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  Name: Eaton-Cambridge Inc.
  City: PHOENIX
  State: AZ
  Zip: 85018
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $165,300,000
  Total Value Change : $0
  Securities Held Change :
   
All Securities Held : 32
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 0
  Unchanged Positions : 32
  Decreased Positions : 0

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Holdings Found : 32     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $31.38 $62,677,000 2,144,264 37.92% 0 0 0.238    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 2 - $76.94 $30,198,000 390,309 18.27% 0 0 0.094    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 3 - $0.00 $19,980,000 782,590 12.09% 0 0 0.087    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 4 - $71.56 $16,721,000 227,346 10.12% 0 0 0.028    Closed - End Fund - E...
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 5 - $0.00 $9,059,000 362,942 5.48% 0 0 0.403    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 6 - $76.25 $7,599,000 98,661 4.6% 0 0 0.019    Closed - End Fund - E...
   (AVIG)1 Year Chart         AVIG Avantis Core Fixed Income Etf 7 - $0.00 $2,799,000 66,920 1.69% 0 0 0.572    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 8 - $182.40 $2,615,000 13,582 1.58% 0 0 0    Personal Computers
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 9 - $0.00 $1,621,000 62,390 0.98% 0 0 0.069    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 10 - $0.00 $1,466,000 51,191 0.89% 0 0 0.044    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 11 - $63.71 $1,146,000 18,964 0.69% 0 0 0.021    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 12 - $905.54 $956,000 1,931 0.58% 0 0 0    Semiconductor - Speci...
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 13 - $0.00 $922,000 11,310 0.56% 0 0 0.013    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 14 - $84.48 $768,000 10,224 0.46% 0 0 0.002    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 15 - $409.34 $757,000 2,013 0.46% 0 0 0    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 16 - $188.76 $687,000 4,519 0.42% 0 0 0    Internet Software & S...
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 17 - $0.00 $602,000 10,669 0.36% 0 0 0.01    N/A
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf 18 - $0.00 $518,000 8,004 0.31% 0 0 0.364    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 19 - $147.09 $496,000 3,155 0.3% 0 0 0    AirDelivery & Freight...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 20 - $113.81 $450,000 4,276 0.27% 0 0 0.001    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 21 - $777.77 $407,000 699 0.25% 0 0 0    Drug Manufacturers - ...
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 22 - $0.00 $386,000 16,001 0.23% 0 0 0.003    N/A
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 23 - $0.00 $299,000 7,045 0.18% 0 0 0.008    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 24 - $500.96 $290,000 551 0.18% 0 0 0    Health Care Plans
   (AVSF)1 Year Chart         AVSF Avantis Shortterm Fixed Inc... 25 - $0.00 $274,000 5,894 0.17% 0 0 0.065    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 26 - $519.86 $250,000 523 0.15% 0 0 0    Closed - End Fund - E...
   (AVRE)1 Year Chart         AVRE Avantis Real Estate Etf 27 - $0.00 $244,000 5,645 0.15% 0 0 0.084    N/A
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 28 - $3,193.68 $238,000 104 0.14% 0 0 0    Restaurants
   (FB)1 Year Chart         FB Meta Platforms Inc 29 - $468.24 $233,000 658 0.14% 0 0 0    Internet Service Prov...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 30 - $191.75 $224,000 1,316 0.14% 0 0 0    Domestic Money Center...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 31 - $343.39 $214,000 689 0.13% 0 0 0    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 32 - $171.25 $204,000 1,461 0.12% 0 0 0    Search Engines & Info...

      32 Records Found
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