Cambridge Advisors Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Cambridge Advisors Inc. reported 168 stock positions worth $478.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.0%) and Vanguard Ftse Developed ETF (VEA, 6.9%). Compared with Q1 2025, it opened 1 new position, sold out of 8, added to 46 and reduced 78. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +3%) and the biggest sale Vanguard Total Bond Market (BND, shares −3%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001633695
Portfolio Value
$478.4M (Q2 2025)
SEC Filing
0001214659-25-010442 ↗ filed Jul 16, 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 Q1 2025 Q2 2025: $478.4M $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 168 stocks · $478.4M
VOO Vanguard S&P 500 ETF 17.60% 148,215 $84.2M Add +2.8%
BND Vanguard Total Bond Market 9.98% 648,141 $47.7M Reduce -2.5%
VEA Vanguard Ftse Developed ETF 6.89% 577,888 $32.9M Reduce -5.2%
IJH iShares Core S&P Midcap ETF 3.90% 300,467 $18.6M Add +12.6%
MSFT Microsoft Corp. 3.01% 28,932 $14.4M Reduce -0.5%
BNDX Vanguard Total Intl Bond ETF 2.57% 248,675 $12.3M Reduce -1.3%
VTI VG Morningstar TS MKT ETF-US 2.49% 39,128 $11.9M Add +4.7%
BRK.A Berkshire Hathaway Inc. Class A 2.29% 15 $10.9M No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.07% 181,623 $9.9M Reduce -1.3%
JEPI JPMorgan Equity Premium Inco 2.05% 172,306 $9.8M Add +3.0%
VWO Vanguard Ftse Emerging Marke 2.02% 195,074 $9.6M Reduce -2.1%
VCIT Vanguard Int-Term Corporate 2.00% 115,357 $9.6M Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.88% 18,474 $9.0M Reduce -2.1%
VB Vanguard Most SM-Cap ETF-Usd 1.64% 33,036 $7.8M Add +17.8%
AAPL Apple Inc. 1.63% 37,940 $7.8M Reduce -6.7%
SCHG Schwab US Large-Cap Growth 1.55% 253,670 $7.4M Reduce -0.4%
VIG Vanguard Dividend Apprec ETF 1.52% 35,510 $7.3M Reduce -1.4%
AMGN Amgen Inc. 1.43% 24,424 $6.8M Reduce -0.3%
VNQ Vanguard Real Estate ETF 1.36% 72,996 $6.5M Add +3.5%
FBTC Fidelity Wise Origin Bitcoin 1.05% 53,411 $5.0M Add +2.4%
BUFR FT Vest Lad Buffervetf-Usd I 0.97% 146,616 $4.7M Add +2.6%
SCHD Schwab US DVD Equity ETF 0.72% 130,243 $3.5M Reduce -15.2%
SCHB Schwab US Broad Market ETF 0.68% 137,043 $3.3M Reduce -1.1%
FNDX Schwab Fndmntl US LRG Co. ETF 0.67% 130,413 $3.2M Add +0.7%
NVDA Nvidia Corp. 0.67% 20,192 $3.2M Add +9.1%
BSTP Innovator Buff Su Strat ETF 0.63% 87,810 $3.0M Reduce -3.1%
CAT Caterpillar Inc. 0.62% 7,684 $3.0M Reduce -17.9%
AAAU Goldman Sachs Physical Gold 0.61% 89,462 $2.9M Add +0.2%
UNP Union Pacific Corp. 0.61% 12,688 $2.9M Reduce -8.8%
EIPI FT Energy Income ETF 0.58% 141,873 $2.8M Add +2.3%
IWF iShares Russell 1000 Growth 0.57% 6,368 $2.7M Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 4,071 $2.5M Reduce -0.4%
ACN Accenture PLC Class A 0.50% 8,030 $2.4M Reduce -9.9%
LOW Lowe's Cos Inc. 0.50% 10,797 $2.4M Reduce -7.3%
JPST JPMorgan Ultra-Short Income 0.48% 44,863 $2.3M Reduce -0.8%
MDY State Street SPDR S&P Midcap 0.46% 3,894 $2.2M Add +0.5%
META Meta Platforms Inc. Class A 0.42% 2,731 $2.0M Reduce -18.6%
SCHF Schwab Intl Equity ETF 0.42% 90,297 $2.0M Add +0.3%
ORCL Oracle Corp. 0.42% 9,115 $2.0M Add +0.2%
GLW Corning Inc. 0.39% 35,598 $1.9M Reduce -0.1%
DHR Danaher Corp. 0.39% 9,434 $1.9M Reduce -4.2%
JNJ Johnson & Johnson 0.39% 12,117 $1.9M Reduce -2.3%
FTCS First Trust Capital Strength 0.38% 19,759 $1.8M Reduce -29.2%
EMLP First Trust North American E 0.37% 47,094 $1.8M Add +4.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.35% 15,410 $1.7M Add +43.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.35% 3,818 $1.7M Reduce -0.6%
SCHM Schwab US Mid Cap ETF 0.34% 57,885 $1.6M Reduce -0.1%
NAPR Innovator Growth 100 Power B 0.34% 31,824 $1.6M No change
ABBV Abbvie Inc. 0.34% 8,702 $1.6M Reduce -0.2%
GOOGL Alphabet Inc. Class A 0.32% 8,802 $1.6M Reduce -16.3%
VNQI Vanguard GLBL Ex-US Real Est 0.32% 32,785 $1.5M No change
IJR iShares Core S&P Small-Cap E 0.31% 13,692 $1.5M Add +0.2%
V Visa Inc. Class A 0.31% 4,116 $1.5M Reduce -14.8%
JPM JPMorgan Chase & Co. 0.30% 5,026 $1.5M Reduce -9.1%
QQQ Invesco QQQ Trust Series 1 0.30% 2,633 $1.5M No change
VCSH Vanguard S/T Corp. Bond ETF 0.30% 17,949 $1.4M Add +0.3%
SCHA Schwab US Small-Cap ETF 0.29% 54,295 $1.4M Reduce -2.0%
VXUS Vanguard Total Intl Stock 0.29% 19,867 $1.4M Add +1.8%
EFA iShares MSCI Eafe ETF 0.28% 15,186 $1.4M No change
EME Emcor Group Inc. 0.28% 2,530 $1.4M No change
IWM iShares Russell 2000 ETF 0.28% 6,237 $1.3M Reduce -0.6%
JGRO JPMorgan Active Growth ETF 0.28% 15,478 $1.3M Reduce -5.0%
FTSM First Trust Enh Short Mat FD 0.25% 19,797 $1.2M Reduce -1.1%
CSCO Cisco Systems Inc. 0.25% 17,056 $1.2M Reduce -5.3%
ORLY O'reilly Automotive Inc. 0.24% 12,750 $1.1M Reduce -11.7%
ADP Automatic Data Processing 0.24% 3,717 $1.1M Reduce -5.7%
FNDA Schwab Fndmntl US SM Co. ETF 0.24% 39,892 $1.1M Reduce -25.9%
NVS Novartis AG-Sponsored ADR 0.23% 8,975 $1.1M Reduce -7.2%
RSP Invesco S&P 500 Equal Weight 0.23% 5,953 $1.1M No change
DOGG FT Vest Djia Dogs 10 Target 0.22% 52,544 $1.0M Add +1.0%
ITW Illinois Tool Works 0.21% 4,153 $1.0M No change
PG The Procter & Gamble Co. 0.21% 6,441 $1.0M Reduce -0.4%
HEQT Simplify Hedged Equity ETF 0.21% 33,255 $999K Add +73.1%
FIXD First Trust Smith Opportunis 0.21% 22,632 $993K Reduce -24.8%
AMZN Amazon.com Inc. 0.20% 4,446 $975K Reduce -10.6%
SAMT Strategas Macro Them Opps 0.20% 28,320 $975K Reduce -6.5%
SCHX Schwab US Large-Cap ETF 0.20% 38,304 $936K Reduce -5.1%
ABT Abbott Laboratories 0.20% 6,867 $934K Add +0.3%
AXP American Express Co. 0.19% 2,910 $928K No change
GLD SPDR Gold Shares 0.19% 3,015 $919K Reduce -1.7%
SMH Vaneck Semiconductor ETF 0.19% 3,254 $908K Reduce -3.0%
ROP Roper Technologies Inc. 0.19% 1,570 $890K Reduce -3.1%
SVOL Simplify Volatility Premium 0.19% 48,288 $888K Reduce -3.8%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.18% 20,031 $850K No change
ISRG Intuitive Surgical Inc. 0.17% 1,518 $825K No change
MTBA Simplify MBS ETF 0.17% 16,409 $822K Add +3.1%
SCHO Schwab Short-Term US Treas 0.17% 32,757 $799K Reduce -0.3%
XOM Exxon Mobil Corp. 0.17% 7,327 $790K Add +0.0%
PSTP Innovator PWR Buff Su St ETF 0.16% 22,520 $752K Reduce -4.4%
SDVD FT Vest Smid Rising Dividend 0.15% 35,029 $718K Add +65.8%
BUCK Simplify Treasury Option Inc. 0.15% 30,316 $717K Add +44.2%
CVX Chevron Corp. 0.15% 4,880 $699K Reduce -12.4%
SDY SS SPDR S&P Dividend ETF 0.15% 5,146 $698K No change
SBUX Starbucks Corp. 0.14% 7,385 $677K Add +0.0%
RTX RTX Corp. 0.14% 4,614 $674K Reduce -9.8%
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 0.14% 30,579 $674K Add +0.6%
UNH Unitedhealth Group Inc. 0.14% 2,122 $662K No change
KO The Coca-Cola Co. 0.14% 9,284 $657K Add +0.4%
COST Costco Wholesale Corp. 0.14% 663 $656K Reduce -18.4%
SCHP Schwab U.S. Tips ETF 0.14% 24,506 $654K No change
GRID First TRST Nasd Class Edg Sgiif 0.14% 4,675 $650K Add +152.8%
SAGP Strategas Global Policy Opp 0.13% 19,554 $645K Reduce -9.1%
AGG iShares Core U.S. Aggregate 0.13% 6,458 $641K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.13% 5,179 $640K No change
IEF iShares 7-10 Year Treasury B 0.13% 6,671 $639K No change
MRK Merck & Co. Inc. 0.13% 8,056 $638K Reduce -5.7%
PEP Pepsico Inc. 0.12% 4,500 $594K Reduce -31.5%
IVV iShares Core S&P 500 ETF 0.12% 947 $588K Reduce -2.7%
MAXI Simplify Bitcoin STRT ETF-Ui 0.12% 19,524 $587K Add +3.1%
CTA Simplify Managed Futures St 0.12% 21,697 $580K Add +10.3%
WFC Wells Fargo & Co. 0.12% 7,120 $570K Reduce -1.4%
AIRR First Trust Rba American Ind 0.12% 6,964 $567K New
NXPI NXP Semiconductors NV 0.12% 2,550 $557K Reduce -10.5%
GOOG Alphabet Inc. Class C 0.11% 2,974 $527K Reduce -1.6%
VMBS Vanguard Mortgage-Backed Sec 0.11% 11,201 $519K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 2,850 $504K No change
QCOM Qualcomm Inc. 0.10% 3,051 $486K Add +1.8%
MDT Medtronic PLC 0.10% 5,419 $472K No change
BUFD FT VST Lad Deep Buf ETF-Usdi 0.10% 17,467 $464K Reduce -5.9%
EALT Innovator US Eqty 5TO15 Buff 0.10% 13,950 $454K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,520 $448K Add +2.4%
PJAN Innovator U.S. Equity Power 0.09% 9,879 $435K Reduce -0.2%
GSLC Goldman Activebeta US LC ETF 0.09% 3,571 $433K Reduce -36.3%
IAU iShares Gold Trust 0.09% 6,933 $432K Reduce -0.3%
DVY iShares Select Dividend ETF 0.09% 3,250 $432K No change
BLK BlackRock Inc. 0.09% 406 $426K No change
OUSM Alps Oshares US Small-Cap Qu 0.09% 9,737 $421K Reduce -5.2%
FAUG FT Vest U.S. Equity Buffer E 0.08% 7,900 $387K Reduce -2.5%
FDN First Trust DJ Internet Ind 0.08% 1,399 $377K Reduce -6.5%
XDEC FT Vest US Equity Enhance & 0.08% 9,610 $373K No change
VDE Vanguard Energy ETF 0.08% 3,073 $366K Reduce -38.3%
IGLD FT Vest Gold Strategy Target 0.08% 16,552 $359K Add +0.9%
ITB iShares U.S. Home Constructi 0.07% 3,800 $354K No change
IYW iShares Ustechnology ETF 0.07% 2,000 $347K No change
PANW Palo Alto Networks Inc. 0.07% 1,682 $344K Add +1.8%
IBND SS SPDR BB Intl Corp. BD ETF 0.07% 10,400 $339K No change
CARR Carrier Global Corp. 0.07% 4,586 $336K Reduce -9.8%
XJUN FT Vest U.S. Equity Enhance 0.07% 7,980 $328K Reduce -0.1%
SCHV Schwab US Large-Cap Value 0.07% 11,825 $327K Add +0.1%
USB US Bancorp 0.07% 7,216 $327K No change
BA The Boeing Co. 0.07% 1,500 $314K No change
GMAY FT Vest U.S. Equity Moderate 0.06% 7,855 $308K No change
BALT Inn Defined Wealth Shield 0.06% 9,554 $306K No change
FDX FedEx Corp. 0.06% 1,335 $303K Reduce -21.9%
GRMN Garmin Ltd. 0.06% 1,450 $303K No change
YGLD Simplify Gold Strategy ETF 0.06% 8,773 $301K Add +22.5%
GSIE Goldman Sachs Activebeta Int 0.06% 7,600 $301K No change
IQLT iShares MSCI International Q 0.06% 6,885 $298K Reduce -0.0%
TGT Target Corp. 0.06% 3,010 $297K Reduce -1.0%
SCHH Schwab US REIT ETF 0.06% 13,849 $293K Add +0.0%
DE Deere & Co. 0.06% 566 $288K No change
DHDG FT US Eqty Q 2.5-15 Buff ETF 0.06% 8,867 $283K Reduce -14.7%
GILD Gilead Sciences Inc. 0.06% 2,450 $272K No change
INTC Intel Corp. 0.06% 12,025 $269K Reduce -14.3%
SPYV SS SPDR P S&P 500 Value ETF 0.06% 5,130 $269K No change
FTRI First Trust Indxx Global Nat 0.06% 18,555 $264K Add +0.3%
DX Dynex Capital Inc. 0.05% 21,000 $257K Add +9.9%
MCD McDonald's Corp. 0.05% 858 $251K Reduce -5.5%
MMM 3M Co. 0.05% 1,555 $237K No change
BDX Becton Dickinson and Co. 0.05% 1,372 $236K No change
EWG iShares MSCI Germany ETF 0.05% 5,570 $236K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.05% 5,747 $233K No change
PINK Simplify Health Care ETF 0.05% 7,647 $229K Add +8.7%
BX Blackstone Inc. 0.05% 1,500 $224K No change
CLX Clorox Company 0.05% 1,860 $223K No change
MO Altria Group Inc. 0.05% 3,798 $223K Add +3.6%
FIW First Trust Water ETF 0.05% 2,037 $220K Add +0.1%
KMB Kimberly-Clark Corp. 0.04% 1,560 $201K No change

Portfolio Sells Q1 2025 → Q2 2025
BND Vanguard Total Bond Market Reduce -2.5% 9.98% −0.72
AAPL Apple Inc. Reduce -6.7% 1.63% −0.35
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.1% 1.88% −0.33
AMGN Amgen Inc. Reduce -0.3% 1.43% −0.25
SCHD Schwab US DVD Equity ETF Reduce -15.2% 0.72% −0.22
FTCS First Trust Capital Strength Reduce -29.2% 0.38% −0.17
FTSL First Trust Senior Loan ETF Sold out 0.00% −0.13
BNDX Vanguard Total Intl Bond ETF Reduce -1.3% 2.57% −0.12
UNP Union Pacific Corp. Reduce -8.8% 0.61% −0.11
ACN Accenture PLC Class A Reduce -9.9% 0.50% −0.11
DMAY FT Vest US Equity Deep Buffe Sold out 0.00% −0.10
LOW Lowe's Cos Inc. Reduce -7.3% 0.50% −0.09
PEP Pepsico Inc. Reduce -31.5% 0.12% −0.09
FNDA Schwab Fndmntl US SM Co. ETF Reduce -25.9% 0.24% −0.08
FIXD First Trust Smith Opportunis Reduce -24.8% 0.21% −0.08
V Visa Inc. Class A Reduce -14.8% 0.31% −0.07
VDE Vanguard Energy ETF Reduce -38.3% 0.08% −0.06
JNJ Johnson & Johnson Reduce -2.3% 0.39% −0.06
ABBV Abbvie Inc. Reduce -0.2% 0.34% −0.06
ORLY O'reilly Automotive Inc. Reduce -11.7% 0.24% −0.06
CVX Chevron Corp. Reduce -12.4% 0.15% −0.06
QUAL iShares MSCI USA Quality Fac Sold out 0.00% −0.06
QJUN FT Vest Nasdaq-100 Buffer Et Sold out 0.00% −0.06
CAT Caterpillar Inc. Reduce -17.9% 0.62% −0.05
DHR Danaher Corp. Reduce -4.2% 0.39% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
DJUL FT Vest US Equity Deep Buffe Sold out 0.00% −0.05
ADBE Adobe Inc. Sold out 0.00% −0.05
FTV Fortive Corp. Sold out 0.00% −0.05
GSLC Goldman Activebeta US LC ETF Reduce -36.3% 0.09% −0.04
MRK Merck & Co. Inc. Reduce -5.7% 0.13% −0.03
GOOGL Alphabet Inc. Class A Reduce -16.3% 0.32% −0.03
COST Costco Wholesale Corp. Reduce -18.4% 0.14% −0.03
FDX FedEx Corp. Reduce -21.9% 0.06% −0.03
PG The Procter & Gamble Co. Reduce -0.4% 0.21% −0.03
JPST JPMorgan Ultra-Short Income Reduce -0.8% 0.48% −0.03
ADP Automatic Data Processing Reduce -5.7% 0.24% −0.02
ROP Roper Technologies Inc. Reduce -3.1% 0.19% −0.02
JEPQ JPM Nasdaq Equity Premium Reduce -1.3% 2.07% −0.02
FTSM First Trust Enh Short Mat FD Reduce -1.1% 0.25% −0.01
SVOL Simplify Volatility Premium Reduce -3.8% 0.19% −0.01
INTC Intel Corp. Reduce -14.3% 0.06% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -1.4% 1.52% −0.01
MCD McDonald's Corp. Reduce -5.5% 0.05% −0.01
DHDG FT US Eqty Q 2.5-15 Buff ETF Reduce -14.7% 0.06% −0.01
NVS Novartis AG-Sponsored ADR Reduce -7.2% 0.23% −0.01
BSTP Innovator Buff Su Strat ETF Reduce -3.1% 0.63% −0.01
SCHO Schwab Short-Term US Treas Reduce -0.3% 0.17% −0.01
SAGP Strategas Global Policy Opp Reduce -9.1% 0.13% −0.01
RTX RTX Corp. Reduce -9.8% 0.14% −0.01

Portfolio Buys Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Add +2.8% 17.60% +1.37
IJH iShares Core S&P Midcap ETF Add +12.6% 3.90% +0.48
VB Vanguard Most SM-Cap ETF-Usd Add +17.8% 1.64% +0.27
VTI VG Morningstar TS MKT ETF-US Add +4.7% 2.49% +0.24
NVDA Nvidia Corp. Add +9.1% 0.67% +0.23
FBTC Fidelity Wise Origin Bitcoin Add +2.4% 1.05% +0.23
ORCL Oracle Corp. Add +0.2% 0.42% +0.14
AIRR First Trust Rba American Ind New 0.12% +0.12
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +43.9% 0.35% +0.10
GRID First TRST Nasd Class Edg Sgiif Add +152.8% 0.14% +0.09
HEQT Simplify Hedged Equity ETF Add +73.1% 0.21% +0.09
SDVD FT Vest Smid Rising Dividend Add +65.8% 0.15% +0.06
BUFR FT Vest Lad Buffervetf-Usd I Add +2.6% 0.97% +0.04
MAXI Simplify Bitcoin STRT ETF-Ui Add +3.1% 0.12% +0.04
BUCK Simplify Treasury Option Inc. Add +44.2% 0.15% +0.04
SCHF Schwab Intl Equity ETF Add +0.3% 0.42% +0.03
VXUS Vanguard Total Intl Stock Add +1.8% 0.29% +0.02
YGLD Simplify Gold Strategy ETF Add +22.5% 0.06% +0.02
IBM Intl Business Machines Corp. Add +2.4% 0.09% +0.01
PANW Palo Alto Networks Inc. Add +1.8% 0.07% +0.01
MDY State Street SPDR S&P Midcap Add +0.5% 0.46% +0.01
AAAU Goldman Sachs Physical Gold Add +0.2% 0.61% +0.01
PINK Simplify Health Care ETF Add +8.7% 0.05% +0.00
FTRI First Trust Indxx Global Nat Add +0.3% 0.06% +0.00
FIW First Trust Water ETF Add +0.1% 0.05% +0.00
QCOM Qualcomm Inc. Add +1.8% 0.10% +0.00
IJR iShares Core S&P Small-Cap E Add +0.2% 0.31% −0.00
IGLD FT Vest Gold Strategy Target Add +0.9% 0.08% −0.00
SCHV Schwab US Large-Cap Value Add +0.1% 0.07% −0.00
DX Dynex Capital Inc. Add +9.9% 0.05% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.7% 0.67% −0.00
MO Altria Group Inc. Add +3.6% 0.05% −0.00
EMLP First Trust North American E Add +4.2% 0.37% −0.00
MTBA Simplify MBS ETF Add +3.1% 0.17% −0.00
ABT Abbott Laboratories Add +0.3% 0.20% −0.00
SCHH Schwab US REIT ETF Add +0.0% 0.06% −0.00
TUA Sim St Treas Fut Strat ETF Add +0.6% 0.14% −0.01
CTA Simplify Managed Futures St Add +10.3% 0.12% −0.01
KO The Coca-Cola Co. Add +0.4% 0.14% −0.01
VCSH Vanguard S/T Corp. Bond ETF Add +0.3% 0.30% −0.01
SBUX Starbucks Corp. Add +0.0% 0.14% −0.02
DOGG FT Vest Djia Dogs 10 Target Add +1.0% 0.22% −0.02
XOM Exxon Mobil Corp. Add +0.0% 0.17% −0.03
EIPI FT Energy Income ETF Add +2.3% 0.58% −0.03
VNQ Vanguard Real Estate ETF Add +3.5% 1.36% −0.04
JEPI JPMorgan Equity Premium Inco Add +3.0% 2.05% −0.05
VCIT Vanguard Int-Term Corporate Add +0.7% 2.00% −0.05

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