Cambridge Advisors Inc.
Q2 2025 13F Holdings
- Locationomaha, NE
- Num holdings
168
- Value ($000)
$478,409
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $84.19M | 18 % | 148,215 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $47.72M | 10 % | 648,141 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $32.95M | 7 % | 577,888 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.63M | 4 % | 300,467 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.39M | 3 % | 28,932 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $12.31M | 3 % | 248,675 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.89M | 3 % | 39,128 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $10.93M | 2 % | 15 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $9.88M | 2 % | 181,623 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $9.80M | 2 % | 172,306 |
Rows Per Page
10
- 10
- 50
- 100