Cambridge Advisors Inc.
Q3 2025 13F Holdings
- Locationomaha, NE
- Num holdings
169
- Value ($000)
$511,741
- Date Filed10/15/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $89.87 M | 18 % | 146,754 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $51.67 M | 10 % | 694,733 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $34.29 M | 7 % | 572,312 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $19.26 M | 4 % | 295,186 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.88 M | 3 % | 28,735 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $13.17 M | 3 % | 266,346 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.16 M | 2 % | 37,059 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $11.90 M | 2 % | 206,939 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $11.31 M | 2 % | 15 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $10.71 M | 2 % | 187,501 |
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