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CIK 0002085256 • 11 13F filings • Sep 9, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $359K | 0.2%Prev: 0.2% | 2,315 SH | Decreased-188 SH |
| ADOBE INC | COM | $200K | 0.1% | 336 SH | New |
| ALPHABET INC | CAP STK CL A | $531K | 0.3%Prev: 0.4% | 3,802 SH | Decreased+478 SH |
| ALPHABET INC | CAP STK CL C | $353K | 0.2%Prev: 0.5% | 2,502 SH | Decreased-1,857 SH |
| AMAZON COM INC | COM | $1.1M | 0.5%Prev: 0.5% | 6,929 SH | Decreased+466 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $400K | 0.2%Prev: 0.2% | 7,087 SH | Decreased-378 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $312K | 0.2%Prev: 0.2% | 4,987 SH | Decreased-31 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $811K | 0.4%Prev: 0.3% | 9,027 SH | Decreased+1,367 SH |
| AMERICAN EXPRESS CO | COM | $1.2M | 0.6%Prev: 0.5% | 6,165 SH | Decreased+1,704 SH |
| AMERIPRISE FINL INC | COM | $350K | 0.2%Prev: 0.1% | 922 SH | Increased+469 SH |
| APPLE INC | COM | $2.9M | 1.5%Prev: 1.8% | 14,996 SH | Decreased-4,974 SH |
| AT&T INC | COM | $175K | 0.1% | 10,414 SH | New |
| BOEING CO | COM | $226K | 0.1% | 866 SH | New |
| BROADCOM INC | COM | $216K | 0.1%Prev: 0.2% | 193 SH | Decreased-1,620 SH |
| CATERPILLAR INC | COM | $237K | 0.1%Prev: 0.2% | 801 SH | Decreased+284 SH |
| CHEVRON CORP NEW | COM | $372K | 0.2% | 2,491 SH | New |
| CISCO SYS INC | COM | $292K | 0.2%Prev: 0.2% | 5,770 SH | Decreased-115 SH |
| COLGATE PALMOLIVE CO | COM | $267K | 0.1% | 3,350 SH | New |
| CONOCOPHILLIPS | COM | $646K | 0.3%Prev: 0.2% | 5,569 SH | Increased+243 SH |
| COSTCO WHSL CORP NEW | COM | $301K | 0.2% | 456 SH | New |
| CVS HEALTH CORP | COM | $275K | 0.1% | 3,481 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $418K | 0.2% | 13,211 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $9.9M | 5.2%Prev: 7.0% | 395,638 SH | Decreased-148,722 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $10.5M | 5.5%Prev: 6.8% | 415,485 SH | Decreased-90,432 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $709K | 0.4%Prev: 0.4% | 29,407 SH | Decreased-3,765 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $571K | 0.3%Prev: 0.8% | 17,812 SH | Decreased-35,425 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.2M | 1.1%Prev: 1.2% | 62,626 SH | Decreased-6,719 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $241K | 0.1%Prev: 0.2% | 8,398 SH | Decreased-4,907 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.1M | 5.8%Prev: 8.5% | 435,200 SH | Decreased-287,262 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.0M | 1.1%Prev: 0.6% | 78,537 SH | Decreased+27,873 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $14.5M | 7.6% | 497,162 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $1.9M | 1.0% | 36,301 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $261K | 0.1% | 7,001 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.1M | 1.6%Prev: 0.9% | 52,731 SH | Increased+16,586 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $573K | 0.3% | 19,694 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $770K | 0.4%Prev: 0.6% | 24,732 SH | Decreased-13,013 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $14.3M | 7.4%Prev: 8.9% | 272,698 SH | Decreased-133,064 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $7.5M | 3.9%Prev: 2.8% | 305,196 SH | Decreased+61,298 SH |
| DOW INC | COM | $221K | 0.1% | 4,022 SH | New |
| DUPONT DE NEMOURS INC | COM | $272K | 0.1% | 3,541 SH | New |
| EA SERIES TRUST | FREEDOM 100 EM | $232K | 0.1%Prev: 0.1% | 7,065 SH | Decreased+3,444 SH |
| ELI LILLY & CO | COM | $657K | 0.3%Prev: 0.3% | 1,127 SH | Decreased+241 SH |
| EMERSON ELEC CO | COM | $258K | 0.1%Prev: 0.2% | 2,647 SH | Decreased-1,601 SH |
| EXXON MOBIL CORP | COM | $356K | 0.2% | 3,564 SH | New |
| FLEXSHARES TR | MSTAR EMKT FAC | $386K | 0.2% | 7,568 SH | New |
| GENERAL ELECTRIC CO | COM NEW | $604K | 0.3% | 4,735 SH | New |
| HOME DEPOT INC | COM | $361K | 0.2%Prev: 0.1% | 1,040 SH | Decreased-165 SH |
| INTEL CORP | COM | $232K | 0.1%Prev: 0.2% | 4,611 SH | Decreased+102 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $313K | 0.2%Prev: 0.1% | 1,916 SH | Decreased+228 SH |
| INVESCO CURRENCYSHARES JAPAN | JAPANESE YEN | $468K | 0.2% | 7,114 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 0.8%Prev: 0.8% | 3,691 SH | Decreased+333 SH |
| ISHARES INC | CORE MSCI EMKT | $822K | 0.4%Prev: 0.3% | 16,254 SH | Decreased+5,113 SH |
| ISHARES INC | ESG AWR MSCI EM | $523K | 0.3%Prev: 0.2% | 16,298 SH | Decreased+5,233 SH |
| ISHARES INC | MSCI EMERG MRKT | $680K | 0.4%Prev: 0.3% | 12,234 SH | Decreased+386 SH |
| ISHARES TR | CORE DIV GRWTH | $2.4M | 1.3%Prev: 1.1% | 45,320 SH | Decreased-1,062 SH |
| ISHARES TR | CORE MSCI EAFE | $2.6M | 1.4%Prev: 1.1% | 37,369 SH | Decreased+1,842 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.5M | 0.8%Prev: 0.5% | 23,716 SH | Decreased+7,422 SH |
| ISHARES TR | CORE S&P TTL STK | $345K | 0.2%Prev: 0.3% | 3,278 SH | Decreased-1,572 SH |
| ISHARES TR | CORE S&P500 ETF | $278K | 0.1%Prev: 0.1% | 583 SH | Decreased+66 SH |
| ISHARES TR | EAFE VALUE ETF | $217K | 0.1%Prev: 0.1% | 4,164 SH | Decreased-425 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $237K | 0.1%Prev: 0.1% | 6,662 SH | Decreased-470 SH |
| ISHARES TR | ESG AW MSCI EAFE | $1.0M | 0.5%Prev: 0.3% | 13,613 SH | Decreased+3,037 SH |
| ISHARES TR | ESG AWARE MSCI | $1.0M | 0.5%Prev: 0.4% | 27,515 SH | Decreased+4,700 SH |
| ISHARES TR | ESG SCRND S&P SM | $468K | 0.2% | 12,236 SH | New |
| ISHARES TR | ESG SCRND S&P500 | $417K | 0.2% | 11,454 SH | New |
| ISHARES TR | IBONDS 24 TRM TS | $237K | 0.1% | 9,951 SH | New |
| ISHARES TR | RUS 1000 ETF | $1.2M | 0.6%Prev: 1.2% | 4,739 SH | Decreased-4,223 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.3M | 0.7%Prev: 0.5% | 4,449 SH | Decreased-8,848 SH |
| ISHARES TR | RUS 1000 VAL ETF | $978K | 0.5%Prev: 0.4% | 5,920 SH | Decreased+775 SH |
| ISHARES TR | RUS 2000 VAL ETF | $233K | 0.1%Prev: 0.1% | 1,500 SH | Decreased+400 SH |
| ISHARES TR | RUSSELL 2000 ETF | $213K | 0.1%Prev: 0.4% | 1,059 SH | Decreased-2,988 SH |
| ISHARES TR | S&P 100 ETF | $226K | 0.1%Prev: 0.1% | 1,012 SH | Decreased |
| ISHARES TR | S&P 500 VAL ETF | $245K | 0.1%Prev: 0.1% | 1,408 SH | Decreased |
| ISHARES TR | S&P MC 400VL ETF | $849K | 0.4%Prev: 0.3% | 7,443 SH | Increased+2,065 SH |
| ISHARES TR | S&P SML 600 GWT | $273K | 0.1%Prev: 0.2% | 2,185 SH | Decreased-560 SH |
| ISHARES TR | SP SMCP600VL ETF | $5.3M | 2.8%Prev: 1.4% | 51,546 SH | Increased+20,030 SH |
| JOHNSON & JOHNSON | COM | $864K | 0.5%Prev: 0.4% | 5,514 SH | Decreased+839 SH |
| JPMORGAN CHASE & CO | COM | $303K | 0.2%Prev: 0.3% | 1,778 SH | Decreased-990 SH |
| MCDONALDS CORP | COM | $525K | 0.3%Prev: 0.1% | 1,769 SH | Increased+388 SH |
| MERCK & CO INC | COM | $571K | 0.3%Prev: 0.2% | 5,238 SH | Decreased+664 SH |
| META PLATFORMS INC | CL A | $304K | 0.2%Prev: 0.1% | 858 SH | Decreased+74 SH |
| MICROSOFT CORP | COM | $1.3M | 0.7%Prev: 0.4% | 3,403 SH | Increased+128 SH |
| NETFLIX INC | COM | $209K | 0.1% | 430 SH | New |
| NVIDIA CORPORATION | COM | $357K | 0.2%Prev: 0.4% | 722 SH | Decreased-6,047 SH |
| PEPSICO INC | COM | $581K | 0.3%Prev: 0.2% | 3,419 SH | Decreased-1,683 SH |
| PHILLIPS 66 | COM | $460K | 0.2%Prev: 0.1% | 3,454 SH | Increased+1,983 SH |
| PROCTER AND GAMBLE CO | COM | $377K | 0.2% | 2,571 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.4M | 0.8%Prev: 0.4% | 58,426 SH | Increased+23,058 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.6M | 1.9%Prev: 1.1% | 96,781 SH | Increased-24,150 SH |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | $1.1M | 0.6% | 19,437 SH | New |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | $1.6M | 0.9% | 60,213 SH | New |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | $530K | 0.3% | 15,713 SH | New |
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | $209K | 0.1% | 5,985 SH | New |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.6M | 1.4%Prev: 1.5% | 46,820 SH | Decreased-120,142 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.1M | 1.6%Prev: 0.9% | 41,154 SH | Increased-49,095 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $6.2M | 3.2%Prev: 1.9% | 74,559 SH | Increased-104,370 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.4M | 1.2%Prev: 0.8% | 33,881 SH | Decreased-36,184 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.4M | 1.7%Prev: 0.8% | 59,434 SH | Increased-31,996 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.3M | 0.7%Prev: 0.8% | 17,566 SH | Decreased-47,445 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.1M | 2.7%Prev: 1.5% | 108,171 SH | Increased-20,625 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.6M | 1.4% | 6,982 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.5M | 0.8% | 41,868 SH | New |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $761K | 0.4% | 23,395 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.7% | 2,778 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $1.5M | 0.8% | 26,515 SH | New |
| SPDR SER TR | S&P 400 MDCP VAL | $1.1M | 0.6% | 14,639 SH | New |
| SPDR SER TR | S&P 600 SMCP VAL | $7.0M | 3.6% | 83,851 SH | New |
| TESLA INC | COM | $282K | 0.1%Prev: 0.2% | 1,136 SH | Decreased-647 SH |
| TEXAS INSTRS INC | COM | $205K | 0.1%Prev: 0.1% | 1,203 SH | Decreased-210 SH |
| UNITEDHEALTH GROUP INC | COM | $340K | 0.2%Prev: 0.1% | 645 SH | Increased+149 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $364K | 0.2% | 4,174 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $554K | 0.3% | 3,818 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $221K | 0.1% | 950 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.6% | 12,973 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $3.0M | 1.6% | 16,624 SH | New |
| VANGUARD INDEX FDS | SMALL CP ETF | $320K | 0.2% | 1,500 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $629K | 0.3% | 2,650 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $335K | 0.2%Prev: 0.3% | 8,152 SH | Decreased-5,149 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.1M | 0.6%Prev: 0.2% | 10,445 SH | Increased+6,071 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.9M | 1.0%Prev: 0.3% | 11,053 SH | Increased+6,550 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $838K | 0.4%Prev: 0.4% | 14,454 SH | Decreased+1,134 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $934K | 0.5%Prev: 0.5% | 8,363 SH | Decreased-2,478 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.0M | 1.6%Prev: 0.9% | 45,338 SH | Increased+15,650 SH |
| VISA INC | COM CL A | $273K | 0.1%Prev: 0.2% | 1,047 SH | Decreased-500 SH |
| WALMART INC | COM | $280K | 0.1%Prev: 0.3% | 1,776 SH | Decreased-7,185 SH |
| ZOETIS INC | CL A | $204K | 0.1% | 1,035 SH | New |
| Q4 2023 |
| 13F-HR |
| 0001214659-25-013548 |
| $191.7M |
| View |
| Oct 6, 2026 | Q3 2026 | 13F-HR | 0001214659-26-012599 | $317.1M | View |
| Oct 6, 2025 | Q3 2025 | 13F-HR | 0001214659-25-014621 | $310.7M | View |
| Sep 9, 2025 | Q3 2024 | 13F-HR | 0001214659-25-013551 | $240.3M | View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008499 | $317.6M | View |
| Sep 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-013554 | $266.4M | View |
| Sep 9, 2025 | Q2 2024 | 13F-HR | 0001214659-25-013550 | $218.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004448 | $295.4M | View |
| Sep 9, 2025 | Q1 2025 | 13F-HR | 0001214659-25-013553 | $235.6M | View |
| Sep 9, 2025 | Q1 2024 | 13F-HR | 0001214659-25-013549 | $210.4M | View |