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Home > Institutional Investor > Cambridge Advisors Inc. > Profile

Instuitional Investor - Cambridge Advisors Inc.

Fund Profile
Filing Period:
Fund Name: Cambridge Advisors Inc.
Portfolio Value $398,004,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 159,622 $69,722,803 17.51%
2.
Vanguard Bond Index Funds
 BND 588,554 $43,288,183 10.87%
3.
Vanguard Tax-Managed Fds
 556,135 $26,638,885 6.69%
4.
Ishares Trust
 IEF 57,350 $15,894,644 3.99%
5.
Microsoft Corp
 MSFT 30,210 $11,360,128 2.85%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)