Cambridge Advisors Inc. Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$456.6B

Holdings

175

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (175 positions)

#	Stock	Shares	Value	% Portfolio
1	VOOVANGUARD INDEX FDS	144,194	$74.1B	16.23%
2	BNDVANGUARD BD INDEX FDS	664,992	$48.8B	10.70%
3	VEAVANGUARD TAX-MANAGED FDS	609,512	$31.0B	6.79%
4	IJHISHARES TR	266,940	$15.6B	3.41%
5	BNDXVANGUARD CHARLOTTE FDS	251,847	$12.3B	2.69%
6	BRK-BBERKSHIRE HATHAWAY INC DEL	15	$12.0B	2.62%
7	MSFTMICROSOFT CORP	29,080	$10.9B	2.39%
8	VTIVANGUARD INDEX FDS	37,364	$10.3B	2.25%
9	BRK/BBERKSHIRE HATHAWAY INC DEL	18,873	$10.1B	2.20%
10	JEPIJ P MORGAN EXCHANGE TRADED F	167,317	$9.6B	2.09%
11	JEPQJ P MORGAN EXCHANGE TRADED F	184,019	$9.5B	2.09%
12	VCITVANGUARD SCOTTSDALE FDS	114,519	$9.4B	2.05%
13	AAPLAPPLE INC	40,656	$9.0B	1.98%
14	VWOVANGUARD INTL EQUITY INDEX F	199,369	$9.0B	1.98%
15	AMGNAMGEN INC	24,487	$7.6B	1.67%
16	VIGVANGUARD SPECIALIZED FUNDS	36,009	$7.0B	1.53%
17	VNQVANGUARD INDEX FDS	70,543	$6.4B	1.40%
18	SCHGSCHWAB STRATEGIC TR	254,699	$6.4B	1.40%
19	VBVANGUARD INDEX FDS	28,036	$6.2B	1.36%
20	SCHDSCHWAB STRATEGIC TR	153,602	$4.3B	0.94%
21	BUFRFIRST TR EXCHNG TRADED FD VI	142,945	$4.2B	0.93%
22	FBTCFIDELITY WISE ORIGIN BITCOIN	52,176	$3.8B	0.82%
23	UNPUNION PAC CORP	13,913	$3.3B	0.72%
24	CATCATERPILLAR INC	9,364	$3.1B	0.68%
25	FNDXSCHWAB STRATEGIC TR	129,506	$3.1B	0.67%
26	SCHBSCHWAB STRATEGIC TR	138,603	$3.0B	0.65%
27	BSTPINNOVATOR ETFS TRUST	90,657	$2.9B	0.64%
28	EIPIFIRST TR EXCHNG TRADED FD VI	138,629	$2.8B	0.62%
29	ACNACCENTURE PLC IRELAND	8,910	$2.8B	0.61%
30	AAAUGOLDMAN SACHS PHYSICAL GOLD	89,256	$2.8B	0.60%
31	LOWLOWES COS INC	11,653	$2.7B	0.60%
32	FTCSFIRST TR EXCHANGE-TRADED FD	27,900	$2.5B	0.55%
33	IWFISHARES TR	6,453	$2.3B	0.51%
34	JPSTJ P MORGAN EXCHANGE TRADED F	45,241	$2.3B	0.50%
35	SPYSPDR S&P 500 ETF TR	4,089	$2.3B	0.50%
36	MDYSPDR S&P MIDCAP 400 ETF TR	3,874	$2.1B	0.45%
37	JNJJOHNSON & JOHNSON	12,404	$2.1B	0.45%
38	DHRDANAHER CORPORATION	9,849	$2.0B	0.44%
39	NVDANVIDIA CORPORATION	18,507	$2.0B	0.44%
40	METAMETA PLATFORMS INC	3,353	$1.9B	0.42%
41	ABBVABBVIE INC	8,720	$1.8B	0.40%
42	SCHFSCHWAB STRATEGIC TR	90,018	$1.8B	0.39%
43	EMLPFIRST TR EXCHANGE-TRADED FD	45,208	$1.7B	0.37%
44	VVISA INC	4,831	$1.7B	0.37%
45	GLWCORNING INC	35,653	$1.6B	0.36%
46	GOOGLALPHABET INC	10,515	$1.6B	0.36%
47	DONSPDR DOW JONES INDL AVERAGE	3,841	$1.6B	0.35%
48	NAPRINNOVATOR ETFS TRUST	31,824	$1.5B	0.33%
49	SCHMSCHWAB STRATEGIC TR	57,930	$1.5B	0.33%
50	FNDASCHWAB STRATEGIC TR	53,834	$1.5B	0.32%
51	IJRISHARES TR	13,659	$1.4B	0.31%
52	VCSHVANGUARD SCOTTSDALE FDS	17,895	$1.4B	0.31%
53	ORLYOREILLY AUTOMOTIVE INC	963	$1.4B	0.30%
54	JPMJPMORGAN CHASE & CO.	5,526	$1.4B	0.30%
55	VNQIVANGUARD INTL EQUITY INDEX F	32,785	$1.3B	0.29%
56	FIXDFIRST TR EXCHNG TRADED FD VI	30,085	$1.3B	0.29%
57	SCHASCHWAB STRATEGIC TR	55,417	$1.3B	0.28%
58	ORCLORACLE CORP	9,100	$1.3B	0.28%
59	IWMISHARES TR	6,275	$1.3B	0.27%
60	EFAISHARES TR	15,186	$1.2B	0.27%
61	NDQINVESCO QQQ TR	2,633	$1.2B	0.27%
62	VXUSVANGUARD STAR FDS	19,509	$1.2B	0.27%
63	ADPAUTOMATIC DATA PROCESSING IN	3,942	$1.2B	0.26%
64	JGROJ P MORGAN EXCHANGE TRADED F	16,285	$1.2B	0.26%
65	FTSMFIRST TR EXCHANGE-TRADED FD	20,025	$1.2B	0.26%
66	LQDISHARES TR	10,710	$1.2B	0.25%
67	UNHUNITEDHEALTH GROUP INC	2,122	$1.1B	0.24%
68	CSCOCISCO SYS INC	18,006	$1.1B	0.24%
69	PGPROCTER AND GAMBLE CO	6,466	$1.1B	0.24%
70	DOGGFIRST TR EXCHANGE-TRADED FD	52,016	$1.1B	0.24%
71	NVSNNOVARTIS AG	9,675	$1.1B	0.24%
72	RSPINVESCO EXCHANGE TRADED FD T	5,953	$1.0B	0.23%
73	ITWILLINOIS TOOL WKS INC	4,153	$1.0B	0.23%
74	PEPPEPSICO INC	6,570	$985.1M	0.22%
75	ROPROPER TECHNOLOGIES INC	1,620	$955.1M	0.21%
76	AMZNAMAZON COM INC	4,971	$945.8M	0.21%
77	EMEEMCOR GROUP INC	2,530	$935.2M	0.20%
78	CVXCHEVRON CORP NEW	5,569	$931.7M	0.20%
79	SVOLSIMPLIFY EXCHANGE TRADED FUN	50,210	$912.8M	0.20%
80	ABTABBOTT LABS	6,845	$908.0M	0.20%
81	SCHXSCHWAB STRATEGIC TR	40,362	$891.2M	0.20%
82	SPYDSPDR SER TR	20,031	$886.6M	0.19%
83	SAMTADVISORS INNER CIRCLE FD III	30,286	$884.2M	0.19%
84	GQ9SPDR GOLD TR	3,067	$883.7M	0.19%
85	XOMEXXON MOBIL CORP	7,326	$871.3M	0.19%
86	SCHOSCHWAB STRATEGIC TR	32,840	$799.3M	0.18%
87	MTBASIMPLIFY EXCHANGE TRADED FUN	15,921	$798.3M	0.17%
88	AXPAMERICAN EXPRESS CO	2,910	$782.9M	0.17%
89	COSTCOSTCO WHSL CORP NEW	813	$769.0M	0.17%
90	MRKMERCK & CO INC	8,541	$766.6M	0.17%
91	ISRGINTUITIVE SURGICAL INC	1,518	$751.8M	0.16%
92	PSTPINNOVATOR ETFS TRUST	23,560	$739.9M	0.16%
93	SBUXSTARBUCKS CORP	7,384	$724.3M	0.16%
94	SMHVANECK ETF TRUST	3,354	$709.3M	0.16%
95	SDYSPDR SER TR	5,146	$698.2M	0.15%
96	RTXRTX CORPORATION	5,114	$677.5M	0.15%
97	TUASIMPLIFY EXCHANGE TRADED FUN	30,393	$667.7M	0.15%
98	KOCOCA COLA CO	9,248	$662.3M	0.15%
99	SCHPSCHWAB STRATEGIC TR	24,506	$659.0M	0.14%
100	SAGPADVISORS INNER CIRCLE FD III	21,521	$649.2M	0.14%

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