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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
34
4
2
2
0
0
31
5
3
CAMBRIDGE ADVISORS INC

Time Period2018-03-31

Total Holdings148

Total Value ($x1000)278,918
Activities
New8

Increased70

Unchanged38

Decreased32

Sold Out2

Top 10 Stock Holdingstotal 54.91%
VOO18.42

BND11.45

VEA6.9

IJH3.93

BNDX3.26

 
VCIT2.9

VTI2.51

VWO2.07

BRK.B1.82

AMGN1.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
18.42%
SHS
BND
11.45%
TOTAL BND MRKT
VEA
6.9%
FTSE DEV MKT ETF
IJH
3.93%
CORE S&P MCP ETF
BNDX
3.26%
INTL BD IDX ETF
VCIT
2.9%
INT-TERM CORP
VTI
2.51%
TOTAL STK MKT
VWO
2.07%
FTSE EMR MKT ETF
BRK.B
1.82%
CL B NEW
AMGN
1.65%
COM
VB
1.49%
SMALL CP ETF
MSFT
1.46%
COM
AAPL
1.43%
COM
VNQ
1.39%
REIT ETF
VIG
1.26%
DIV APP ETF
UNP
1.11%
COM
JNJ
1.07%
COM
INTC
1.05%
COM
WBA
0.99%
COM
ACN
0.93%
SHS CLASS A
CERN
0.92%
COM
SCHG
0.83%
US LCAP GR ETF
LOW
0.78%
COM
WFC
0.7%
COM
CAT
0.7%
COM
DHR
0.69%
COM
LQD
0.67%
IBOXX INV CP ETF
T
0.66%
COM
IJR
0.65%
CORE S&P SCP ETF
SCHD
0.65%
US DIVIDEND EQ
MDY
0.6%
UTSER1 S&PDCRP
NKE
0.59%
CL B
SCHF
0.54%
INTL EQTY ETF
NVS
0.53%
SPONSORED ADR
CSCO
0.53%
COM
SCHB
0.5%
US BRD MKT ETF
GLW
0.49%
COM
ORCL
0.48%
COM
UNH
0.45%
COM
DIA
0.44%
UT SER 1
IWF
0.44%
RUS 1000 GRW ETF
PEP
0.43%
COM
ADP
0.42%
COM
SLB
0.42%
COM
ABBV
0.41%
COM
IWM
0.41%
RUSSELL 2000 ETF
UTX
0.39%
COM
NXPI
0.38%
COM
PG
0.38%
COM
CVX
0.37%
COM
SPY
0.37%
TR UNIT
JPM
0.37%
COM
SCHA
0.36%
US SML CAP ETF
FB
0.36%
CL A
IBM
0.36%
COM
MRK
0.35%
COM
ITW
0.34%
COM
AGG
0.33%
CORE TOTUSBD ETF
IEF
0.33%
7-10 Y TR BD ETF
KRE
0.33%
S&P REGL BKG
EFA
0.31%
MSCI EAFE ETF
SCHH
0.29%
US REIT ETF
FNDA
0.29%
SCHWAB FDT US SC
MDT
0.29%
SHS
BA
0.28%
COM
RSP
0.28%
GUG S&P500 EQ WT
GILD
0.27%
COM
SCHO
0.27%
SHT TM US TRES
VCSH
0.27%
SHRT TRM CORP BD
VXUS
0.27%
VG TL INTL STK F
V
0.26%
COM CL A
SCHM
0.26%
US MID-CAP ETF
XOM
0.25%
COM
QQQ
0.25%
UNIT SER 1
QCOM
0.25%
COM
BDX
0.24%
COM
ABT
0.24%
COM
BLK
0.23%
COM
ROP
0.23%
COM
FTV
0.22%
COM
PFE
0.22%
COM
IJJ
0.2%
S&P MC 400VL ETF
MMM
0.2%
COM
KO
0.2%
COM
GOOGL
0.19%
CAP STK CL A
SDY
0.19%
S&P DIVID ETF
SBUX
0.18%
COM
TGT
0.18%
COM
FNDX
0.18%
SCHWAB FDT US LG
GE
0.17%
COM
LUV
0.17%
COM
VZ
0.16%
COM
GSIE
0.16%
ACTIVEBETA INT
GLD
0.16%
GOLD SHS
EME
0.16%
COM
USB
0.15%
COM NEW
FDX
0.14%
COM
SCHP
0.14%
US TIPS ETF
BOND
0.14%
TOTL RETN ETF
DVY
0.14%
SELECT DIVID ETF
VMBS
0.14%
MORTG-BACK SEC
SIRI
0.14%
COM
IBND
0.13%
BRCLY INTL CRP
ORLY
0.13%
COM
EMLP
0.13%
NO AMER ENERGY
GEM
0.13%
ACTIVEBETA EME
CLX
0.13%
COM
BIDU
0.12%
SPON ADR REP A
JNK
0.12%
BRC HGH YLD BD
CHRW
0.12%
COM NEW
KMB
0.11%
COM
IVV
0.11%
CORE S&P500 ETF
OLED
0.11%
COM
BWA
0.11%
COM
ABB
0.11%
SPONSORED ADR
WY
0.11%
COM
MON
0.1%
COM
COP
0.1%
COM
AXP
0.1%
COM
EXC
0.09%
COM
ITB
0.09%
US HOME CONS ETF
PYPL
0.09%
COM
GOOG
0.09%
CAP STK CL C
ADBE
0.08%
COM
SCHZ
0.08%
US AGGREGATE B
SYY
0.08%
COM
GRMN
0.08%
SHS
JCI
0.08%
SHS
ARKG
0.08%
GEN REV MLTSCT
MCD
0.08%
COM
EFOI
0.08%
COM NEW
FNDF
0.08%
SCHWB FDT INT LG
AMTD
0.08%
COM
CRL
0.08%
COM
EWG
0.08%
MSCI GERMANY ETF
AMZN
0.07%
COM
ETR
0.07%
COM
PHB
0.07%
FDM HG YLD RAFI
EWJ
0.07%
MSCI JPN ETF NEW
FIRST TR...
0.07%
DJ INTERNT IDX
ISRG
0.07%
COM NEW
VRX
0.06%
COM
IAU
0.06%
ISHARES
MDRX
0.06%
COM
MAT
0.05%
COM
P
0.02%
COM
CHK
0.01%
COM
FTEK
0.01%
COM
HD
0.07%
COM
SCHV
0.07%
US LCAP VA ETF