Eaton-Cambridge Inc. Top Holdings and 13F Report (2024) About Eaton-Cambridge Inc.Investment ActivityEaton-Cambridge Inc. has $210.84 million in total holdings as of September 30, 2024.Eaton-Cambridge Inc. owns shares of 30 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Eaton-Cambridge Inc. has purchased 30 new stocks and bought additional shares in 13 stocks.Eaton-Cambridge Inc. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $79,867,660Vanguard Short-Term Corporate Bond ETF $36,889,718Dimensional International Core Equity 2 ETF $26,626,517Vanguard Total Bond Market ETF $23,414,772Dimensional Emerging Markets Core Equity 2 ETF $13,566,004 Largest New Holdings this Quarter iShares Russell 1000 Value ETF $202,896 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 24,115 shares (about $1.81M)Vanguard Short-Term Corporate Bond ETF 16,449 shares (about $1.31M)Dimensional U.S. Core Equity 2 ETF 27,804 shares (about $953.40K)Dimensional International Core Equity 2 ETF 26,882 shares (about $756.46K)Dimensional Emerging Markets Core Equity 2 ETF 18,664 shares (about $525.39K) Largest Sales this Quarter Avantis U.S. Equity ETF 314 shares (about $29.88K)Microsoft 54 shares (about $23.24K)Avantis International Equity ETF 286 shares (about $19.17K)United Parcel Service 122 shares (about $16.63K)Eli Lilly and Company 13 shares (about $11.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEaton-Cambridge Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$79,867,660$953,399 ▲1.2%2,329,18237.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$36,889,718$1,306,380 ▲3.7%464,48917.5%ETFDFICDimensional International Core Equity 2 ETF$26,626,517$756,459 ▲2.9%946,21612.6%ETFBNDVanguard Total Bond Market ETF$23,414,772$1,811,276 ▲8.4%311,74011.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$13,566,004$525,392 ▲4.0%481,9186.4%ETFBSVVanguard Short-Term Bond ETF$11,353,056$54,768 ▲0.5%144,2765.4%ETFAAPLApple$2,518,032$29,591 ▲1.2%10,8071.2%Computer and TechnologyNVDANVIDIA$2,274,824$99,460 ▲4.6%18,7321.1%Computer and TechnologyAVIGAvantis Core Fixed Income ETF$2,049,705$8,459 ▼-0.4%48,2171.0%ETFDFAIDimensional International Core Equity Market ETF$1,860,9730.0%58,5580.9%ETFAVDEAvantis International Equity ETF$1,178,588$19,171 ▼-1.6%17,5830.6%ETFAVUSAvantis U.S. Equity ETF$1,046,269$29,877 ▼-2.8%10,9960.5%ETFIVWiShares S&P 500 Growth ETF$932,5090.0%9,7390.4%ETFAMZNAmazon.com$835,131$14,161 ▲1.7%4,4820.4%Retail/WholesaleMSFTMicrosoft$830,049$23,236 ▼-2.7%1,9290.4%Computer and TechnologyAVGEAvantis All Equity Markets ETF$625,162$47,572 ▲8.2%8,4630.3%ETFLLYEli Lilly and Company$613,070$11,517 ▼-1.8%6920.3%MedicalDFAEDimensional Emerging Core Equity Market ETF$607,4880.0%22,1630.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$523,5730.0%4,1680.2%ETFUPSUnited Parcel Service$428,108$16,633 ▼-3.7%3,1400.2%TransportationMETAMeta Platforms$372,086$4,580 ▼-1.2%6500.2%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$323,065$969 ▼-0.3%5,0010.2%ETFIVViShares Core S&P 500 ETF$319,558$5,768 ▼-1.8%5540.2%ETFUNHUnitedHealth Group$288,832$9,355 ▲3.3%4940.1%MedicalJPMJPMorgan Chase & Co.$271,1660.0%1,2860.1%FinanceVUGVanguard Growth ETF$264,5280.0%6890.1%ETFGOOGLAlphabet$260,716$829 ▲0.3%1,5720.1%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$248,083$19,565 ▲8.6%5,7440.1%ETFAVSFAvantis Short-Term Fixed Income ETF$246,4430.0%5,2290.1%ETFIWDiShares Russell 1000 Value ETF$202,896$202,896 ▲New Holding1,0690.1%ETFAVGOBroadcom$0$237,618 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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