Cambridge Advisors Inc. Diversified Active

CIK: 0001633695 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 18, 2023

Total Value ($000): $372,434 (100.0% shares, 0.0% debt)

Holdings (164)

VOO VANGUARD INDEX FDS 17.1%
Value ($000) $63,634 Shares 162,043 Est. Cost $196.05 Unrealized
BND VANGUARD BD INDEX FDS 11.7%
Value ($000) $43,727 Shares 626,646 Est. Cost $82.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.7%
Value ($000) $24,847 Shares 568,330 Est. Cost $38.48 Unrealized
IJH ISHARES TR 3.8%
Value ($000) $14,302 Shares 57,357 Est. Cost $158.22 Unrealized
BNDX VANGUARD CHARLOTTE FDS 3.2%
Value ($000) $11,820 Shares 247,121 Est. Cost $54.74 Unrealized
VTI VANGUARD INDEX FDS 2.6%
Value ($000) $9,776 Shares 46,024 Est. Cost $130.24 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $9,594 Shares 30,384 Est. Cost $41.99 Unrealized +673.0%
VCIT VANGUARD SCOTTSDALE FDS 2.5%
Value ($000) $9,147 Shares 120,384 Est. Cost $87.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $7,262 Shares 185,204 Est. Cost $40.33 Unrealized
AMGN AMGEN INC 1.8%
Value ($000) $6,807 Shares 25,329 Est. Cost $182.69 Unrealized +26.9%
AAPL APPLE INC 1.8%
Value ($000) $6,722 Shares 39,261 Est. Cost $94.93 Unrealized +91.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $6,455 Shares 18,426 Est. Cost $217.17 Unrealized +63.4%
VIG VANGUARD SPECIALIZED FUNDS 1.6%
Value ($000) $5,806 Shares 37,368 Est. Cost $93.28 Unrealized
VB VANGUARD INDEX FDS 1.5%
Value ($000) $5,665 Shares 29,960 Est. Cost $132.12 Unrealized
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $5,584 Shares 73,809 Est. Cost $81.96 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $5,090 Shares 95,025 Est. Cost $54.25 Unrealized
SCHG SCHWAB STRATEGIC TR 1.2%
Value ($000) $4,574 Shares 62,896 Est. Cost $69.47 Unrealized
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,231 Shares 59,798 Est. Cost $56.03 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $3,625 Shares 77,239 Est. Cost $45.62 Unrealized
UNP UNION PAC CORP 0.8%
Value ($000) $3,021 Shares 14,835 Est. Cost $93.49 Unrealized +120.5%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $3,004 Shares 9,780 Est. Cost $72.56 Unrealized +319.5%
DHR DANAHER CORPORATION 0.8%
Value ($000) $2,915 Shares 11,749 Est. Cost $38.37 Unrealized +473.9%
CAT CATERPILLAR INC 0.8%
Value ($000) $2,893 Shares 10,595 Est. Cost $78.40 Unrealized +233.5%
LOW LOWES COS INC 0.8%
Value ($000) $2,807 Shares 13,506 Est. Cost $56.54 Unrealized +280.1%
FIXD FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $2,452 Shares 58,308 Est. Cost $46.59 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,440 Shares 33,144 Est. Cost $66.28 Unrealized
SCHB SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,329 Shares 46,716 Est. Cost $55.31 Unrealized
FNDX SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,303 Shares 41,146 Est. Cost $45.59 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,299 Shares 45,814 Est. Cost $50.15 Unrealized
BSTP INNOVATOR ETFS TR 0.6%
Value ($000) $2,287 Shares 86,629 Est. Cost $23.23 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,250 Shares 91,890 Est. Cost $23.63 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,204 Shares 14,153 Est. Cost $77.90 Unrealized +96.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $1,876 Shares 4,109 Est. Cost $177.36 Unrealized
FIRST TR MLP & ENERGY INCOM 0.5%
Value ($000) $1,859 Shares 234,976 Est. Cost $5.57 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $1,756 Shares 6,600 Est. Cost $151.24 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,645 Shares 3,848 Est. Cost $213.59 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,516 Shares 3,007 Est. Cost $82.04 Unrealized +472.8%
NAPR INNOVATOR ETFS TR 0.4%
Value ($000) $1,496 Shares 35,777 Est. Cost $41.82 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,487 Shares 19,786 Est. Cost $80.11 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,433 Shares 15,196 Est. Cost $91.63 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $1,429 Shares 8,435 Est. Cost $70.61 Unrealized +136.7%
ABBV ABBVIE INC 0.4%
Value ($000) $1,427 Shares 9,575 Est. Cost $43.23 Unrealized +213.1%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,400 Shares 4,180 Est. Cost $101.07 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,369 Shares 40,315 Est. Cost $31.73 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,274 Shares 9,733 Est. Cost $106.80 Unrealized +20.2%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,251 Shares 7,297 Est. Cost $145.93 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,228 Shares 5,105 Est. Cost $145.09 Unrealized +59.3%
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,205 Shares 24,843 Est. Cost $43.54 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,204 Shares 6,812 Est. Cost $133.32 Unrealized
V VISA INC 0.3%
Value ($000) $1,194 Shares 5,190 Est. Cost $98.87 Unrealized +138.9%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,182 Shares 17,458 Est. Cost $52.10 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,158 Shares 5,030 Est. Cost $79.80 Unrealized +188.3%
LQD ISHARES TR 0.3%
Value ($000) $1,154 Shares 11,310 Est. Cost $119.08 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,151 Shares 29,557 Est. Cost $47.92 Unrealized
GLW CORNING INC 0.3%
Value ($000) $1,130 Shares 37,098 Est. Cost $15.20 Unrealized +102.0%
MRK MERCK & CO INC 0.3%
Value ($000) $1,120 Shares 10,882 Est. Cost $41.34 Unrealized +141.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,114 Shares 6,608 Est. Cost $74.09 Unrealized +96.7%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,110 Shares 26,807 Est. Cost $55.21 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $1,098 Shares 10,775 Est. Cost $94.62 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,083 Shares 3,609 Est. Cost $104.47 Unrealized +186.4%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,076 Shares 20,018 Est. Cost $19.93 Unrealized +152.4%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,016 Shares 2,336 Est. Cost $17.98 Unrealized +149.0%
XDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,016 Shares 30,878 Est. Cost $29.76 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,014 Shares 14,711 Est. Cost $63.21 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $971 Shares 16,338 Est. Cost $59.84 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $969 Shares 9,150 Est. Cost $40.47 Unrealized +178.7%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $964 Shares 2,690 Est. Cost $186.37 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $957 Shares 6,558 Est. Cost $63.68 Unrealized +126.3%
FTRI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $918 Shares 72,690 Est. Cost $13.24 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $888 Shares 1,833 Est. Cost $156.95 Unrealized +207.5%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $883 Shares 972 Est. Cost $14.58 Unrealized +330.3%
DOGG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $878 Shares 44,931 Est. Cost $19.87 Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.2%
Value ($000) $869 Shares 38,767 Est. Cost $22.05 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $847 Shares 5,981 Est. Cost $104.71 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $841 Shares 25,398 Est. Cost $30.25 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $835 Shares 15,609 Est. Cost $50.90 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $823 Shares 6,493 Est. Cost $90.84 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $818 Shares 17,080 Est. Cost $50.64 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $802 Shares 6,820 Est. Cost $55.54 Unrealized +81.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $788 Shares 5,433 Est. Cost $80.11 Unrealized +77.6%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $780 Shares 29,528 Est. Cost $23.37 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $769 Shares 7,945 Est. Cost $75.30 Unrealized +33.4%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $751 Shares 14,882 Est. Cost $57.84 Unrealized
PSTP INNOVATOR ETFS TR 0.2%
Value ($000) $731 Shares 27,422 Est. Cost $25.30 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $696 Shares 13,755 Est. Cost $55.40 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $686 Shares 3,430 Est. Cost $99.70 Unrealized +98.7%
SBUX STARBUCKS CORP 0.2%
Value ($000) $661 Shares 7,246 Est. Cost $41.64 Unrealized +122.1%
BALT INNOVATOR ETFS TR 0.2%
Value ($000) $661 Shares 23,774 Est. Cost $26.85 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $661 Shares 18,841 Est. Cost $38.84 Unrealized
EME EMCOR GROUP INC 0.2%
Value ($000) $659 Shares 3,130 Est. Cost $41.13 Unrealized +405.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $641 Shares 8,184 Est. Cost $57.91 Unrealized +34.3%
IEF ISHARES TR 0.2%
Value ($000) $629 Shares 6,871 Est. Cost $105.87 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $627 Shares 2,427 Est. Cost $226.44 Unrealized +14.1%
XSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $626 Shares 18,455 Est. Cost $32.84 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $616 Shares 6,550 Est. Cost $110.19 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $607 Shares 13,272 Est. Cost $45.63 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $595 Shares 16,732 Est. Cost $28.21 Unrealized +21.3%
SDY SPDR SER TR 0.2%
Value ($000) $592 Shares 5,146 Est. Cost $80.00 Unrealized
PJAN INNOVATOR ETFS TR 0.2%
Value ($000) $585 Shares 16,798 Est. Cost $30.60 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $572 Shares 6,786 Est. Cost $72.50 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $571 Shares 4,490 Est. Cost $124.60 Unrealized +7.5%
FDX FEDEX CORP 0.1%
Value ($000) $527 Shares 1,987 Est. Cost $210.16 Unrealized +17.4%
IJJ ISHARES TR 0.1%
Value ($000) $525 Shares 5,201 Est. Cost $106.65 Unrealized
SAGP ADVISORS INNER CIRCLE FD III 0.1%
Value ($000) $524 Shares 22,214 Est. Cost $21.97 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $516 Shares 22,451 Est. Cost $23.95 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $508 Shares 23,916 Est. Cost $20.93 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $505 Shares 9,021 Est. Cost $32.89 Unrealized +69.4%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $498 Shares 22,108 Est. Cost $23.32 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $490 Shares 11,200 Est. Cost $53.34 Unrealized
IVOL KRANESHARES TR 0.1%
Value ($000) $465 Shares 22,600 Est. Cost $28.28 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $463 Shares 4,187 Est. Cost $71.73 Unrealized +62.2%
DE DEERE & CO 0.1%
Value ($000) $461 Shares 1,220 Est. Cost $183.85 Unrealized +116.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $434 Shares 2,910 Est. Cost $113.09 Unrealized +40.5%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $432 Shares 1,478 Est. Cost $281.77 Unrealized +10.8%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $431 Shares 15,638 Est. Cost $23.42 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $424 Shares 12,525 Est. Cost $31.29 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $423 Shares 748 Est. Cost $487.68 Unrealized +9.1%
RTX RTX CORPORATION 0.1%
Value ($000) $412 Shares 5,729 Est. Cost $54.61 Unrealized +48.8%
GOOG ALPHABET INC 0.1%
Value ($000) $412 Shares 3,123 Est. Cost $109.45 Unrealized +17.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $410 Shares 3,696 Est. Cost $54.88 Unrealized +100.5%
IVV ISHARES TR 0.1%
Value ($000) $405 Shares 943 Est. Cost $403.86 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $393 Shares 2,850 Est. Cost $142.10 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $391 Shares 8,617 Est. Cost $44.71 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $374 Shares 10,000 Est. Cost $37.38 Unrealized
XBJL INNOVATOR ETFS TR 0.1%
Value ($000) $374 Shares 13,155 Est. Cost $25.44 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $370 Shares 15,421 Est. Cost $26.67 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $370 Shares 2,550 Est. Cost $206.29 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $364 Shares 7,715 Est. Cost $51.63 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $360 Shares 3,340 Est. Cost $82.10 Unrealized
OUSM ALPS ETF TR 0.1%
Value ($000) $359 Shares 10,228 Est. Cost $32.07 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $345 Shares 24,116 Est. Cost $14.68 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $342 Shares 670 Est. Cost $332.14 Unrealized +58.0%
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $323 Shares 9,500 Est. Cost $33.97 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $306 Shares 9,235 Est. Cost $23.04 Unrealized +32.7%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $304 Shares 2,515 Est. Cost $76.29 Unrealized +54.3%
BA BOEING CO 0.1%
Value ($000) $304 Shares 1,585 Est. Cost $271.84 Unrealized -19.5%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $301 Shares 1,888 Est. Cost $158.27 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $298 Shares 3,800 Est. Cost $60.60 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $296 Shares 16,142 Est. Cost $18.88 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $293 Shares 5,301 Est. Cost $33.81 Unrealized +58.0%
FTV FORTIVE CORP 0.1%
Value ($000) $291 Shares 3,922 Est. Cost $31.20 Unrealized +82.5%
IBND SPDR SER TR 0.1%
Value ($000) $282 Shares 10,400 Est. Cost $34.33 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $276 Shares 15,576 Est. Cost $32.12 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $271 Shares 8,061 Est. Cost $37.21 Unrealized
BLACKROCK INC 0.1%
Value ($000) $262 Shares 406 Est. Cost $323.76 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $261 Shares 6,380 Est. Cost $39.81 Unrealized +2.2%
CLX CLOROX CO DEL 0.1%
Value ($000) $244 Shares 1,860 Est. Cost $73.11 Unrealized +91.4%
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $242 Shares 7,855 Est. Cost $30.85 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $239 Shares 6,830 Est. Cost $33.74 Unrealized
BOND PIMCO ETF TR 0.1%
Value ($000) $237 Shares 2,692 Est. Cost $108.09 Unrealized
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $235 Shares 1,200 Est. Cost $92.05 Unrealized +123.0%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $235 Shares 3,647 Est. Cost $67.10 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $232 Shares 3,090 Est. Cost $62.96 Unrealized +12.3%
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $228 Shares 7,600 Est. Cost $28.78 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $222 Shares 5,377 Est. Cost $39.15 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $221 Shares 839 Est. Cost $172.39 Unrealized +56.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $213 Shares 1,519 Est. Cost $100.79 Unrealized +30.7%
QUAL ISHARES TR 0.1%
Value ($000) $211 Shares 1,597 Est. Cost $124.04 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $210 Shares 2,000 Est. Cost $108.87 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $206 Shares 1,406 Est. Cost $162.24 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $206 Shares 6,216 Est. Cost $30.64 Unrealized +6.1%
DX DYNEX CAP INC 0.1%
Value ($000) $203 Shares 17,000 Est. Cost $12.16 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $203 Shares 6,125 Est. Cost $34.03 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $163 Shares 36,128 Est. Cost $4.08 Unrealized