Cambridge Advisors Inc.
Q1 2025 13F Holdings
- Locationomaha, NE
- Num holdings
175
- Value ($000)
$456,551
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001633695
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $74.10M | 16 % | 144,194 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $48.84M | 11 % | 664,992 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $30.98M | 7 % | 609,512 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $15.58M | 3 % | 266,940 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $12.30M | 3 % | 251,847 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $11.98M | 3 % | 15 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.92M | 2 % | 29,080 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.27M | 2 % | 37,364 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $10.05M | 2 % | 18,873 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $9.56M | 2 % | 167,317 |
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