13F HOLDINGS REPORT
Eaton-Cambridge Inc.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0002011052-25-000004
Total Value
$232.8M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,313,690 | $76.3M | 32.79% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 523,973 | $41.4M | 17.77% |
| 3 | DIMENSIONAL ETF TRUST | 25434V799 | 1,130,609 | $31.4M | 13.49% |
| 4 | VANGUARD BD INDEX FDS | 921937835 | 406,548 | $29.9M | 12.83% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 564,655 | $14.9M | 6.42% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 164,713 | $12.9M | 5.54% |
| 7 | AMERICAN CENTY ETF TR | 025072885 | 48,884 | $4.5M | 1.94% |
| 8 | APPLE INC | AAPL | 10,939 | $2.4M | 1.04% |
| 9 | NVIDIA CORPORATION | NVDA | 17,767 | $1.9M | 0.83% |
| 10 | DIMENSIONAL ETF TRUST | 25434V203 | 58,610 | $1.8M | 0.79% |
| 11 | AMERICAN CENTY ETF TR | 025072687 | 37,480 | $1.8M | 0.75% |
| 12 | AMERICAN CENTY ETF TR | 025072562 | 39,444 | $1.6M | 0.70% |
| 13 | AMERICAN CENTY ETF TR | 025072703 | 18,755 | $1.2M | 0.53% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 20,423 | $1.0M | 0.44% |
| 15 | AMERICAN CENTY ETF TR | 025072604 | 16,132 | $970,662 | 0.42% |
| 16 | ISHARES TR | 464287309 | 9,739 | $904,071 | 0.39% |
| 17 | AMAZON COM INC | AMZN | 4,582 | $871,771 | 0.37% |
| 18 | MICROSOFT CORP | MSFT | 1,926 | $723,001 | 0.31% |
| 19 | AMERICAN CENTY ETF TR | 025072232 | 9,031 | $642,917 | 0.28% |
| 20 | VANGUARD WELLINGTON FD | 921935870 | 5,715 | $574,415 | 0.25% |
| 21 | DIMENSIONAL ETF TRUST | 25434V302 | 22,167 | $573,900 | 0.25% |
| 22 | ELI LILLY & CO | LLY | 692 | $571,530 | 0.25% |
| 23 | ISHARES TR | 464287150 | 4,168 | $508,527 | 0.22% |
| 24 | META PLATFORMS INC | META | 650 | $374,634 | 0.16% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 676 | $360,024 | 0.15% |
| 26 | UNITED PARCEL SERVICE INC | UPS | 3,072 | $337,889 | 0.15% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,732 | $335,991 | 0.14% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 1,286 | $315,456 | 0.14% |
| 29 | ALPHABET INC | GOOG | 1,944 | $300,620 | 0.13% |
| 30 | ISHARES TR | 464287200 | 514 | $288,817 | 0.12% |
| 31 | DIMENSIONAL ETF TRUST | 25434V872 | 6,801 | $286,050 | 0.12% |
| 32 | DIMENSIONAL ETF TRUST | 25434V864 | 5,831 | $277,089 | 0.12% |
| 33 | UNITEDHEALTH GROUP INC | UNH | 492 | $257,685 | 0.11% |
| 34 | VISA INC | V | 590 | $206,771 | 0.09% |