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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 | $465K | 0.2%Prev: 0.2% | 2,503 SH | Increased+189 SH |
| ALPHABET INC | CAP STK CL A | $609K | 0.2%Prev: 0.3% | 3,458 SH | Decreased-238 SH |
| ALPHABET INC | CAP STK CL C | $405K | 0.2%Prev: 0.2% | 2,283 SH | Decreased+2 SH |
| AMAZON COM INC | COM | $1.3M | 0.5%Prev: 0.6% | 6,139 SH | Increased-358 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $519K | 0.2%Prev: 0.2% | 7,574 SH | Increased+519 SH |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | $278K | 0.1% | 4,740 SH | New |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $222K | 0.1%Prev: 0.1% | 3,000 SH | Decreased-897 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $398K | 0.1%Prev: 0.1% | 5,018 SH | Increased+31 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $650K | 0.2%Prev: 0.3% | 7,135 SH | Decreased-999 SH |
| AMERICAN EXPRESS CO | COM | $1.7M | 0.6%Prev: 0.6% | 5,379 SH | Increased-587 SH |
| AMERIPRISE FINL INC | COM | $484K | 0.2%Prev: 0.2% | 906 SH | Increased |
| APPLE INC | COM | $3.2M | 1.2%Prev: 1.4% | 15,601 SH | Increased+805 SH |
| AT&T INC | COM | $300K | 0.1%Prev: 0.1% | 10,370 SH | Increased-44 SH |
| BANK AMERICA CORP | COM | $263K | 0.1% | 5,564 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.9M | 1.1% | 4 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $288K | 0.1% | 593 SH | New |
| BROADCOM INC | COM | $497K | 0.2%Prev: 0.1% | 1,801 SH | Increased+1,616 SH |
| CATERPILLAR INC | COM | $254K | 0.1%Prev: 0.1% | 653 SH | Decreased-148 SH |
| CHEVRON CORP NEW | COM | $329K | 0.1%Prev: 0.2% | 2,299 SH | Decreased-108 SH |
| CISCO SYS INC | COM | $362K | 0.1%Prev: 0.1% | 5,224 SH | Increased-427 SH |
| COCA COLA CO | COM | $400K | 0.2% | 5,660 SH | New |
| COLGATE PALMOLIVE CO | COM | $327K | 0.1%Prev: 0.1% | 3,602 SH | Increased+252 SH |
| CONOCOPHILLIPS | COM | $480K | 0.2%Prev: 0.3% | 5,351 SH | Decreased-233 SH |
| CORTEVA INC | COM | $285K | 0.1%Prev: 0.1% | 3,824 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $516K | 0.2%Prev: 0.2% | 521 SH | Increased+58 SH |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | $896K | 0.3%Prev: 0.5% | 23,530 SH | Decreased-6,255 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $15.2M | 5.7%Prev: 5.4% | 510,656 SH | Increased+68,776 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | $15.3M | 5.8%Prev: 5.7% | 510,972 SH | Increased+60,073 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.4M | 0.5%Prev: 0.5% | 48,083 SH | Increased+9,213 SH |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $2.2M | 0.8%Prev: 0.6% | 56,397 SH | Increased+16,857 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.7M | 1.8%Prev: 1.3% | 109,832 SH | Increased+27,811 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $699K | 0.3% | 20,234 SH | New |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $20.6M | 7.7%Prev: 5.7% | 662,921 SH | Increased+186,148 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.3M | 0.9%Prev: 1.2% | 71,370 SH | Decreased-27,387 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $25.9M | 9.7%Prev: 8.1% | 722,717 SH | Increased+169,685 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.3M | 0.9% | 34,956 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $297K | 0.1%Prev: 0.1% | 7,036 SH | Increased+24 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.9M | 1.1%Prev: 1.6% | 45,015 SH | Decreased-12,221 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $1.0M | 0.4%Prev: 0.6% | 34,452 SH | Decreased-9,086 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.3M | 0.5%Prev: 0.5% | 33,792 SH | Increased+525 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $19.0M | 7.1%Prev: 7.5% | 351,786 SH | Increased+35,340 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $9.1M | 3.4%Prev: 3.8% | 309,086 SH | Increased-19,584 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $278K | 0.1%Prev: 0.1% | 6,883 SH | Increased-216 SH |
| ELI LILLY & CO | COM | $683K | 0.3%Prev: 0.4% | 876 SH | Decreased-183 SH |
| EMERSON ELEC CO | COM | $353K | 0.1%Prev: 0.1% | 2,648 SH | Increased-44 SH |
| EXXON MOBIL CORP | COM | $242K | 0.1%Prev: 0.1% | 2,249 SH | Decreased-344 SH |
| FLEXSHARES TR | MSTAR EMKT FAC | $383K | 0.1%Prev: 0.2% | 6,528 SH | Decreased-1,003 SH |
| GE AEROSPACE | COM NEW | $757K | 0.3%Prev: 0.3% | 2,943 SH | Increased-1,792 SH |
| GE VERNOVA INC | COM | $580K | 0.2%Prev: 0.1% | 1,097 SH | Increased-84 SH |
| HOME DEPOT INC | COM | $347K | 0.1%Prev: 0.1% | 946 SH | Increased+29 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $519K | 0.2%Prev: 0.1% | 1,761 SH | Increased+75 SH |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $779K | 0.3% | 36,179 SH | New |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $418K | 0.2% | 18,942 SH | New |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | $256K | 0.1% | 15,260 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.5%Prev: 0.8% | 2,571 SH | Decreased-1,122 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.4M | 0.5% | 22,535 SH | New |
| ISHARES INC | CORE MSCI EMKT | $791K | 0.3%Prev: 0.4% | 13,172 SH | Decreased-2,656 SH |
| ISHARES INC | ESG AWR MSCI EM | $464K | 0.2%Prev: 0.2% | 11,853 SH | Decreased-4,378 SH |
| ISHARES INC | INTL HIGH YIELD | $413K | 0.2%Prev: 0.2% | 7,524 SH | Increased |
| ISHARES INC | MSCI EMERG MRKT | $744K | 0.3%Prev: 0.3% | 11,848 SH | Increased-386 SH |
| ISHARES TR | CORE DIV GRWTH | $3.1M | 1.1%Prev: 1.2% | 47,785 SH | Increased+2,889 SH |
| ISHARES TR | CORE MSCI EAFE | $3.0M | 1.1%Prev: 1.2% | 36,422 SH | Increased-478 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.3M | 0.5%Prev: 0.7% | 16,611 SH | Decreased-6,919 SH |
| ISHARES TR | CORE S&P TTL STK | $450K | 0.2%Prev: 0.2% | 3,333 SH | Increased+49 SH |
| ISHARES TR | CORE S&P500 ETF | $367K | 0.1%Prev: 0.1% | 591 SH | Increased+8 SH |
| ISHARES TR | EAFE VALUE ETF | $291K | 0.1%Prev: 0.1% | 4,589 SH | Increased+425 SH |
| ISHARES TR | EGSADVNCDMSCI EM | $281K | 0.1%Prev: 0.1% | 6,552 SH | Increased-110 SH |
| ISHARES TR | ESG AW MSCI EAFE | $1.0M | 0.4%Prev: 0.5% | 11,448 SH | Increased-1,346 SH |
| ISHARES TR | ESG AWARE MSCI | $938K | 0.4%Prev: 0.5% | 22,696 SH | Decreased-3,987 SH |
| ISHARES TR | ESG SELECT SCRE | $546K | 0.2% | 11,454 SH | New |
| ISHARES TR | ESG SELECT SCREE | $481K | 0.2% | 12,161 SH | New |
| ISHARES TR | IBONDS 25 TRM TS | $796K | 0.3% | 34,082 SH | New |
| ISHARES TR | IBONDS 27 TRM TS | $541K | 0.2%Prev: 0.2% | 24,035 SH | Increased+1,681 SH |
| ISHARES TR | IBONDS 28 TRM TS | $262K | 0.1% | 11,704 SH | New |
| ISHARES TR | IBONDS 29 TRM TS | $304K | 0.1%Prev: 0.1% | 13,890 SH | Increased+785 SH |
| ISHARES TR | RUS 1000 ETF | $1.6M | 0.6%Prev: 0.6% | 4,845 SH | Increased+97 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.9M | 0.7%Prev: 0.7% | 4,538 SH | Increased+181 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.1M | 0.4%Prev: 0.5% | 5,784 SH | Increased-84 SH |
| ISHARES TR | RUSSELL 2000 ETF | $229K | 0.1%Prev: 0.1% | 1,059 SH | Increased-59 SH |
| ISHARES TR | S&P 100 ETF | $308K | 0.1%Prev: 0.1% | 1,012 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $285K | 0.1%Prev: 0.1% | 2,591 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $275K | 0.1%Prev: 0.1% | 1,408 SH | Increased |
| ISHARES TR | S&P MC 400VL ETF | $823K | 0.3%Prev: 0.4% | 6,664 SH | Decreased-767 SH |
| ISHARES TR | S&P SML 600 GWT | $319K | 0.1%Prev: 0.1% | 2,397 SH | Increased+178 SH |
| ISHARES TR | SP SMCP600VL ETF | $5.1M | 1.9%Prev: 2.3% | 51,726 SH | Increased+143 SH |
| JOHNSON & JOHNSON | COM | $660K | 0.2%Prev: 0.4% | 4,324 SH | Decreased-1,057 SH |
| JPMORGAN CHASE & CO. | COM | $430K | 0.2%Prev: 0.1% | 1,484 SH | Increased-35 SH |
| MCDONALDS CORP | COM | $420K | 0.2%Prev: 0.2% | 1,438 SH | Increased+83 SH |
| MERCK & CO INC | COM | $302K | 0.1%Prev: 0.3% | 3,812 SH | Decreased-1,048 SH |
| META PLATFORMS INC | CL A | $417K | 0.2%Prev: 0.2% | 565 SH | Increased-245 SH |
| MICROSOFT CORP | COM | $1.8M | 0.7%Prev: 0.7% | 3,620 SH | Increased+346 SH |
| NETFLIX INC | COM | $350K | 0.1%Prev: 0.1% | 261 SH | Increased-63 SH |
| NVIDIA CORPORATION | COM | $1.1M | 0.4%Prev: 0.4% | 6,987 SH | Increased-259 SH |
| ORACLE CORP | COM | $390K | 0.1%Prev: 0.1% | 1,782 SH | Increased |
| PEPSICO INC | COM | $380K | 0.1%Prev: 0.3% | 2,879 SH | Decreased-562 SH |
| PROCTER AND GAMBLE CO | COM | $368K | 0.1%Prev: 0.2% | 2,308 SH | Decreased-62 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $217K | 0.1% | 2,577 SH | New |
| QUALCOMM INC | COM | $729K | 0.3% | 4,574 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $2.1M | 0.8%Prev: 1.0% | 69,467 SH | Increased-9,003 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.7M | 0.6%Prev: 0.7% | 52,383 SH | Increased-2,694 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $858K | 0.3%Prev: 0.3% | 21,136 SH | Increased-474 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $524K | 0.2%Prev: 0.4% | 18,284 SH | Decreased+842 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.4M | 1.7%Prev: 1.7% | 199,425 SH | Increased+101,700 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $4.5M | 1.7%Prev: 1.4% | 189,882 SH | Increased+142,385 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.8M | 1.1%Prev: 1.4% | 106,050 SH | Decreased+66,980 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $8.0M | 3.0%Prev: 3.3% | 272,751 SH | Increased+200,398 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.5M | 0.9%Prev: 1.1% | 88,555 SH | Decreased+55,369 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.7M | 1.8%Prev: 1.9% | 192,239 SH | Increased+126,777 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.8M | 1.0%Prev: 0.9% | 99,563 SH | Increased+74,829 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $5.0M | 1.9%Prev: 2.3% | 197,599 SH | Decreased+92,173 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $2.8M | 1.0%Prev: 1.2% | 6,301 SH | Increased-476 SH |
| SPDR GOLD TR | GOLD SHS | $358K | 0.1% | 1,174 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.8M | 0.7%Prev: 0.7% | 41,594 SH | Increased-238 SH |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $479K | 0.2%Prev: 0.4% | 12,563 SH | Decreased-10,832 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 0.7%Prev: 0.7% | 2,869 SH | Increased+86 SH |
| SPDR SERIES TRUST | PORTFOLI S&P1500 | $1.0M | 0.4% | 13,940 SH | New |
| SPDR SERIES TRUST | S&P 400 MDCP VAL | $1.7M | 0.6% | 21,062 SH | New |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $6.5M | 2.5% | 81,988 SH | New |
| TESLA INC | COM | $593K | 0.2% | 1,868 SH | New |
| TEXAS INSTRS INC | COM | $311K | 0.1%Prev: 0.1% | 1,497 SH | Increased+262 SH |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | $250K | 0.1%Prev: 0.2% | 2,617 SH | Decreased-1,557 SH |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | $4.3M | 1.6% | 50,196 SH | New |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $748K | 0.3%Prev: 0.3% | 4,546 SH | Increased+684 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $296K | 0.1%Prev: 0.3% | 1,058 SH | Decreased-2,040 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.2M | 0.4%Prev: 0.5% | 12,973 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $4.2M | 1.6%Prev: 2.1% | 21,453 SH | Decreased-3,816 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $510K | 0.2%Prev: 0.2% | 2,151 SH | Decreased-346 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $445K | 0.2%Prev: 0.3% | 1,465 SH | Decreased-1,185 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $584K | 0.2%Prev: 0.1% | 11,814 SH | Increased+4,550 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $809K | 0.3%Prev: 0.5% | 6,295 SH | Decreased-4,198 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.2M | 0.8%Prev: 0.9% | 10,511 SH | Increased-874 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $761K | 0.3%Prev: 0.4% | 11,011 SH | Decreased-2,037 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.1M | 0.4%Prev: 0.5% | 8,363 SH | Increased |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $3.9M | 1.5%Prev: 1.5% | 48,817 SH | Increased+2,125 SH |
| VISA INC | COM CL A | $539K | 0.2%Prev: 0.1% | 1,517 SH | Increased+570 SH |
| WALMART INC | COM | $656K | 0.2%Prev: 0.2% | 6,706 SH | Increased+1,833 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 |