StockDriftsStockDriftsTop 50 Cambridge Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 9.96% | 757.5K | $29.4M | +11.59%(+78.67K) | $30.61(+39.47%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.24% | 390.0K | $24.4M | +10.92%(+38.41K) | $51.17(+31.21%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.22% | 683.7K | $24.3M | +0.31%(+2.12K) | $25.85(+44.19%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.33% | 541.6K | $18.7M | -0.67%(-3.68K) | $25.13(+57.73%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 6.14% | 507.1K | $18.1M | +0.30%(+1.54K) | $25.25(+62.40%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.03% | 263.8K | $9.0M | -18.12%(-58.38K) | $24.40(+50.74%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 2.23% | 69.8K | $6.6M | -15.82%(-13.12K) | $77.99(+32.39%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.92% | 195.0K | $5.7M | -28.03%(-75.94K) | $19.59(+69.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.72% | 20.0K | $5.1M | -5.88%(-1.25K) | $207.69(+36.83%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.48% | 174.2K | $4.4M | -8.49%(-16.17K) | $19.23(+45.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.71% | +50.95% |
| Top 20 Holdings Unweighted | +13.27% | +45.33% |
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