StockDriftsStockDriftsTop 50 Cambridge Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 17.14% | 147.8K | $88.3M | +2.36%(+3.40K) | $215.03(+209.40%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 10.44% | 730.6K | $53.8M | +0.01%(+45) | $80.34(-8.84%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.52% | 524.4K | $33.6M | -4.45%(-24.44K) | $40.15(+71.82%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.97% | 303.2K | $20.5M | -1.72%(-5.29K) | $37.40(+95.90%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.72% | 291.9K | $14.0M | +0.67%(+1.94K) | $53.36(-10.25%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.26% | 36.3K | $11.6M | +0.00%(+1) | $139.45(+155.99%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.22% | 206.2K | $11.4M | -1.13%(-2.35K) | $50.21(+17.63%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.09% | 15 | $10.8M | +0.00%(+0) | $739681.00(-5.37%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.99% | 181.0K | $10.3M | -0.79%(-1.45K) | $56.35(+0.26%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 27.6K | $10.2M | -2.42%(-685) | $47.68(+762.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.46% | +31.15% |
| Top 20 Holdings Unweighted | +9.17% | +30.13% |
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