| |
|
|
| Name: |
Eaton-Cambridge Inc. |
| City: |
PHOENIX |
| State: |
AZ |
| Zip: |
85018 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
33 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
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 |
Dimensional U S Core Equity... |
|
- |
$32.05 |
$72,392,000 |
2,265,789 |
% |
9,715,000 |
121,525 |
0 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
|
- |
$77.07 |
$33,833,000 |
437,626 |
% |
3,635,000 |
47,317 |
0 |
N/A |
|
|
DFIC |
Dfa Dimensional Internation... |
|
- |
$0.00 |
$23,751,000 |
887,875 |
% |
3,771,000 |
105,285 |
0 |
N/A |
|
|
BND |
Vanguard Total Bond Market ETF |
|
- |
$71.81 |
$19,721,000 |
271,522 |
% |
3,000,000 |
44,176 |
0 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
|
- |
$0.00 |
$11,335,000 |
444,693 |
% |
2,276,000 |
81,751 |
0 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
|
- |
$76.40 |
$9,612,000 |
125,365 |
% |
2,013,000 |
26,704 |
0 |
N/A |
|
|
AVIG |
Avantis Core Fixed Income Etf |
|
- |
$0.00 |
$2,237,000 |
54,232 |
% |
-562,000 |
-12,688 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
|
- |
$189.87 |
$1,793,000 |
10,456 |
% |
-822,000 |
-3,126 |
0 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
|
- |
$0.00 |
$1,697,000 |
56,143 |
% |
231,000 |
4,952 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
|
- |
$924.79 |
$1,552,000 |
1,717 |
% |
596,000 |
-214 |
0 |
N/A |
|
|
AVDE |
Avantis International Equit... |
|
- |
$65.20 |
$1,149,000 |
18,028 |
% |
3,000 |
-936 |
0 |
N/A |
|
|
AVUS |
Avantis Us Equity Etf |
|
- |
$0.00 |
$1,012,000 |
11,310 |
% |
90,000 |
0 |
0 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
|
- |
$86.29 |
$863,000 |
10,224 |
% |
95,000 |
0 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
|
- |
$420.21 |
$837,000 |
1,989 |
% |
80,000 |
-24 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
|
- |
$184.70 |
$789,000 |
4,376 |
% |
102,000 |
-143 |
0 |
N/A |
|
|
AVGE |
Avantis All Equity Markets Etf |
|
- |
$0.00 |
$566,000 |
8,109 |
% |
48,000 |
105 |
0 |
N/A |
|
|
LLY |
Eli Lilly & Co |
|
- |
$770.00 |
$541,000 |
696 |
% |
134,000 |
-3 |
0 |
N/A |
|
|
DFAE |
Dfa Dimensional Emerging Co... |
|
- |
$0.00 |
$527,000 |
21,333 |
% |
141,000 |
5,332 |
0 |
N/A |
|
|
UPS |
United Parcel Service Inc |
|
- |
$149.24 |
$483,000 |
3,247 |
% |
-13,000 |
92 |
0 |
N/A |
|
|
ITOT |
iShares Core S&P Total US |
|
- |
$116.35 |
$481,000 |
4,168 |
% |
31,000 |
-108 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$471.91 |
$320,000 |
658 |
% |
87,000 |
0 |
0 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
|
- |
$0.00 |
$302,000 |
7,200 |
% |
3,000 |
155 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
|
- |
$532.13 |
$298,000 |
566 |
% |
48,000 |
43 |
0 |
N/A |
|
|
AVEM |
Avantis Emerging Markets Eq... |
|
- |
$0.00 |
$294,000 |
5,064 |
% |
-308,000 |
-5,605 |
0 |
N/A |
|
|
AVSF |
Avantis Shortterm Fixed Inc... |
|
- |
$0.00 |
$273,000 |
5,894 |
% |
-1,000 |
0 |
0 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
|
- |
$204.79 |
$258,000 |
1,289 |
% |
34,000 |
-27 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
|
- |
$524.63 |
$243,000 |
491 |
% |
-47,000 |
-60 |
0 |
N/A |
|
|
VUG |
Vanguard Growth VIPERS |
|
- |
$350.63 |
$237,000 |
689 |
% |
23,000 |
0 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
|
- |
$176.06 |
$216,000 |
1,433 |
% |
12,000 |
-28 |
0 |
N/A |
|
|
AVGO |
Broadcom Limited |
|
New |
$1,395.29 |
$200,000 |
151 |
% |
200,000 |
151 |
0 |
N/A |
|
|
CMG |
Chipotle Mexican Grill Inc |
|
Closed |
$3,213.43 |
$0 |
0 |
0% |
-238,000 |
-104 |
0 |
Restaurants |
|
|
AVRE |
Avantis Real Estate Etf |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-244,000 |
-5,645 |
0 |
N/A |
|
|
DFGR |
Dfa Dimensional Global Real... |
|
Closed |
$0.00 |
$0 |
0 |
0% |
-1,621,000 |
-62,390 |
0 |
N/A |
|
