Loading…
CIK 0002085256 • 11 13F filings • Sep 9, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("cambridge-financial-group-llc-0002085256-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $421K | 0.2% | 2,314 SH | |
| ALPHABET INC | CAP STK CL A | $554K | 0.3% | 3,670 SH | |
| ALPHABET INC | CAP STK CL C | $347K | 0.2% | 2,281 SH | |
| AMAZON COM INC | COM | $1.2M | 0.5% | 6,398 SH | |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $409K | 0.2% | 7,055 SH | |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $328K | 0.2% | 4,987 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $826K | 0.4% | 8,813 SH | |
| AMERICAN EXPRESS CO | COM | $1.4M | 0.6% | 5,942 SH | |
| AMERIPRISE FINL INC | COM | $397K | 0.2% | 906 SH | |
| APPLE INC | COM | $2.5M | 1.2% | 14,538 SH | |
| AT&T INC | COM | $183K | 0.1% | 10,414 SH | |
| BROADCOM INC | COM | $239K | 0.1% | 180 SH | |
| CATERPILLAR INC | COM | $294K | 0.1% | 801 SH | |
| CHEVRON CORP NEW | COM | $378K | 0.2% | 2,396 SH | |
| CISCO SYS INC | COM | $282K | 0.1% | 5,650 SH | |
| COLGATE PALMOLIVE CO | COM | $302K | 0.1% | 3,350 SH | |
| CONOCOPHILLIPS | COM | $709K | 0.3% | 5,570 SH | |
| CORTEVA INC | COM | $221K | 0.1% | 3,824 SH | |
| COSTCO WHSL CORP NEW | COM | $335K | 0.2% | 456 SH | |
| CVS HEALTH CORP | COM | $242K | 0.1% | 3,029 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $923K | 0.4% | 28,672 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $10.9M | 5.2% | 429,267 SH | |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $11.4M | 5.4% | 439,946 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $736K | 0.3% | 29,768 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.4M | 0.7% | 42,284 SH | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $2.6M | 1.2% | 70,813 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $12.2M | 5.8% | 454,333 SH | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.6M | 1.2% | 95,024 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $17.3M | 8.2% | 541,516 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | $2.1M | 1.0% | 36,335 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $287K | 0.1% | 7,006 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.3M | 1.6% | 52,775 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $815K | 0.4% | 27,092 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.1M | 0.5% | 32,454 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $16.1M | 7.7% | 295,737 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $8.5M | 4.1% | 335,650 SH | |
| DUPONT DE NEMOURS INC | COM | $300K | 0.1% | 3,919 SH | |
| EA SERIES TRUST | FREEDOM 100 EM | $238K | 0.1% | 7,067 SH | |
| ELI LILLY & CO | COM | $818K | 0.4% | 1,051 SH | |
| EMERSON ELEC CO | COM | $300K | 0.1% | 2,648 SH | |
| EXXON MOBIL CORP | COM | $292K | 0.1% | 2,509 SH | |
| FLEXSHARES TR | MSTAR EMKT FAC | $387K | 0.2% | 7,531 SH | |
| GENERAL ELECTRIC CO | COM NEW | $831K | 0.4% | 4,735 SH | |
| HOME DEPOT INC | COM | $348K | 0.2% | 908 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $317K | 0.2% | 1,661 SH | |
| INVESCO CURRENCYSHARES JAPAN | JAPANESE YEN | $436K | 0.2% | 7,114 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 0.8% | 3,693 SH | |
| ISHARES INC | CORE MSCI EMKT | $844K | 0.4% | 16,361 SH | |
| ISHARES INC | ESG AWR MSCI EM | $522K | 0.2% | 16,180 SH | |
| ISHARES INC | INTL HIGH YIELD | $366K | 0.2% | 7,524 SH | |
| ISHARES INC | MSCI EMERG MRKT | $692K | 0.3% | 12,234 SH | |
| ISHARES TR | CORE DIV GRWTH | $2.6M | 1.2% | 45,203 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.8M | 1.3% | 37,520 SH | |
| ISHARES TR | CORE MSCI TOTAL | $1.6M | 0.8% | 23,651 SH | |
| ISHARES TR | CORE S&P TTL STK | $378K | 0.2% | 3,281 SH | |
| ISHARES TR | CORE S&P500 ETF | $306K | 0.1% | 583 SH | |
| ISHARES TR | EAFE VALUE ETF | $227K | 0.1% | 4,164 SH | |
| ISHARES TR | EGSADVNCDMSCI EM | $237K | 0.1% | 6,662 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $1.1M | 0.5% | 13,418 SH | |
| ISHARES TR | ESG AWARE MSCI | $1.1M | 0.5% | 27,590 SH | |
| ISHARES TR | ESG SCRND S&P SM | $479K | 0.2% | 12,236 SH | |
| ISHARES TR | ESG SCRND S&P500 | $461K | 0.2% | 11,454 SH | |
| ISHARES TR | IBONDS 24 TRM TS | $615K | 0.3% | 25,698 SH | |
| ISHARES TR | RUS 1000 ETF | $1.4M | 0.6% | 4,744 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $1.5M | 0.7% | 4,418 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $1.1M | 0.5% | 5,923 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $238K | 0.1% | 1,500 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $223K | 0.1% | 1,059 SH | |
| ISHARES TR | S&P 100 ETF | $250K | 0.1% | 1,012 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $219K | 0.1% | 2,591 SH | |
| ISHARES TR | S&P 500 VAL ETF | $263K | 0.1% | 1,408 SH | |
| ISHARES TR | S&P MC 400VL ETF | $879K | 0.4% | 7,428 SH | |
| ISHARES TR | S&P SML 600 GWT | $292K | 0.1% | 2,230 SH | |
| ISHARES TR | SP SMCP600VL ETF | $5.3M | 2.5% | 51,501 SH | |
| JOHNSON & JOHNSON | COM | $864K | 0.4% | 5,462 SH | |
| JPMORGAN CHASE & CO | COM | $294K | 0.1% | 1,470 SH | |
| MCDONALDS CORP | COM | $471K | 0.2% | 1,670 SH | |
| MERCK & CO INC | COM | $641K | 0.3% | 4,858 SH | |
| META PLATFORMS INC | CL A | $393K | 0.2% | 810 SH | |
| MICROSOFT CORP | COM | $1.4M | 0.6% | 3,240 SH | |
| NVIDIA CORPORATION | COM | $638K | 0.3% | 707 SH | |
| ORACLE CORP | COM | $224K | 0.1% | 1,782 SH | |
| PEPSICO INC | COM | $598K | 0.3% | 3,420 SH | |
| PHILLIPS 66 | COM | $564K | 0.3% | 3,454 SH | |
| PROCTER AND GAMBLE CO | COM | $383K | 0.2% | 2,359 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.5M | 0.7% | 58,430 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.7M | 1.8% | 95,468 SH | |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | $995K | 0.5% | 17,445 SH | |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | $1.7M | 0.8% | 59,795 SH | |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | $560K | 0.3% | 15,713 SH | |
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | $212K | 0.1% | 5,985 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.9M | 1.4% | 46,717 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.2M | 1.5% | 39,685 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $6.8M | 3.2% | 73,387 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.5M | 1.2% | 33,115 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $3.7M | 1.7% | 58,993 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.0M | 0.9% | 24,484 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.4M | 2.6% | 109,731 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.8M | 1.3% | 6,996 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.5M | 0.7% | 41,832 SH | |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $784K | 0.4% | 23,395 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 0.7% | 2,783 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $1.7M | 0.8% | 26,515 SH | |
| SPDR SER TR | S&P 400 MDCP VAL | $1.2M | 0.6% | 15,807 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $7.0M | 3.3% | 83,954 SH | |
| TEXAS INSTRS INC | COM | $211K | 0.1% | 1,210 SH | |
| UNITEDHEALTH GROUP INC | COM | $268K | 0.1% | 543 SH | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $379K | 0.2% | 4,174 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $605K | 0.3% | 3,880 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $238K | 0.1% | 952 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.5% | 12,973 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.1M | 2.0% | 21,428 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $343K | 0.2% | 1,502 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $689K | 0.3% | 2,650 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $341K | 0.2% | 8,156 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.2M | 0.5% | 10,454 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.0M | 0.9% | 10,838 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $776K | 0.4% | 12,870 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.0M | 0.5% | 8,363 SH | |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.1M | 1.5% | 45,742 SH | |
| VISA INC | COM CL A | $261K | 0.1% | 933 SH | |
| WALMART INC | COM | $286K | 0.1% | 4,753 SH |
| 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 |