Cambridge Advisors Inc. Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$478.4B
Holdings
168
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (168 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 148,215 | $84.2B | 17.60% | |
| 2 | BNDVANGUARD BD INDEX FDS | 648,141 | $47.7B | 9.98% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 577,888 | $32.9B | 6.89% | |
| 4 | IJHISHARES TR | 300,467 | $18.6B | 3.90% | |
| 5 | MSFTMICROSOFT CORP | 28,932 | $14.4B | 3.01% | |
| 6 | BNDXVANGUARD CHARLOTTE FDS | 248,675 | $12.3B | 2.57% | |
| 7 | VTIVANGUARD INDEX FDS | 39,128 | $11.9B | 2.49% | |
| 8 | BRK-BBERKSHIRE HATHAWAY INC DEL | 15 | $10.9B | 2.29% | |
| 9 | JEPQJ P MORGAN EXCHANGE TRADED F | 181,623 | $9.9B | 2.07% | |
| 10 | JEPIJ P MORGAN EXCHANGE TRADED F | 172,306 | $9.8B | 2.05% | |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 195,074 | $9.6B | 2.02% | |
| 12 | VCITVANGUARD SCOTTSDALE FDS | 115,357 | $9.6B | 2.00% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,474 | $9.0B | 1.88% | |
| 14 | VBVANGUARD INDEX FDS | 33,036 | $7.8B | 1.64% | |
| 15 | AAPLAPPLE INC | 37,940 | $7.8B | 1.63% | |
| 16 | SCHGSCHWAB STRATEGIC TR | 253,670 | $7.4B | 1.55% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 35,510 | $7.3B | 1.52% | |
| 18 | AMGNAMGEN INC | 24,424 | $6.8B | 1.43% | |
| 19 | VNQVANGUARD INDEX FDS | 72,996 | $6.5B | 1.36% | |
| 20 | FBTCFIDELITY WISE ORIGIN BITCOIN | 53,411 | $5.0B | 1.05% | |
| 21 | BUFRFIRST TR EXCHNG TRADED FD VI | 146,616 | $4.7B | 0.97% | |
| 22 | SCHDSCHWAB STRATEGIC TR | 130,243 | $3.5B | 0.72% | |
| 23 | SCHBSCHWAB STRATEGIC TR | 137,043 | $3.3B | 0.68% | |
| 24 | FNDXSCHWAB STRATEGIC TR | 130,413 | $3.2B | 0.67% | |
| 25 | NVDANVIDIA CORPORATION | 20,192 | $3.2B | 0.67% | |
| 26 | BSTPINNOVATOR ETFS TRUST | 87,810 | $3.0B | 0.63% | |
| 27 | CATCATERPILLAR INC | 7,684 | $3.0B | 0.62% | |
| 28 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 89,462 | $2.9B | 0.61% | |
| 29 | UNPUNION PAC CORP | 12,688 | $2.9B | 0.61% | |
| 30 | EIPIFIRST TR EXCHNG TRADED FD VI | 141,873 | $2.8B | 0.58% | |
| 31 | IWFISHARES TR | 6,368 | $2.7B | 0.57% | |
| 32 | SPYSPDR S&P 500 ETF TR | 4,071 | $2.5B | 0.53% | |
| 33 | ACNACCENTURE PLC IRELAND | 8,030 | $2.4B | 0.50% | |
| 34 | LOWLOWES COS INC | 10,797 | $2.4B | 0.50% | |
| 35 | JPSTJ P MORGAN EXCHANGE TRADED F | 44,863 | $2.3B | 0.48% | |
| 36 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,894 | $2.2B | 0.46% | |
| 37 | METAMETA PLATFORMS INC | 2,731 | $2.0B | 0.42% | |
| 38 | SCHFSCHWAB STRATEGIC TR | 90,297 | $2.0B | 0.42% | |
| 39 | ORCLORACLE CORP | 9,115 | $2.0B | 0.42% | |
| 40 | GLWCORNING INC | 35,598 | $1.9B | 0.39% | |
| 41 | DHRDANAHER CORPORATION | 9,434 | $1.9B | 0.39% | |
| 42 | JNJJOHNSON & JOHNSON | 12,117 | $1.9B | 0.39% | |
| 43 | FTCSFIRST TR EXCHANGE-TRADED FD | 19,759 | $1.8B | 0.38% | |
| 44 | EMLPFIRST TR EXCHANGE-TRADED FD | 47,094 | $1.8B | 0.37% | |
| 45 | LQDISHARES TR | 15,410 | $1.7B | 0.35% | |
| 46 | DONSPDR DOW JONES INDL AVERAGE | 3,818 | $1.7B | 0.35% | |
| 47 | SCHMSCHWAB STRATEGIC TR | 57,885 | $1.6B | 0.34% | |
| 48 | NAPRINNOVATOR ETFS TRUST | 31,824 | $1.6B | 0.34% | |
| 49 | ABBVABBVIE INC | 8,702 | $1.6B | 0.34% | |
| 50 | GOOGLALPHABET INC | 8,802 | $1.6B | 0.32% | |
| 51 | VNQIVANGUARD INTL EQUITY INDEX F | 32,785 | $1.5B | 0.32% | |
| 52 | IJRISHARES TR | 13,692 | $1.5B | 0.31% | |
| 53 | VVISA INC | 4,116 | $1.5B | 0.31% | |
| 54 | JPMJPMORGAN CHASE & CO. | 5,026 | $1.5B | 0.30% | |
| 55 | NDQINVESCO QQQ TR | 2,633 | $1.5B | 0.30% | |
| 56 | VCSHVANGUARD SCOTTSDALE FDS | 17,949 | $1.4B | 0.30% | |
| 57 | SCHASCHWAB STRATEGIC TR | 54,295 | $1.4B | 0.29% | |
| 58 | VXUSVANGUARD STAR FDS | 19,867 | $1.4B | 0.29% | |
| 59 | EFAISHARES TR | 15,186 | $1.4B | 0.28% | |
| 60 | EMEEMCOR GROUP INC | 2,530 | $1.4B | 0.28% | |
| 61 | IWMISHARES TR | 6,237 | $1.3B | 0.28% | |
| 62 | JGROJ P MORGAN EXCHANGE TRADED F | 15,478 | $1.3B | 0.28% | |
| 63 | FTSMFIRST TR EXCHANGE-TRADED FD | 19,797 | $1.2B | 0.25% | |
| 64 | CSCOCISCO SYS INC | 17,056 | $1.2B | 0.25% | |
| 65 | ORLYOREILLY AUTOMOTIVE INC | 12,750 | $1.1B | 0.24% | |
| 66 | ADPAUTOMATIC DATA PROCESSING IN | 3,717 | $1.1B | 0.24% | |
| 67 | FNDASCHWAB STRATEGIC TR | 39,892 | $1.1B | 0.24% | |
| 68 | NVSNNOVARTIS AG | 8,975 | $1.1B | 0.23% | |
| 69 | RSPINVESCO EXCHANGE TRADED FD T | 5,953 | $1.1B | 0.23% | |
| 70 | DOGGFIRST TR EXCHANGE-TRADED FD | 52,544 | $1.0B | 0.22% | |
| 71 | ITWILLINOIS TOOL WKS INC | 4,153 | $1.0B | 0.21% | |
| 72 | PGPROCTER AND GAMBLE CO | 6,441 | $1.0B | 0.21% | |
| 73 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 33,255 | $999.3M | 0.21% | |
| 74 | FIXDFIRST TR EXCHNG TRADED FD VI | 22,632 | $993.3M | 0.21% | |
| 75 | AMZNAMAZON COM INC | 4,446 | $975.4M | 0.20% | |
| 76 | SAMTADVISORS INNER CIRCLE FD III | 28,320 | $975.1M | 0.20% | |
| 77 | SCHXSCHWAB STRATEGIC TR | 38,304 | $936.1M | 0.20% | |
| 78 | ABTABBOTT LABS | 6,867 | $934.0M | 0.20% | |
| 79 | AXPAMERICAN EXPRESS CO | 2,910 | $928.2M | 0.19% | |
| 80 | GQ9SPDR GOLD TR | 3,015 | $919.1M | 0.19% | |
| 81 | SMHVANECK ETF TRUST | 3,254 | $907.5M | 0.19% | |
| 82 | ROPROPER TECHNOLOGIES INC | 1,570 | $889.9M | 0.19% | |
| 83 | SVOLSIMPLIFY EXCHANGE TRADED FUN | 48,288 | $888.0M | 0.19% | |
| 84 | SPYDSPDR SERIES TRUST | 20,031 | $850.1M | 0.18% | |
| 85 | ISRGINTUITIVE SURGICAL INC | 1,518 | $824.9M | 0.17% | |
| 86 | MTBASIMPLIFY EXCHANGE TRADED FUN | 16,409 | $821.9M | 0.17% | |
| 87 | SCHOSCHWAB STRATEGIC TR | 32,757 | $798.6M | 0.17% | |
| 88 | XOMEXXON MOBIL CORP | 7,327 | $789.9M | 0.17% | |
| 89 | PSTPINNOVATOR ETFS TRUST | 22,520 | $751.6M | 0.16% | |
| 90 | SDVDFIRST TR EXCH TRADED FD III | 35,029 | $718.4M | 0.15% | |
| 91 | BUCKSIMPLIFY EXCHANGE TRADED FUN | 30,316 | $716.7M | 0.15% | |
| 92 | CVXCHEVRON CORP NEW | 4,880 | $698.8M | 0.15% | |
| 93 | SDYSPDR SERIES TRUST | 5,146 | $698.5M | 0.15% | |
| 94 | SBUXSTARBUCKS CORP | 7,385 | $676.7M | 0.14% | |
| 95 | RTXRTX CORPORATION | 4,614 | $673.8M | 0.14% | |
| 96 | TUASIMPLIFY EXCHANGE TRADED FUN | 30,579 | $673.6M | 0.14% | |
| 97 | UNHUNITEDHEALTH GROUP INC | 2,122 | $662.0M | 0.14% | |
| 98 | KOCOCA COLA CO | 9,284 | $656.8M | 0.14% | |
| 99 | COSTCOSTCO WHSL CORP NEW | 663 | $656.4M | 0.14% | |
| 100 | SCHPSCHWAB STRATEGIC TR | 24,506 | $653.8M | 0.14% |
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