Titelia

Holdings of Cambridge Advisors Inc.

145 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 54.6 % of the equity sleeve

Sector breakdown

  • Funds 24.0 %
  • Technology 6.6 %
  • Financials 4.9 %
  • Health care 4.0 %
  • Industrials 2.8 %
  • Consumer discretionary 1.1 %
  • Communication 1.0 %
  • Consumer staples 0.7 %
  • Energy 0.3 %
  • Unattributed 54.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US145484.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 147,77688.3M $
2Vanguard Total Bond Market ETF 730,63853.8M $
3Vanguard FTSE Developed Markets ETF 524,37533.6M $
4iShares Core S&P Mid-Cap ETF 303,17020.5M $
5Vanguard Charlotte Funds 291,91814M $
6Vanguard Total Stock Market ETF 36,29811.6M $
7J P Morgan Exchange Traded Fund Trust 206,15911.4M $
8Berkshire Hathaway Inc 1510.8M $
9J P Morgan Exchange Traded Fund Trust 180,98010.3M $
10Microsoft Corp 27,63710.2M $
11Vanguard Intermediate-Term Corporate Bond ETF 122,67210.2M $
12Vanguard International Equity Index Funds 185,91710M $
13Apple Inc 37,6459.6M $
14Amgen Inc 24,4808.6M $
15Vanguard Small-Cap ETF 31,6468.3M $
16Berkshire Hathaway Inc 16,8458.1M $
17Vanguard Real Estate ETF 84,7297.5M $
18Schwab Strategic Trust 251,5307.3M $
19VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 33,8477.3M $
20Corning Inc 34,7564.7M $
21FT Vest Laddered Buffer ETF 139,5024.7M $
22Caterpillar Inc 6,5774.7M $
23GOLDMAN SACHS ASSET MANAGEMENT LP 89,5964.1M $
24Schwab US Dividend Equity ETF 130,2164M $
25Schwab Fundamental U.S. Large Company ETF 131,3373.7M $
26NVIDIA Corp 20,2703.5M $
27Fidelity Wise Origin Bitcoin Fund 58,5283.5M $
28Schwab US Broad Market ETF 135,0293.4M $
29Union Pacific Corp 12,4713M $
30Johnson & Johnson 11,7682.9M $
31iShares Russell 1000 Growth ETF 6,5092.8M $
32JPMorgan Ultra-Short Income ETF 52,6972.7M $
33State Street SPDR S&P 500 ETF Trust 3,8482.5M $
34Lowe's Cos Inc 10,2932.4M $
35State Street SPDR S&P MidCap 400 ETF Trust 3,8942.4M $
36Schwab International Equity ETF 94,7522.3M $
37Alphabet Inc 7,8922.3M $
38iShares Core S&P Small-Cap ETF 15,2481.9M $
39AbbVie Inc 8,5601.9M $
40JPMorgan Active Growth ETF 21,5971.8M $
41iShares iBoxx USD Investment Grade Corporate Bond ETF 16,3901.8M $
42EMCOR Group Inc 2,4041.8M $
43First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 10,2991.7M $
44Vanguard Total International S 21,4381.7M $
45VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 36,4351.6M $
46Innovator Growth 100 Power Buffer ETF - April 29,0531.6M $
47Schwab U.S. Small-Cap ETF 54,0891.6M $
48State Street Spdr Dow Jones Industrial Average Etf Trust 3,3361.5M $
49iShares Russell 2000 ETF 6,2171.5M $
50Invesco QQQ Trust Series 1 2,6331.5M $
51iShares MSCI EAFE ETF 15,1821.5M $
52Meta Platforms Inc 2,5661.5M $
53Danaher Corp 7,6311.4M $
54JPMorgan Chase & Co 4,7761.4M $
55Novartis AG 8,9751.4M $
56FIRST TRUST EXCHANGE-TRADED FUND VIII 62,8971.4M $
57VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 16,8641.3M $
58Cisco Systems, Inc. 16,6061.3M $
59VanEck Semiconductor ETF 3,3321.3M $
60Exxon Mobil Corp 7,3351.2M $
61First Trust Exchange-Traded Fund IV 20,8041.2M $
62Visa Inc 4,0731.2M $
63Schwab U.S. Large-Cap ETF 47,0191.2M $
64Simplify Exchange Traded Funds 51,1201.2M $
65First Trust WCM International Equity ETF 70,5091.2M $
66O'Reilly Automotive Inc 12,7001.2M $
67SPDR Gold Shares 2,7011.2M $
68Oracle Corp 7,5681.1M $
69Illinois Tool Works Inc 3,9531M $
70PepsiCo Inc 6,6021M $
71Chevron Corp 4,9401M $
72Invesco S&P 500 Equal Weight ETF 5,2741M $
73Amazon.com Inc 4,650968.5K $
74Simplify MBS ETF 19,506964.8K $
75First Trust Exchange-Traded Fund VIII 21,729947.2K $
76Merck & Co Inc 7,796937.8K $
77American Express Co 2,910880.2K $
78Procter & Gamble Co/The 5,707824.3K $
79RTX Corp 4,259821.5K $
80Alphabet Inc 2,825810.3K $
81Schwab Short-Term U.S. Treasury ETF 32,757795K $
82State Street SPDR Portfolio S& 17,256785.5K $
83State Street SPDR S&P Dividend ETF 4,966724.7K $
84Coca-Cola Co/The 9,396714.6K $
85Automatic Data Processing Inc 3,491709.3K $
86Intuitive Surgical Inc 1,503692.9K $
87Abbott Laboratories 6,720689.9K $
88iShares S&P Mid-Cap 400 Value ETF 5,127679.3K $
89Starbucks Corp 7,303654.3K $
90iShares Core U.S. Aggregate Bond ETF 6,458641.1K $
91Simplify Exchange Traded Funds 21,154639.3K $
92iShares Trust 6,571627.1K $
93iShares Core S&P 500 ETF 947618.6K $
94Schwab US TIPS ETF 23,241618.4K $
95Ishares Gold Trust 6,883606.8K $
96Vanguard Value ETF 2,850559.2K $
97Wells Fargo & Co 7,023559.1K $
98iShares Select Dividend ETF 3,525533.7K $
99VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3,073531.8K $
100Vanguard Scottsdale Funds 11,201525.9K $