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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Cambridge Financial Group, LLC

Quarter ended Q3 2025 · Filed September 9, 2025 · Accession 0001214659-25-013553

Total Value
$235.6M
Positions
136
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (136)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V708643,077$21.2M9.00%
2DIMENSIONAL ETF TRUST25434V609328,981$16.9M7.19%
3DIMENSIONAL ETF TRUST25434V799607,618$16.9M7.16%
4DIMENSIONAL ETF TRUST25434V732503,199$13.3M5.65%
5DIMENSIONAL ETF TRUST25434V740459,878$12.4M5.28%
6DIMENSIONAL ETF TRUST25434V880320,152$8.4M3.56%
7SCHWAB STRATEGIC TR808524300272,970$6.8M2.90%
8SPDR SER TR78464A30082,472$6.5M2.74%
9ISHARES TR46428787951,650$5.0M2.14%
10SCHWAB STRATEGIC TR808524607202,942$4.8M2.02%
11DIMENSIONAL ETF TRUST25434V807109,380$4.3M1.83%
12SCHWAB STRATEGIC TR808524201194,035$4.3M1.82%
13VANGUARD INDEX FDS92290861122,934$4.3M1.81%
14SCHWAB STRATEGIC TR808524805197,104$3.9M1.66%
15APPLE INCAAPL17,198$3.8M1.61%
16VANGUARD WHITEHALL FDS92194679448,178$3.6M1.51%
17BERKSHIRE HATHAWAY INC DELBRK-A4$3.2M1.36%
18SCHWAB STRATEGIC TR808524797111,041$3.1M1.31%
19SCHWAB STRATEGIC TR808524102132,026$2.8M1.21%
20SPDR DOW JONES INDL AVERAGE78467X1096,773$2.8M1.20%
21ISHARES TR46432F84236,765$2.8M1.18%
22DIMENSIONAL ETF TRUST25434V50044,958$2.7M1.14%
23ISHARES TR46434V62143,089$2.7M1.13%
24DIMENSIONAL ETF TRUST25434V78186,538$2.5M1.07%
25SCHWAB STRATEGIC TR80852440987,398$2.3M0.98%
26DIMENSIONAL ETF TRUST25434V40134,380$2.1M0.88%
27VANGUARD SPECIALIZED FUNDS92190884410,433$2.0M0.86%
28SCHWAB STRATEGIC TR80852450866,853$1.8M0.74%
29SPDR S&P 500 ETF TRSPY3,066$1.7M0.73%
30SCHWAB STRATEGIC TR80852473054,978$1.7M0.72%
31DIMENSIONAL ETF TRUST25434V69047,671$1.7M0.71%
32SPDR INDEX SHS FDS78463X50941,594$1.6M0.70%
33MICROSOFT CORPMSFT4,262$1.6M0.68%
34ISHARES TR4642876224,872$1.5M0.63%
35ISHARES TR4642876144,088$1.5M0.63%
36AMERICAN EXPRESS COAXP5,495$1.5M0.63%
37SPDR SER TR78464A83919,115$1.5M0.62%
38INVESCO QQQ TRIVZ3,104$1.5M0.62%
39SCHWAB STRATEGIC TR80852470650,612$1.4M0.59%
40DIMENSIONAL ETF TRUST25434V71637,418$1.3M0.57%
41AMAZON COM INCAMZN6,394$1.2M0.52%
42VANGUARD INDEX FDS92290855313,256$1.2M0.51%
43ISHARES TR46432F83416,687$1.2M0.49%
44DIMENSIONAL ETF TRUST25434V81540,897$1.2M0.49%
45DIMENSIONAL ETF TRUST25434V30244,061$1.1M0.49%
46DIMENSIONAL ETF TRUST25434V68233,394$1.1M0.48%
47VANGUARD WHITEHALL FDS9219464068,363$1.1M0.46%
48ISHARES TR4642875985,337$1.0M0.43%
49ISHARES BITCOIN TRUST ETFIBIT21,129$992,6130.42%
50VANGUARD ADMIRAL FDS INC92193277811,788$989,1880.42%
51SPDR SER TR78464A80513,974$950,3720.40%
52ISHARES TR46435G51611,571$945,5900.40%
53ELI LILLY & COLLY1,139$939,7910.40%
54ISHARES TR46435U66323,480$901,8970.38%
55VANGUARD INDEX FDS9229085125,314$847,4500.36%
56VISA INCV2,452$846,3810.36%
57ISHARES TR4642877056,660$796,9640.34%
58NVIDIA CORPORATIONNVDA7,225$785,0030.33%
59VANGUARD INDEX FDS9229087692,776$760,1670.32%
60JOHNSON & JOHNSONJNJ4,578$758,6630.32%
61ISHARES INC46434G10313,460$726,5970.31%
62VANGUARD INTL EQUITY INDEX F9220427426,065$703,0360.30%
63ISHARES TR46436E86630,046$702,1760.30%
64ISHARES INC46428653311,944$696,8130.30%
65QUALCOMM INCQCOM4,555$696,0750.30%
66VANGUARD STAR FDS92190976810,958$682,3860.29%
67ALPHABET INCGOOG4,358$673,5190.29%
68DIMENSIONAL ETF TRUST25434V20320,714$649,7930.28%
69GE AEROSPACE3696043012,946$589,6420.25%
70CHEVRON CORP NEWCVX3,458$578,3690.25%
71WALMART INCWMT6,491$568,9740.24%
72SCHWAB STRATEGIC TR80852475515,625$564,6880.24%
73ABBVIE INCABBV2,694$563,4290.24%
74CONOCOPHILLIPSCOP5,144$540,1670.23%
75PEPSICO INCPEP3,579$536,3340.23%
76VANGUARD INTL EQUITY INDEX F92204285811,802$534,4310.23%
77ISHARES TR46436E84123,389$524,3930.22%
78PROCTER AND GAMBLE CO7427181093,046$517,7490.22%
79TESLA INCTSLA1,946$511,2010.22%
80HOME DEPOT INCHD1,389$505,0410.21%
81SCHWAB STRATEGIC TR80852476318,284$500,7990.21%
82ALPHABET INCGOOG3,182$497,0120.21%
83COSTCO WHSL CORP NEW22160K105525$495,1440.21%
84ISHARES INC46434G86314,097$492,7870.21%
85ISHARES TR46436E56911,454$490,0340.21%
86MCDONALDS CORPMCD1,547$482,6280.20%
87ISHARES TR46436E54412,161$457,2370.19%
88SPDR INDEX SHS FDS78463X53312,563$448,5000.19%
89AMERIPRISE FINL INC03076C106906$437,7480.19%
90INTERNATIONAL BUSINESS MACHSINTR1,761$435,7640.18%
91META PLATFORMS INCMETA745$429,3550.18%
92AMERICAN CENTY ETF TR0250726046,840$411,5570.17%
93COCA COLA COKO5,657$403,3750.17%
94ISHARES TR4642871503,288$400,4520.17%
95MERCK & CO INCMRK4,452$399,4410.17%
96VANGUARD INDEX FDS9229087511,792$397,3500.17%
97ISHARES INC4642862107,524$370,6670.16%
98JPMORGAN CHASE & CO.VYLD1,484$364,0780.15%
99AMERICAN CENTY ETF TR0250728025,018$349,9560.15%
100FLEXSHARES TRFLEX6,528$342,7310.15%
101TEXAS INSTRS INC8825081041,882$337,3010.14%
102SPDR GOLD TRGLD1,174$336,7720.14%
103GE VERNOVA INCGEV1,097$334,8930.14%
104ISHARES TR464287200591$331,9690.14%
105CISCO SYS INCCSCO5,369$331,3150.14%
106COLGATE PALMOLIVE COCL3,350$313,8950.13%
107BERKSHIRE HATHAWAY INC DELBRK-A593$312,1020.13%
108ISHARES TR46436E82513,890$302,3840.13%
109AMERICAN CENTY ETF TR0250728773,452$300,9080.13%
110EXXON MOBIL CORPXOM2,489$295,5530.13%
111AT&T INCT-PC10,370$293,2640.12%
112EMERSON ELEC COEMR2,648$290,3810.12%
113DIMENSIONAL ETF TRUST25434V7247,030$288,0180.12%
114BROADCOM INCAVGO1,711$286,5260.12%
115ISHARES TR4642878872,249$279,7440.12%
116ORACLE CORPORCL-PD1,974$276,1420.12%
117ISHARES TR4642871011,012$274,1540.12%
118VANGUARD INDEX FDS9229086291,053$272,0270.12%
119ISHARES TR4642888774,589$270,7020.11%
120UNITEDHEALTH GROUP INCUNH517$270,5620.11%
121ISHARES TR4642874081,408$268,3370.11%
122ISHARES TR46436E83311,704$260,3530.11%
123INVESCO EXCH TRD SLF IDX FDIVZ15,260$253,1640.11%
124ISHARES TR46436E7426,552$250,5490.11%
125DUPONT DE NEMOURS INCDD3,313$247,4150.11%
126CORTEVA INCCTVA3,824$240,6690.10%
127ISHARES TR4642873092,591$240,5180.10%
128VANGUARD ADMIRAL FDS INC9219328442,617$240,4210.10%
129EA SERIES TRUST02072L6076,841$240,0580.10%
130BANK AMERICA CORP0605051045,564$230,9510.10%
131NETFLIX INCNFLX243$226,6240.10%
132ISHARES TR4642876551,109$221,3550.09%
133SCHWAB STRATEGIC TR8085247485,961$215,7890.09%
134CATERPILLAR INCCAT653$215,5080.09%
135PUBLIC SVC ENTERPRISE GRP IN7445731062,577$212,0880.09%
136TARGET CORPTGT1,972$205,7270.09%