Cambridge Advisors Inc. Diversified Active

CIK: 0001633695 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 16, 2024

Total Value ($000): $424,076 (100.0% shares, 0.0% debt)

Holdings (167)

VOO VANGUARD INDEX FDS 17.7%
Value ($000) $74,855 Shares 155,721 Est. Cost $196.05 Unrealized
BND VANGUARD BD INDEX FDS 10.3%
Value ($000) $43,755 Shares 602,441 Est. Cost $82.17 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.7%
Value ($000) $28,369 Shares 565,458 Est. Cost $38.68 Unrealized
IJH ISHARES TR 4.1%
Value ($000) $17,295 Shares 284,733 Est. Cost $80.37 Unrealized
MSFT MICROSOFT CORP 3.0%
Value ($000) $12,645 Shares 30,056 Est. Cost $41.99 Unrealized +850.8%
BNDX VANGUARD CHARLOTTE FDS 2.7%
Value ($000) $11,532 Shares 234,443 Est. Cost $54.52 Unrealized
VTI VANGUARD INDEX FDS 2.4%
Value ($000) $10,091 Shares 38,826 Est. Cost $130.24 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $8,648 Shares 107,413 Est. Cost $87.73 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $8,355 Shares 200,025 Est. Cost $40.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $7,743 Shares 18,413 Est. Cost $217.17 Unrealized +81.1%
JEPQ J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $7,553 Shares 139,255 Est. Cost $48.06 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $7,280 Shares 125,820 Est. Cost $54.81 Unrealized
AMGN AMGEN INC 1.7%
Value ($000) $7,170 Shares 25,218 Est. Cost $182.69 Unrealized +51.1%
VB VANGUARD INDEX FDS 1.6%
Value ($000) $6,849 Shares 29,960 Est. Cost $132.12 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.6%
Value ($000) $6,781 Shares 37,135 Est. Cost $93.28 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $6,610 Shares 38,548 Est. Cost $94.93 Unrealized +89.9%
VNQ VANGUARD INDEX FDS 1.5%
Value ($000) $6,189 Shares 71,566 Est. Cost $81.96 Unrealized
SCHG SCHWAB STRATEGIC TR 1.4%
Value ($000) $5,920 Shares 63,846 Est. Cost $69.47 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $4,209 Shares 52,200 Est. Cost $56.03 Unrealized
UNP UNION PAC CORP 0.8%
Value ($000) $3,572 Shares 14,525 Est. Cost $93.49 Unrealized +152.0%
CAT CATERPILLAR INC 0.8%
Value ($000) $3,498 Shares 9,546 Est. Cost $78.40 Unrealized +296.8%
BUFR FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $3,331 Shares 119,125 Est. Cost $24.34 Unrealized
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $3,210 Shares 9,260 Est. Cost $72.56 Unrealized +388.9%
LOW LOWES COS INC 0.7%
Value ($000) $3,091 Shares 12,136 Est. Cost $56.54 Unrealized +292.7%
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,862 Shares 46,884 Est. Cost $55.31 Unrealized
BSTP INNOVATOR ETFS TRUST 0.7%
Value ($000) $2,857 Shares 94,429 Est. Cost $23.69 Unrealized
FNDX SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,743 Shares 40,708 Est. Cost $45.82 Unrealized
DHR DANAHER CORPORATION 0.6%
Value ($000) $2,647 Shares 10,601 Est. Cost $38.37 Unrealized +529.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,590 Shares 30,243 Est. Cost $66.28 Unrealized
FIRST TR MLP & ENERGY INCOM 0.6%
Value ($000) $2,345 Shares 242,493 Est. Cost $5.68 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.5%
Value ($000) $2,295 Shares 36,988 Est. Cost $62.06 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $2,242 Shares 4,029 Est. Cost $177.36 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $2,225 Shares 6,600 Est. Cost $151.24 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $2,203 Shares 50,527 Est. Cost $46.59 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2,147 Shares 2,376 Est. Cost $18.28 Unrealized +296.2%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,139 Shares 13,524 Est. Cost $77.90 Unrealized +92.9%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,100 Shares 4,015 Est. Cost $226.47 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,011 Shares 39,857 Est. Cost $50.15 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1,740 Shares 3,584 Est. Cost $104.47 Unrealized +324.2%
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,635 Shares 4,110 Est. Cost $101.07 Unrealized
NAPR INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,628 Shares 35,777 Est. Cost $41.82 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $1,614 Shares 14,600 Est. Cost $91.63 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,598 Shares 8,775 Est. Cost $43.23 Unrealized +274.7%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,593 Shares 40,824 Est. Cost $31.81 Unrealized
SCHM SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,578 Shares 19,381 Est. Cost $55.25 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,557 Shares 10,318 Est. Cost $108.63 Unrealized +30.7%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,533 Shares 19,824 Est. Cost $80.11 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $1,506 Shares 11,416 Est. Cost $44.76 Unrealized +158.7%
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,446 Shares 25,347 Est. Cost $43.71 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,433 Shares 6,812 Est. Cost $133.32 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,427 Shares 8,155 Est. Cost $70.61 Unrealized +122.7%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,389 Shares 2,807 Est. Cost $82.04 Unrealized +496.0%
XDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,385 Shares 39,268 Est. Cost $30.67 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,350 Shares 27,420 Est. Cost $55.07 Unrealized
V VISA INC 0.3%
Value ($000) $1,309 Shares 4,691 Est. Cost $98.87 Unrealized +175.5%
VNQI VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,303 Shares 30,925 Est. Cost $47.66 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,194 Shares 2,690 Est. Cost $186.37 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,191 Shares 4,440 Est. Cost $79.80 Unrealized +210.3%
GLW CORNING INC 0.3%
Value ($000) $1,173 Shares 35,598 Est. Cost $15.20 Unrealized +100.4%
LQD ISHARES TR 0.3%
Value ($000) $1,167 Shares 10,710 Est. Cost $119.08 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,165 Shares 14,586 Est. Cost $63.21 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,149 Shares 9,150 Est. Cost $40.47 Unrealized +177.6%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,094 Shares 5,464 Est. Cost $80.11 Unrealized +116.7%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $1,092 Shares 967 Est. Cost $14.58 Unrealized +379.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,054 Shares 5,125 Est. Cost $145.93 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,032 Shares 6,358 Est. Cost $63.68 Unrealized +135.3%
EME EMCOR GROUP INC 0.2%
Value ($000) $1,026 Shares 2,930 Est. Cost $41.13 Unrealized +550.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,015 Shares 4,065 Est. Cost $145.09 Unrealized +61.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,013 Shares 5,981 Est. Cost $104.71 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $997 Shares 16,534 Est. Cost $51.43 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $995 Shares 16,688 Est. Cost $59.83 Unrealized
DOGG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $987 Shares 46,579 Est. Cost $19.91 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $976 Shares 1,740 Est. Cost $156.95 Unrealized +243.3%
NVS NOVARTIS AG 0.2%
Value ($000) $975 Shares 10,075 Est. Cost $94.62 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $945 Shares 5,993 Est. Cost $74.09 Unrealized +87.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $945 Shares 18,932 Est. Cost $19.93 Unrealized +136.9%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $868 Shares 29,389 Est. Cost $23.37 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $857 Shares 13,812 Est. Cost $55.40 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value ($000) $855 Shares 6,493 Est. Cost $91.12 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $850 Shares 3,430 Est. Cost $99.70 Unrealized +123.7%
PSTP INNOVATOR ETFS TRUST 0.2%
Value ($000) $847 Shares 28,722 Est. Cost $25.43 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $834 Shares 4,625 Est. Cost $125.46 Unrealized +33.0%
ABT ABBOTT LABS 0.2%
Value ($000) $826 Shares 7,270 Est. Cost $75.30 Unrealized +47.1%
SPYD SPDR SER TR 0.2%
Value ($000) $807 Shares 19,816 Est. Cost $38.87 Unrealized
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $795 Shares 16,480 Est. Cost $50.64 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $793 Shares 6,822 Est. Cost $56.00 Unrealized +75.1%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.2%
Value ($000) $777 Shares 35,326 Est. Cost $19.72 Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.2%
Value ($000) $758 Shares 29,853 Est. Cost $22.05 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $757 Shares 20,898 Est. Cost $30.25 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $735 Shares 16,632 Est. Cost $28.21 Unrealized +56.1%
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $703 Shares 6,776 Est. Cost $72.50 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $681 Shares 13,055 Est. Cost $57.84 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $681 Shares 7,448 Est. Cost $42.67 Unrealized +107.7%
SDY SPDR SER TR 0.2%
Value ($000) $675 Shares 5,146 Est. Cost $80.00 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $666 Shares 17,970 Est. Cost $32.84 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $663 Shares 2,910 Est. Cost $113.09 Unrealized +79.4%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $641 Shares 12,582 Est. Cost $51.51 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $636 Shares 13,764 Est. Cost $45.64 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $631 Shares 6,671 Est. Cost $105.87 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $624 Shares 19,775 Est. Cost $30.26 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $622 Shares 6,350 Est. Cost $110.19 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $618 Shares 3,490 Est. Cost $71.73 Unrealized +98.0%
IJJ ISHARES TR 0.1%
Value ($000) $613 Shares 5,179 Est. Cost $106.65 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $609 Shares 3,596 Est. Cost $57.49 Unrealized +158.4%
SAGP ADVISORS INNER CIRCLE FD III 0.1%
Value ($000) $608 Shares 22,042 Est. Cost $21.97 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $601 Shares 2,427 Est. Cost $226.44 Unrealized +1.9%
SMH VANECK ETF TRUST 0.1%
Value ($000) $594 Shares 2,642 Est. Cost $206.86 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $590 Shares 26,050 Est. Cost $23.23 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $590 Shares 1,478 Est. Cost $281.77 Unrealized +34.1%
FDX FEDEX CORP 0.1%
Value ($000) $576 Shares 1,988 Est. Cost $210.16 Unrealized +14.1%
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $564 Shares 23,905 Est. Cost $20.93 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $563 Shares 25,755 Est. Cost $22.89 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $550 Shares 751 Est. Cost $487.68 Unrealized +44.9%
KO COCA COLA CO 0.1%
Value ($000) $544 Shares 8,899 Est. Cost $32.89 Unrealized +72.4%
RTX RTX CORPORATION 0.1%
Value ($000) $520 Shares 5,329 Est. Cost $54.61 Unrealized +59.0%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $511 Shares 13,073 Est. Cost $30.60 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $511 Shares 11,201 Est. Cost $53.34 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $504 Shares 5,779 Est. Cost $57.91 Unrealized +39.3%
DE DEERE & CO 0.1%
Value ($000) $497 Shares 1,210 Est. Cost $183.85 Unrealized +102.6%
IVV ISHARES TR 0.1%
Value ($000) $496 Shares 943 Est. Cost $403.86 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $476 Shares 3,123 Est. Cost $109.45 Unrealized +30.9%
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $467 Shares 12,525 Est. Cost $31.29 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $464 Shares 2,850 Est. Cost $142.10 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $458 Shares 18,374 Est. Cost $23.50 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $440 Shares 3,800 Est. Cost $60.60 Unrealized
OUSM ALPS ETF TR 0.1%
Value ($000) $435 Shares 10,222 Est. Cost $32.07 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $425 Shares 9,900 Est. Cost $37.38 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $422 Shares 10,898 Est. Cost $34.57 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $405 Shares 3,290 Est. Cost $82.10 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $403 Shares 7,139 Est. Cost $44.71 Unrealized
XBJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $398 Shares 12,555 Est. Cost $25.44 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $398 Shares 6,862 Est. Cost $40.83 Unrealized +22.8%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $383 Shares 1,868 Est. Cost $158.27 Unrealized
BLACKROCK INC 0.1%
Value ($000) $338 Shares 406 Est. Cost $323.76 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $330 Shares 24,845 Est. Cost $13.24 Unrealized
MAXI SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $329 Shares 10,655 Est. Cost $19.64 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $328 Shares 2,535 Est. Cost $76.29 Unrealized +49.5%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $325 Shares 1,200 Est. Cost $92.05 Unrealized +159.4%
USB US BANCORP DEL 0.1%
Value ($000) $323 Shares 7,216 Est. Cost $31.75 Unrealized +21.7%
IQLT ISHARES TR 0.1%
Value ($000) $318 Shares 8,007 Est. Cost $37.21 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $308 Shares 5,301 Est. Cost $33.81 Unrealized +62.5%
IBND SPDR SER TR 0.1%
Value ($000) $303 Shares 10,400 Est. Cost $34.33 Unrealized
BA BOEING CO 0.1%
Value ($000) $301 Shares 1,560 Est. Cost $271.84 Unrealized -24.4%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $293 Shares 14,436 Est. Cost $32.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $292 Shares 1,530 Est. Cost $101.86 Unrealized +69.4%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $291 Shares 3,835 Est. Cost $67.24 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $287 Shares 6,830 Est. Cost $33.74 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $285 Shares 1,860 Est. Cost $73.11 Unrealized +91.7%
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $274 Shares 11,300 Est. Cost $23.95 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $270 Shares 13,726 Est. Cost $19.23 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $270 Shares 2,000 Est. Cost $108.87 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $267 Shares 7,855 Est. Cost $30.85 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $261 Shares 7,600 Est. Cost $28.78 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $260 Shares 1,584 Est. Cost $124.04 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $257 Shares 5,130 Est. Cost $39.15 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $254 Shares 5,261 Est. Cost $51.63 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $251 Shares 2,922 Est. Cost $31.20 Unrealized +93.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $238 Shares 836 Est. Cost $138.02 Unrealized +14.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $237 Shares 839 Est. Cost $172.39 Unrealized +61.3%
DX DYNEX CAP INC 0.1%
Value ($000) $224 Shares 18,000 Est. Cost $12.17 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $222 Shares 7,993 Est. Cost $23.04 Unrealized +7.0%
SYY SYSCO CORP 0.1%
Value ($000) $218 Shares 2,680 Est. Cost $74.59 Unrealized 0.0%
GRMN GARMIN LTD 0.1%
Value ($000) $216 Shares 1,450 Est. Cost $127.62 Unrealized 0.0%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $206 Shares 5,747 Est. Cost $35.84 Unrealized
MMM 3M CO 0.0%
Value ($000) $204 Shares 1,926 Est. Cost $75.54 Unrealized +5.0%
ADBE ADOBE INC 0.0%
Value ($000) $202 Shares 400 Est. Cost $573.19 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $114 Shares 29,484 Est. Cost $4.08 Unrealized