Sponsored

The Analysis of Eaton-Cambridge Inc.'s Holdings & P&L

Currently, Eaton-Cambridge Inc. holds 56 types of securities in its portfolio with a total value $319.6M. In the most recent quarter, they have increased their positions in DFGX (+325.3K shares, valued at $17.1M), DFAC (+41.3K shares, valued at $1.6M), DFSU (+24.2K shares, valued at $995.2K); decreased their positions in VCSH (-70.6K shares, valued at $5.6M), BND (-72.9K shares, valued at $5.4M), BSV (-9.1K shares, valued at $717.1K); initiated new positions in DFGX (+325.3K shares, valued at $17.1M), DFSU (+24.2K shares, valued at $995.2K), DFSI (+7.4K shares, valued at $313.1K).

1M P&L

+7.8M+2.35%

3M P&L

+6.7M+2.01%

HY P&L

+25.9M+8.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A302.0M

95.2%

2Semiconductors4.1M

1.3%

3Consumer Electronics3.5M

1.1%

Top Industries by Stock Count

1N/A34 stocks

65.4%

2Drug Manufacturers - General3 stocks

5.8%

3Credit Services2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.6M shares1.62%2026-03-312026-05-07

DFIC DIMENSIONAL ETF TRUST1.3M shares1.16%2026-03-312026-05-07

VCSH VANGUARD SCOTTSDALE FDS547.9K shares-11.42%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS434.9K shares-14.36%2026-03-312026-05-07

DFEM DIMENSIONAL ETF TRUST655.6K shares0.78%2026-03-312026-05-07

DFGX DIMENSIONAL ETF TRUST325.3K sharesnew addition2026-03-312026-05-07

BSV VANGUARD BD INDEX FDS161.3K shares-5.36%2026-03-312026-05-07

AVUS AMERICAN CENTY ETF TR51.7K shares4.62%2026-03-312026-05-07

Sponsored

NVDA NVIDIA CORPORATION22.0K shares19.43%2026-03-312026-05-07

AAPL APPLE INC14.0K shares21.27%2026-03-312026-05-07

VTEB VANGUARD MUN BD FDS62.3K shares25.51%2026-03-312026-05-07

VTES VANGUARD WELLINGTON FD23.7K shares17.68%2026-03-312026-05-07

DFAI DIMENSIONAL ETF TRUST54.6K shares0.00%2026-03-312026-05-07

AVDE AMERICAN CENTY ETF TR19.3K shares5.49%2026-03-312026-05-07

AVSF AMERICAN CENTY ETF TR33.7K shares0.00%2026-03-312026-05-07

AMZN AMAZON COM INC7.4K shares40.58%2026-03-312026-05-07

Sponsored

AVEM AMERICAN CENTY ETF TR18.7K shares8.26%2026-03-312026-05-07

MSFT MICROSOFT CORP3.3K shares51.77%2026-03-312026-05-07

IVW ISHARES TR9.7K shares0.00%2026-03-312026-05-07

ALPHABET INC ALPHABET INC3.6K shares48.97%2026-03-312026-05-07

DFSU DIMENSIONAL ETF TRUST24.2K sharesnew addition2026-03-312026-05-07

AVIG AMERICAN CENTY ETF TR21.0K shares-9.91%2026-03-312026-05-07

META META PLATFORMS INC1.4K shares41.44%2026-03-312026-05-07

LLY ELI LILLY & CO874 shares20.39%2026-03-312026-05-07

Sponsored

DFAE DIMENSIONAL ETF TRUST22.2K shares0.00%2026-03-312026-05-07

AVGE AMERICAN CENTY ETF TR7.7K shares7.83%2026-03-312026-05-07

DFSD DIMENSIONAL ETF TRUST12.7K shares0.00%2026-03-312026-05-07

ITOT ISHARES TR4.2K shares-0.02%2026-03-312026-05-07

VV VANGUARD INDEX FDS1.8K shares130.37%2026-03-312026-05-07

ALPHABET INC ALPHABET INC1.8K shares20.95%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO1.7K shares17.85%2026-03-312026-05-07

XOM EXXON MOBIL CORP2.7K shares53.25%2026-03-312026-05-07

Sponsored

BROADCOM INC BROADCOM INC1.4K shares36.74%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T668 shares5.36%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL869 shares17.59%2026-03-312026-05-07

BNDX VANGUARD CHARLOTTE FDS8.3K shares-0.24%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.7K shares2.20%2026-03-312026-05-07

VBIL VANGUARD INSTL INDEX FD4.9K shares5.62%2026-03-312026-05-07

DUSB DIMENSIONAL ETF TRUST6.5K shares0.00%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS3.9K shares3.67%2026-03-312026-05-07

Sponsored

GLD SPDR GOLD TR733 shares0.00%2026-03-312026-05-07

DFSI DIMENSIONAL ETF TRUST7.4K sharesnew addition2026-03-312026-05-07

WMT WALMART INC2.4K sharesnew addition2026-03-312026-05-07

MU MICRON TECHNOLOGY INC864 sharesnew addition2026-03-312026-05-07

VCEB VANGUARD WORLD FD4.5K sharesnew addition2026-03-312026-05-07

IVV ISHARES TR428 shares7.27%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.1K sharesnew addition2026-03-312026-05-07

HD HOME DEPOT INC789 sharesnew addition2026-03-312026-05-07

Sponsored

V VISA INC765 shares18.79%2026-03-312026-05-07

VUG VANGUARD INDEX FDS529 shares19.68%2026-03-312026-05-07

NFLX NETFLIX INC.2.3K sharesnew addition2026-03-312026-05-07

DFCF DIMENSIONAL ETF TRUST5.2K shares10.74%2026-03-312026-05-07

ABBV ABBVIE INC1.0K shares12.15%2026-03-312026-05-07

UPS UNITED PARCEL SVCS INC2.2K shares-31.99%2026-03-312026-05-07

MA MASTERCARD INCORPORATED415 sharesnew addition2026-03-312026-05-07

HBAN HUNTINGTON BANCSHARES INC10.2K sharesnew addition2026-03-312026-05-07

Sponsored

DFAC

DIMENSIONAL ETF TRUST

1.62%

Shares2.6M

Event2026-03-31

Filed2026-05-07

DFIC

DIMENSIONAL ETF TRUST

1.16%

Shares1.3M

Event2026-03-31

Filed2026-05-07

VCSH

VANGUARD SCOTTSDALE FDS

-11.42%

Shares547.9K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

-14.36%

Shares434.9K

Event2026-03-31

Filed2026-05-07

DFEM

DIMENSIONAL ETF TRUST

0.78%

Shares655.6K

Event2026-03-31

Filed2026-05-07

DFGX

DIMENSIONAL ETF TRUST

New

Shares325.3K

Event2026-03-31

Filed2026-05-07

BSV

VANGUARD BD INDEX FDS

-5.36%

Shares161.3K

Event2026-03-31

Filed2026-05-07

AVUS

AMERICAN CENTY ETF TR

4.62%

Shares51.7K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

19.43%

Shares22.0K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

21.27%

Shares14.0K

Event2026-03-31

Filed2026-05-07

VTEB

VANGUARD MUN BD FDS

25.51%

Shares62.3K

Event2026-03-31

Filed2026-05-07

VTES

VANGUARD WELLINGTON FD

17.68%

Shares23.7K

Event2026-03-31

Filed2026-05-07

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares54.6K

Event2026-03-31

Filed2026-05-07

AVDE

AMERICAN CENTY ETF TR

5.49%

Shares19.3K

Event2026-03-31

Filed2026-05-07

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares33.7K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

40.58%

Shares7.4K

Event2026-03-31

Filed2026-05-07

AVEM

AMERICAN CENTY ETF TR

8.26%

Shares18.7K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

51.77%

Shares3.3K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

48.97%

Shares3.6K

Event2026-03-31

Filed2026-05-07

DFSU

DIMENSIONAL ETF TRUST

New

Shares24.2K

Event2026-03-31

Filed2026-05-07

AVIG

AMERICAN CENTY ETF TR

-9.91%

Shares21.0K

Event2026-03-31

Filed2026-05-07