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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 | $563K | 0.2%Prev: 0.2% | 2,694 SH | Increased+380 SH |
| ALPHABET INC | CAP STK CL A | $674K | 0.3%Prev: 0.3% | 4,358 SH | Increased+688 SH |
| ALPHABET INC | CAP STK CL C | $497K | 0.2%Prev: 0.2% | 3,182 SH | Increased+901 SH |
| AMAZON COM INC | COM | $1.2M | 0.5%Prev: 0.5% | 6,394 SH | Increased-4 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $412K | 0.2%Prev: 0.2% | 6,840 SH | Increased-215 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $350K | 0.1%Prev: 0.2% | 5,018 SH | Increased+31 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $301K | 0.1%Prev: 0.4% | 3,452 SH | Decreased-5,361 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 0.6%Prev: 0.6% | 5,495 SH | Increased-447 SH |
| AMERIPRISE FINL INC | COM | $438K | 0.2%Prev: 0.2% | 906 SH | Increased |
| APPLE INC | COM | $3.8M | 1.6%Prev: 1.2% | 17,198 SH | Increased+2,660 SH |
| AT&T INC | COM | $293K | 0.1%Prev: 0.1% | 10,370 SH | Increased-44 SH |
| BANK AMERICA CORP | COM | $231K | 0.1% | 5,564 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.2M | 1.4% | 4 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $312K | 0.1% | 593 SH | New |
| BROADCOM INC | COM | $287K | 0.1%Prev: 0.1% | 1,711 SH | Increased+1,531 SH |
| CATERPILLAR INC | COM | $216K | 0.1%Prev: 0.1% | 653 SH | Decreased-148 SH |
| CHEVRON CORP NEW | COM | $578K | 0.2%Prev: 0.2% | 3,458 SH | Increased+1,062 SH |
| CISCO SYS INC | COM | $331K | 0.1%Prev: 0.1% | 5,369 SH | Increased-281 SH |
| COCA COLA CO | COM | $403K | 0.2% | 5,657 SH | New |
| COLGATE PALMOLIVE CO | COM | $314K | 0.1%Prev: 0.1% | 3,350 SH | Increased |
| CONOCOPHILLIPS | COM | $540K | 0.2%Prev: 0.3% | 5,144 SH | Decreased-426 SH |
| CORTEVA INC | COM | $241K | 0.1%Prev: 0.1% | 3,824 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $495K | 0.2%Prev: 0.2% | 525 SH | Increased+69 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $1.1M | 0.5%Prev: 0.4% | 33,394 SH | Increased+4,722 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.3M | 5.7%Prev: 5.2% | 503,199 SH | Increased+73,932 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $12.4M | 5.3%Prev: 5.4% | 459,878 SH | Increased+19,932 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.1M | 0.5%Prev: 0.3% | 44,061 SH | Increased+14,293 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $1.7M | 0.7%Prev: 0.7% | 47,671 SH | Increased+5,387 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.3M | 1.8%Prev: 1.2% | 109,380 SH | Increased+38,567 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $650K | 0.3% | 20,714 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $16.9M | 7.2%Prev: 5.8% | 607,618 SH | Increased+153,285 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.5M | 1.1%Prev: 1.2% | 86,538 SH | Decreased-8,486 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $21.2M | 9.0%Prev: 8.2% | 643,077 SH | Increased+101,561 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.1M | 0.9% | 34,380 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $288K | 0.1%Prev: 0.1% | 7,030 SH | Increased+24 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.7M | 1.1%Prev: 1.6% | 44,958 SH | Decreased-7,817 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.2M | 0.5%Prev: 0.4% | 40,897 SH | Increased+13,805 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.3M | 0.6%Prev: 0.5% | 37,418 SH | Increased+4,964 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $16.9M | 7.2%Prev: 7.7% | 328,981 SH | Increased+33,244 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $8.4M | 3.6%Prev: 4.1% | 320,152 SH | Decreased-15,498 SH |
| DUPONT DE NEMOURS INC | COM | $247K | 0.1%Prev: 0.1% | 3,313 SH | Decreased-606 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $240K | 0.1%Prev: 0.1% | 6,841 SH | Increased-226 SH |
| ELI LILLY & CO | COM | $940K | 0.4%Prev: 0.4% | 1,139 SH | Increased+88 SH |
| EMERSON ELEC CO | COM | $290K | 0.1%Prev: 0.1% | 2,648 SH | Decreased |
| EXXON MOBIL CORP | COM | $296K | 0.1%Prev: 0.1% | 2,489 SH | Increased-20 SH |
| FLEXSHARES TR | MSTAR EMKT FAC | $343K | 0.1%Prev: 0.2% | 6,528 SH | Decreased-1,003 SH |
| GE AEROSPACE | COM NEW | $590K | 0.3% | 2,946 SH | New |
| GE VERNOVA INC | COM | $335K | 0.1% | 1,097 SH | New |
| HOME DEPOT INC | COM | $505K | 0.2%Prev: 0.2% | 1,389 SH | Increased+481 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $436K | 0.2%Prev: 0.2% | 1,761 SH | Increased+100 SH |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $253K | 0.1% | 15,260 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 0.6%Prev: 0.8% | 3,104 SH | Decreased-589 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $993K | 0.4% | 21,129 SH | New |
| ISHARES INC | CORE MSCI EMKT | $727K | 0.3%Prev: 0.4% | 13,460 SH | Decreased-2,901 SH |
| ISHARES INC | ESG AWR MSCI EM | $493K | 0.2%Prev: 0.2% | 14,097 SH | Decreased-2,083 SH |
| ISHARES INC | INTL HIGH YIELD | $371K | 0.2%Prev: 0.2% | 7,524 SH | Increased |
| ISHARES INC | MSCI EMERG MRKT | $697K | 0.3%Prev: 0.3% | 11,944 SH | Increased-290 SH |
| ISHARES TR | CORE DIV GRWTH | $2.7M | 1.1%Prev: 1.2% | 43,089 SH | Increased-2,114 SH |
| ISHARES TR | CORE MSCI EAFE | $2.8M | 1.2%Prev: 1.3% | 36,765 SH | Decreased-755 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.2M | 0.5%Prev: 0.8% | 16,687 SH | Decreased-6,964 SH |
| ISHARES TR | CORE S&P TTL STK | $400K | 0.2%Prev: 0.2% | 3,288 SH | Increased+7 SH |
| ISHARES TR | CORE S&P500 ETF | $332K | 0.1%Prev: 0.1% | 591 SH | Increased+8 SH |
| ISHARES TR | EAFE VALUE ETF | $271K | 0.1%Prev: 0.1% | 4,589 SH | Increased+425 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $251K | 0.1%Prev: 0.1% | 6,552 SH | Increased-110 SH |
| ISHARES TR | ESG AW MSCI EAFE | $946K | 0.4%Prev: 0.5% | 11,571 SH | Decreased-1,847 SH |
| ISHARES TR | ESG AWARE MSCI | $902K | 0.4%Prev: 0.5% | 23,480 SH | Decreased-4,110 SH |
| ISHARES TR | ESG SELECT SCRE | $490K | 0.2% | 11,454 SH | New |
| ISHARES TR | ESG SELECT SCREE | $457K | 0.2% | 12,161 SH | New |
| ISHARES TR | IBONDS 25 TRM TS | $702K | 0.3% | 30,046 SH | New |
| ISHARES TR | IBONDS 27 TRM TS | $524K | 0.2% | 23,389 SH | New |
| ISHARES TR | IBONDS 28 TRM TS | $260K | 0.1% | 11,704 SH | New |
| ISHARES TR | IBONDS 29 TRM TS | $302K | 0.1% | 13,890 SH | New |
| ISHARES TR | RUS 1000 ETF | $1.5M | 0.6%Prev: 0.6% | 4,872 SH | Increased+128 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.5M | 0.6%Prev: 0.7% | 4,088 SH | Decreased-330 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.0M | 0.4%Prev: 0.5% | 5,337 SH | Decreased-586 SH |
| ISHARES TR | RUSSELL 2000 ETF | $221K | 0.1%Prev: 0.1% | 1,109 SH | Decreased+50 SH |
| ISHARES TR | S&P 100 ETF | $274K | 0.1%Prev: 0.1% | 1,012 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $241K | 0.1%Prev: 0.1% | 2,591 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $268K | 0.1%Prev: 0.1% | 1,408 SH | Increased |
| ISHARES TR | S&P MC 400VL ETF | $797K | 0.3%Prev: 0.4% | 6,660 SH | Decreased-768 SH |
| ISHARES TR | S&P SML 600 GWT | $280K | 0.1%Prev: 0.1% | 2,249 SH | Decreased+19 SH |
| ISHARES TR | SP SMCP600VL ETF | $5.0M | 2.1%Prev: 2.5% | 51,650 SH | Decreased+149 SH |
| JOHNSON & JOHNSON | COM | $759K | 0.3%Prev: 0.4% | 4,578 SH | Decreased-884 SH |
| JPMORGAN CHASE & CO. | COM | $364K | 0.2% | 1,484 SH | New |
| MCDONALDS CORP | COM | $483K | 0.2%Prev: 0.2% | 1,547 SH | Increased-123 SH |
| MERCK & CO INC | COM | $399K | 0.2%Prev: 0.3% | 4,452 SH | Decreased-406 SH |
| META PLATFORMS INC | CL A | $429K | 0.2%Prev: 0.2% | 745 SH | Increased-65 SH |
| MICROSOFT CORP | COM | $1.6M | 0.7%Prev: 0.6% | 4,262 SH | Increased+1,022 SH |
| NETFLIX INC | COM | $227K | 0.1% | 243 SH | New |
| NVIDIA CORPORATION | COM | $785K | 0.3%Prev: 0.3% | 7,225 SH | Increased+6,518 SH |
| ORACLE CORP | COM | $276K | 0.1%Prev: 0.1% | 1,974 SH | Increased+192 SH |
| PEPSICO INC | COM | $536K | 0.2%Prev: 0.3% | 3,579 SH | Decreased+159 SH |
| PROCTER AND GAMBLE CO | COM | $518K | 0.2%Prev: 0.2% | 3,046 SH | Increased+687 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $212K | 0.1% | 2,577 SH | New |
| QUALCOMM INC | COM | $696K | 0.3% | 4,555 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.4M | 0.6%Prev: 0.7% | 50,612 SH | Decreased-7,818 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.7M | 0.7% | 54,978 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $780K | 0.3% | 21,586 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $501K | 0.2% | 18,284 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.9M | 1.7%Prev: 1.8% | 197,104 SH | Increased+101,636 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.8M | 1.2%Prev: 1.4% | 132,026 SH | Decreased+85,309 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.1M | 1.3%Prev: 1.5% | 111,041 SH | Decreased+71,356 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $6.8M | 2.9%Prev: 3.2% | 272,970 SH | Increased+199,583 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.3M | 1.0%Prev: 1.2% | 87,398 SH | Decreased+54,283 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.3M | 1.8%Prev: 1.7% | 194,035 SH | Increased+135,042 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.8M | 0.7%Prev: 0.9% | 66,853 SH | Decreased+42,369 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $4.8M | 2.0%Prev: 2.6% | 202,942 SH | Decreased+93,211 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.8M | 1.2%Prev: 1.3% | 6,773 SH | Increased-223 SH |
| SPDR GOLD TR | GOLD SHS | $337K | 0.1% | 1,174 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.6M | 0.7%Prev: 0.7% | 41,594 SH | Increased-238 SH |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $449K | 0.2%Prev: 0.4% | 12,563 SH | Decreased-10,832 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 0.7%Prev: 0.7% | 3,066 SH | Increased+283 SH |
| SPDR SER TR | PORTFOLI S&P1500 | $950K | 0.4%Prev: 0.8% | 13,974 SH | Decreased-12,541 SH |
| SPDR SER TR | S&P 400 MDCP VAL | $1.5M | 0.6%Prev: 0.6% | 19,115 SH | Increased+3,308 SH |
| SPDR SER TR | S&P 600 SMCP VAL | $6.5M | 2.7%Prev: 3.3% | 82,472 SH | Decreased-1,482 SH |
| TARGET CORP | COM | $206K | 0.1% | 1,972 SH | New |
| TESLA INC | COM | $511K | 0.2% | 1,946 SH | New |
| TEXAS INSTRS INC | COM | $337K | 0.1%Prev: 0.1% | 1,882 SH | Increased+672 SH |
| UNITEDHEALTH GROUP INC | COM | $271K | 0.1%Prev: 0.1% | 517 SH | Increased-26 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $240K | 0.1%Prev: 0.2% | 2,617 SH | Decreased-1,557 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $989K | 0.4% | 11,788 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $847K | 0.4%Prev: 0.3% | 5,314 SH | Increased+1,434 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $272K | 0.1%Prev: 0.1% | 1,053 SH | Increased+101 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 0.5%Prev: 0.5% | 13,256 SH | Increased+283 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.3M | 1.8%Prev: 2.0% | 22,934 SH | Increased+1,506 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $397K | 0.2%Prev: 0.2% | 1,792 SH | Increased+290 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $760K | 0.3%Prev: 0.3% | 2,776 SH | Increased+126 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $534K | 0.2%Prev: 0.2% | 11,802 SH | Increased+3,646 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $703K | 0.3%Prev: 0.5% | 6,065 SH | Decreased-4,389 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.0M | 0.9%Prev: 0.9% | 10,433 SH | Increased-405 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $682K | 0.3%Prev: 0.4% | 10,958 SH | Decreased-1,912 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.5%Prev: 0.5% | 8,363 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.6M | 1.5%Prev: 1.5% | 48,178 SH | Increased+2,436 SH |
| VISA INC | COM CL A | $846K | 0.4%Prev: 0.1% | 2,452 SH | Increased+1,519 SH |
| WALMART INC | COM | $569K | 0.2%Prev: 0.1% | 6,491 SH | Increased+1,738 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 |