTORS N V2.5K shares0.00%2025-12-312026-01-21

VTV VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-01-21

VMBS VANGUARD SCOTTSDALE FDS11.2K shares0.00%2025-12-312026-01-21

QCOM QUALCOMM INC3.0K shares-0.88%2025-12-312026-01-21

MEDTRONIC PLC MEDTRONIC PLC5.2K shares0.00%2025-12-312026-01-21

BUFD FIRST TR EXCHNG TRADED FD VI17.4K shares0.00%2025-12-312026-01-21

Sponsored

DVY ISHARES TR3.5K shares0.00%2025-12-312026-01-21

YGLD SIMPLIFY EXCHANGE TRADED FUN11.6K shares23.51%2025-12-312026-01-21

PJAN INNOVATOR ETFS TRUST9.9K shares0.00%2025-12-312026-01-21

MAXI SIMPLIFY EXCHANGE TRADED FUN31.4K shares46.37%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2025-12-312026-01-21

GSLC GOLDMAN SACHS ETF TR3.3K shares-7.42%2025-12-312026-01-21

BLACKROCK INC BLACKROCK INC406 shares-1.22%2025-12-312026-01-21

INTC INTEL CORP11.6K shares0.00%2025-12-312026-01-21

Sponsored

OUSM ALPS ETF TR9.7K shares0.00%2025-12-312026-01-21

IGLD FIRST TR EXCHANGE-TRADED FD17.0K shares2.56%2025-12-312026-01-21

IYW ISHARES TR2.0K shares0.00%2025-12-312026-01-21

FAUG FIRST TR EXCHNG TRADED FD VI7.5K shares-3.85%2025-12-312026-01-21

XDEC FIRST TR EXCHNG TRADED FD VI9.6K shares0.00%2025-12-312026-01-21

VDE VANGUARD WORLD FD3.1K shares0.00%2025-12-312026-01-21

PANW PALO ALTO NETWORKS INC2.1K shares1.13%2025-12-312026-01-21

SCHV SCHWAB STRATEGIC TR12.4K shares1.51%2025-12-312026-01-21

Sponsored

ITB ISHARES TR3.8K shares0.00%2025-12-312026-01-21

USB US BANCORP DEL6.8K shares-5.56%2025-12-312026-01-21

FDN FIRST TR EXCHANGE-TRADED FD1.3K shares-4.31%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW413 shares-32.63%2025-12-312026-01-21

XJUN FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2025-12-312026-01-21

IBND SPDR SERIES TRUST10.4K shares0.00%2025-12-312026-01-21

FDX FEDEX CORP1.1K shares-7.29%2025-12-312026-01-21

GSIE GOLDMAN SACHS ETF TR7.6K shares0.00%2025-12-312026-01-21

Sponsored

DX DYNEX CAP INC23.0K shares0.11%2025-12-312026-01-21

BALT INNOVATOR ETFS TRUST9.6K shares0.00%2025-12-312026-01-21

BA BOEING CO1.4K shares0.00%2025-12-312026-01-21

BUFZ FIRST TR EXCHNG TRADED FD VI11.5K sharesnew addition2025-12-312026-01-21

VYM VANGUARD WHITEHALL FDS2.1K sharesnew addition2025-12-312026-01-21

GMAY FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2025-12-312026-01-21

DHDG FIRST TR EXCHNG TRADED FD VI8.7K shares-1.69%2025-12-312026-01-21

GRMN GARMIN LTD1.4K shares0.00%2025-12-312026-01-21

Sponsored

PFIX SIMPLIFY EXCHANGE TRADED FUN6.1K shares2.51%2025-12-312026-01-21

JTEK J P MORGAN EXCHANGE TRADED F3.2K sharesnew addition2025-12-312026-01-21

TGT TARGET CORP2.9K shares0.00%2025-12-312026-01-21

SPYV SPDR SERIES TRUST4.9K shares0.00%2025-12-312026-01-21

IQLT ISHARES TR6.1K shares-4.73%2025-12-312026-01-21

GILD GILEAD SCIENCES INC2.3K shares0.00%2025-12-312026-01-21

FTRI FIRST TR EXCHANGE TRADED FD17.4K shares-6.10%2025-12-312026-01-21

JBND J P MORGAN EXCHANGE TRADED F4.9K sharesnew addition2025-12-312026-01-21

Sponsored

DE DEERE & CO566 shares0.00%2025-12-312026-01-21

BDX BECTON DICKINSON & CO1.3K shares0.00%2025-12-312026-01-21

SCHH SCHWAB STRATEGIC TR12.2K shares-6.37%2025-12-312026-01-21

SPDW SPDR INDEX SHS FDS5.7K shares0.00%2025-12-312026-01-21

MMM 3M CO1.6K shares0.00%2025-12-312026-01-21

CRL CHARLES RIV LABS INTL INC1.2K sharesnew addition2025-12-312026-01-21

ARKG ARK ETF TR8.3K sharesnew addition2025-12-312026-01-21

EWG ISHARES INC5.6K shares0.00%2025-12-312026-01-21

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD2.1K shares14.10%2025-12-312026-01-21

BLACKSTONE INC BLACKSTONE INC1.5K shares0.00%2025-12-312026-01-21

MCD MCDONALDS CORP748 shares-12.82%2025-12-312026-01-21

HELO J P MORGAN EXCHANGE TRADED F3.4K sharesnew addition2025-12-312026-01-21

MO ALTRIA GROUP INC3.7K shares-3.35%2025-12-312026-01-21

NJAN INNOVATOR ETFS TRUST3.8K shares0.00%2025-12-312026-01-21

QJUN FIRST TR EXCHNG TRADED FD VI6.4K sharesnew addition2025-12-312026-01-21

XSEP FIRST TR EXCHNG TRADED FD VI4.8K sharesnew addition2025-12-312026-01-21

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available