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CIK 0002085256 • 11 13F filings • Sep 9, 2025 – Jul 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $201K | 0.1% | 1,767 SH | New |
| ABBVIE INC | COM | $500K | 0.2%Prev: 0.2% | 2,534 SH | Decreased+31 SH |
| ALPHABET INC | CAP STK CL A | $748K | 0.3%Prev: 0.4% | 4,512 SH | Decreased+1,188 SH |
| ALPHABET INC | CAP STK CL C | $532K | 0.2%Prev: 0.5% | 3,182 SH | Decreased-1,177 SH |
| AMAZON COM INC | COM | $1.2M | 0.5%Prev: 0.5% | 6,251 SH | Decreased-212 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $451K | 0.2%Prev: 0.2% | 6,982 SH | Decreased-483 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $352K | 0.1%Prev: 0.2% | 4,987 SH | Decreased-31 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $781K | 0.3%Prev: 0.3% | 8,143 SH | Decreased+483 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 0.6%Prev: 0.5% | 5,516 SH | Decreased+1,055 SH |
| AMERIPRISE FINL INC | COM | $426K | 0.2%Prev: 0.1% | 906 SH | Increased+453 SH |
| APPLE INC | COM | $3.7M | 1.5%Prev: 1.8% | 15,958 SH | Decreased-4,012 SH |
| AT&T INC | COM | $243K | 0.1% | 11,034 SH | New |
| BROADCOM INC | COM | $312K | 0.1%Prev: 0.2% | 1,811 SH | Decreased-2 SH |
| CATERPILLAR INC | COM | $313K | 0.1%Prev: 0.2% | 801 SH | Decreased+284 SH |
| CHEVRON CORP NEW | COM | $330K | 0.1% | 2,239 SH | New |
| CISCO SYS INC | COM | $279K | 0.1%Prev: 0.2% | 5,238 SH | Decreased-647 SH |
| COLGATE PALMOLIVE CO | COM | $348K | 0.1% | 3,350 SH | New |
| CONOCOPHILLIPS | COM | $587K | 0.2%Prev: 0.2% | 5,580 SH | Increased+254 SH |
| CORTEVA INC | COM | $225K | 0.1%Prev: 0.1% | 3,824 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $402K | 0.2% | 453 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $1.1M | 0.4% | 30,272 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.3M | 5.5%Prev: 7.0% | 473,452 SH | Decreased-70,908 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $13.2M | 5.5%Prev: 6.8% | 463,740 SH | Decreased-42,177 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.2M | 0.5%Prev: 0.4% | 43,271 SH | Decreased+10,099 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.5M | 0.6%Prev: 0.8% | 41,153 SH | Decreased-12,084 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $3.3M | 1.4%Prev: 1.2% | 87,552 SH | Decreased+18,228 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $220K | 0.1%Prev: 0.2% | 6,928 SH | Decreased-6,377 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $15.3M | 6.4%Prev: 8.5% | 543,593 SH | Decreased-178,869 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.7M | 1.1%Prev: 0.6% | 92,317 SH | Increased+41,653 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $21.2M | 8.8% | 618,916 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.4M | 1.0% | 38,873 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $293K | 0.1% | 7,018 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.5M | 1.5%Prev: 1.1% | 54,080 SH | Decreased+3,952 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.9M | 0.8% | 60,497 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.4M | 0.6%Prev: 0.6% | 36,869 SH | Decreased-876 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $18.2M | 7.6%Prev: 8.9% | 326,511 SH | Decreased-79,251 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $8.7M | 3.6%Prev: 2.8% | 321,655 SH | Decreased+77,794 SH |
| DUPONT DE NEMOURS INC | COM | $349K | 0.1% | 3,918 SH | New |
| EA SERIES TRUST | FREEDOM 100 EM | $254K | 0.1%Prev: 0.1% | 7,111 SH | Decreased+3,490 SH |
| ELI LILLY & CO | COM | $1.0M | 0.4%Prev: 0.3% | 1,169 SH | Decreased+283 SH |
| EMERSON ELEC CO | COM | $290K | 0.1%Prev: 0.2% | 2,648 SH | Decreased-1,600 SH |
| EXXON MOBIL CORP | COM | $276K | 0.1% | 2,356 SH | New |
| FLEXSHARES TR | MSTAR EMKT FAC | $417K | 0.2%Prev: 0.1% | 7,308 SH | Increased+2,086 SH |
| GE AEROSPACE | COM NEW | $718K | 0.3%Prev: 0.3% | 3,810 SH | Decreased+1,426 SH |
| GE VERNOVA INC | COM | $301K | 0.1%Prev: 0.4% | 1,181 SH | Decreased+84 SH |
| HOME DEPOT INC | COM | $364K | 0.2%Prev: 0.1% | 897 SH | Decreased-308 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $367K | 0.2%Prev: 0.1% | 1,661 SH | Decreased-27 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.6M | 0.7%Prev: 0.8% | 3,342 SH | Decreased-16 SH |
| ISHARES INC | CORE MSCI EMKT | $815K | 0.3%Prev: 0.3% | 14,191 SH | Decreased+3,050 SH |
| ISHARES INC | ESG AWR MSCI EM | $569K | 0.2%Prev: 0.2% | 15,625 SH | Decreased+4,560 SH |
| ISHARES INC | INTL HIGH YIELD | $394K | 0.2% | 7,524 SH | New |
| ISHARES INC | MSCI EMERG MRKT | $759K | 0.3%Prev: 0.3% | 12,104 SH | Decreased+256 SH |
| ISHARES TR | CORE DIV GRWTH | $2.7M | 1.1%Prev: 1.1% | 43,711 SH | Decreased-2,671 SH |
| ISHARES TR | CORE MSCI EAFE | $2.9M | 1.2%Prev: 1.1% | 36,641 SH | Decreased+1,114 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.7M | 0.7%Prev: 0.5% | 23,505 SH | Increased+7,211 SH |
| ISHARES TR | CORE S&P TTL STK | $412K | 0.2%Prev: 0.3% | 3,281 SH | Decreased-1,569 SH |
| ISHARES TR | CORE S&P500 ETF | $336K | 0.1%Prev: 0.1% | 583 SH | Decreased+66 SH |
| ISHARES TR | EAFE VALUE ETF | $240K | 0.1%Prev: 0.1% | 4,164 SH | Decreased-425 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $270K | 0.1%Prev: 0.1% | 6,662 SH | Decreased-470 SH |
| ISHARES TR | ESG AW MSCI EAFE | $1.0M | 0.4%Prev: 0.3% | 12,058 SH | Decreased+1,482 SH |
| ISHARES TR | ESG AWARE MSCI | $1.1M | 0.5%Prev: 0.4% | 26,377 SH | Decreased+3,562 SH |
| ISHARES TR | ESG SCRND S&P SM | $508K | 0.2% | 12,161 SH | New |
| ISHARES TR | ESG SCRND S&P500 | $507K | 0.2% | 11,454 SH | New |
| ISHARES TR | IBONDS 24 TRM TS | $1.0M | 0.4% | 43,324 SH | New |
| ISHARES TR | IBONDS 27 TRM TS | $524K | 0.2%Prev: 0.2% | 23,167 SH | Decreased-545 SH |
| ISHARES TR | IBONDS 28 TRM TS | $249K | 0.1%Prev: 0.1% | 11,068 SH | Decreased-430 SH |
| ISHARES TR | IBONDS 29 TRM TS | $290K | 0.1%Prev: 0.1% | 13,105 SH | Decreased-906 SH |
| ISHARES TR | RUS 1000 ETF | $1.5M | 0.6%Prev: 1.2% | 4,754 SH | Decreased-4,208 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.6M | 0.7%Prev: 0.5% | 4,164 SH | Decreased-9,133 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.0M | 0.4%Prev: 0.4% | 5,387 SH | Decreased+242 SH |
| ISHARES TR | RUSSELL 2000 ETF | $234K | 0.1%Prev: 0.4% | 1,059 SH | Decreased-2,988 SH |
| ISHARES TR | S&P 100 ETF | $280K | 0.1%Prev: 0.1% | 1,012 SH | Decreased |
| ISHARES TR | S&P 500 GRWT ETF | $248K | 0.1%Prev: 0.1% | 2,591 SH | Decreased |
| ISHARES TR | S&P 500 VAL ETF | $278K | 0.1%Prev: 0.1% | 1,408 SH | Decreased |
| ISHARES TR | S&P MC 400VL ETF | $814K | 0.3%Prev: 0.3% | 6,584 SH | Increased+1,206 SH |
| ISHARES TR | S&P SML 600 GWT | $284K | 0.1%Prev: 0.2% | 2,039 SH | Decreased-706 SH |
| ISHARES TR | SP SMCP600VL ETF | $5.5M | 2.3%Prev: 1.4% | 51,511 SH | Increased+19,995 SH |
| JOHNSON & JOHNSON | COM | $738K | 0.3%Prev: 0.4% | 4,555 SH | Decreased-120 SH |
| JPMORGAN CHASE & CO. | COM | $313K | 0.1% | 1,484 SH | New |
| MCDONALDS CORP | COM | $433K | 0.2%Prev: 0.1% | 1,421 SH | Increased+40 SH |
| MERCK & CO INC | COM | $581K | 0.2%Prev: 0.2% | 5,113 SH | Decreased+539 SH |
| META PLATFORMS INC | CL A | $511K | 0.2%Prev: 0.1% | 893 SH | Increased+109 SH |
| MICROSOFT CORP | COM | $1.9M | 0.8%Prev: 0.4% | 4,300 SH | Increased+1,025 SH |
| NETFLIX INC | COM | $229K | 0.1% | 323 SH | New |
| NVIDIA CORPORATION | COM | $815K | 0.3%Prev: 0.4% | 6,707 SH | Decreased-62 SH |
| ORACLE CORP | COM | $336K | 0.1%Prev: 0.1% | 1,974 SH | Increased+266 SH |
| PEPSICO INC | COM | $642K | 0.3%Prev: 0.2% | 3,774 SH | Decreased-1,328 SH |
| PHILLIPS 66 | COM | $302K | 0.1%Prev: 0.1% | 2,300 SH | Increased+829 SH |
| PROCTER AND GAMBLE CO | COM | $456K | 0.2% | 2,633 SH | New |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $230K | 0.1% | 2,577 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $2.3M | 0.9%Prev: 0.4% | 78,009 SH | Increased+42,641 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.8M | 0.7% | 54,619 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $811K | 0.3%Prev: 0.2% | 21,586 SH | Increased+7,059 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $1.0M | 0.4%Prev: 0.2% | 17,442 SH | Increased-179 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.0M | 1.7%Prev: 1.1% | 98,460 SH | Increased-22,471 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.9M | 1.2%Prev: 1.5% | 44,157 SH | Decreased-122,805 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.3M | 1.4%Prev: 0.9% | 39,337 SH | Increased-50,912 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $7.5M | 3.1%Prev: 1.9% | 71,785 SH | Increased-107,144 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.7M | 1.1%Prev: 0.8% | 32,996 SH | Increased-37,069 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.4M | 1.8%Prev: 0.8% | 65,205 SH | Increased-26,225 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.1M | 0.9%Prev: 0.8% | 24,927 SH | Decreased-40,084 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.3M | 2.2%Prev: 1.5% | 102,671 SH | Increased-26,125 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.7M | 1.1% | 6,452 SH | New |
| SPDR GOLD TR | GOLD SHS | $200K | 0.1%Prev: 0.3% | 824 SH | Decreased-1,848 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.7M | 0.7% | 41,832 SH | New |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $881K | 0.4% | 23,395 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 0.6% | 2,584 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $1.8M | 0.8% | 25,750 SH | New |
| SPDR SER TR | S&P 400 MDCP VAL | $1.4M | 0.6% | 17,817 SH | New |
| SPDR SER TR | S&P 600 SMCP VAL | $7.2M | 3.0% | 83,376 SH | New |
| TEXAS INSTRS INC | COM | $329K | 0.1%Prev: 0.1% | 1,590 SH | Decreased+177 SH |
| UNITEDHEALTH GROUP INC | COM | $317K | 0.1%Prev: 0.1% | 543 SH | Increased+47 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $378K | 0.2% | 3,944 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $250K | 0.1% | 652 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $731K | 0.3%Prev: 0.2% | 4,360 SH | Increased+667 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $822K | 0.3%Prev: 0.1% | 3,117 SH | Increased-1,203 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.3M | 0.5% | 12,973 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $5.1M | 2.1%Prev: 0.9% | 25,281 SH | Increased+14,049 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $617K | 0.3%Prev: 0.1% | 2,601 SH | Increased+1,296 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $343K | 0.1%Prev: 0.1% | 1,212 SH | Decreased+78 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $350K | 0.1%Prev: 0.2% | 7,309 SH | Decreased-5,992 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.3M | 0.5%Prev: 0.2% | 10,475 SH | Increased+6,101 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.3M | 0.9%Prev: 0.3% | 11,409 SH | Increased+6,906 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $652K | 0.3%Prev: 0.4% | 10,066 SH | Decreased-3,254 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.4%Prev: 0.5% | 8,363 SH | Decreased-2,478 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.5M | 1.5%Prev: 0.9% | 47,470 SH | Increased+17,782 SH |
| VISA INC | COM CL A | $650K | 0.3%Prev: 0.2% | 2,364 SH | Increased+817 SH |
| WALMART INC | COM | $398K | 0.2%Prev: 0.3% | 4,923 SH | Decreased-4,038 SH |
| ZOETIS INC | CL A | $203K | 0.1% | 1,039 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 |