Titelia

Holdings of Cambridge Financial Group, LLC

140 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 50.1 % of the equity sleeve

Sector breakdown

  • Funds 4.2 %
  • Technology 4.1 %
  • Financials 3.5 %
  • Health care 1.3 %
  • Industrials 1.3 %
  • Consumer staples 1.3 %
  • Consumer discretionary 1.2 %
  • Communication 1.2 %
  • Energy 0.6 %
  • Materials 0.4 %
  • Utilities 0.1 %
  • Unattributed 80.8 %

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
1US140251.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 757,45429.4M $
2Dimensional U S Targeted Value ETF 390,01624.4M $
3Dimensional International Core 683,72424.3M $
4Dimensional Emerging Markets V 507,08818.1M $
5SPDR SERIES TRUST 69,7866.6M $
6Schwab Strategic Trust 194,9935.7M $
7Apple Inc 19,9705.1M $
8Schwab US Broad Market ETF 174,1844.4M $
9Schwab U.S. Small-Cap ETF 144,2264.2M $
10iShares Trust 34,5324.1M $
11Dimensional International Value ETF 73,9323.9M $
12iShares Core Dividend Growth ETF 52,6173.7M $
13iShares Trust 10,3433.7M $
14Schwab International Equity ETF 140,5203.5M $
15Schwab US Dividend Equity ETF 110,4813.4M $
16iShares Core MSCI EAFE ETF 36,5223.3M $
17Vanguard S&P Small-Cap 600 Value ETF 29,4853M $
18Berkshire Hathaway Inc 42.9M $
19Vanguard Whitehall Funds 29,6672.8M $
20Vanguard Index Funds 12,5102.7M $
21Berkshire Hathaway Inc 5,3612.6M $
22Schwab U.S. Large-Cap ETF 99,9542.6M $
23Dimensional U S Small Cap ETF 35,1802.5M $
24State Street Spdr Dow Jones Industrial Average Etf Trust 5,3022.5M $
25Dimensional International Smal 58,6072.3M $
26Schwab Strategic Trust 73,9952.3M $
27Vanguard High Dividend Yield E 15,0132.2M $
28Dimensional ETF Trust 28,1062M $
29Invesco QQQ Trust Series 1 3,3581.9M $
30iShares Russell 1000 Growth ETF 4,4781.9M $
31SCHWAB STRATEGIC TRUST 49,5461.9M $
32State Street SPDR Portfolio Emerging Markets ETF 39,3991.8M $
33State Street SPDR S&P 500 ETF Trust 2,7771.8M $
34iShares Trust 6,9551.5M $
35iShares Core MSCI Total International Stock ETF 16,2941.4M $
36American Express Co 4,5611.4M $
37Amazon.com Inc 6,4171.3M $
38NVIDIA Corp 7,6371.3M $
39Dimensional ETF Trust 38,5101.3M $
40SPDR Gold Shares 3,0051.3M $
41iShares Russell 2000 ETF 4,9911.2M $
42Microsoft Corp 3,3421.2M $
43Schwab Emerging Markets Equity ETF 34,6011.1M $
44Johnson & Johnson 4,6491.1M $
45Walmart Inc 9,1161.1M $
46Vanguard Intermediate-Term Corporate Bond ETF 13,3481.1M $
47iShares ESG Aware MSCI USA Small-Cap ETF 22,8021.1M $
48VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 4,9331.1M $
49State Street SPDR Portfolio S& 13,3081.1M $
50iShares ESG Aware MSCI EAFE ETF 10,8751M $
51Vanguard Total Stock Market ETF 3,1821M $
52Vanguard Total International S 13,0121M $
53GE Vernova Inc 1,097957.6K $
54Alphabet Inc 3,324955.8K $
55Alphabet Inc 3,050875K $
56American Century ETF Trust 7,727853.6K $
57Eli Lilly & Co 916842.6K $
58JPMorgan Chase & Co 2,847837.5K $
59Vanguard International Equity Index Funds 15,422833.6K $
60iShares Core MSCI Emerging Markets ETF 11,543805.1K $
61iShares Bitcoin Trust ETF 20,539789.1K $
62iShares Russell 3000 ETF 2,125787.7K $
63PepsiCo Inc 5,027780.7K $
64iShares MSCI Emerging Markets Min Vol Factor ETF 11,848766.9K $
65iShares S&P Mid-Cap 400 Value ETF 5,570738.1K $
66Vanguard Index Funds 3,937725.5K $
67ConocoPhillips 5,326703K $
68iShares Core S&P Total U.S. Stock Market ETF 4,850690.9K $
69General Electric Co 2,384676.5K $
70iShares Trust 6,590673.8K $
71Tesla Inc 1,756652.8K $
72Vanguard Total World Stock ETF 4,560630.8K $
73QUALCOMM Inc 4,740610.4K $
74Avantis Emerging Markets Equity ETF 7,545608K $
75Schwab Fundamental International Equity Etf 12,136593.8K $
76VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 7,314579.8K $
77iShares Trust 25,179577K $
78Vanguard Small-Cap ETF 2,191573.8K $
79Merck & Co Inc 4,713566.9K $
80American Healthcare REIT Inc 11,993565.6K $
81iShares Global 100 ETF 4,640561.3K $
82iShares Select Dividend ETF 3,700560.2K $
83Emerson Electric Co. 4,248556.6K $
84Broadcom Inc 1,787553.2K $
85Dimensional ETF Trust 14,015546K $
86AbbVie Inc 2,504544.5K $
87Costco Wholesale Corp 539536.6K $
88iShares Trust 23,712531.9K $
89iShares ESG Aware MSCI EM ETF 11,554525.3K $
90Exxon Mobil Corp 2,988507K $
91Avantis International Small Cap Value ETF 5,018501.1K $
92SSgA Active Trust 12,547495.4K $
93Visa Inc 1,583478.6K $
94Chevron Corp 2,299475.7K $
95McDonald's Corp. 1,504467.5K $
96Nucor Corp 2,702456.9K $
97Cisco Systems, Inc. 5,884456.5K $
98Meta Platforms Inc 784448.8K $
99Coca-Cola Co/The 5,672431.4K $
100International Business Machines Corp. 1,740421.8K $