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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 : 2024-03-31
  Total Value : $187,812,000
  Total Value Change : $22,512,000
  Securities Held Change : -2
   
All Securities Held : 30
  New Positions : 1
  Closed Positions : 3
  Increased Positions : 12
  Unchanged Positions : 5
  Decreased Positions : 12

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     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
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 12 - $0.00 $1,012,000 11,310 0.54% 90,000 0 0.013    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 13 - $88.14 $863,000 10,224 0.46% 95,000 0 0.002    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 21 - $479.92 $320,000 658 0.17% 87,000 0 0    Internet Service Prov...
   (AVSF)1 Year Chart         AVSF Avantis Shortterm Fixed Inc... 25 - $0.00 $273,000 5,894 0.15% -1,000 0 0.065    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 28 - $357.39 $237,000 689 0.13% 23,000 0 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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