The Analysis of Cambridge Financial Group, LLC's Holdings
Currently, Cambridge Financial Group, LLC holds 169 types of securities in its portfolio with a total value $287.7M. In the most recent quarter, they have increased their positions in AAPL (+5.2K shares, valued at $1.3M), N/A (+1.5K shares, valued at $818.9K), DFIV (+19.0K shares, valued at $790.7K); decreased their positions in EMXF (-39.3K shares, valued at $1.8M), BRK.A (-2 shares, valued at $1.5M), VIOV (-13.8K shares, valued at $1.4M); initiated new positions in IOO (+4.6K shares, valued at $591.0K), VNQ (+6.6K shares, valued at $589.9K), NUE (+2.7K shares, valued at $426.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST678.8K shares-1.30%2025-12-312026-01-09
DFAT DIMENSIONAL ETF TRUST351.6K shares-0.25%2025-12-312026-01-09 DFIC DIMENSIONAL ETF TRUST681.6K shares3.93%2025-12-312026-01-09 DFEM DIMENSIONAL ETF TRUST545.3K shares4.03%2025-12-312026-01-09 DFEV DIMENSIONAL ETF TRUST505.5K shares1.78%2025-12-312026-01-09 DFAX DIMENSIONAL ETF TRUST322.2K shares10.36%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR270.9K shares1.06%2025-12-312026-01-09 SLYV SPDR SERIES TRUST82.9K shares1.15%2025-12-312026-01-09 IJS ISHARES TR54.7K shares5.59%2025-12-312026-01-09 AAPL APPLE INC21.2K shares32.18%2025-12-312026-01-09 SCHA SCHWAB STRATEGIC TR204.2K shares6.50%2025-12-312026-01-09 VBR VANGUARD INDEX FDS25.3K shares12.97%2025-12-312026-01-09 SCHX SCHWAB STRATEGIC TR193.4K shares0.56%2025-12-312026-01-09 SCHB SCHWAB STRATEGIC TR190.3K shares-0.02%2025-12-312026-01-09 DFIV DIMENSIONAL ETF TRUST107.5K shares21.43%2025-12-312026-01-09 VYMI VANGUARD WHITEHALL FDS53.1K shares4.70%2025-12-312026-01-09 IWB ISHARES TR11.8K shares0.38%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR193.4K shares6.98%2025-12-312026-01-09 VIOV VANGUARD ADMIRAL FDS INC40.0K shares-25.62%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR132.7K shares3.57%2025-12-312026-01-09 DFAS DIMENSIONAL ETF TRUST49.7K shares11.09%2025-12-312026-01-09 DGRO ISHARES TR51.5K shares-8.21%2025-12-312026-01-09 DIA SPDR DOW JONES INDL AVERAGE6.9K shares8.72%2025-12-312026-01-09 SCHM SCHWAB STRATEGIC TR101.1K shares-1.64%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS20.5K shares0.63%2025-12-312026-01-09 IEFA ISHARES TR36.9K shares1.44%2025-12-312026-01-09 SCHV SCHWAB STRATEGIC TR95.1K shares8.35%2025-12-312026-01-09 DFUS DIMENSIONAL ETF TRUST34.6K shares-1.25%2025-12-312026-01-09 SCHE SCHWAB STRATEGIC TR78.0K shares30.73%2025-12-312026-01-09 DISV DIMENSIONAL ETF TRUST76.3K shares16.17%2025-12-312026-01-09 EMXF ISHARES TR46.4K shares-45.84%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR3.1K shares5.86%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS9.4K shares14.83%2025-12-312026-01-09 DFSI DIMENSIONAL ETF TRUST46.7K shares-17.25%2025-12-312026-01-09 MSFT MICROSOFT CORP3.8K shares9.63%2025-12-312026-01-09 AXP AMERICAN EXPRESS CO5.4K shares0.87%2025-12-312026-01-09 IWF ISHARES TR4.1K shares-9.15%2025-12-312026-01-09 VCIT VANGUARD SCOTTSDALE FDS19.3K shares-29.95%2025-12-312026-01-09 SPEM SPDR INDEX SHS FDS41.8K shares6.23%2025-12-312026-01-09 IWD ISHARES TR8.2K shares-4.76%2025-12-312026-01-09 FNDE SCHWAB STRATEGIC TR53.8K shares3.47%2025-12-312026-01-09 MDYV SPDR SERIES TRUST18.4K shares-12.88%2025-12-312026-01-09 IWV ISHARES TR3.7K shares0.00%2025-12-312026-01-09 IWM ISHARES TR5.9K shares12.99%2025-12-312026-01-09 AMZN AMAZON COM INC6.5K shares5.80%2025-12-312026-01-09 DFAE DIMENSIONAL ETF TRUST44.8K shares5.97%2025-12-312026-01-09 DFSE DIMENSIONAL ETF TRUST33.8K shares5.12%2025-12-312026-01-09 IXUS ISHARES TR18.0K shares10.44%2025-12-312026-01-09 DFSU DIMENSIONAL ETF TRUST31.1K shares-3.62%2025-12-312026-01-09 ESML ISHARES TR26.9K shares17.26%2025-12-312026-01-09 VTI VANGUARD INDEX FDS3.4K shares7.51%2025-12-312026-01-09 GLD SPDR GOLD TR3.1K shares-3.33%2025-12-312026-01-09 DFSV DIMENSIONAL ETF TRUST32.9K shares-0.71%2025-12-312026-01-09 VO VANGUARD INDEX FDS3.9K shares120.86%2025-12-312026-01-09 VXUS VANGUARD STAR FDS15.1K shares11.87%2025-12-312026-01-09 VT VANGUARD INTL EQUITY INDEX8.4K shares33.04%2025-12-312026-01-09 VCSH VANGUARD SCOTTSDALE FDS12.7K shares-17.06%2025-12-312026-01-09 SPTM SPDR SERIES TRUST14.0K shares0.24%2025-12-312026-01-09 ESGD ISHARES TR12.1K shares5.54%2025-12-312026-01-09 NVDA NVIDIA CORPORATION6.5K shares-13.37%2025-12-312026-01-09 TSLA TESLA INC2.0K shares8.40%2025-12-312026-01-09 VOE VANGUARD INDEX FDS5.1K shares11.24%2025-12-312026-01-09 WMT WALMART INC8.6K shares-2.45%2025-12-312026-01-09 IJJ ISHARES TR6.7K shares5.48%2025-12-312026-01-09 VWO VANGUARD INTL EQUITY INDEX17.0K shares0.30%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON5.3K shares15.96%2025-12-312026-01-09 VB VANGUARD INDEX FDS3.2K shares18.67%2025-12-312026-01-09 QCOM QUALCOMM INC4.6K shares0.09%2025-12-312026-01-09 PEP PEPSICO INC5.3K shares70.40%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.2.8K shares73.15%2025-12-312026-01-09 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares-66.67%2025-12-312026-01-09 IEMG ISHARES INC13.8K shares6.28%2025-12-312026-01-09 ALPHABET INC ALPHABET INC3.1K shares34.52%2025-12-312026-01-09 DFAI DIMENSIONAL ETF TRUST20.6K shares1.88%2025-12-312026-01-09 EEMV ISHARES INC11.9K shares0.81%2025-12-312026-01-09 LLY ELI LILLY & CO868 shares-2.58%2025-12-312026-01-09 IUSV ISHARES TR6.6K shares0.00%2025-12-312026-01-09 ALPHABET INC ALPHABET INC3.4K shares-1.88%2025-12-312026-01-09 EDIV SPDR INDEX SHS FDS18.0K shares43.39%2025-12-312026-01-09 LQD ISHARES TR5.4K shares-38.28%2025-12-312026-01-09 IOO ISHARES TR4.6K sharesnew addition2025-12-312026-01-09 VNQ VANGUARD INDEX FDS6.6K sharesnew addition2025-12-312026-01-09 BLV VANGUARD BD INDEX FDS8.2K shares-23.39%2025-12-312026-01-09 EMR EMERSON ELEC CO4.2K shares60.42%2025-12-312026-01-09 FNDA SCHWAB STRATEGIC TR18.3K shares0.00%2025-12-312026-01-09 BSMU INVESCO EXCH TRD SLF IDX FD24.4K shares0.00%2025-12-312026-01-09 BSMT INVESCO EXCH TRD SLF IDX FD23.0K shares0.00%2025-12-312026-01-09 IBTH ISHARES TR23.7K shares-1.34%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW582 shares4.49%2025-12-312026-01-09 DVY ISHARES TR3.7K shares56.85%2025-12-312026-01-09 FNDF SCHWAB STRATEGIC TR15.6K shares2.97%2025-12-312026-01-09 XVV ISHARES TR11.5K shares0.00%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS2.0K shares2.07%2025-12-312026-01-09 COP CONOCOPHILLIPS5.1K shares-3.87%2025-12-312026-01-09 V VISA INC1.5K shares-0.99%2025-12-312026-01-09 XJR ISHARES TR12.2K shares0.00%2025-12-312026-01-09 GE AEROSPACE GE AEROSPACE2.9K shares0.00%2025-12-312026-01-09 BSMS INVESCO EXCH TRD SLF IDX FD20.4K shares0.00%2025-12-312026-01-09 AHR AMERICAN HEALTHCARE REIT12.0K shares0.00%2025-12-312026-01-09 META META PLATFORMS INC770 shares-2.53%2025-12-312026-01-09 AMP AMERIPRISE FINL INC906 shares0.00%2025-12-312026-01-09 HD HOME DEPOT INC1.2K shares12.88%2025-12-312026-01-09 AVEM AMERICAN CENTY ETF TR7.5K shares0.61%2025-12-312026-01-09 ABBV ABBVIE INC2.5K shares-1.16%2025-12-312026-01-09 ITOT ISHARES TR3.3K shares-1.98%2025-12-312026-01-09 ESGE ISHARES INC12.3K shares2.93%2025-12-312026-01-09 NUE NUCOR CORP2.7K sharesnew addition2025-12-312026-01-09 IWN ISHARES TR2.4K shares9.24%2025-12-312026-01-09 USIG ISHARES TR7.9K shares-20.11%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO2.4K shares-7.66%2025-12-312026-01-09 IVV ISHARES TR671 shares0.00%2025-12-312026-01-09 BROADCOM INC BROADCOM INC1.7K shares-5.00%2025-12-312026-01-09 IVOV VANGUARD ADMIRAL FDS INC4.0K shares53.34%2025-12-312026-01-09 MCD MCDONALDS CORP1.3K shares-3.24%2025-12-312026-01-09 AVUV AMERICAN CENTY ETF TR4.0K shares-43.30%2025-12-312026-01-09 EUHY ISHARES INC7.5K shares0.00%2025-12-312026-01-09 VDC VANGUARD WORLD FD1.8K shares0.00%2025-12-312026-01-09 MUB ISHARES TR3.5K shares-48.69%2025-12-312026-01-09 KO COCA COLA CO5.5K shares-2.70%2025-12-312026-01-09 CVX CHEVRON CORP NEW2.5K shares8.35%2025-12-312026-01-09 CSCO CISCO SYS INC5.9K shares12.90%2025-12-312026-01-09 GEV GE VERNOVA INC1.1K shares0.00%2025-12-312026-01-09 TLTE FLEXSHARES TR6.5K shares0.00%2025-12-312026-01-09 BSCU INVESCO EXCH TRD SLF IDX FD20.3K shares7.61%2025-12-312026-01-09 AVDV AMERICAN CENTY ETF TR5.0K shares0.00%2025-12-312026-01-09 BSMV INVESCO EXCH TRD SLF IDX FD15.4K shares0.00%2025-12-312026-01-09 XOM EXXON MOBIL CORP2.9K shares25.15%2025-12-312026-01-09 DFUV DIMENSIONAL ETF TRUST7.0K shares-0.75%2025-12-312026-01-09 IJT ISHARES TR2.3K shares-4.94%2025-12-312026-01-09 IBIT ISHARES BITCOIN TRUST ETF6.1K shares-74.81%2025-12-312026-01-09 CL COLGATE PALMOLIVE CO3.4K shares0.00%2025-12-312026-01-09 VTEB VANGUARD MUN BD FDS6.0K shares-64.59%2025-12-312026-01-09 IBTJ ISHARES TR14.0K shares0.87%2025-12-312026-01-09 ORCL ORACLE CORP1.8K shares0.00%2025-12-312026-01-09 TXN TEXAS INSTRS INC1.6K shares6.48%2025-12-312026-01-09 OEF ISHARES TR1.0K shares0.00%2025-12-312026-01-09 BSJT INVESCO EXCH TRD SLF IDX FD13.3K shares-63.36%2025-12-312026-01-09 VUG VANGUARD INDEX FDS687 sharesnew addition2025-12-312026-01-09 UNH UNITEDHEALTH GROUP INC543 shares-6.54%2025-12-312026-01-09 BAC BANK AMERICA CORP5.6K shares0.00%2025-12-312026-01-09 NOC NORTHROP GRUMMAN CORP482 sharesnew addition2025-12-312026-01-09 IVE ISHARES TR1.4K shares0.00%2025-12-312026-01-09 ONTO ONTO INNOVATION INC1.7K sharesnew addition2025-12-312026-01-09 IVW ISHARES TR2.6K shares0.00%2025-12-312026-01-09 IBTI ISHARES TR11.5K shares-1.76%2025-12-312026-01-09 T AT&T INC11.1K shares15.88%2025-12-312026-01-09 NFLX NETFLIX INC1.2K shares236.52%2025-12-312026-01-09 EFV ISHARES TR4.6K shares0.00%2025-12-312026-01-09 BSMW INVESCO EXCH TRD SLF IDX FD9.7K shares0.00%2025-12-312026-01-09 FRDM EA SERIES TRUST6.0K shares-13.41%2025-12-312026-01-09 CAT CATERPILLAR INC653 shares0.00%2025-12-312026-01-09 URI UNITED RENTALS INC302 sharesnew addition2025-12-312026-01-09 BSCS INVESCO EXCH TRD SLF IDX FD11.3K shares11.55%2025-12-312026-01-09 RTX RTX CORPORATION1.5K sharesnew addition2025-12-312026-01-09 CTVA CORTEVA INC3.8K shares0.00%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS3.8K shares0.00%2025-12-312026-01-09 PEG PUBLIC SVC ENTERPRISE GRP2.6K shares0.00%2025-12-312026-01-09 TGT TARGET CORP2.1K sharesnew addition2025-12-312026-01-09 BSCT INVESCO EXCH TRD SLF IDX FD11.6K shares12.45%2025-12-312026-01-09 AGG ISHARES TR2.1K shares0.00%2025-12-312026-01-09 BSSX INVESCO EXCH TRD SLF IDX FD8.1K shares0.00%2025-12-312026-01-09 SDY SPDR SERIES TRUST1.5K sharesnew addition2025-12-312026-01-09 IDU ISHARES TR1.9K shares0.00%2025-12-312026-01-09 FNDC SCHWAB STRATEGIC TR6.0K shares0.00%2025-12-312026-01-09 AMPX AMPRIUS TECHNOLOGIES INC10.0K sharesnew addition2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available