Cambridge Advisors Inc. Diversified Active

CIK: 0001633695 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 17, 2024

Total Value ($000): $398,004 (100.0% shares, 0.0% debt)

Holdings (165)

VOO VANGUARD INDEX FDS 17.5%
Value ($000) $69,723 Shares 159,622 Est. Cost $196.05 Unrealized
BND VANGUARD BD INDEX FDS 10.9%
Value ($000) $43,288 Shares 588,554 Est. Cost $82.40 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.7%
Value ($000) $26,639 Shares 556,135 Est. Cost $38.48 Unrealized
IJH ISHARES TR 4.0%
Value ($000) $15,895 Shares 57,350 Est. Cost $158.22 Unrealized
MSFT MICROSOFT CORP 2.9%
Value ($000) $11,360 Shares 30,210 Est. Cost $41.99 Unrealized +734.3%
BNDX VANGUARD CHARLOTTE FDS 2.8%
Value ($000) $11,119 Shares 225,244 Est. Cost $54.74 Unrealized
VTI VANGUARD INDEX FDS 2.4%
Value ($000) $9,483 Shares 39,975 Est. Cost $130.24 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.2%
Value ($000) $8,613 Shares 105,972 Est. Cost $87.83 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $7,622 Shares 185,442 Est. Cost $40.33 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $7,555 Shares 39,240 Est. Cost $94.93 Unrealized +92.6%
AMGN AMGEN INC 1.8%
Value ($000) $7,284 Shares 25,290 Est. Cost $182.69 Unrealized +39.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $6,567 Shares 18,413 Est. Cost $217.17 Unrealized +61.6%
VB VANGUARD INDEX FDS 1.6%
Value ($000) $6,391 Shares 29,960 Est. Cost $132.12 Unrealized
VNQ VANGUARD INDEX FDS 1.6%
Value ($000) $6,374 Shares 72,134 Est. Cost $81.96 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.6%
Value ($000) $6,353 Shares 37,285 Est. Cost $93.28 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $6,109 Shares 122,356 Est. Cost $47.21 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $6,002 Shares 109,176 Est. Cost $54.34 Unrealized
SCHG SCHWAB STRATEGIC TR 1.3%
Value ($000) $5,267 Shares 63,487 Est. Cost $69.47 Unrealized
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,275 Shares 56,158 Est. Cost $56.03 Unrealized
UNP UNION PAC CORP 0.9%
Value ($000) $3,630 Shares 14,780 Est. Cost $93.49 Unrealized +123.8%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $3,395 Shares 9,675 Est. Cost $72.56 Unrealized +330.9%
CAT CATERPILLAR INC 0.8%
Value ($000) $3,109 Shares 10,515 Est. Cost $78.40 Unrealized +220.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $3,064 Shares 115,330 Est. Cost $24.22 Unrealized
LOW LOWES COS INC 0.7%
Value ($000) $2,881 Shares 12,945 Est. Cost $56.54 Unrealized +244.4%
BSTP INNOVATOR ETFS TR 0.7%
Value ($000) $2,703 Shares 94,998 Est. Cost $23.69 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,607 Shares 46,825 Est. Cost $55.31 Unrealized
DHR DANAHER CORPORATION 0.7%
Value ($000) $2,598 Shares 11,231 Est. Cost $38.37 Unrealized +448.2%
FNDX SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,495 Shares 40,275 Est. Cost $45.59 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,492 Shares 31,132 Est. Cost $66.28 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,487 Shares 55,761 Est. Cost $46.59 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,276 Shares 45,318 Est. Cost $50.15 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,167 Shares 13,825 Est. Cost $77.90 Unrealized +84.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $2,085 Shares 4,109 Est. Cost $177.36 Unrealized
FIRST TR MLP & ENERGY INCOM 0.5%
Value ($000) $2,047 Shares 238,834 Est. Cost $5.61 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $2,001 Shares 6,600 Est. Cost $151.24 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,829 Shares 3,848 Est. Cost $213.59 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,640 Shares 15,146 Est. Cost $91.63 Unrealized
NAPR INNOVATOR ETFS TR 0.4%
Value ($000) $1,591 Shares 35,777 Est. Cost $41.82 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,575 Shares 4,180 Est. Cost $101.07 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,528 Shares 19,752 Est. Cost $80.11 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,514 Shares 40,964 Est. Cost $31.81 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,478 Shares 2,807 Est. Cost $82.04 Unrealized +523.2%
ABBV ABBVIE INC 0.4%
Value ($000) $1,453 Shares 9,375 Est. Cost $43.23 Unrealized +214.0%
PEP PEPSICO INC 0.4%
Value ($000) $1,433 Shares 8,435 Est. Cost $70.61 Unrealized +117.7%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,386 Shares 9,923 Est. Cost $107.30 Unrealized +24.3%
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,386 Shares 25,033 Est. Cost $43.54 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,367 Shares 6,812 Est. Cost $133.32 Unrealized
V VISA INC 0.3%
Value ($000) $1,351 Shares 5,191 Est. Cost $98.87 Unrealized +145.4%
XDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,336 Shares 39,268 Est. Cost $30.67 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,303 Shares 17,301 Est. Cost $52.10 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,288 Shares 27,273 Est. Cost $55.07 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,281 Shares 4,890 Est. Cost $79.80 Unrealized +184.9%
META META PLATFORMS INC 0.3%
Value ($000) $1,277 Shares 3,609 Est. Cost $104.47 Unrealized +209.6%
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,259 Shares 29,557 Est. Cost $47.92 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $1,196 Shares 10,810 Est. Cost $119.08 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,187 Shares 10,892 Est. Cost $41.34 Unrealized +134.2%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,169 Shares 2,361 Est. Cost $18.28 Unrealized +153.3%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,133 Shares 4,865 Est. Cost $145.09 Unrealized +53.0%
GLW CORNING INC 0.3%
Value ($000) $1,130 Shares 37,098 Est. Cost $15.20 Unrealized +78.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,102 Shares 2,690 Est. Cost $186.37 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,099 Shares 14,586 Est. Cost $63.21 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $1,088 Shares 10,775 Est. Cost $94.62 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,008 Shares 19,952 Est. Cost $19.93 Unrealized +140.8%
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $999 Shares 1,833 Est. Cost $156.95 Unrealized +223.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $985 Shares 16,513 Est. Cost $59.84 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $980 Shares 5,125 Est. Cost $145.93 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $967 Shares 45,145 Est. Cost $19.87 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $966 Shares 6,478 Est. Cost $74.09 Unrealized +86.0%
ORCL ORACLE CORP 0.2%
Value ($000) $965 Shares 9,150 Est. Cost $40.47 Unrealized +163.7%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $944 Shares 5,981 Est. Cost $104.71 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $932 Shares 6,358 Est. Cost $63.68 Unrealized +120.8%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $924 Shares 5,434 Est. Cost $80.11 Unrealized +80.9%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $923 Shares 972 Est. Cost $14.58 Unrealized +333.6%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $905 Shares 15,609 Est. Cost $50.90 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $892 Shares 25,398 Est. Cost $30.25 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $852 Shares 7,745 Est. Cost $75.30 Unrealized +27.6%
INTC INTEL CORP 0.2%
Value ($000) $841 Shares 16,732 Est. Cost $28.21 Unrealized +42.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $813 Shares 29,377 Est. Cost $23.37 Unrealized
PSTP INNOVATOR ETFS TR 0.2%
Value ($000) $810 Shares 28,722 Est. Cost $25.43 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $798 Shares 16,480 Est. Cost $50.64 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $788 Shares 3,430 Est. Cost $99.70 Unrealized +94.2%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $775 Shares 13,737 Est. Cost $55.40 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $770 Shares 6,563 Est. Cost $91.12 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $766 Shares 19,541 Est. Cost $38.85 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.2%
Value ($000) $722 Shares 35,339 Est. Cost $19.72 Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.2%
Value ($000) $719 Shares 31,202 Est. Cost $22.05 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $710 Shares 7,397 Est. Cost $42.67 Unrealized +116.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $692 Shares 4,555 Est. Cost $124.82 Unrealized +12.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $689 Shares 6,896 Est. Cost $56.00 Unrealized +74.3%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $681 Shares 13,055 Est. Cost $57.84 Unrealized
EME EMCOR GROUP INC 0.2%
Value ($000) $674 Shares 3,130 Est. Cost $41.13 Unrealized +407.8%
XSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $663 Shares 18,470 Est. Cost $32.84 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $643 Shares 5,146 Est. Cost $80.00 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $643 Shares 6,671 Est. Cost $105.87 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $636 Shares 6,776 Est. Cost $72.50 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $631 Shares 13,690 Est. Cost $45.64 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $630 Shares 6,350 Est. Cost $110.19 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $598 Shares 19,775 Est. Cost $30.26 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $592 Shares 2,427 Est. Cost $226.44 Unrealized +4.4%
IJJ ISHARES TR 0.1%
Value ($000) $591 Shares 5,179 Est. Cost $106.65 Unrealized
SAGP ADVISORS INNER CIRCLE FD III 0.1%
Value ($000) $577 Shares 22,214 Est. Cost $21.97 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $553 Shares 24,278 Est. Cost $23.28 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $545 Shares 2,910 Est. Cost $113.09 Unrealized +38.8%
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $543 Shares 23,916 Est. Cost $20.93 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $541 Shares 22,000 Est. Cost $23.95 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $524 Shares 8,899 Est. Cost $32.89 Unrealized +62.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $519 Shares 11,201 Est. Cost $53.34 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $506 Shares 3,496 Est. Cost $54.88 Unrealized +115.6%
FDX FEDEX CORP 0.1%
Value ($000) $503 Shares 1,988 Est. Cost $210.16 Unrealized +15.3%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $501 Shares 9,700 Est. Cost $51.69 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $499 Shares 1,478 Est. Cost $281.77 Unrealized +5.8%
TGT TARGET CORP 0.1%
Value ($000) $498 Shares 3,497 Est. Cost $71.73 Unrealized +57.6%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $494 Shares 748 Est. Cost $487.68 Unrealized +17.6%
DE DEERE & CO 0.1%
Value ($000) $488 Shares 1,221 Est. Cost $183.85 Unrealized +98.6%
PJAN INNOVATOR ETFS TR 0.1%
Value ($000) $487 Shares 13,073 Est. Cost $30.60 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $481 Shares 5,839 Est. Cost $57.91 Unrealized +23.4%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $475 Shares 20,502 Est. Cost $23.15 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $464 Shares 5,509 Est. Cost $54.61 Unrealized +38.5%
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $452 Shares 12,525 Est. Cost $31.29 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $450 Shares 943 Est. Cost $403.86 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $448 Shares 2,561 Est. Cost $206.29 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $440 Shares 3,123 Est. Cost $109.45 Unrealized +23.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $426 Shares 2,850 Est. Cost $142.10 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $418 Shares 17,710 Est. Cost $23.44 Unrealized
BA BOEING CO 0.1%
Value ($000) $407 Shares 1,560 Est. Cost $271.84 Unrealized -21.3%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $406 Shares 10,000 Est. Cost $37.38 Unrealized
XBJL INNOVATOR ETFS TR 0.1%
Value ($000) $403 Shares 13,155 Est. Cost $25.44 Unrealized
OUSM ALPS ETF TR 0.1%
Value ($000) $401 Shares 10,228 Est. Cost $32.07 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $392 Shares 3,340 Est. Cost $82.10 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $387 Shares 3,800 Est. Cost $60.60 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $386 Shares 7,174 Est. Cost $44.71 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $385 Shares 29,561 Est. Cost $13.24 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $348 Shares 1,868 Est. Cost $158.27 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $347 Shares 9,500 Est. Cost $33.97 Unrealized
BLACKROCK INC 0.1%
Value ($000) $330 Shares 406 Est. Cost $323.76 Unrealized
IBND SPDR SER TR 0.1%
Value ($000) $311 Shares 10,400 Est. Cost $34.33 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $306 Shares 2,515 Est. Cost $76.29 Unrealized +45.8%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $305 Shares 5,301 Est. Cost $33.81 Unrealized +52.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $304 Shares 6,182 Est. Cost $39.81 Unrealized +3.0%
IQLT ISHARES TR 0.1%
Value ($000) $301 Shares 8,015 Est. Cost $37.21 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $299 Shares 14,433 Est. Cost $32.12 Unrealized
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $284 Shares 1,200 Est. Cost $92.05 Unrealized +113.7%
USB US BANCORP DEL 0.1%
Value ($000) $269 Shares 6,216 Est. Cost $30.64 Unrealized +8.1%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $269 Shares 3,832 Est. Cost $67.24 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $267 Shares 6,830 Est. Cost $33.74 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $265 Shares 1,860 Est. Cost $73.11 Unrealized +69.7%
IGLD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $261 Shares 13,567 Est. Cost $19.22 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $258 Shares 7,855 Est. Cost $30.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $255 Shares 1,560 Est. Cost $101.86 Unrealized +38.9%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $254 Shares 5,248 Est. Cost $51.63 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $249 Shares 839 Est. Cost $172.39 Unrealized +50.1%
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $248 Shares 7,600 Est. Cost $28.78 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $246 Shares 2,000 Est. Cost $108.87 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $239 Shares 5,130 Est. Cost $39.15 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $237 Shares 3,222 Est. Cost $31.20 Unrealized +67.5%
QUAL ISHARES TR 0.1%
Value ($000) $236 Shares 1,607 Est. Cost $124.04 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $234 Shares 8,143 Est. Cost $23.04 Unrealized +14.6%
PSR INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $217 Shares 2,367 Est. Cost $91.48 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $215 Shares 2,650 Est. Cost $62.96 Unrealized +14.7%
DX DYNEX CAP INC 0.1%
Value ($000) $213 Shares 17,000 Est. Cost $12.16 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $213 Shares 6,000 Est. Cost $34.03 Unrealized
MMM 3M CO 0.1%
Value ($000) $212 Shares 1,936 Est. Cost $75.54 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $202 Shares 686 Est. Cost $133.70 Unrealized 0.0%
MAXI SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $196 Shares 10,230 Est. Cost $19.17 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $160 Shares 29,319 Est. Cost $4.08 Unrealized