Cambridge Advisors Inc. Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$456.6B
Holdings
175
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (175 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 144,194 | $74.1B | 16.23% | |
| 2 | BNDVANGUARD BD INDEX FDS | 664,992 | $48.8B | 10.70% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 609,512 | $31.0B | 6.79% | |
| 4 | IJHISHARES TR | 266,940 | $15.6B | 3.41% | |
| 5 | BNDXVANGUARD CHARLOTTE FDS | 251,847 | $12.3B | 2.69% | |
| 6 | BRK-BBERKSHIRE HATHAWAY INC DEL | 15 | $12.0B | 2.62% | |
| 7 | MSFTMICROSOFT CORP | 29,080 | $10.9B | 2.39% | |
| 8 | VTIVANGUARD INDEX FDS | 37,364 | $10.3B | 2.25% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,873 | $10.1B | 2.20% | |
| 10 | JEPIJ P MORGAN EXCHANGE TRADED F | 167,317 | $9.6B | 2.09% | |
| 11 | JEPQJ P MORGAN EXCHANGE TRADED F | 184,019 | $9.5B | 2.09% | |
| 12 | VCITVANGUARD SCOTTSDALE FDS | 114,519 | $9.4B | 2.05% | |
| 13 | AAPLAPPLE INC | 40,656 | $9.0B | 1.98% | |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 199,369 | $9.0B | 1.98% | |
| 15 | AMGNAMGEN INC | 24,487 | $7.6B | 1.67% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 36,009 | $7.0B | 1.53% | |
| 17 | VNQVANGUARD INDEX FDS | 70,543 | $6.4B | 1.40% | |
| 18 | SCHGSCHWAB STRATEGIC TR | 254,699 | $6.4B | 1.40% | |
| 19 | VBVANGUARD INDEX FDS | 28,036 | $6.2B | 1.36% | |
| 20 | SCHDSCHWAB STRATEGIC TR | 153,602 | $4.3B | 0.94% | |
| 21 | BUFRFIRST TR EXCHNG TRADED FD VI | 142,945 | $4.2B | 0.93% | |
| 22 | FBTCFIDELITY WISE ORIGIN BITCOIN | 52,176 | $3.8B | 0.82% | |
| 23 | UNPUNION PAC CORP | 13,913 | $3.3B | 0.72% | |
| 24 | CATCATERPILLAR INC | 9,364 | $3.1B | 0.68% | |
| 25 | FNDXSCHWAB STRATEGIC TR | 129,506 | $3.1B | 0.67% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 138,603 | $3.0B | 0.65% | |
| 27 | BSTPINNOVATOR ETFS TRUST | 90,657 | $2.9B | 0.64% | |
| 28 | EIPIFIRST TR EXCHNG TRADED FD VI | 138,629 | $2.8B | 0.62% | |
| 29 | ACNACCENTURE PLC IRELAND | 8,910 | $2.8B | 0.61% | |
| 30 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 89,256 | $2.8B | 0.60% | |
| 31 | LOWLOWES COS INC | 11,653 | $2.7B | 0.60% | |
| 32 | FTCSFIRST TR EXCHANGE-TRADED FD | 27,900 | $2.5B | 0.55% | |
| 33 | IWFISHARES TR | 6,453 | $2.3B | 0.51% | |
| 34 | JPSTJ P MORGAN EXCHANGE TRADED F | 45,241 | $2.3B | 0.50% | |
| 35 | SPYSPDR S&P 500 ETF TR | 4,089 | $2.3B | 0.50% | |
| 36 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,874 | $2.1B | 0.45% | |
| 37 | JNJJOHNSON & JOHNSON | 12,404 | $2.1B | 0.45% | |
| 38 | DHRDANAHER CORPORATION | 9,849 | $2.0B | 0.44% | |
| 39 | NVDANVIDIA CORPORATION | 18,507 | $2.0B | 0.44% | |
| 40 | METAMETA PLATFORMS INC | 3,353 | $1.9B | 0.42% | |
| 41 | ABBVABBVIE INC | 8,720 | $1.8B | 0.40% | |
| 42 | SCHFSCHWAB STRATEGIC TR | 90,018 | $1.8B | 0.39% | |
| 43 | EMLPFIRST TR EXCHANGE-TRADED FD | 45,208 | $1.7B | 0.37% | |
| 44 | VVISA INC | 4,831 | $1.7B | 0.37% | |
| 45 | GLWCORNING INC | 35,653 | $1.6B | 0.36% | |
| 46 | GOOGLALPHABET INC | 10,515 | $1.6B | 0.36% | |
| 47 | DONSPDR DOW JONES INDL AVERAGE | 3,841 | $1.6B | 0.35% | |
| 48 | NAPRINNOVATOR ETFS TRUST | 31,824 | $1.5B | 0.33% | |
| 49 | SCHMSCHWAB STRATEGIC TR | 57,930 | $1.5B | 0.33% | |
| 50 | FNDASCHWAB STRATEGIC TR | 53,834 | $1.5B | 0.32% | |
| 51 | IJRISHARES TR | 13,659 | $1.4B | 0.31% | |
| 52 | VCSHVANGUARD SCOTTSDALE FDS | 17,895 | $1.4B | 0.31% | |
| 53 | ORLYOREILLY AUTOMOTIVE INC | 963 | $1.4B | 0.30% | |
| 54 | JPMJPMORGAN CHASE & CO. | 5,526 | $1.4B | 0.30% | |
| 55 | VNQIVANGUARD INTL EQUITY INDEX F | 32,785 | $1.3B | 0.29% | |
| 56 | FIXDFIRST TR EXCHNG TRADED FD VI | 30,085 | $1.3B | 0.29% | |
| 57 | SCHASCHWAB STRATEGIC TR | 55,417 | $1.3B | 0.28% | |
| 58 | ORCLORACLE CORP | 9,100 | $1.3B | 0.28% | |
| 59 | IWMISHARES TR | 6,275 | $1.3B | 0.27% | |
| 60 | EFAISHARES TR | 15,186 | $1.2B | 0.27% | |
| 61 | NDQINVESCO QQQ TR | 2,633 | $1.2B | 0.27% | |
| 62 | VXUSVANGUARD STAR FDS | 19,509 | $1.2B | 0.27% | |
| 63 | ADPAUTOMATIC DATA PROCESSING IN | 3,942 | $1.2B | 0.26% | |
| 64 | JGROJ P MORGAN EXCHANGE TRADED F | 16,285 | $1.2B | 0.26% | |
| 65 | FTSMFIRST TR EXCHANGE-TRADED FD | 20,025 | $1.2B | 0.26% | |
| 66 | LQDISHARES TR | 10,710 | $1.2B | 0.25% | |
| 67 | UNHUNITEDHEALTH GROUP INC | 2,122 | $1.1B | 0.24% | |
| 68 | CSCOCISCO SYS INC | 18,006 | $1.1B | 0.24% | |
| 69 | PGPROCTER AND GAMBLE CO | 6,466 | $1.1B | 0.24% | |
| 70 | DOGGFIRST TR EXCHANGE-TRADED FD | 52,016 | $1.1B | 0.24% | |
| 71 | NVSNNOVARTIS AG | 9,675 | $1.1B | 0.24% | |
| 72 | RSPINVESCO EXCHANGE TRADED FD T | 5,953 | $1.0B | 0.23% | |
| 73 | ITWILLINOIS TOOL WKS INC | 4,153 | $1.0B | 0.23% | |
| 74 | PEPPEPSICO INC | 6,570 | $985.1M | 0.22% | |
| 75 | ROPROPER TECHNOLOGIES INC | 1,620 | $955.1M | 0.21% | |
| 76 | AMZNAMAZON COM INC | 4,971 | $945.8M | 0.21% | |
| 77 | EMEEMCOR GROUP INC | 2,530 | $935.2M | 0.20% | |
| 78 | CVXCHEVRON CORP NEW | 5,569 | $931.7M | 0.20% | |
| 79 | SVOLSIMPLIFY EXCHANGE TRADED FUN | 50,210 | $912.8M | 0.20% | |
| 80 | ABTABBOTT LABS | 6,845 | $908.0M | 0.20% | |
| 81 | SCHXSCHWAB STRATEGIC TR | 40,362 | $891.2M | 0.20% | |
| 82 | SPYDSPDR SER TR | 20,031 | $886.6M | 0.19% | |
| 83 | SAMTADVISORS INNER CIRCLE FD III | 30,286 | $884.2M | 0.19% | |
| 84 | GQ9SPDR GOLD TR | 3,067 | $883.7M | 0.19% | |
| 85 | XOMEXXON MOBIL CORP | 7,326 | $871.3M | 0.19% | |
| 86 | SCHOSCHWAB STRATEGIC TR | 32,840 | $799.3M | 0.18% | |
| 87 | MTBASIMPLIFY EXCHANGE TRADED FUN | 15,921 | $798.3M | 0.17% | |
| 88 | AXPAMERICAN EXPRESS CO | 2,910 | $782.9M | 0.17% | |
| 89 | COSTCOSTCO WHSL CORP NEW | 813 | $769.0M | 0.17% | |
| 90 | MRKMERCK & CO INC | 8,541 | $766.6M | 0.17% | |
| 91 | ISRGINTUITIVE SURGICAL INC | 1,518 | $751.8M | 0.16% | |
| 92 | PSTPINNOVATOR ETFS TRUST | 23,560 | $739.9M | 0.16% | |
| 93 | SBUXSTARBUCKS CORP | 7,384 | $724.3M | 0.16% | |
| 94 | SMHVANECK ETF TRUST | 3,354 | $709.3M | 0.16% | |
| 95 | SDYSPDR SER TR | 5,146 | $698.2M | 0.15% | |
| 96 | RTXRTX CORPORATION | 5,114 | $677.5M | 0.15% | |
| 97 | TUASIMPLIFY EXCHANGE TRADED FUN | 30,393 | $667.7M | 0.15% | |
| 98 | KOCOCA COLA CO | 9,248 | $662.3M | 0.15% | |
| 99 | SCHPSCHWAB STRATEGIC TR | 24,506 | $659.0M | 0.14% | |
| 100 | SAGPADVISORS INNER CIRCLE FD III | 21,521 | $649.2M | 0.14% |
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