Eaton-Cambridge Inc. Top Holdings and 13F Report (2025) About Eaton-Cambridge Inc.Investment ActivityEaton-Cambridge Inc. has $265.00 million in total holdings as of June 30, 2025.Eaton-Cambridge Inc. owns shares of 38 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About 0.22% of the portfolio was sold this quarter.This quarter, Eaton-Cambridge Inc. has purchased 34 new stocks and bought additional shares in 22 stocks.Eaton-Cambridge Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $90,182,053Vanguard Short-Term Corporate Bond ETF $43,180,297Dimensional International Core Equity 2 ETF $37,885,475Vanguard Total Bond Market ETF $31,430,502Dimensional Emerging Markets Core Equity 2 ETF $18,428,022 Largest New Holdings this Quarter 11135F101 - Broadcom $268,483 Holding64110L106 - Netflix $255,774 Holding02079K107 - Alphabet $243,379 Holding437076102 - Home Depot $204,218 Holding922908736 - Vanguard Growth ETF $202,102 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 202,550 shares (about $7.26M)Dimensional International Core Equity 2 ETF 87,965 shares (about $2.73M)Dimensional Emerging Markets Core Equity 2 ETF 56,235 shares (about $1.67M)Vanguard Short-Term Corporate Bond ETF 19,175 shares (about $1.52M)Vanguard Total Bond Market ETF 20,323 shares (about $1.50M) Largest Sales this Quarter Avantis Core Fixed Income ETF 6,463 shares (about $268.99K)Avantis All Equity Markets ETF 400 shares (about $30.99K)Dimensional Core Fixed Income ETF 387 shares (about $16.35K)Dimensional International Core Equity Market ETF 52 shares (about $1.80K)Dimensional Emerging Core Equity Market ETF 4 shares (about $115.80) Sector Allocation Over TimeMap of 500 Largest Holdings ofEaton-Cambridge Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$90,182,053$7,259,393 ▲8.8%2,516,24034.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$43,180,297$1,524,414 ▲3.7%543,14816.3%ETFDFICDimensional International Core Equity 2 ETF$37,885,475$2,734,833 ▲7.8%1,218,57414.3%ETFBNDVanguard Total Bond Market ETF$31,430,502$1,496,382 ▲5.0%426,87111.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$18,428,022$1,669,055 ▲10.0%620,8907.0%ETFBSVVanguard Short-Term Bond ETF$13,585,779$622,833 ▲4.8%172,6275.1%ETFAVUSAvantis U.S. Equity ETF$5,128,209$199,724 ▲4.1%50,8651.9%ETFNVDANVIDIA$2,992,501$185,481 ▲6.6%18,9411.1%Computer and TechnologyAAPLApple$2,289,085$44,727 ▲2.0%11,1570.9%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$2,024,350$1,798 ▼-0.1%58,5580.8%ETFAVSFAvantis Short-Term Fixed Income ETF$1,767,717$5,032 ▲0.3%37,5870.7%ETFAVDEAvantis International Equity ETF$1,433,056$44,998 ▲3.2%19,3630.5%ETFAVIGAvantis Core Fixed Income ETF$1,372,669$268,990 ▼-16.4%32,9810.5%ETFAVEMAvantis Emerging Markets Equity ETF$1,250,924$145,236 ▲13.1%18,2510.5%ETFAMZNAmazon.com$1,094,756$89,511 ▲8.9%4,9900.4%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,079,297$77,958 ▲7.8%22,0130.4%ETFIVWiShares S&P 500 Growth ETF$1,072,2640.0%9,7390.4%ETFMSFTMicrosoft$1,019,193$61,181 ▲6.4%2,0490.4%Computer and TechnologyMETAMeta Platforms$711,519$231,760 ▲48.3%9640.3%Computer and TechnologyAVGEAvantis All Equity Markets ETF$668,730$30,992 ▼-4.4%8,6310.3%ETFDFAEDimensional Emerging Core Equity Market ETF$641,621$116 ▼0.0%22,1630.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$576,8150.0%5,7150.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$562,8350.0%4,1680.2%ETFLLYEli Lilly and Company$543,332$3,898 ▲0.7%6970.2%MedicalGOOGLAlphabet$406,563$63,972 ▲18.7%2,3070.2%Computer and TechnologyJPMJPMorgan Chase & Co.$390,509$17,685 ▲4.7%1,3470.1%FinanceVIGVanguard Dividend Appreciation ETF$354,4880.0%1,7320.1%ETFBRK.BBerkshire Hathaway$338,096$9,715 ▲3.0%6960.1%FinanceUPSUnited Parcel Service$324,421$14,333 ▲4.6%3,2140.1%TransportationIVViShares Core S&P 500 ETF$319,1430.0%5140.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$279,9460.0%5,8310.1%ETFDFCFDimensional Core Fixed Income ETF$271,056$16,355 ▼-5.7%6,4140.1%ETFAVGOBroadcom$268,483$268,483 ▲New Holding9740.1%Computer and TechnologyNFLXNetflix$255,774$255,774 ▲New Holding1910.1%Consumer DiscretionaryGOOGAlphabet$243,379$243,379 ▲New Holding1,3720.1%Computer and TechnologyVVisa$224,747$15,267 ▲7.3%6330.1%Business ServicesHDHome Depot$204,218$204,218 ▲New Holding5570.1%Retail/WholesaleVUGVanguard Growth ETF$202,102$202,102 ▲New Holding4610.1%ETFUNHUnitedHealth Group$0$257,685 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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