Eaton-Cambridge Inc.
CIK: 0002011052SEC EDGAR →
Portfolio Value
$304.8M
Holdings
45
As of
Q4 2025
New Positions
4
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,554,389 | $101.1M | 33.18% |
| 2 | VANGUARD SCOTTSDALE FDS | 618,534 | $49.3M | 16.18% |
| 3 | DIMENSIONAL ETF TRUST | 1,258,671 | $43.4M | 14.23% |
| 4 | VANGUARD BD INDEX FDS | 507,753 | $37.6M | 12.34% |
| 5 | DIMENSIONAL ETF TRUST | 650,541 | $21.5M | 7.06% |
| 6 | VANGUARD BD INDEX FDS | 170,491 | $13.4M | 4.41% |
| 7 | AMERICAN CENTY ETF TR | 49,455 | $5.5M | 1.81% |
| 8 | NVIDIA CORPORATION | 18,445 | $3.4M | 1.13% |
| 9 | APPLE INC | 11,518 | $3.1M | 1.03% |
| 10 | VANGUARD MUN BD FDS | 49,646 | $2.5M | 0.82% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $291.5M | 95.6% |
| Technology | 4 | $8.0M | 2.6% |
| Communication Services | 3 | $1.9M | 0.6% |
| Consumer Cyclical | 1 | $1.2M | 0.4% |
| Healthcare | 2 | $986K | 0.3% |
| Unknown | 2 | $661K | 0.2% |
| Industrials | 1 | $320K | 0.1% |
| Energy | 1 | $212K | 0.1% |