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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 : 12     View All Holdings Currently Viewing:  Increased 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
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $31.61 $72,392,000 2,265,789 38.54% 9,715,000 121,525 0.252    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 2 - $76.85 $33,833,000 437,626 18.01% 3,635,000 47,317 0.105    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 3 - $0.00 $23,751,000 887,875 12.65% 3,771,000 105,285 0.099    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 4 - $71.07 $19,721,000 271,522 10.5% 3,000,000 44,176 0.03    Closed - End Fund - E...
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 5 - $0.00 $11,335,000 444,693 6.04% 2,276,000 81,751 0.43    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 6 - $76.15 $9,612,000 125,365 5.12% 2,013,000 26,704 0.024    Closed - End Fund - E...
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 9 - $0.00 $1,697,000 56,143 0.9% 231,000 4,952 0.043    N/A
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf 16 - $0.00 $566,000 8,109 0.3% 48,000 105 0.369    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 18 - $0.00 $527,000 21,333 0.28% 141,000 5,332 0.004    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc 19 - $134.41 $483,000 3,247 0.26% -13,000 92 0    AirDelivery & Freight...
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 22 - $0.00 $302,000 7,200 0.16% 3,000 155 0.008    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 23 - $528.75 $298,000 566 0.16% 48,000 43 0    Closed - End Fund - E...
      12 Records Found
  1    
Page 1 of 1
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