Sponsored

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

Currently, Eaton-Cambridge Inc. holds 70 types of securities in its portfolio with a total value $355.8M. In the most recent quarter, they have increased their positions in DFGX (+46.8K shares, valued at $2.5M), DFIC (+30.6K shares, valued at $1.1M), N/A (+10.0K shares, valued at $882.6K); decreased their positions in DFEM (-16.9K shares, valued at $687.0K), AVUS (-3.8K shares, valued at $489.8K), MU (-169 shares, valued at $195.1K); initiated new positions in N/A (+10.0K shares, valued at $882.6K), INTC (+2.7K shares, valued at $373.5K), GS (+349 shares, valued at $352.9K).

1M P&L

+8.8M+2.53%

3M P&L

+3.2M+0.90%

HY P&L

+17.0M+5.03%

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/A329.7M

94.2%

2Semiconductors6.0M

1.7%

3Consumer Electronics4.2M

1.2%

Top Industries by Stock Count

1N/A34 stocks

59.6%

2Semiconductors4 stocks

7.0%

3Drug Manufacturers - General3 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.6M shares0.39%2026-06-302026-07-23

DFIC DIMENSIONAL ETF TRUST1.3M shares2.41%2026-06-302026-07-23

VCSH VANGUARD SCOTTSDALE FDS554.8K shares1.26%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS441.8K shares1.60%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST638.7K shares-2.58%2026-06-302026-07-23

DFGX DIMENSIONAL ETF TRUST372.1K shares14.39%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS163.0K shares1.04%2026-06-302026-07-23

AVUS AMERICAN CENTY ETF TR47.9K shares-7.39%2026-06-302026-07-23

Sponsored

NVDA NVIDIA CORPORATION22.9K shares3.82%2026-06-302026-07-23

AAPL APPLE INC14.6K shares4.74%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS66.1K shares6.15%2026-06-302026-07-23

VTES VANGUARD WELLINGTON FD25.4K shares7.25%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR25.8K shares37.85%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST55.9K shares2.38%2026-06-302026-07-23

AMZN AMAZON COM INC8.2K shares10.75%2026-06-302026-07-23

AVDE AMERICAN CENTY ETF TR18.3K shares-5.24%2026-06-302026-07-23

Sponsored

AVSF AMERICAN CENTY ETF TR33.7K shares0.00%2026-06-302026-07-23

MSFT MICROSOFT CORP3.7K shares10.33%2026-06-302026-07-23

GOOGL ALPHABET INC3.8K shares5.38%2026-06-302026-07-23

IVW ISHARES TR9.7K shares0.00%2026-06-302026-07-23

DFSU DIMENSIONAL ETF TRUST24.4K shares0.92%2026-06-302026-07-23

LLY ELI LILLY & CO927 shares6.06%2026-06-302026-07-23

DFAE DIMENSIONAL ETF TRUST22.2K shares0.00%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST10.0K sharesnew addition2026-06-302026-07-23

Sponsored

AVIG AMERICAN CENTY ETF TR20.9K shares-0.12%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC1.5K shares5.64%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC695 shares-19.56%2026-06-302026-07-23

ITOT ISHARES TR4.6K shares9.55%2026-06-302026-07-23

AVGE AMERICAN CENTY ETF TR7.4K shares-3.70%2026-06-302026-07-23

GOOG ALPHABET INC1.9K shares8.27%2026-06-302026-07-23

DFSD DIMENSIONAL ETF TRUST12.8K shares0.60%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.8K shares9.23%2026-06-302026-07-23

Sponsored

VV VANGUARD INDEX FDS1.7K shares-2.56%2026-06-302026-07-23

BROADCOM INC BROADCOM INC1.5K shares6.35%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T668 shares0.00%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL996 shares14.61%2026-06-302026-07-23

BNDX VANGUARD CHARLOTTE FDS9.7K shares17.79%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares8.78%2026-06-302026-07-23

INTC INTEL CORP2.7K sharesnew addition2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-8.90%2026-06-302026-07-23

Sponsored

GS GOLDMAN SACHS GROUP INC349 sharesnew addition2026-06-302026-07-23

DFSI DIMENSIONAL ETF TRUST7.4K shares0.00%2026-06-302026-07-23

VBIL VANGUARD INSTL INDEX FD4.4K shares-10.26%2026-06-302026-07-23

DUSB DIMENSIONAL ETF TRUST6.5K shares0.00%2026-06-302026-07-23

VCIT VANGUARD SCOTTSDALE FDS3.9K shares0.67%2026-06-302026-07-23

ISHARES TR ISHARES TR428 shares0.00%2026-06-302026-07-23

CAT CATERPILLAR INC288 sharesnew addition2026-06-302026-07-23

VISA INC VISA INC882 shares15.29%2026-06-302026-07-23

Sponsored

WMT WALMART INC2.5K shares4.03%2026-06-302026-07-23

VCEB VANGUARD WORLD FD4.6K shares0.69%2026-06-302026-07-23

GLD SPDR GOLD TR755 shares3.00%2026-06-302026-07-23

VUG VANGUARD INDEX FDS3.2K shares503.78%2026-06-302026-07-23

HD HOME DEPOT INC780 shares-1.14%2026-06-302026-07-23

KLAC KLA CORP897 sharesnew addition2026-06-302026-07-23

WDC WESTERN DIGITAL CORP422 sharesnew addition2026-06-302026-07-23

JNJ JOHNSON & JOHNSON1.1K shares-1.76%2026-06-302026-07-23

Sponsored

ABBVIE INC ABBVIE INC1.1K shares3.45%2026-06-302026-07-23

SNDK SANDISK CORP115 sharesnew addition2026-06-302026-07-23

LRCX LAM RESEARCH CORP597 sharesnew addition2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC444 sharesnew addition2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR1.3K sharesnew addition2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC610 sharesnew addition2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED462 shares11.33%2026-06-302026-07-23

MRK MERCK & CO INC1.8K sharesnew addition2026-06-302026-07-23

Sponsored

CISCO SYS INC CISCO SYS INC1.9K sharesnew addition2026-06-302026-07-23

EBAY EBAY INC.2.0K sharesnew addition2026-06-302026-07-23

VOO VANGUARD INDEX FDS321 sharesnew addition2026-06-302026-07-23

DFCF DIMENSIONAL ETF TRUST5.1K shares-2.43%2026-06-302026-07-23

GLW CORNING INC815 sharesnew addition2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC283 sharesnew addition2026-06-302026-07-23

DFAC

DIMENSIONAL ETF TRUST

0.39%

Shares2.6M

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL ETF TRUST

2.41%

Shares1.3M

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS

1.26%

Shares554.8K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

1.60%

Shares441.8K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

-2.58%

Shares638.7K

Event2026-06-30

Filed2026-07-23

DFGX

DIMENSIONAL ETF TRUST

14.39%

Shares372.1K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

1.04%

Shares163.0K

Event2026-06-30

Filed2026-07-23

AVUS

AMERICAN CENTY ETF TR

-7.39%

Shares47.9K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

3.82%

Shares22.9K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

4.74%

Shares14.6K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

6.15%

Shares66.1K

Event2026-06-30

Filed2026-07-23

VTES

VANGUARD WELLINGTON FD

7.25%

Shares25.4K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

37.85%

Shares25.8K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

2.38%

Shares55.9K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

10.75%

Shares8.2K

Event2026-06-30

Filed2026-07-23

AVDE

AMERICAN CENTY ETF TR

-5.24%

Shares18.3K

Event2026-06-30

Filed2026-07-23

AVSF

AMERICAN CENTY ETF TR

0.00%

Shares33.7K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

10.33%

Shares3.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

5.38%

Shares3.8K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-23

DFSU

DIMENSIONAL ETF TRUST

0.92%

Shares24.4K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

6.06%

Shares927

Event2026-06-30

Filed2026-07-23

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares22.2K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

New

Shares10.0K

Event2026-06-30

Filed2026-07-23

AVIG

AMERICAN CENTY ETF TR

-0.12%

Shares20.9K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

5.64%

Shares1.5K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

-19.56%

Shares695

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

9.55%

Shares4.6K

Event2026-06-30

Filed2026-07-23

AVGE

AMERICAN CENTY ETF TR

-3.70%

Shares7.4K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

8.27%

Shares1.9K

Event2026-06-30

Filed2026-07-23

DFSD

DIMENSIONAL ETF TRUST

0.60%

Shares12.8K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

9.23%

Shares1.8K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-2.56%

Shares1.7K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

6.35%

Shares1.5K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

0.00%

Shares668

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.61%

Shares996

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

17.79%

Shares9.7K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

8.78%

Shares2.9K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

-8.90%

Shares1.6K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

New

Shares349

Event2026-06-30

Filed2026-07-23

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-23

VBIL

VANGUARD INSTL INDEX FD

-10.26%

Shares4.4K

Event2026-06-30

Filed2026-07-23

DUSB

DIMENSIONAL ETF TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

0.67%

Shares3.9K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.00%

Shares428

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

New

Shares288

Event2026-06-30

Filed2026-07-23

VISA INC

15.29%

Shares882

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

4.03%

Shares2.5K

Event2026-06-30

Filed2026-07-23

VCEB

VANGUARD WORLD FD

0.69%

Shares4.6K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

3.00%

Shares755

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

503.78%

Shares3.2K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

-1.14%

Shares780

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

New

Shares897

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

New

Shares422

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

-1.76%

Shares1.1K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

3.45%

Shares1.1K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

New

Shares115

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

New

Shares597

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

New

Shares444

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

New

Shares610

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

11.33%

Shares462

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

EBAY

EBAY INC.

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

New

Shares321

Event2026-06-30

Filed2026-07-23

DFCF

DIMENSIONAL ETF TRUST

-2.43%

Shares5.1K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

New

Shares815

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

New

Shares283

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available