Cambridge Financial Group, LLC Reduced Holdings in Q4 2025

Cambridge Financial Group, LLC

  • $288 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.96K
- 1.3%
$37.61 - $39.41 $337K - $353K
679K $23.6B
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-39.3K
- 45.84%
$44.22 - $47.74 $1.74M - $1.88M
46.4K $2.11B
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 66.67%
$712170.0 - $770185.0 $1.42M - $1.54M
1 $755M
Ishares Bitcoin Trust ETF
-18K
- 74.81%
N/A
6.07K $306M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-13.8K
- 25.62%
$91.21 - $97.35 $1.26M - $1.34M
40K $3.95B
DFAT
Dimensional ETF Tr U S Target

ETFs
-893
- 0.25%
$55.75 - $58.83 $49.8K - $52.5K
352K $19.7B
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.23K
- 29.95%
$83.45 - $84.82 $687K - $698K
19.3K $1.62B
DFSI
Dimensional ETF Tr Dimen Intl
-9.73K
- 17.25%
N/A
46.7K $1.69B
DGRO
Ishares Core Dividend Growth E

ETFs
-4.6K
- 8.21%
$66.93 - $69.17 $308K - $318K
51.5K $3.23B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.9K
- 64.59%
$49.98 - $50.59 $545K - $552K
5.98K $301M
NVDA
Nvidia Corp

Technology
-1.01K
- 13.37%
$179.83 - $207.04 $181K - $208K
6.51K $923M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-413
- 9.15%
$459.47 - $491.71 $190K - $203K
4.1K $1.65B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.38K
- 38.28%
$110.25 - $112.92 $372K - $381K
5.44K $602M
MUB
Ishares National Muni Bond ETF

ETFs
-3.31K
- 48.69%
$106.36 - $107.61 $352K - $356K
3.49K $373M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.04K
- 43.3%
$95.19 - $100.66 $289K - $306K
3.98K $389M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-437
- 1.25%
$71.0 - $74.64 $31K - $32.6K
34.6K $2.26B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.73K
- 12.88%
$80.59 - $84.32 $220K - $230K
18.4K $1.49B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-43
- 0.02%
$25.2 - $26.46 $1.08K - $1.14K
190K $4.63B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.61K
- 17.06%
$79.55 - $80.13 $207K - $209K
12.7K $1.01B
AVGO
Broadcom Inc.

Technology
-90
- 5.0%
$324.63 - $385.98 $29.2K - $34.7K
1.71K $397M
GOOGL
Alphabet Inc.

Communication Services
-65
- 1.88%
$236.57 - $291.31 $15.4K - $18.9K
3.39K $655M
DFSU
Dimensional ETF Tr Dimen Us Su
-1.17K
- 3.62%
N/A
31.1K $1.19B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.5K
- 23.39%
$70.19 - $72.57 $175K - $181K
8.17K $571M
IWD
Ishares Russell 1000 Val ETF

ETFs
-408
- 4.76%
$199.44 - $208.01 $81.4K - $84.9K
8.17K $1.59B
ABBV
Abb Vie Inc.

Healthcare
-29
- 1.16%
$211.96 - $244.38 $6.15K - $7.09K
2.47K $451M
META
Meta Platforms, Inc.

Communication Services
-20
- 2.53%
$609.01 - $751.67 $12.2K - $15K
770 $469M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.98K
- 20.11%
$51.77 - $52.69 $102K - $104K
7.85K $408M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-163
- 7.35%
$475.68 - $513.11 $77.5K - $83.6K
2.06K $1.04B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-925
- 13.41%
$43.89 - $49.2 $40.6K - $45.5K
5.97K $241M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.69K
- 1.64%
$28.9 - $30.17 $48.8K - $50.9K
101K $2.99B
WMT
Walmart Inc.

Consumer Defensive
-217
- 2.45%
$101.18 - $109.03 $22K - $23.7K
8.64K $860M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-66
- 1.98%
$142.79 - $150.05 $9.42K - $9.9K
3.27K $444M
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 3.24%
$293.81 - $310.11 $13.2K - $14K
1.34K $390M
GLD
Spdr Gold Trust

ETFs
-106
- 3.33%
$354.79 - $403.15 $37.6K - $42.7K
3.07K $1.1B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-118
- 4.94%
$136.54 - $144.07 $16.1K - $17K
2.27K $311M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-323
- 1.34%
$22.43 - $22.55 $7.24K - $7.28K
23.7K $527M
V
Visa Inc.

Financial Services
-15
- 0.99%
$325.75 - $352.42 $4.89K - $5.29K
1.5K $507M
LLY
Eli Lilly & CO

Healthcare
-23
- 2.58%
$799.57 - $1025.28 $18.4K - $23.6K
868 $670M
KO
Coca Cola CO

Consumer Defensive
-153
- 2.7%
$66.1 - $71.61 $10.1K - $11K
5.51K $366M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-206
- 1.76%
$22.32 - $22.47 $4.6K - $4.63K
11.5K $255M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-234
- 0.71%
$30.55 - $32.35 $7.15K - $7.57K
32.9K $1.05B
PG
Procter & Gamble CO

Consumer Defensive
-202
- 7.66%
$145.5 - $153.18 $29.4K - $30.9K
2.44K $404M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-53
- 0.75%
$43.57 - $45.71 $2.31K - $2.42K
6.99K $318M
COP
Conocophillips

Energy
-207
- 3.87%
$85.66 - $95.46 $17.7K - $19.8K
5.14K $510M
UNH
Unitedhealth Group Inc

Healthcare
-38
- 6.54%
$320.52 - $369.92 $12.2K - $14.1K
543 $274M
Activity Summary
Buys All Purchases 89 New Holdings 11 Increased Positions 78 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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