Eaton-Cambridge Inc.

Est. AUM

$319.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$100.9M	2595688	31.56%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$45.2M	1273246	14.16%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$43.4M	547927	13.59%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$32.0M	434861	10.02%	SOLE
5	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$22.7M	655618	7.09%	SOLE
6	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$17.1M	325258	5.34%	SOLE
7	VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.7M	161346	3.96%	SOLE
8	AMERICAN CENTY ETF TR	US EQT ETF	$5.8M	51742	1.80%	SOLE
9	NVIDIA CORPORATION	COM	$3.8M	22028	1.20%	SOLE
10	APPLE INC	COM	$3.5M	13968	1.11%	SOLE
11	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.1M	62311	0.97%	SOLE
12	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$2.4M	23659	0.75%	SOLE
13	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.1M	54649	0.67%	SOLE
14	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.6M	19297	0.51%	SOLE
15	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.6M	33742	0.49%	SOLE
16	AMAZON COM INC	COM	$1.5M	7417	0.48%	SOLE
17	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.5M	18709	0.47%	SOLE
18	MICROSOFT CORP	COM	$1.2M	3348	0.39%	SOLE
19	ISHARES TR	S&P 500 GRWT ETF	$1.1M	9739	0.34%	SOLE
20	ALPHABET INC	CAP STK CL A	$1.0M	3626	0.33%	SOLE
21	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$995K	24220	0.31%	SOLE
22	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$871K	20962	0.27%	SOLE
23	META PLATFORMS INC	CL A	$822K	1437	0.26%	SOLE
24	ELI LILLY & CO	COM	$804K	874	0.25%	SOLE
25	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$750K	22163	0.23%	SOLE
26	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$677K	7695	0.21%	SOLE
27	DIMENSIONAL ETF TRUST	SHORT DURATION F	$609K	12724	0.19%	SOLE
28	ISHARES TR	CORE S&P TTL STK	$594K	4167	0.19%	SOLE
29	VANGUARD INDEX FDS	LARGE CAP ETF	$526K	1760	0.16%	SOLE
30	ALPHABET INC	CAP STK CL C	$513K	1790	0.16%	SOLE
31	JPMORGAN CHASE & CO	COM	$487K	1657	0.15%	SOLE
32	EXXON MOBIL CORP	COM	$460K	2711	0.14%	SOLE
33	BROADCOM INC	COM	$444K	1433	0.14%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$434K	668	0.14%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$416K	869	0.13%	SOLE
36	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$397K	8270	0.12%	SOLE
37	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$370K	1720	0.12%	SOLE
38	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$368K	4871	0.12%	SOLE
39	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$329K	6495	0.10%	SOLE
40	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$321K	3874	0.10%	SOLE
41	SPDR GOLD TR	GOLD SHS	$315K	733	0.10%	SOLE
42	DIMENSIONAL ETF TRUST	INTERNATIONAL	$313K	7384	0.10%	SOLE
43	WALMART INC	COM	$302K	2430	0.09%	SOLE
44	MICRON TECHNOLOGY INC	COM	$292K	864	0.09%	SOLE
45	VANGUARD WORLD FD	ESG US CORP BD	$284K	4525	0.09%	SOLE
46	ISHARES TR	CORE S&P500 ETF	$280K	428	0.09%	SOLE
47	JOHNSON & JOHNSON	COM	$263K	1077	0.08%	SOLE
48	HOME DEPOT INC	COM	$259K	789	0.08%	SOLE
49	VANGUARD INDEX FDS	GROWTH ETF	$231K	529	0.07%	SOLE
50	VISA INC	COM CL A	$231K	765	0.07%	SOLE

1–50 of 56

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.