Cambridge Advisors Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Cambridge Advisors Inc. reported 175 stock positions worth $456.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.7%) and Vanguard Ftse Developed ETF (VEA, 6.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 3, added to 42 and reduced 63. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Accenture Class A (ACN, shares −0%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001633695
Portfolio Value
$456.6M (Q1 2025)
SEC Filing
0001214659-25-006340 ↗ filed Apr 24, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $424.1M Q1 2024 Q2 2024: $430.4M Q2 2024 Q3 2024: $457.7M Q3 2024 Q4 2024: $448.0M Q4 2024 Q1 2025: $456.6M $456.6M Q1 2025 Q2 2025: $478.4M Q2 2025 Q3 2025: $511.7M Q3 2025 Q4 2025: $525.3M Q4 2025 Q1 2026: $515.3M Q1 2026 Q2 2026: $581.7M Q2 2026

Holdings 175 stocks · $456.6M
VOO Vanguard S&P 500 ETF 16.23% 144,194 $74.1M Add +0.1%
BND Vanguard Total Bond Market 10.70% 664,992 $48.8M Add +0.8%
VEA Vanguard Ftse Developed ETF 6.79% 609,512 $31.0M Reduce -0.1%
IJH iShares Core S&P Midcap ETF 3.41% 266,940 $15.6M Add +0.1%
BNDX Vanguard Total Intl Bond ETF 2.69% 251,847 $12.3M Reduce -0.0%
BRK.A Berkshire Hathaway Inc. Class A 2.62% 15 $12.0M New
MSFT Microsoft Corp. 2.39% 29,080 $10.9M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 2.25% 37,364 $10.3M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 2.20% 18,873 $10.1M Reduce -0.2%
JEPI JPMorgan Equity Premium Inco 2.09% 167,317 $9.6M Add +6.0%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.09% 184,019 $9.5M Add +3.7%
VCIT Vanguard Int-Term Corporate 2.05% 114,519 $9.4M Reduce -0.0%
AAPL Apple Inc. 1.98% 40,656 $9.0M Add +0.9%
VWO Vanguard Ftse Emerging Marke 1.98% 199,369 $9.0M Reduce -0.1%
AMGN Amgen Inc. 1.67% 24,487 $7.6M Add +0.0%
VIG Vanguard Dividend Apprec ETF 1.53% 36,009 $7.0M Reduce -1.6%
VNQ Vanguard Real Estate ETF 1.40% 70,543 $6.4M Reduce -0.0%
SCHG Schwab US Large-Cap Growth 1.40% 254,699 $6.4M Add +0.8%
VB Vanguard Most SM-Cap ETF-Usd 1.36% 28,036 $6.2M No change
SCHD Schwab US DVD Equity ETF 0.94% 153,602 $4.3M Add +0.1%
BUFR FT Vest Lad Buffervetf-Usd I 0.93% 142,945 $4.2M Add +2.3%
FBTC Fidelity Wise Origin Bitcoin 0.82% 52,176 $3.8M Add +6.2%
UNP Union Pacific Corp. 0.72% 13,913 $3.3M Reduce -3.3%
CAT Caterpillar Inc. 0.68% 9,364 $3.1M No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.67% 129,506 $3.1M Reduce -2.2%
SCHB Schwab US Broad Market ETF 0.65% 138,603 $3.0M Add +0.2%
BSTP Innovator Buff Su Strat ETF 0.64% 90,657 $2.9M Reduce -0.3%
EIPI FT Energy Income ETF 0.62% 138,629 $2.8M Reduce -0.7%
ACN Accenture PLC Class A 0.61% 8,910 $2.8M Reduce -0.1%
AAAU Goldman Sachs Physical Gold 0.60% 89,256 $2.8M Add +0.7%
LOW Lowe's Cos Inc. 0.60% 11,653 $2.7M Reduce -0.5%
FTCS First Trust Capital Strength 0.55% 27,900 $2.5M Reduce -0.5%
IWF iShares Russell 1000 Growth 0.51% 6,453 $2.3M No change
JPST JPMorgan Ultra-Short Income 0.50% 45,241 $2.3M Add +3.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.50% 4,089 $2.3M Reduce -1.0%
MDY State Street SPDR S&P Midcap 0.45% 3,874 $2.1M No change
JNJ Johnson & Johnson 0.45% 12,404 $2.1M Add +0.1%
DHR Danaher Corp. 0.44% 9,849 $2.0M Reduce -3.6%
NVDA Nvidia Corp. 0.44% 18,507 $2.0M Add +0.1%
META Meta Platforms Inc. Class A 0.42% 3,353 $1.9M Reduce -0.5%
ABBV Abbvie Inc. 0.40% 8,720 $1.8M Reduce -1.8%
SCHF Schwab Intl Equity ETF 0.39% 90,018 $1.8M Reduce -0.3%
EMLP First Trust North American E 0.37% 45,208 $1.7M Add +5.2%
V Visa Inc. Class A 0.37% 4,831 $1.7M Reduce -0.5%
GLW Corning Inc. 0.36% 35,653 $1.6M Add +0.1%
GOOGL Alphabet Inc. Class A 0.36% 10,515 $1.6M Add +0.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.35% 3,841 $1.6M No change
NAPR Innovator Growth 100 Power B 0.33% 31,824 $1.5M Reduce -12.1%
SCHM Schwab US Mid Cap ETF 0.33% 57,930 $1.5M Add +0.0%
FNDA Schwab Fndmntl US SM Co. ETF 0.32% 53,834 $1.5M Reduce -1.2%
IJR iShares Core S&P Small-Cap E 0.31% 13,659 $1.4M Add +0.9%
VCSH Vanguard S/T Corp. Bond ETF 0.31% 17,895 $1.4M Reduce -0.1%
ORLY O'reilly Automotive Inc. 0.30% 963 $1.4M No change
JPM JPMorgan Chase & Co. 0.30% 5,526 $1.4M No change
VNQI Vanguard GLBL Ex-US Real Est 0.29% 32,785 $1.3M No change
FIXD First Trust Smith Opportunis 0.29% 30,085 $1.3M Reduce -0.6%
SCHA Schwab US Small-Cap ETF 0.28% 55,417 $1.3M Reduce -0.2%
ORCL Oracle Corp. 0.28% 9,100 $1.3M Reduce -0.7%
IWM iShares Russell 2000 ETF 0.27% 6,275 $1.3M Reduce -8.3%
EFA iShares MSCI Eafe ETF 0.27% 15,186 $1.2M No change
QQQ Invesco QQQ Trust Series 1 0.27% 2,633 $1.2M No change
VXUS Vanguard Total Intl Stock 0.27% 19,509 $1.2M Add +15.4%
ADP Automatic Data Processing 0.26% 3,942 $1.2M Reduce -4.8%
JGRO JPMorgan Active Growth ETF 0.26% 16,285 $1.2M Add +3.9%
FTSM First Trust Enh Short Mat FD 0.26% 20,025 $1.2M Reduce -0.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.26% 10,710 $1.2M No change
UNH Unitedhealth Group Inc. 0.24% 2,122 $1.1M No change
CSCO Cisco Systems Inc. 0.24% 18,006 $1.1M Reduce -2.9%
PG The Procter & Gamble Co. 0.24% 6,466 $1.1M Reduce -2.3%
DOGG FT Vest Djia Dogs 10 Target 0.24% 52,016 $1.1M Reduce -1.5%
NVS Novartis AG-Sponsored ADR 0.24% 9,675 $1.1M Reduce -4.0%
RSP Invesco S&P 500 Equal Weight 0.23% 5,953 $1.0M Add +0.0%
ITW Illinois Tool Works 0.23% 4,153 $1.0M Reduce -0.6%
PEP Pepsico Inc. 0.22% 6,570 $985K Reduce -3.2%
ROP Roper Technologies Inc. 0.21% 1,620 $955K No change
AMZN Amazon.com Inc. 0.21% 4,971 $946K Add +0.4%
EME Emcor Group Inc. 0.20% 2,530 $935K No change
CVX Chevron Corp. 0.20% 5,569 $932K Reduce -0.3%
SVOL Simplify Volatility Premium 0.20% 50,210 $913K Add +8.6%
ABT Abbott Laboratories 0.20% 6,845 $908K No change
SCHX Schwab US Large-Cap ETF 0.20% 40,362 $891K No change
SPYD SS SPDR P S&P 500 Hi Div ETF 0.19% 20,031 $887K No change
SAMT Strategas Macro Them Opps 0.19% 30,286 $884K Add +1.3%
GLD SPDR Gold Shares 0.19% 3,067 $884K Reduce -1.9%
XOM Exxon Mobil Corp. 0.19% 7,326 $871K Add +0.0%
SCHO Schwab Short-Term US Treas 0.18% 32,840 $799K No change
MTBA Simplify MBS ETF 0.17% 15,921 $798K Reduce -7.6%
AXP American Express Co. 0.17% 2,910 $783K No change
COST Costco Wholesale Corp. 0.17% 813 $769K No change
MRK Merck & Co. Inc. 0.17% 8,541 $767K Add +0.1%
ISRG Intuitive Surgical Inc. 0.16% 1,518 $752K No change
PSTP Innovator PWR Buff Su St ETF 0.16% 23,560 $740K No change
SBUX Starbucks Corp. 0.16% 7,384 $724K No change
SMH Vaneck Semiconductor ETF 0.16% 3,354 $709K Add +12.9%
SDY SS SPDR S&P Dividend ETF 0.15% 5,146 $698K No change
RTX RTX Corp. 0.15% 5,114 $677K Reduce -0.5%
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 0.15% 30,393 $668K Reduce -13.0%
KO The Coca-Cola Co. 0.15% 9,248 $662K Reduce -8.0%
SCHP Schwab U.S. Tips ETF 0.14% 24,506 $659K No change
SAGP Strategas Global Policy Opp 0.14% 21,521 $649K Reduce -2.4%
VDE Vanguard Energy ETF 0.14% 4,978 $646K Reduce -10.8%
AGG iShares Core U.S. Aggregate 0.14% 6,458 $639K No change
IEF iShares 7-10 Year Treasury B 0.14% 6,671 $636K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.14% 5,179 $620K No change
GSLC Goldman Activebeta US LC ETF 0.14% 5,607 $617K Reduce -8.0%
FTSL First Trust Senior Loan ETF 0.13% 12,986 $593K Reduce -2.5%
CTA Simplify Managed Futures St 0.13% 19,667 $582K Reduce -4.6%
HEQT Simplify Hedged Equity ETF 0.12% 19,209 $549K New
IVV iShares Core S&P 500 ETF 0.12% 973 $547K No change
NXPI NXP Semiconductors NV 0.12% 2,850 $542K No change
BUCK Simplify Treasury Option Inc. 0.11% 21,028 $519K Add +30.0%
VMBS Vanguard Mortgage-Backed Sec 0.11% 11,201 $519K No change
WFC Wells Fargo & Co. 0.11% 7,219 $518K Add +0.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 2,850 $492K No change
MDT Medtronic PLC 0.11% 5,419 $487K Reduce -1.4%
GOOG Alphabet Inc. Class C 0.10% 3,023 $472K No change
BUFD FT VST Lad Deep Buf ETF-Usdi 0.10% 18,567 $463K Reduce -13.9%
QCOM Qualcomm Inc. 0.10% 2,996 $460K No change
DMAY FT Vest US Equity Deep Buffe 0.10% 11,525 $456K Reduce -8.0%
DVY iShares Select Dividend ETF 0.10% 3,250 $436K Reduce -1.2%
OUSM Alps Oshares US Small-Cap Qu 0.09% 10,266 $431K Reduce -1.2%
EALT Innovator US Eqty 5TO15 Buff 0.09% 13,950 $429K Add +5.3%
SDVD FT Vest Smid Rising Dividend 0.09% 21,128 $422K New
FDX FedEx Corp. 0.09% 1,710 $417K Reduce -6.8%
PJAN Innovator U.S. Equity Power 0.09% 9,903 $411K No change
IAU iShares Gold Trust 0.09% 6,952 $410K No change
BLK BlackRock Inc. 0.08% 406 $384K No change
MAXI Simplify Bitcoin STRT ETF-Ui 0.08% 18,943 $379K Add +28.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,485 $369K No change
FAUG FT Vest U.S. Equity Buffer E 0.08% 8,100 $368K Reduce -17.4%
ITB iShares U.S. Home Constructi 0.08% 3,800 $362K No change
XDEC FT Vest US Equity Enhance & 0.08% 9,610 $354K No change
IGLD FT Vest Gold Strategy Target 0.08% 16,409 $344K Reduce -8.0%
FDN First Trust DJ Internet Ind 0.07% 1,496 $332K Reduce -6.3%
CARR Carrier Global Corp. 0.07% 5,086 $322K No change
INTC Intel Corp. 0.07% 14,025 $319K No change
TGT Target Corp. 0.07% 3,040 $317K Reduce -3.5%
GRMN Garmin Ltd. 0.07% 1,450 $315K No change
BDX Becton Dickinson and Co. 0.07% 1,372 $314K Reduce -6.8%
SCHV Schwab US Large-Cap Value 0.07% 11,817 $314K Add +0.1%
DHDG FT US Eqty Q 2.5-15 Buff ETF 0.07% 10,390 $313K Add +1.9%
XJUN FT Vest U.S. Equity Enhance 0.07% 7,988 $307K Reduce -0.3%
IBND SS SPDR BB Intl Corp. BD ETF 0.07% 10,400 $307K No change
USB US Bancorp 0.07% 7,216 $305K No change
BALT Inn Defined Wealth Shield 0.07% 9,554 $300K New
SCHH Schwab US REIT ETF 0.07% 13,844 $298K Add +0.0%
GMAY FT Vest U.S. Equity Moderate 0.06% 7,855 $285K No change
MCD McDonald's Corp. 0.06% 908 $284K No change
PANW Palo Alto Networks Inc. 0.06% 1,652 $282K No change
IYW iShares Ustechnology ETF 0.06% 2,000 $281K No change
GILD Gilead Sciences Inc. 0.06% 2,450 $275K No change
CLX Clorox Company 0.06% 1,860 $274K No change
IQLT iShares MSCI International Q 0.06% 6,888 $273K Reduce -10.7%
GSIE Goldman Sachs Activebeta Int 0.06% 7,600 $271K No change
DE Deere & Co. 0.06% 566 $265K No change
SPYV SS SPDR P S&P 500 Value ETF 0.06% 5,130 $262K No change
QUAL iShares MSCI USA Quality Fac 0.06% 1,506 $257K Reduce -4.5%
BA The Boeing Co. 0.06% 1,500 $256K Reduce -2.3%
QJUN FT Vest Nasdaq-100 Buffer Et 0.06% 9,655 $255K No change
DX Dynex Capital Inc. 0.05% 19,104 $249K Add +3.8%
FTRI First Trust Indxx Global Nat 0.05% 18,507 $245K Reduce -1.4%
PFE Pfizer Inc. 0.05% 9,293 $235K Reduce -2.1%
MMM 3M Co. 0.05% 1,555 $228K No change
DJUL FT Vest US Equity Deep Buffe 0.05% 5,548 $227K No change
KMB Kimberly-Clark Corp. 0.05% 1,560 $222K No change
MO Altria Group Inc. 0.05% 3,666 $220K New
FTV Fortive Corp. 0.05% 2,922 $214K No change
ADBE Adobe Inc. 0.05% 557 $214K Add +4.9%
BX Blackstone Inc. 0.05% 1,500 $210K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.05% 5,747 $209K New
GRID First TRST Nasd Class Edg Sgiif 0.05% 1,849 $209K Add +5.7%
YGLD Simplify Gold Strategy ETF 0.05% 7,164 $208K New
EWG iShares MSCI Germany ETF 0.05% 5,570 $207K New
PINK Simplify Health Care ETF 0.05% 7,037 $206K New
FIW First Trust Water ETF 0.04% 2,036 $205K New

Portfolio Sells Q4 2024 → Q1 2025
ACN Accenture PLC Class A Reduce -0.1% 0.61% −0.09
DHR Danaher Corp. Reduce -3.6% 0.44% −0.08
NAPR Innovator Growth 100 Power B Reduce -12.1% 0.33% −0.07
VIG Vanguard Dividend Apprec ETF Reduce -1.6% 1.53% −0.07
BNDX Vanguard Total Intl Bond ETF Reduce -0.0% 2.69% −0.06
IWM iShares Russell 2000 ETF Reduce -8.3% 0.27% −0.06
ORCL Oracle Corp. Reduce -0.7% 0.28% −0.06
LMBS First Trust Low Duration Opp Sold out 0.00% −0.05
LOW Lowe's Cos Inc. Reduce -0.5% 0.60% −0.05
CRL Charles River Laboratories Sold out 0.00% −0.05
PSR Invesco Active US Real Estat Sold out 0.00% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 0.50% −0.04
FNDA Schwab Fndmntl US SM Co. ETF Reduce -1.2% 0.32% −0.04
SCHA Schwab US Small-Cap ETF Reduce -0.2% 0.28% −0.04
BSTP Innovator Buff Su Strat ETF Reduce -0.3% 0.64% −0.03
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -2.2% 0.67% −0.03
TGT Target Corp. Reduce -3.5% 0.07% −0.03
FDX FedEx Corp. Reduce -6.8% 0.09% −0.02
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -13.9% 0.10% −0.02
GSLC Goldman Activebeta US LC ETF Reduce -8.0% 0.14% −0.02
FAUG FT Vest U.S. Equity Buffer E Reduce -17.4% 0.08% −0.02
TUA Sim St Treas Fut Strat ETF Reduce -13.0% 0.15% −0.02
META Meta Platforms Inc. Class A Reduce -0.5% 0.42% −0.02
MTBA Simplify MBS ETF Reduce -7.6% 0.17% −0.02
PEP Pepsico Inc. Reduce -3.2% 0.22% −0.01
DMAY FT Vest US Equity Deep Buffe Reduce -8.0% 0.10% −0.01
FDN First Trust DJ Internet Ind Reduce -6.3% 0.07% −0.01
UNP Union Pacific Corp. Reduce -3.3% 0.72% −0.01
ITW Illinois Tool Works Reduce -0.6% 0.23% −0.01
VDE Vanguard Energy ETF Reduce -10.8% 0.14% −0.01
FTSL First Trust Senior Loan ETF Reduce -2.5% 0.13% −0.01
OUSM Alps Oshares US Small-Cap Qu Reduce -1.2% 0.09% −0.01
ADP Automatic Data Processing Reduce -4.8% 0.26% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -4.5% 0.06% −0.01
PG The Procter & Gamble Co. Reduce -2.3% 0.24% −0.01
BDX Becton Dickinson and Co. Reduce -6.8% 0.07% −0.01
FTSM First Trust Enh Short Mat FD Reduce -0.1% 0.26% −0.00
BA The Boeing Co. Reduce -2.3% 0.06% −0.00
PFE Pfizer Inc. Reduce -2.1% 0.05% −0.00
IQLT iShares MSCI International Q Reduce -10.7% 0.06% −0.00
VNQ Vanguard Real Estate ETF Reduce -0.0% 1.40% −0.00
VCSH Vanguard S/T Corp. Bond ETF Reduce -0.1% 0.31% −0.00
FTCS First Trust Capital Strength Reduce -0.5% 0.55% −0.00
XJUN FT Vest U.S. Equity Enhance Reduce -0.3% 0.07% −0.00
VCIT Vanguard Int-Term Corporate Reduce -0.0% 2.05% −0.00
CSCO Cisco Systems Inc. Reduce -2.9% 0.24% −0.00
FIXD First Trust Smith Opportunis Reduce -0.6% 0.29% −0.00
DVY iShares Select Dividend ETF Reduce -1.2% 0.10% −0.00
CTA Simplify Managed Futures St Reduce -4.6% 0.13% −0.00
IGLD FT Vest Gold Strategy Target Reduce -8.0% 0.08% +0.00

Portfolio Buys Q4 2024 → Q1 2025
BRK.A Berkshire Hathaway Inc. Class A New 2.62% +2.62
AMGN Amgen Inc. Add +0.0% 1.67% +0.25
HEQT Simplify Hedged Equity ETF New 0.12% +0.12
BND Vanguard Total Bond Market Add +0.8% 10.70% +0.11
SDVD FT Vest Smid Rising Dividend New 0.09% +0.09
AAAU Goldman Sachs Physical Gold Add +0.7% 0.60% +0.09
JEPI JPMorgan Equity Premium Inco Add +6.0% 2.09% +0.07
BALT Inn Defined Wealth Shield New 0.07% +0.07
JNJ Johnson & Johnson Add +0.1% 0.45% +0.05
MO Altria Group Inc. New 0.05% +0.05
SPDW Ste STR SPDR PT DW Eu ETF New 0.05% +0.05
YGLD Simplify Gold Strategy ETF New 0.05% +0.05
EWG iShares MSCI Germany ETF New 0.05% +0.05
PINK Simplify Health Care ETF New 0.05% +0.05
FIW First Trust Water ETF New 0.04% +0.04
VXUS Vanguard Total Intl Stock Add +15.4% 0.27% +0.04
EMLP First Trust North American E Add +5.2% 0.37% +0.03
BUCK Simplify Treasury Option Inc. Add +30.0% 0.11% +0.03
XOM Exxon Mobil Corp. Add +0.0% 0.19% +0.01
JPST JPMorgan Ultra-Short Income Add +3.2% 0.50% +0.01
SCHD Schwab US DVD Equity ETF Add +0.1% 0.94% +0.00
DX Dynex Capital Inc. Add +3.8% 0.05% +0.00
WFC Wells Fargo & Co. Add +0.9% 0.11% +0.00
SCHH Schwab US REIT ETF Add +0.0% 0.07% +0.00
SCHV Schwab US Large-Cap Value Add +0.1% 0.07% +0.00
GRID First TRST Nasd Class Edg Sgiif Add +5.7% 0.05% −0.00
DHDG FT US Eqty Q 2.5-15 Buff ETF Add +1.9% 0.07% −0.00
SAMT Strategas Macro Them Opps Add +1.3% 0.19% −0.00
EALT Innovator US Eqty 5TO15 Buff Add +5.3% 0.09% −0.00
MAXI Simplify Bitcoin STRT ETF-Ui Add +28.3% 0.08% −0.01
SMH Vaneck Semiconductor ETF Add +12.9% 0.16% −0.01
ADBE Adobe Inc. Add +4.9% 0.05% −0.01
RSP Invesco S&P 500 Equal Weight Add +0.0% 0.23% −0.01
SVOL Simplify Volatility Premium Add +8.6% 0.20% −0.01
GLW Corning Inc. Add +0.1% 0.36% −0.02
JGRO JPMorgan Active Growth ETF Add +3.9% 0.26% −0.02
BUFR FT Vest Lad Buffervetf-Usd I Add +2.3% 0.93% −0.02
MRK Merck & Co. Inc. Add +0.1% 0.17% −0.02
SCHM Schwab US Mid Cap ETF Add +0.0% 0.33% −0.03
AMZN Amazon.com Inc. Add +0.4% 0.21% −0.04
IJR iShares Core S&P Small-Cap E Add +0.9% 0.31% −0.04
SCHB Schwab US Broad Market ETF Add +0.2% 0.65% −0.05
FBTC Fidelity Wise Origin Bitcoin Add +6.2% 0.82% −0.07
GOOGL Alphabet Inc. Class A Add +0.3% 0.36% −0.09
NVDA Nvidia Corp. Add +0.1% 0.44% −0.11
JEPQ JPM Nasdaq Equity Premium Add +3.7% 2.09% −0.15
VTI VG Morningstar TS MKT ETF-US Add +0.0% 2.25% −0.17
SCHG Schwab US Large-Cap Growth Add +0.8% 1.40% −0.18
AAPL Apple Inc. Add +0.9% 1.98% −0.27
IJH iShares Core S&P Midcap ETF Add +0.1% 3.41% −0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 183$581.7MVOO, BND, VEA, IJH, BNDX
Q1 2026 178$515.3MVOO, BND, VEA, IJH, BNDX
Q4 2025 176$525.3MVOO, BND, VEA, IJH, BNDX
Q3 2025 169$511.7MVOO, BND, VEA, IJH, MSFT
Q2 2025 168$478.4MVOO, BND, VEA, IJH, MSFT
Q1 2025 175$456.6MVOO, BND, VEA, IJH, BNDX
Q4 2024 168$448.0MVOO, BND, VEA, IJH, BNDX
Q3 2024 170$457.7MVOO, BND, VEA, IJH, MSFT
Q2 2024 167$430.4MVOO, BND, VEA, IJH, MSFT
Q1 2024 167$424.1MVOO, BND, VEA, IJH, MSFT