Cambridge Advisors Inc.
Q4 2024 13F Holdings
- Locationomaha, NE
- Num holdings
168
- Value ($000)
$448,000
- Date Filed01/16/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $77.62M | 17 % | 144,054 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $47.42M | 11 % | 659,477 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $29.16M | 7 % | 609,830 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $16.62M | 4 % | 266,786 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $12.35M | 3 % | 251,865 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.26M | 3 % | 29,077 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.83M | 2 % | 37,363 | ||
AAPL APPLE INC | COM | 037833100 | $10.09M | 2 % | 40,276 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $10.01M | 2 % | 177,466 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $9.20M | 2 % | 114,559 |
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