Eaton-Cambridge Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Eaton-Cambridge Inc. reported 34 stock positions worth $232.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 32.8% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 17.8%) and Dimensional International (DFIC, 13.5%). Compared with Q4 2024, it opened 5 new positions, sold out of 6, added to 14 and reduced 12. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +311%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011052
- Portfolio Value
- $232.8M (Q1 2025)
- SEC Filing
- 0002011052-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 34 stocks · $232.8M
| DFAC Dimensional US Core Equity 2 | 32.79% | 2,313,690 | $76.3M | Reduce -0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 17.77% | 523,973 | $41.4M | Reduce -0.3% |
| DFIC Dimensional International Co. | 13.49% | 1,130,609 | $31.4M | Add +6.9% |
| BND Vanguard Total Bond Market | 12.83% | 406,548 | $29.9M | Add +6.1% |
| DFEM Dimensional Emrg MRKT Core | 6.42% | 564,655 | $14.9M | Add +5.1% |
| BSV Vanguard Short-Term Bond ETF | 5.54% | 164,713 | $12.9M | Reduce -0.6% |
| AVUS Avantis U.S. Equity ETF | 1.94% | 48,884 | $4.5M | Add +311.2% |
| AAPL Apple Inc. | 1.04% | 10,939 | $2.4M | Add +1.3% |
| NVDA Nvidia Corp. | 0.83% | 17,767 | $1.9M | Reduce -5.9% |
| DFAI Dimensional International Co. | 0.79% | 58,610 | $1.8M | Add +0.0% |
| AVSF Avantis Short-Term Fixed Inc. | 0.75% | 37,480 | $1.8M | Add +616.8% |
| AVIG Avantis Core Fixed Income | 0.70% | 39,444 | $1.6M | Reduce -16.2% |
| AVDE Avantis International Equity | 0.53% | 18,755 | $1.2M | Add +6.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.44% | 20,423 | $1.0M | New |
| AVEM Avantis Emerging Markets Eq | 0.42% | 16,132 | $971K | Add +222.6% |
| IVW iShares S&P 500 Growth ETF | 0.39% | 9,739 | $904K | No change |
| AMZN Amazon.com Inc. | 0.37% | 4,582 | $872K | Add +1.1% |
| MSFT Microsoft Corp. | 0.31% | 1,926 | $723K | Reduce -5.2% |
| AVGE Avantis All Eqty Mrkts ETF | 0.28% | 9,031 | $643K | Reduce -0.4% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.25% | 5,715 | $574K | New |
| DFAE Dimensional Emerging Core Eq | 0.25% | 22,167 | $574K | Add +0.0% |
| LLY Eli Lilly & Co. | 0.25% | 692 | $572K | No change |
| ITOT iShares Core S&P Total U.S. | 0.22% | 4,168 | $509K | No change |
| META Meta Platforms Inc. Class A | 0.16% | 650 | $375K | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 676 | $360K | Add +21.1% |
| UPS United Parcel Service Class B | 0.15% | 3,072 | $338K | Reduce -5.1% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,732 | $336K | New |
| JPM JPMorgan Chase & Co. | 0.14% | 1,286 | $315K | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,944 | $301K | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 0.12% | 514 | $289K | Reduce -1.0% |
| DFCF Dimensional Core Fixed Inc. | 0.12% | 6,801 | $286K | Add +5.7% |
| DFSD Dimensional Short Duration | 0.12% | 5,831 | $277K | New |
| UNH Unitedhealth Group Inc. | 0.11% | 492 | $258K | Reduce -3.9% |
| V Visa Inc. Class A | 0.09% | 590 | $207K | New |
Portfolio Sells Q4 2024 → Q1 2025
| DFAC Dimensional US Core Equity 2 | Reduce -0.5% | 32.79% | −3.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.3% | 17.77% | −0.53 |
| NVDA Nvidia Corp. | Reduce -5.9% | 0.83% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.19 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.6% | 5.54% | −0.17 |
| AVIG Avantis Core Fixed Income | Reduce -16.2% | 0.70% | −0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.13 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.10 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.10 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -5.2% | 0.31% | −0.07 |
| UPS United Parcel Service Class B | Reduce -5.1% | 0.15% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -8.4% | 0.16% | −0.02 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -0.4% | 0.28% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 0.12% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -3.9% | 0.11% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 0.14% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| AVUS Avantis U.S. Equity ETF | Add +311.2% | 1.94% | +1.43 |
| DFIC Dimensional International Co. | Add +6.9% | 13.49% | +1.29 |
| AVSF Avantis Short-Term Fixed Inc. | Add +616.8% | 0.75% | +0.64 |
| BND Vanguard Total Bond Market | Add +6.1% | 12.83% | +0.53 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.44% | +0.44 |
| AVEM Avantis Emerging Markets Eq | Add +222.6% | 0.42% | +0.29 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.25% | +0.25 |
| VIG Vanguard Dividend Apprec ETF | New | 0.14% | +0.14 |
| DFEM Dimensional Emrg MRKT Core | Add +5.1% | 6.42% | +0.14 |
| DFSD Dimensional Short Duration | New | 0.12% | +0.12 |
| V Visa Inc. Class A | New | 0.09% | +0.09 |
| AVDE Avantis International Equity | Add +6.9% | 0.53% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.1% | 0.15% | +0.04 |
| DFAI Dimensional International Co. | Add +0.0% | 0.79% | +0.02 |
| DFCF Dimensional Core Fixed Inc. | Add +5.7% | 0.12% | +0.00 |
| DFAE Dimensional Emerging Core Eq | Add +0.0% | 0.25% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 0.13% | −0.03 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.37% | −0.07 |
| AAPL Apple Inc. | Add +1.3% | 1.04% | −0.16 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $355.8M | DFAC, DFIC, VCSH, BND, DFEM |
| Q1 2026 | 56 | $319.6M | DFAC, DFIC, VCSH, BND, DFEM |
| Q4 2025 | 45 | $304.8M | DFAC, VCSH, DFIC, BND, DFEM |
| Q3 2025 | 42 | $287.5M | DFAC, VCSH, DFIC, BND, DFEM |
| Q2 2025 | 38 | $265.0M | DFAC, VCSH, DFIC, BND, DFEM |
| Q1 2025 | 34 | $232.8M | DFAC, VCSH, DFIC, BND, DFEM |
| Q4 2024 | 35 | $224.1M | DFAC, VCSH, BND, DFIC, DFEM |
| Q3 2024 | 30 | $210.8M | DFAC, VCSH, DFIC, BND, DFEM |
| Q2 2024 | 30 | $195.4M | DFAC, VCSH, DFIC, BND, DFEM |
| Q1 2024 | 30 | $187.8M | DFAC, VCSH, DFIC, BND, DFEM |