Universe · entity
Cambridge Advisors Inc.
Institutional manager (13F) · CIK 1633695
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $428M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $88M | 147,776 |
| 2 | VANGUARD BD INDEX FDS | $54M | 730,638 |
| 3 | VANGUARD TAX-MANAGED FDS | $34M | 524,375 |
| 4 | ISHARES TR | $20M | 303,170 |
| 5 | VANGUARD CHARLOTTE FDS | $14M | 291,918 |
| 6 | VANGUARD INDEX FDS | $12M | 36,298 |
| 7 | J P MORGAN EXCHANGE TRADED F | $11M | 206,159 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $11M | 15 |
| 9 | J P MORGAN EXCHANGE TRADED F | $10M | 180,980 |
| 10 | MICROSOFT CORP | $10M | 27,637 |
| 11 | VANGUARD SCOTTSDALE FDS | $10M | 122,672 |
| 12 | VANGUARD INTL EQUITY INDEX F | $10M | 185,917 |
| 13 | APPLE INC | $10M | 37,645 |
| 14 | AMGEN INC | $9M | 24,480 |
| 15 | VANGUARD INDEX FDS | $8M | 31,646 |
| 16 | BERKSHIRE HATHAWAY INC DEL | $8M | 16,845 |
| 17 | VANGUARD INDEX FDS | $8M | 84,729 |
| 18 | SCHWAB STRATEGIC TR | $7M | 251,530 |
| 19 | VANGUARD SPECIALIZED FUNDS | $7M | 33,847 |
| 20 | CORNING INC | $5M | 34,756 |
| 21 | FIRST TR EXCHNG TRADED FD VI | $5M | 139,502 |
| 22 | CATERPILLAR INC | $5M | 6,577 |
| 23 | GOLDMAN SACHS PHYSICAL GOLD | $4M | 89,596 |
| 24 | SCHWAB STRATEGIC TR | $4M | 130,216 |
| 25 | SCHWAB STRATEGIC TR | $4M | 131,337 |
| 26 | NVIDIA CORPORATION | $4M | 20,270 |
| 27 | FIDELITY WISE ORIGIN BITCOIN | $3M | 58,528 |
| 28 | SCHWAB STRATEGIC TR | $3M | 135,029 |
| 29 | FIRST TR EXCHNG TRADED FD VI | $3M | 146,390 |
| 30 | INNOVATOR ETFS TRUST | $3M | 86,065 |
| 31 | UNION PAC CORP | $3M | 12,471 |
| 32 | JOHNSON & JOHNSON | $3M | 11,768 |
| 33 | ISHARES TR | $3M | 6,509 |
| 34 | J P MORGAN EXCHANGE TRADED F | $3M | 52,697 |
| 35 | STATE STR SPDR S&P 500 ETF T | $3M | 3,848 |
| 36 | LOWES COS INC | $2M | 10,293 |
| 37 | STATE STR SPDR S&P MIDCAP 40 | $2M | 3,894 |
| 38 | SCHWAB STRATEGIC TR | $2M | 94,752 |
| 39 | ALPHABET INC | $2M | 7,892 |
| 40 | FIRST TR EXCHANGE-TRADED FD | $2M | 48,047 |
| 41 | ADVISORS INNER CIRCLE FD III | $2M | 51,274 |
| 42 | FIRST TR EXCHANGE TRADED FD | $2M | 17,116 |
| 43 | ISHARES TR | $2M | 15,248 |
| 44 | ABBVIE INC | $2M | 8,560 |
| 45 | J P MORGAN EXCHANGE TRADED F | $2M | 21,597 |
| 46 | SCHWAB STRATEGIC TR | $2M | 58,850 |
| 47 | ISHARES TR | $2M | 16,390 |
| 48 | EMCOR GROUP INC | $2M | 2,404 |
| 49 | FIRST TR EXCHANGE-TRADED FD | $2M | 10,299 |
| 50 | VANGUARD STAR FDS | $2M | 21,438 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.