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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

Institutional Manager · CIK 0001633695

Cambridge Advisors Inc.

OMAHA, NE · File #028-16611

Latest AUM
$525.3M
Positions
176
Top-10 Concentration
62.6%
Filings
12

Sector Allocation

Technology
7.2%$37.6M
Healthcare
3.0%$15.9M
Industrials
1.9%$10.1M
Materials
1.2%$6.6M
Financials
1.2%$6.2M
Energy
0.3%$1.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908363144,374$90.5M20.74%
2VANGUARD BD INDEX FDS921937835730,593$54.1M12.40%
3VANGUARD TAX-MANAGED FDS921943858548,815$34.3M7.85%
4ISHARES TR464287507308,465$20.4M4.66%
5VANGUARD CHARLOTTE FDS92203J407289,978$14.0M3.21%
6MICROSOFT CORPMSFT28,322$13.7M3.14%
7VANGUARD INDEX FDS92290876936,297$12.2M2.79%
8J P MORGAN EXCHANGE TRADED F46654Q203208,509$12.1M2.78%
9BERKSHIRE HATHAWAY INC DELBRK-A15$11.3M2.59%
10J P MORGAN EXCHANGE TRADED F46641Q332182,429$10.4M2.39%
11VANGUARD SCOTTSDALE FDS92206C870122,600$10.3M2.35%
12APPLE INCAAPL37,679$10.2M2.35%
13VANGUARD INTL EQUITY INDEX F922042858190,317$10.2M2.34%
14BERKSHIRE HATHAWAY INC DELBRK-A17,504$8.8M2.02%
15VANGUARD INDEX FDS92290875132,346$8.3M1.91%
16SCHWAB STRATEGIC TR808524300254,295$8.3M1.90%
17AMGEN INCAMGN24,697$8.1M1.85%
18VANGUARD SPECIALIZED FUNDS92190884434,328$7.5M1.73%
19VANGUARD INDEX FDS92290855384,718$7.5M1.72%
20FIRST TR EXCHNG TRADED FD VI33740F755141,022$4.8M1.11%