Eaton-Cambridge Inc. Top Holdings and 13F Report (2025) About Eaton-Cambridge Inc.Investment ActivityEaton-Cambridge Inc. has $224.11 million in total holdings as of December 31, 2024.Eaton-Cambridge Inc. owns shares of 35 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 7.95% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Eaton-Cambridge Inc. has purchased 30 new stocks and bought additional shares in 17 stocks.Eaton-Cambridge Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $80,420,720Vanguard Short-Term Corporate Bond ETF $41,007,875Vanguard Total Bond Market ETF $27,557,492Dimensional International Core Equity 2 ETF $27,325,004Dimensional Emerging Markets Core Equity 2 ETF $14,071,545 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $430,769 HoldingBerkshire Hathaway $252,930 HoldingSPDR Dow Jones Industrial Average ETF Trust $231,472 HoldingAlphabet $227,195 HoldingBroadcom $220,248 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 71,482 shares (about $5.14M)Vanguard Short-Term Corporate Bond ETF 61,186 shares (about $4.77M)Dimensional International Core Equity 2 ETF 111,047 shares (about $2.87M)Vanguard Short-Term Bond ETF 21,383 shares (about $1.65M)Dimensional Emerging Markets Core Equity 2 ETF 55,369 shares (about $1.45M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 4,212 shares (about $145.69K)Avantis Core Fixed Income ETF 1,168 shares (about $47.39K)iShares Core S&P 500 ETF 35 shares (about $20.60K)Apple 10 shares (about $2.50K)Avantis International Equity ETF 36 shares (about $2.21K) 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$80,420,720$145,693 ▼-0.2%2,324,97035.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$41,007,875$4,773,116 ▲13.2%525,67518.3%ETFBNDVanguard Total Bond Market ETF$27,557,492$5,140,270 ▲22.9%383,22212.3%ETFDFICDimensional International Core Equity 2 ETF$27,325,004$2,870,014 ▲11.7%1,057,26312.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,071,545$1,450,114 ▲11.5%537,2876.3%ETFBSVVanguard Short-Term Bond ETF$12,800,468$1,652,264 ▲14.8%165,6595.7%ETFAAPLApple$2,703,788$2,504 ▼-0.1%10,7971.2%Computer and TechnologyNVDANVIDIA$2,536,615$21,084 ▲0.8%18,8891.1%Computer and TechnologyAVIGAvantis Core Fixed Income ETF$1,908,778$47,386 ▼-2.4%47,0490.9%ETFDFAIDimensional International Core Equity Market ETF$1,711,183$1,285 ▲0.1%58,6020.8%ETFAVUSAvantis U.S. Equity ETF$1,152,401$86,559 ▲8.1%11,8890.5%ETFAVDEAvantis International Equity ETF$1,076,859$2,209 ▼-0.2%17,5470.5%ETFAMZNAmazon.com$994,495$11,189 ▲1.1%4,5330.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$988,8010.0%9,7390.4%ETFMSFTMicrosoft$856,488$43,415 ▲5.3%2,0320.4%Computer and TechnologyAVGEAvantis All Equity Markets ETF$656,396$43,929 ▲7.2%9,0700.3%ETFDFAEDimensional Emerging Core Equity Market ETF$562,2750.0%22,1630.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$536,0770.0%4,1680.2%ETFLLYEli Lilly and Company$534,2240.0%6920.2%MedicalSPYSPDR S&P 500 ETF Trust$430,769$430,769 ▲New Holding7350.2%FinanceMETAMeta Platforms$415,712$35,131 ▲9.2%7100.2%Computer and TechnologyUPSUnited Parcel Service$408,312$12,358 ▲3.1%3,2380.2%TransportationGOOGLAlphabet$360,806$63,226 ▲21.2%1,9060.2%Computer and TechnologyJPMJPMorgan Chase & Co.$310,185$1,918 ▲0.6%1,2940.1%FinanceIVViShares Core S&P 500 ETF$305,525$20,604 ▼-6.3%5190.1%ETFAVEMAvantis Emerging Markets Equity ETF$294,0090.0%5,0010.1%ETFVUGVanguard Growth ETF$282,7930.0%6890.1%ETFDFCFDimensional Core Fixed Income ETF$265,531$28,476 ▲12.0%6,4340.1%ETFUNHUnitedHealth Group$259,000$9,105 ▲3.6%5120.1%MedicalBRK.BBerkshire Hathaway$252,930$252,930 ▲New Holding5580.1%FinanceAVSFAvantis Short-Term Fixed Income ETF$241,2660.0%5,2290.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$231,472$231,472 ▲New Holding5440.1%FinanceGOOGAlphabet$227,195$227,195 ▲New Holding1,1930.1%Computer and TechnologyAVGOBroadcom$220,248$220,248 ▲New Holding9500.1%Computer and TechnologyHDHome Depot$205,387$205,387 ▲New Holding5280.1%Retail/WholesaleIWDiShares Russell 1000 Value ETF$0$202,896 ▼-100.0%00.0%ETFShowing 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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