Cambridge Advisors Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Cambridge Advisors Inc. reported 169 stock positions worth $511.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.1%) and Vanguard Ftse Developed ETF (VEA, 6.7%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 49 and reduced 73. The biggest buy was JPM Nasdaq Equity Premium (JEPQ, shares +14%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001633695
Portfolio Value
$511.7M (Q3 2025)
SEC Filing
0001214659-25-014970 ↗ filed Oct 15, 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 Q2 2025 Q3 2025: $511.7M $511.7M Q3 2025 Q4 2025: $525.3M Q4 2025 Q1 2026: $515.3M Q1 2026 Q2 2026: $581.7M Q2 2026

Holdings 169 stocks · $511.7M
VOO Vanguard S&P 500 ETF 17.56% 146,754 $89.9M Reduce -1.0%
BND Vanguard Total Bond Market 10.10% 694,733 $51.7M Add +7.2%
VEA Vanguard Ftse Developed ETF 6.70% 572,312 $34.3M Reduce -1.0%
IJH iShares Core S&P Midcap ETF 3.76% 295,186 $19.3M Reduce -1.8%
MSFT Microsoft Corp. 2.91% 28,735 $14.9M Reduce -0.7%
BNDX Vanguard Total Intl Bond ETF 2.57% 266,346 $13.2M Add +7.1%
VTI VG Morningstar TS MKT ETF-US 2.38% 37,059 $12.2M Reduce -5.3%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 2.33% 206,939 $11.9M Add +13.9%
BRK.A Berkshire Hathaway Inc. Class A 2.21% 15 $11.3M No change
JEPI JPMorgan Equity Premium Inco 2.09% 187,501 $10.7M Add +8.8%
VWO Vanguard Ftse Emerging Marke 2.03% 191,727 $10.4M Reduce -1.7%
VCIT Vanguard Int-Term Corporate 1.95% 118,406 $10.0M Add +2.6%
AAPL Apple Inc. 1.88% 37,833 $9.6M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 1.79% 18,190 $9.1M Reduce -1.5%
SCHG Schwab US Large-Cap Growth 1.59% 254,986 $8.1M Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 1.58% 31,896 $8.1M Reduce -3.5%
VIG Vanguard Dividend Apprec ETF 1.47% 34,815 $7.5M Reduce -2.0%
VNQ Vanguard Real Estate ETF 1.37% 76,505 $7.0M Add +4.8%
AMGN Amgen Inc. 1.35% 24,569 $6.9M Add +0.6%
FBTC Fidelity Wise Origin Bitcoin 1.05% 53,706 $5.4M Add +0.6%
BUFR FT Vest Lad Buffervetf-Usd I 0.93% 142,685 $4.8M Reduce -2.7%
NVDA Nvidia Corp. 0.74% 20,217 $3.8M Add +0.1%
SCHD Schwab US DVD Equity ETF 0.71% 133,008 $3.6M Add +2.1%
SCHB Schwab US Broad Market ETF 0.69% 136,693 $3.5M Reduce -0.3%
CAT Caterpillar Inc. 0.67% 7,191 $3.4M Reduce -6.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.67% 130,300 $3.4M Reduce -0.1%
AAAU Goldman Sachs Physical Gold 0.67% 89,582 $3.4M Add +0.1%
BSTP Innovator Buff Su Strat ETF 0.62% 87,544 $3.2M Reduce -0.3%
IWF iShares Russell 1000 Growth 0.58% 6,359 $3.0M Reduce -0.1%
UNP Union Pacific Corp. 0.58% 12,563 $3.0M Reduce -1.0%
GLW Corning Inc. 0.56% 34,676 $2.8M Reduce -2.6%
EIPI FT Energy Income ETF 0.55% 141,458 $2.8M Reduce -0.3%
LOW Lowe's Cos Inc. 0.53% 10,798 $2.7M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 4,072 $2.7M Add +0.0%
JPST JPMorgan Ultra-Short Income 0.49% 49,470 $2.5M Add +10.3%
ORCL Oracle Corp. 0.46% 8,368 $2.4M Reduce -8.2%
MDY State Street SPDR S&P Midcap 0.45% 3,894 $2.3M No change
JNJ Johnson & Johnson 0.44% 12,028 $2.2M Reduce -0.7%
SCHF Schwab Intl Equity ETF 0.43% 94,573 $2.2M Add +4.7%
META Meta Platforms Inc. Class A 0.39% 2,736 $2.0M Add +0.2%
ABBV Abbvie Inc. 0.39% 8,620 $2.0M Reduce -0.9%
ACN Accenture PLC Class A 0.39% 8,030 $2.0M No change
GOOGL Alphabet Inc. Class A 0.38% 8,097 $2.0M Reduce -8.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.36% 16,390 $1.8M Add +6.4%
DHR Danaher Corp. 0.35% 9,096 $1.8M Reduce -3.6%
EMLP First Trust North American E 0.35% 47,081 $1.8M Reduce -0.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.34% 3,803 $1.8M Reduce -0.4%
JGRO JPMorgan Active Growth ETF 0.34% 18,621 $1.7M Add +20.3%
SCHM Schwab US Mid Cap ETF 0.33% 57,671 $1.7M Reduce -0.4%
FTCS First Trust Capital Strength 0.32% 17,556 $1.6M Reduce -11.2%
EME Emcor Group Inc. 0.32% 2,514 $1.6M Reduce -0.6%
IJR iShares Core S&P Small-Cap E 0.32% 13,620 $1.6M Reduce -0.5%
VNQI Vanguard GLBL Ex-US Real Est 0.31% 33,585 $1.6M Add +2.4%
NAPR Innovator Growth 100 Power B 0.31% 30,404 $1.6M Reduce -4.5%
QQQ Invesco QQQ Trust Series 1 0.31% 2,633 $1.6M No change
JPM JPMorgan Chase & Co. 0.30% 4,926 $1.6M Reduce -2.0%
SCHA Schwab US Small-Cap ETF 0.30% 54,429 $1.5M Add +0.3%
IWM iShares Russell 2000 ETF 0.29% 6,217 $1.5M Reduce -0.3%
VXUS Vanguard Total Intl Stock 0.29% 19,867 $1.5M No change
EFA iShares MSCI Eafe ETF 0.28% 15,186 $1.4M No change
V Visa Inc. Class A 0.27% 4,097 $1.4M Reduce -0.5%
VCSH Vanguard S/T Corp. Bond ETF 0.27% 17,204 $1.4M Reduce -4.2%
ORLY O'reilly Automotive Inc. 0.27% 12,750 $1.4M No change
FNDA Schwab Fndmntl US SM Co. ETF 0.24% 39,716 $1.2M Reduce -0.4%
SDVD FT Vest Smid Rising Dividend 0.23% 55,425 $1.2M Add +58.2%
NVS Novartis AG-Sponsored ADR 0.22% 8,975 $1.2M No change
CSCO Cisco Systems Inc. 0.22% 16,706 $1.1M Reduce -2.0%
RSP Invesco S&P 500 Equal Weight 0.22% 6,021 $1.1M Add +1.1%
FTSM First Trust Enh Short Mat FD 0.22% 18,696 $1.1M Reduce -5.6%
ADP Automatic Data Processing 0.21% 3,717 $1.1M No change
ITW Illinois Tool Works 0.21% 4,153 $1.1M No change
WCMI FT WCM International ETF 0.21% 63,225 $1.1M New
SMH Vaneck Semiconductor ETF 0.21% 3,265 $1.1M Add +0.3%
SAMT Strategas Macro Them Opps 0.21% 28,237 $1.1M Reduce -0.3%
DOGG FT Vest Djia Dogs 10 Target 0.21% 52,524 $1.0M Reduce -0.0%
GLD SPDR Gold Shares 0.20% 2,877 $1.0M Reduce -4.6%
SCHX Schwab US Large-Cap ETF 0.20% 38,404 $1.0M Add +0.3%
FIXD First Trust Smith Opportunis 0.20% 22,666 $1.0M Add +0.1%
GRID First TRST Nasd Class Edg Sgiif 0.20% 6,642 $1.0M Add +42.1%
PG The Procter & Gamble Co. 0.19% 6,441 $990K No change
AMZN Amazon.com Inc. 0.19% 4,496 $987K Add +1.1%
HEQT Simplify Hedged Equity ETF 0.19% 31,565 $986K Reduce -5.1%
AXP American Express Co. 0.19% 2,910 $967K No change
PEP Pepsico Inc. 0.18% 6,722 $944K Add +49.4%
ABT Abbott Laboratories 0.18% 6,745 $903K Reduce -1.8%
AIRR First Trust Rba American Ind 0.17% 9,205 $890K Add +32.2%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.17% 20,031 $881K No change
SVOL Simplify Volatility Premium 0.17% 47,494 $855K Reduce -1.6%
MTBA Simplify MBS ETF 0.16% 16,667 $839K Add +1.6%
XOM Exxon Mobil Corp. 0.16% 7,328 $826K Add +0.0%
SCHO Schwab Short-Term US Treas 0.16% 32,757 $799K No change
ROP Roper Technologies Inc. 0.15% 1,570 $783K No change
PSTP Innovator PWR Buff Su St ETF 0.15% 22,420 $780K Reduce -0.4%
CVX Chevron Corp. 0.15% 4,882 $758K Add +0.0%
BUCK Simplify Treasury Option Inc. 0.15% 31,623 $754K Add +4.3%
RTX RTX Corp. 0.15% 4,458 $746K Reduce -3.4%
UNH Unitedhealth Group Inc. 0.14% 2,122 $733K No change
SDY SS SPDR S&P Dividend ETF 0.14% 5,146 $721K No change
GOOG Alphabet Inc. Class C 0.13% 2,824 $688K Reduce -5.0%
ISRG Intuitive Surgical Inc. 0.13% 1,518 $679K No change
MRK Merck & Co. Inc. 0.13% 8,070 $677K Add +0.2%
SAGP Strategas Global Policy Opp 0.13% 19,561 $674K Add +0.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.13% 5,147 $668K Reduce -0.6%
AGG iShares Core U.S. Aggregate 0.13% 6,458 $647K No change
SCHP Schwab U.S. Tips ETF 0.12% 23,531 $634K Reduce -4.0%
IEF iShares 7-10 Year Treasury B 0.12% 6,571 $634K Reduce -1.5%
IVV iShares Core S&P 500 ETF 0.12% 947 $634K No change
SBUX Starbucks Corp. 0.12% 7,408 $627K Add +0.3%
KO The Coca-Cola Co. 0.12% 9,320 $618K Add +0.4%
CTA Simplify Managed Futures St 0.12% 21,644 $605K Reduce -0.2%
MAXI Simplify Bitcoin STRT ETF-Ui 0.12% 21,454 $596K Add +9.9%
WFC Wells Fargo & Co. 0.12% 7,022 $589K Reduce -1.4%
NXPI NXP Semiconductors NV 0.11% 2,550 $581K No change
COST Costco Wholesale Corp. 0.11% 613 $567K Reduce -7.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,850 $531K No change
VMBS Vanguard Mortgage-Backed Sec 0.10% 11,201 $526K No change
QCOM Qualcomm Inc. 0.10% 3,058 $509K Add +0.2%
IAU iShares Gold Trust 0.10% 6,893 $502K Reduce -0.6%
MDT Medtronic PLC 0.10% 5,235 $499K Reduce -3.4%
DVY iShares Select Dividend ETF 0.10% 3,450 $490K Add +6.2%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.09% 17,367 $480K Reduce -0.6%
BLK BlackRock Inc. 0.09% 411 $479K Add +1.2%
GSLC Goldman Activebeta US LC ETF 0.09% 3,571 $465K No change
PJAN Innovator U.S. Equity Power 0.09% 9,879 $452K No change
OUSM Alps Oshares US Small-Cap Qu 0.09% 9,737 $436K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,485 $419K Reduce -2.3%
PANW Palo Alto Networks Inc. 0.08% 2,032 $414K Add +20.8%
ITB iShares U.S. Home Constructi 0.08% 3,800 $408K No change
FAUG FT Vest U.S. Equity Buffer E 0.08% 7,800 $405K Reduce -1.3%
IGLD FT Vest Gold Strategy Target 0.08% 16,558 $396K Add +0.0%
IYW iShares Ustechnology ETF 0.08% 2,000 $392K No change
INTC Intel Corp. 0.08% 11,625 $390K Reduce -3.3%
FDN First Trust DJ Internet Ind 0.08% 1,391 $389K Reduce -0.6%
VDE Vanguard Energy ETF 0.08% 3,073 $387K No change
XDEC FT Vest US Equity Enhance & 0.08% 9,610 $385K No change
YGLD Simplify Gold Strategy ETF 0.07% 9,424 $381K Add +7.4%
GRMN Garmin Ltd. 0.07% 1,450 $357K No change
SCHV Schwab US Large-Cap Value 0.07% 12,203 $355K Add +3.2%
USB US Bancorp 0.07% 7,216 $349K No change
XJUN FT Vest U.S. Equity Enhance 0.07% 7,980 $337K No change
IBND SS SPDR BB Intl Corp. BD ETF 0.07% 10,400 $336K No change
PINK Simplify Health Care ETF 0.06% 10,406 $330K Add +36.1%
BALT Inn Defined Wealth Shield 0.06% 9,554 $314K No change
GSIE Goldman Sachs Activebeta Int 0.06% 7,600 $312K No change
BA The Boeing Co. 0.06% 1,425 $308K Reduce -5.0%
GMAY FT Vest U.S. Equity Moderate 0.06% 7,280 $295K Reduce -7.3%
DHDG FT US Eqty Q 2.5-15 Buff ETF 0.06% 8,867 $293K No change
FDX FedEx Corp. 0.06% 1,235 $291K Reduce -7.5%
PFIX Simplify Interest Rate Hedge 0.06% 5,968 $287K New
DX Dynex Capital Inc. 0.06% 22,975 $282K Add +9.4%
SCHH Schwab US REIT ETF 0.06% 13,083 $282K Reduce -5.5%
IQLT iShares MSCI International Q 0.06% 6,380 $282K Reduce -7.3%
FTRI First Trust Indxx Global Nat 0.05% 18,498 $281K Reduce -0.3%
SPYV SS SPDR P S&P 500 Value ETF 0.05% 4,945 $274K Reduce -3.6%
TGT Target Corp. 0.05% 2,935 $263K Reduce -2.5%
CARR Carrier Global Corp. 0.05% 4,380 $261K Reduce -4.5%
MCD McDonald's Corp. 0.05% 858 $261K No change
DE Deere & Co. 0.05% 566 $259K No change
BX Blackstone Inc. 0.05% 1,500 $256K No change
BKCH Global X Blockchain ETF 0.05% 2,970 $256K New
MO Altria Group Inc. 0.05% 3,816 $252K Add +0.5%
GILD Gilead Sciences Inc. 0.05% 2,250 $250K Reduce -8.2%
BDX Becton Dickinson and Co. 0.05% 1,322 $247K Reduce -3.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.05% 5,747 $246K No change
MMM 3M Co. 0.05% 1,555 $241K No change
EWG iShares MSCI Germany ETF 0.05% 5,570 $232K No change
CLX Clorox Company 0.04% 1,810 $223K Reduce -2.7%
FIW First Trust Water ETF 0.04% 1,872 $210K Reduce -8.1%
NJAN Innovator Growth 100 Power B 0.04% 3,781 $201K New

Portfolio Sells Q2 2025 → Q3 2025
VEA Vanguard Ftse Developed ETF Reduce -1.0% 6.70% −0.19
TUA Sim St Treas Fut Strat ETF Sold out 0.00% −0.14
IJH iShares Core S&P Midcap ETF Reduce -1.8% 3.76% −0.13
VTI VG Morningstar TS MKT ETF-US Reduce -5.3% 2.38% −0.11
MSFT Microsoft Corp. Reduce -0.7% 2.91% −0.10
EALT Innovator US Eqty 5TO15 Buff Sold out 0.00% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.5% 1.79% −0.09
FTCS First Trust Capital Strength Reduce -11.2% 0.32% −0.05
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.5% 1.58% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -2.0% 1.47% −0.05
BUFR FT Vest Lad Buffervetf-Usd I Reduce -2.7% 0.93% −0.04
KMB Kimberly-Clark Corp. Sold out 0.00% −0.04
DHR Danaher Corp. Reduce -3.6% 0.35% −0.04
EIPI FT Energy Income ETF Reduce -0.3% 0.55% −0.04
VOO Vanguard S&P 500 ETF Reduce -1.0% 17.56% −0.04
V Visa Inc. Class A Reduce -0.5% 0.27% −0.03
UNP Union Pacific Corp. Reduce -1.0% 0.58% −0.03
VCSH Vanguard S/T Corp. Bond ETF Reduce -4.2% 0.27% −0.03
FTSM First Trust Enh Short Mat FD Reduce -5.6% 0.22% −0.03
NAPR Innovator Growth 100 Power B Reduce -4.5% 0.31% −0.03
COST Costco Wholesale Corp. Reduce -7.5% 0.11% −0.03
CSCO Cisco Systems Inc. Reduce -2.0% 0.22% −0.02
CARR Carrier Global Corp. Reduce -4.5% 0.05% −0.02
ABT Abbott Laboratories Reduce -1.8% 0.18% −0.02
SVOL Simplify Volatility Premium Reduce -1.6% 0.17% −0.02
EMLP First Trust North American E Reduce -0.0% 0.35% −0.02
HEQT Simplify Hedged Equity ETF Reduce -5.1% 0.19% −0.02
DOGG FT Vest Djia Dogs 10 Target Reduce -0.0% 0.21% −0.01
SCHP Schwab U.S. Tips ETF Reduce -4.0% 0.12% −0.01
BSTP Innovator Buff Su Strat ETF Reduce -0.3% 0.62% −0.01
IBM Intl Business Machines Corp. Reduce -2.3% 0.08% −0.01
TGT Target Corp. Reduce -2.5% 0.05% −0.01
IEF iShares 7-10 Year Treasury B Reduce -1.5% 0.12% −0.01
GILD Gilead Sciences Inc. Reduce -8.2% 0.05% −0.01
IQLT iShares MSCI International Q Reduce -7.3% 0.06% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -0.4% 0.34% −0.01
GMAY FT Vest U.S. Equity Moderate Reduce -7.3% 0.06% −0.01
FDX FedEx Corp. Reduce -7.5% 0.06% −0.01
SCHH Schwab US REIT ETF Reduce -5.5% 0.06% −0.01
BA The Boeing Co. Reduce -5.0% 0.06% −0.01
SCHM Schwab US Mid Cap ETF Reduce -0.4% 0.33% −0.01
FIW First Trust Water ETF Reduce -8.1% 0.04% −0.00
PSTP Innovator PWR Buff Su St ETF Reduce -0.4% 0.15% −0.00
WFC Wells Fargo & Co. Reduce -1.4% 0.12% −0.00
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.6% 0.13% −0.00
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -0.6% 0.09% −0.00
CLX Clorox Company Reduce -2.7% 0.04% −0.00
CTA Simplify Managed Futures St Reduce -0.2% 0.12% −0.00
FDN First Trust DJ Internet Ind Reduce -0.6% 0.08% −0.00
SPYV SS SPDR P S&P 500 Value ETF Reduce -3.6% 0.05% −0.00

Portfolio Buys Q2 2025 → Q3 2025
JEPQ JPM Nasdaq Equity Premium Add +13.9% 2.33% +0.26
WCMI FT WCM International ETF New 0.21% +0.21
BND Vanguard Total Bond Market Add +7.2% 10.10% +0.12
SDVD FT Vest Smid Rising Dividend Add +58.2% 0.23% +0.08
NVDA Nvidia Corp. Add +0.1% 0.74% +0.07
JGRO JPMorgan Active Growth ETF Add +20.3% 0.34% +0.06
PEP Pepsico Inc. Add +49.4% 0.18% +0.06
GRID First TRST Nasd Class Edg Sgiif Add +42.1% 0.20% +0.06
AAAU Goldman Sachs Physical Gold Add +0.1% 0.67% +0.06
PFIX Simplify Interest Rate Hedge New 0.06% +0.06
AIRR First Trust Rba American Ind Add +32.2% 0.17% +0.06
BKCH Global X Blockchain ETF New 0.05% +0.05
JEPI JPMorgan Equity Premium Inco Add +8.8% 2.09% +0.04
SCHG Schwab US Large-Cap Growth Add +0.5% 1.59% +0.04
NJAN Innovator Growth 100 Power B New 0.04% +0.04
LOW Lowe's Cos Inc. Add +0.0% 0.53% +0.03
SMH Vaneck Semiconductor ETF Add +0.3% 0.21% +0.02
PINK Simplify Health Care ETF Add +36.1% 0.06% +0.02
JPST JPMorgan Ultra-Short Income Add +10.3% 0.49% +0.02
SCHF Schwab Intl Equity ETF Add +4.7% 0.43% +0.01
YGLD Simplify Gold Strategy ETF Add +7.4% 0.07% +0.01
SCHA Schwab US Small-Cap ETF Add +0.3% 0.30% +0.01
PANW Palo Alto Networks Inc. Add +20.8% 0.08% +0.01
VNQ Vanguard Real Estate ETF Add +4.8% 1.37% +0.01
DVY iShares Select Dividend ETF Add +6.2% 0.10% +0.01
BLK BlackRock Inc. Add +1.2% 0.09% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.53% +0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +6.4% 0.36% +0.00
MO Altria Group Inc. Add +0.5% 0.05% +0.00
IGLD FT Vest Gold Strategy Target Add +0.0% 0.08% +0.00
CVX Chevron Corp. Add +0.0% 0.15% +0.00
SCHX Schwab US Large-Cap ETF Add +0.3% 0.20% +0.00
DX Dynex Capital Inc. Add +9.4% 0.06% +0.00
SCHV Schwab US Large-Cap Value Add +3.2% 0.07% +0.00
BNDX Vanguard Total Intl Bond ETF Add +7.1% 2.57% +0.00
MRK Merck & Co. Inc. Add +0.2% 0.13% −0.00
FBTC Fidelity Wise Origin Bitcoin Add +0.6% 1.05% −0.00
QCOM Qualcomm Inc. Add +0.2% 0.10% −0.00
BUCK Simplify Treasury Option Inc. Add +4.3% 0.15% −0.00
VNQI Vanguard GLBL Ex-US Real Est Add +2.4% 0.31% −0.00
RSP Invesco S&P 500 Equal Weight Add +1.1% 0.22% −0.00
SAGP Strategas Global Policy Opp Add +0.0% 0.13% −0.00
XOM Exxon Mobil Corp. Add +0.0% 0.16% −0.00
MAXI Simplify Bitcoin STRT ETF-Ui Add +9.9% 0.12% −0.01
MTBA Simplify MBS ETF Add +1.6% 0.16% −0.01
FIXD First Trust Smith Opportunis Add +0.1% 0.20% −0.01
AMZN Amazon.com Inc. Add +1.1% 0.19% −0.01
SCHD Schwab US DVD Equity ETF Add +2.1% 0.71% −0.01
KO The Coca-Cola Co. Add +0.4% 0.12% −0.02
SBUX Starbucks Corp. Add +0.3% 0.12% −0.02

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