Cambridge Financial Group, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed September 9, 2025), Cambridge Financial Group, LLC reported 129 stock positions worth $233.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 9.9% of the portfolio, followed by Dimensional US Target Value (DFAT, 8.0%) and Dimensional International (DFIC, 6.7%). Compared with Q3 2024, it opened 5 new positions, sold out of 6, added to 39 and reduced 58. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +8%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBTE).

Most Recent 13F
Q2 2026
Location
TUCSON, AZ
CIK
0002085256
Portfolio Value
$233.9M (Q4 2024)
SEC Filing
0001214659-25-013552 ↗ filed Sep 9, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $210.4M Q1 2024 Q2 2024: $218.9M Q2 2024 Q3 2024: $240.3M Q3 2024 Q4 2024: $233.9M $233.9M Q4 2024 Q1 2025: $235.6M Q1 2025 Q2 2025: $266.4M Q2 2025 Q3 2025: $310.7M Q3 2025 Q4 2025: $287.7M Q4 2025 Q1 2026: $295.4M Q1 2026 Q2 2026: $317.6M Q2 2026

Holdings 129 stocks · $233.9M
DFAC Dimensional US Core Equity 2 9.89% 668,432 $23.1M Add +8.0%
DFAT Dimensional US Target Value 8.01% 336,559 $18.7M Add +3.1%
DFIC Dimensional International Co. 6.68% 604,201 $15.6M Add +11.2%
DFEM Dimensional Emrg MRKT Core 5.48% 489,279 $12.8M Add +3.3%
DFEV Dimensional Emrg MRKT Val 5.29% 472,342 $12.4M Add +1.9%
DFAX Dimensional World Ex US Core 3.39% 319,390 $7.9M Reduce -0.7%
SCHG Schwab US Large-Cap Growth 3.27% 274,556 $7.7M Reduce -4.4%
SLYV SS SPDR S&P 600 SC Val ETF 3.09% 82,837 $7.2M Reduce -0.7%
IJS iShares S&P Small-Cap 600 Va 2.39% 51,479 $5.6M Reduce -0.1%
SCHA Schwab US Small-Cap ETF 2.13% 192,868 $5.0M Reduce -6.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.07% 24,442 $4.8M Reduce -3.3%
SCHX Schwab US Large-Cap ETF 1.91% 193,198 $4.5M Reduce -1.2%
DFIV Dimensional International Va 1.78% 117,211 $4.2M Add +33.9%
AAPL Apple Inc. 1.71% 15,952 $4.0M Reduce -0.0%
SCHF Schwab Intl Equity ETF 1.49% 188,395 $3.5M Reduce -4.3%
VYMI Vanguard Int High DVD YLD Inc. 1.38% 47,686 $3.2M Add +0.5%
DFAS Dimensional US Small Cap ETF 1.34% 48,181 $3.1M Reduce -10.9%
SCHD Schwab US DVD Equity ETF 1.31% 112,226 $3.1M Reduce -4.9%
SCHB Schwab US Broad Market ETF 1.26% 129,657 $2.9M Reduce -2.1%
DGRO iShares Core Dividend Growth 1.12% 42,891 $2.6M Reduce -1.9%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.12% 6,135 $2.6M Reduce -4.9%
IEFA iShares Core MSCI Eafe ETF 1.11% 36,833 $2.6M Add +0.5%
DFUS Dimensional US Eq MKT ETF 0.98% 36,032 $2.3M Reduce -7.3%
SCHV Schwab US Large-Cap Value 0.98% 87,871 $2.3M Reduce -11.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.89% 78,183 $2.1M Add +0.2%
DISV Dimensional International SM 0.87% 76,285 $2.0M Reduce -17.4%
VIG Vanguard Dividend Apprec ETF 0.86% 10,299 $2.0M Reduce -9.7%
DFSV Dimensional US Small Cap Val 0.86% 65,455 $2.0M Add +8.2%
SCHM Schwab US Mid Cap ETF 0.81% 68,235 $1.9M Reduce -8.8%
MSFT Microsoft Corp. 0.75% 4,181 $1.8M Reduce -2.8%
IWF iShares Russell 1000 Growth 0.70% 4,088 $1.6M Reduce -1.8%
AXP American Express Co. 0.70% 5,495 $1.6M Reduce -0.4%
SPEM State Street SP PTF Em ETF 0.68% 41,594 $1.6M Reduce -0.6%
IWB iShares Russell 1000 ETF 0.67% 4,868 $1.6M Add +2.4%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.67% 53,877 $1.6M Reduce -1.4%
QQQ Invesco QQQ Trust Series 1 0.67% 3,048 $1.6M Reduce -8.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.63% 2,527 $1.5M Reduce -2.2%
MDYV SS SPDR S&P 400 MC Val ETF 0.63% 18,354 $1.5M Add +3.0%
DFSI Dimensional Int Sus COR1 ETF 0.61% 43,282 $1.4M Add +5.2%
AMZN Amazon.com Inc. 0.59% 6,287 $1.4M Add +0.6%
DFSU Dimensional US Sus CORE1 ETF 0.52% 32,162 $1.2M Reduce -12.8%
VT Vanguard Tot World STK ETF 0.51% 10,244 $1.2M Reduce -2.2%
IXUS iShares Core Intl Stock ETF 0.51% 17,995 $1.2M Reduce -23.4%
VNQ Vanguard Real Estate ETF 0.50% 13,256 $1.2M Add +2.2%
DFAE Dimensional Emerging Core Eq 0.50% 46,127 $1.2M Add +6.6%
DFSE Dimensional Em Sus CORE1 ETF 0.46% 32,459 $1.1M Add +7.2%
VYM Vanguard High DVD Yield ETF 0.46% 8,363 $1.1M No change
ESML iShares ESG Aware MSCI USA S 0.45% 24,762 $1.0M Reduce -6.1%
SPTM SS SPDR P S&P 1500 Comp ETF 0.43% 13,974 $998K Reduce -45.7%
IWD iShares Russell 1000 Value E 0.42% 5,334 $987K Reduce -1.0%
ESGD iShares Trust iShares ESG Aw 0.38% 11,647 $887K Reduce -3.4%
LLY Eli Lilly & Co. 0.38% 1,139 $879K Reduce -2.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.36% 5,276 $854K Add +21.0%
GOOGL Alphabet Inc. Class A 0.36% 4,422 $837K Reduce -2.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.35% 3,128 $826K Add +0.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.35% 6,588 $823K Add +0.1%
NVDA Nvidia Corp. 0.33% 5,670 $761K Reduce -15.5%
V Visa Inc. Class A 0.32% 2,364 $747K No change
IEMG iShares Core MSCI Emerging 0.31% 13,749 $718K Reduce -3.1%
EEMV iShares MSCI Emg MKT Min Vol 0.30% 11,944 $693K Reduce -1.3%
VB Vanguard Most SM-Cap ETF-Usd 0.28% 2,745 $660K Add +5.5%
JNJ Johnson & Johnson 0.28% 4,511 $652K Reduce -1.0%
VXUS Vanguard Total Intl Stock 0.28% 11,061 $652K Add +9.9%
EDIV State Street SPDR S&P Emergi 0.27% 18,014 $635K Reduce -23.0%
GOOG Alphabet Inc. Class C 0.26% 3,182 $606K No change
DFAI Dimensional International Co. 0.25% 19,902 $581K Add +187.3%
FNDA Schwab Fndmntl US SM Co. ETF 0.23% 18,284 $543K Reduce -47.6%
VWO Vanguard Ftse Emerging Marke 0.22% 11,785 $519K Add +61.2%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.22% 15,625 $519K No change
XVV iShares ESG Select Screened 0.22% 11,454 $519K No change
PEP Pepsico Inc. 0.22% 3,409 $518K Reduce -9.7%
MRK Merck & Co. Inc. 0.22% 5,209 $518K Add +1.9%
IBTH iShares Ibonds Dec 2027 Term 0.22% 23,167 $514K No change
COP Conocophillips 0.22% 5,144 $510K Reduce -7.8%
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.21% 12,161 $500K No change
GE General Electric filed as GE AEROSPACE 0.21% 2,946 $491K Reduce -22.7%
AMP Ameriprise Financial Inc. 0.21% 906 $482K No change
IBTF iShares Ibonds Dec 2025 Term 0.20% 20,287 $473K New
WMT Walmart Inc. 0.19% 4,923 $445K No change
PG The Procter & Gamble Co. 0.19% 2,637 $442K Add +0.1%
ABBV Abbvie Inc. 0.19% 2,480 $441K Reduce -2.1%
ITOT iShares Core S&P Total U.S. 0.18% 3,284 $422K Add +0.1%
MCD McDonald's Corp. 0.18% 1,453 $421K Add +2.3%
AVGO Broadcom Inc. 0.18% 1,811 $420K No change
COST Costco Wholesale Corp. 0.18% 449 $412K Reduce -0.9%
ESGE iShares Inc. iShares ESG Awar 0.18% 12,317 $411K Reduce -21.2%
AVEM Avantis Emerging Markets Eq 0.17% 6,837 $402K Reduce -2.1%
VTI VG Morningstar TS MKT ETF-US 0.16% 1,323 $383K Add +9.2%
IVOV Vanguard S&P Mid-Cap 400 Val 0.16% 3,989 $381K Add +1.1%
META Meta Platforms Inc. Class A 0.16% 645 $377K Reduce -27.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 1,661 $365K No change
GEV GE Vernova Inc. 0.15% 1,097 $361K Reduce -7.1%
JPM JPMorgan Chase & Co. 0.15% 1,484 $356K No change
EUHY iShares Euro High Yield Corp. 0.15% 7,524 $354K No change
IVV iShares Core S&P 500 ETF 0.15% 591 $348K Add +1.4%
HD Home Depot Inc. 0.15% 889 $346K Reduce -0.9%
TLTE NT Emg MKTS Ftilt ETF 0.14% 6,528 $333K Reduce -10.7%
ORCL Oracle Corp. 0.14% 1,974 $329K No change
EMR Emerson Electric Co. 0.14% 2,648 $328K No change
AVDV Avantis Intl S/C Value ETF 0.14% 5,018 $327K Add +0.6%
CVX Chevron Corp. 0.14% 2,239 $324K No change
CSCO Cisco Systems Inc. 0.13% 5,239 $310K Add +0.0%
AVUV Avantis US Small Cap Value 0.13% 3,193 $308K Reduce -60.8%
CL Colgate-Palmolive Co. 0.13% 3,350 $305K No change
TXN Texas Instruments Inc. 0.13% 1,590 $298K No change
IBTJ iShares Ibonds Dec 2029 Term 0.13% 13,890 $296K Add +6.0%
OEF iShares S&P 100 ETF 0.13% 1,012 $292K No change
DFUV Dimensional US Marketwide Va 0.12% 7,024 $287K Add +0.1%
IJT iShares S&P Small-Cap 600 GR 0.12% 2,093 $283K Add +2.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 687 $282K Add +5.4%
UNH Unitedhealth Group Inc. 0.12% 543 $274K No change
IVE iShares S&P 500 Value ETF 0.11% 1,408 $269K No change
IVW iShares S&P 500 Growth ETF 0.11% 2,591 $263K No change
XOM Exxon Mobil Corp. 0.11% 2,378 $256K Add +0.9%
DD Dupont DE Nemours Inc. 0.11% 3,313 $253K Reduce -15.4%
BSCU Invesco Bulletshares 2030 CB 0.11% 15,260 $250K New
KO The Coca-Cola Co. 0.11% 3,968 $247K New
EMXF iShares ESG Adv MSCI Em ETF 0.10% 6,552 $244K Reduce -1.6%
IBTI iShares Ibonds Dec 2028 Term 0.10% 11,068 $242K No change
EFV iShares MSCI Eafe Value ETF 0.10% 4,589 $241K Add +10.2%
CAT Caterpillar Inc. 0.10% 653 $237K Reduce -18.5%
IWM iShares Russell 2000 ETF 0.10% 1,059 $234K No change
T AT&T Inc. 0.10% 10,034 $228K Reduce -9.1%
FRDM Freedom 100 Emeging MRKT ETF 0.10% 6,841 $224K Reduce -3.8%
CTVA Corteva Inc. 0.09% 3,824 $218K No change
PEG Public Service Enterprise GP 0.09% 2,577 $218K No change
TSLA Tesla Inc. 0.09% 531 $214K New
BKNG Booking Holdings Inc. 0.09% 41 $204K New
FNDC Schwab Fndmnt Intl SM Eq ETF 0.09% 5,961 $204K No change

Portfolio Sells Q3 2024 → Q4 2024
IBTE iShares Ibonds Dec 2024 Term Sold out 0.00% −0.43
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -45.7% 0.43% −0.32
DISV Dimensional International SM Reduce -17.4% 0.87% −0.25
DFAX Dimensional World Ex US Core Reduce -0.7% 3.39% −0.22
IXUS iShares Core Intl Stock ETF Reduce -23.4% 0.51% −0.20
FNDA Schwab Fndmntl US SM Co. ETF Reduce -47.6% 0.23% −0.20
SCHF Schwab Intl Equity ETF Reduce -4.3% 1.49% −0.19
AVUV Avantis US Small Cap Value Reduce -60.8% 0.13% −0.19
PSX Phillips 66 Sold out 0.00% −0.13
SCHV Schwab US Large-Cap Value Reduce -11.2% 0.98% −0.12
DFAS Dimensional US Small Cap ETF Reduce -10.9% 1.34% −0.12
NFLX Netflix Inc. Sold out 0.00% −0.10
EDIV State Street SPDR S&P Emergi Reduce -23.0% 0.27% −0.10
GE General Electric Reduce -22.7% 0.21% −0.09
ZTS Zoetis Inc. Sold out 0.00% −0.08
ABT Abbott Laboratories Sold out 0.00% −0.08
GLD SPDR Gold Shares Sold out 0.00% −0.08
VIG Vanguard Dividend Apprec ETF Reduce -9.7% 0.86% −0.08
SCHD Schwab US DVD Equity ETF Reduce -4.9% 1.31% −0.07
SCHA Schwab US Small-Cap ETF Reduce -6.1% 2.13% −0.07
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -1.4% 0.67% −0.06
ESGE iShares Inc. iShares ESG Awar Reduce -21.2% 0.18% −0.06
LLY Eli Lilly & Co. Reduce -2.6% 0.38% −0.06
SCHM Schwab US Mid Cap ETF Reduce -8.8% 0.81% −0.05
META Meta Platforms Inc. Class A Reduce -27.8% 0.16% −0.05
DFSU Dimensional US Sus CORE1 ETF Reduce -12.8% 0.52% −0.05
PEP Pepsico Inc. Reduce -9.7% 0.22% −0.05
ESGD iShares Trust iShares ESG Aw Reduce -3.4% 0.38% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.3% 2.07% −0.04
DD Dupont DE Nemours Inc. Reduce -15.4% 0.11% −0.04
SPEM State Street SP PTF Em ETF Reduce -0.6% 0.68% −0.04
IEMG iShares Core MSCI Emerging Reduce -3.1% 0.31% −0.03
TLTE NT Emg MKTS Ftilt ETF Reduce -10.7% 0.14% −0.03
CAT Caterpillar Inc. Reduce -18.5% 0.10% −0.03
JNJ Johnson & Johnson Reduce -1.0% 0.28% −0.03
COP Conocophillips Reduce -7.8% 0.22% −0.03
DFUS Dimensional US Eq MKT ETF Reduce -7.3% 0.98% −0.02
DIA SS SPDR Dow Jones Indus Avg Reduce -4.9% 1.12% −0.02
ABBV Abbvie Inc. Reduce -2.1% 0.19% −0.02
EEMV iShares MSCI Emg MKT Min Vol Reduce -1.3% 0.30% −0.02
MSFT Microsoft Corp. Reduce -2.8% 0.75% −0.02
AVEM Avantis Emerging Markets Eq Reduce -2.1% 0.17% −0.02
DGRO iShares Core Dividend Growth Reduce -1.9% 1.12% −0.02
ESML iShares ESG Aware MSCI USA S Reduce -6.1% 0.45% −0.01
NVDA Nvidia Corp. Reduce -15.5% 0.33% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -8.8% 0.67% −0.01
FRDM Freedom 100 Emeging MRKT ETF Reduce -3.8% 0.10% −0.01
EMXF iShares ESG Adv MSCI Em ETF Reduce -1.6% 0.10% −0.01
VT Vanguard Tot World STK ETF Reduce -2.2% 0.51% −0.01
HD Home Depot Inc. Reduce -0.9% 0.15% −0.00

Portfolio Buys Q3 2024 → Q4 2024
DFAC Dimensional US Core Equity 2 Add +8.0% 9.89% +1.05
DFAT Dimensional US Target Value Add +3.1% 8.01% +0.45
DFIV Dimensional International Va Add +33.9% 1.78% +0.39
DFIC Dimensional International Co. Add +11.2% 6.68% +0.31
IBTF iShares Ibonds Dec 2025 Term New 0.20% +0.20
DFAI Dimensional International Co. Add +187.3% 0.25% +0.16
BSCU Invesco Bulletshares 2030 CB New 0.11% +0.11
KO The Coca-Cola Co. New 0.11% +0.11
AMZN Amazon.com Inc. Add +0.6% 0.59% +0.10
TSLA Tesla Inc. New 0.09% +0.09
BKNG Booking Holdings Inc. New 0.09% +0.09
DFSV Dimensional US Small Cap Val Add +8.2% 0.86% +0.09
VWO Vanguard Ftse Emerging Marke Add +61.2% 0.22% +0.08
VOE Vngrd Mrngstr MD-Cap Val ETF Add +21.0% 0.36% +0.06
IWB iShares Russell 1000 ETF Add +2.4% 0.67% +0.05
MDYV SS SPDR S&P 400 MC Val ETF Add +3.0% 0.63% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +5.5% 0.28% +0.03
VTI VG Morningstar TS MKT ETF-US Add +9.2% 0.16% +0.02
CSCO Cisco Systems Inc. Add +0.0% 0.13% +0.02
VUG Vanguard Mrngstar GR ETF-Sui Add +5.4% 0.12% +0.02
DFSE Dimensional Em Sus CORE1 ETF Add +7.2% 0.46% +0.01
IJJ iShares S&P Mid-Cap 400 Valu Add +0.1% 0.35% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.3% 0.35% +0.01
ITOT iShares Core S&P Total U.S. Add +0.1% 0.18% +0.01
IVV iShares Core S&P 500 ETF Add +1.4% 0.15% +0.01
VXUS Vanguard Total Intl Stock Add +9.9% 0.28% +0.01
DFAE Dimensional Emerging Core Eq Add +6.6% 0.50% +0.01
IBTJ iShares Ibonds Dec 2029 Term Add +6.0% 0.13% +0.01
IVOV Vanguard S&P Mid-Cap 400 Val Add +1.1% 0.16% +0.01
EFV iShares MSCI Eafe Value ETF Add +10.2% 0.10% +0.00
IJT iShares S&P Small-Cap 600 GR Add +2.6% 0.12% +0.00
DFUV Dimensional US Marketwide Va Add +0.1% 0.12% +0.00
MCD McDonald's Corp. Add +2.3% 0.18% +0.00
PG The Procter & Gamble Co. Add +0.1% 0.19% −0.00
DFSI Dimensional Int Sus COR1 ETF Add +5.2% 0.61% −0.00
XOM Exxon Mobil Corp. Add +0.9% 0.11% −0.01
AVDV Avantis Intl S/C Value ETF Add +0.6% 0.14% −0.01
MRK Merck & Co. Inc. Add +1.9% 0.22% −0.02
VNQ Vanguard Real Estate ETF Add +2.2% 0.50% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.2% 0.89% −0.06
VYMI Vanguard Int High DVD YLD Inc. Add +0.5% 1.38% −0.07
DFEM Dimensional Emrg MRKT Core Add +3.3% 5.48% −0.07
IEFA iShares Core MSCI Eafe ETF Add +0.5% 1.11% −0.08
DFEV Dimensional Emrg MRKT Val Add +1.9% 5.29% −0.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$317.6MDFAC, DFAT, DFIC, DFEM, DFEV
Q1 2026 168$295.4MDFAC, DFAT, DFIC, DFEM, DFEV
Q4 2025 169$287.7MDFAC, DFAT, DFIC, DFEM, DFEV
Q3 2025 165$310.7MDFAC, DFIC, DFAT, DFEM, DFEV
Q2 2025 137$266.4MDFAC, DFIC, DFAT, DFEV, DFEM
Q1 2025 136$235.6MDFAC, DFAT, DFIC, DFEM, DFEV
Q4 2024 129$233.9MDFAC, DFAT, DFIC, DFEM, DFEV
Q3 2024 130$240.3MDFAC, DFAT, DFIC, DFEM, DFEV
Q2 2024 127$218.9MDFAC, DFAT, DFIC, DFEV, DFEM
Q1 2024 122$210.4MDFAC, DFAT, DFIC, DFEV, DFEM