13F HOLDINGS REPORT
Eaton-Cambridge Inc.
Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0002011052-25-000001
Total Value
$224.1M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,324,970 | $80.4M | 35.88% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 525,675 | $41.0M | 18.30% |
| 3 | VANGUARD BD INDEX FDS | 921937835 | 383,222 | $27.6M | 12.30% |
| 4 | DIMENSIONAL ETF TRUST | 25434V799 | 1,057,263 | $27.3M | 12.19% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 537,287 | $14.1M | 6.28% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 165,659 | $12.8M | 5.71% |
| 7 | APPLE INC | AAPL | 10,797 | $2.7M | 1.21% |
| 8 | NVIDIA CORPORATION | NVDA | 18,889 | $2.5M | 1.13% |
| 9 | AMERICAN CENTY ETF TR | 025072562 | 47,049 | $1.9M | 0.85% |
| 10 | DIMENSIONAL ETF TRUST | 25434V203 | 58,602 | $1.7M | 0.76% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 11,889 | $1.2M | 0.51% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 17,547 | $1.1M | 0.48% |
| 13 | AMAZON COM INC | AMZN | 4,533 | $994,495 | 0.44% |
| 14 | ISHARES TR | 464287309 | 9,739 | $988,801 | 0.44% |
| 15 | MICROSOFT CORP | MSFT | 2,032 | $856,488 | 0.38% |
| 16 | AMERICAN CENTY ETF TR | 025072232 | 9,070 | $656,396 | 0.29% |
| 17 | DIMENSIONAL ETF TRUST | 25434V302 | 22,163 | $562,275 | 0.25% |
| 18 | ISHARES TR | 464287150 | 4,168 | $536,077 | 0.24% |
| 19 | ELI LILLY & CO | LLY | 692 | $534,224 | 0.24% |
| 20 | SPDR S&P 500 ETF TR | SPY | 735 | $430,769 | 0.19% |
| 21 | META PLATFORMS INC | META | 710 | $415,712 | 0.19% |
| 22 | UNITED PARCEL SERVICE INC | UPS | 3,238 | $408,312 | 0.18% |
| 23 | ALPHABET INC | GOOG | 1,906 | $360,806 | 0.16% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 1,294 | $310,185 | 0.14% |
| 25 | ISHARES TR | 464287200 | 519 | $305,525 | 0.14% |
| 26 | AMERICAN CENTY ETF TR | 025072604 | 5,001 | $294,009 | 0.13% |
| 27 | VANGUARD INDEX FDS | 922908736 | 689 | $282,793 | 0.13% |
| 28 | DIMENSIONAL ETF TRUST | 25434V872 | 6,434 | $265,531 | 0.12% |
| 29 | UNITEDHEALTH GROUP INC | UNH | 512 | $259,000 | 0.12% |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 558 | $252,930 | 0.11% |
| 31 | AMERICAN CENTY ETF TR | 025072687 | 5,229 | $241,266 | 0.11% |
| 32 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 544 | $231,472 | 0.10% |
| 33 | ALPHABET INC | GOOG | 1,193 | $227,195 | 0.10% |
| 34 | BROADCOM INC | AVGO | 950 | $220,248 | 0.10% |
| 35 | HOME DEPOT INC | HD | 528 | $205,387 | 0.09% |