Cambridge Financial Group, LLC Reduced Holdings in Q2 2025

Cambridge Financial Group, LLC

  • $266 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.6K
- 9.29%
$172.42 - $223.89 $275K - $358K
15.6K $3.2B
VTI
Vanguard Total Stock Market Et

ETFs
-1.31K
- 47.23%
$243.75 - $303.93 $320K - $398K
1.47K $445M
V
Visa Inc.

Financial Services
-935
- 38.13%
$308.27 - $373.31 $288K - $349K
1.52K $539M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.99K
- 4.49%
$24.32 - $27.87 $121K - $139K
106K $2.81B
CVX
Chevron Corp

Energy
-1.16K
- 33.52%
$133.73 - $168.51 $155K - $195K
2.3K $329M
DFSE
Dimensional ETF Tr Dimen Emrgn
-9.86K
- 29.54%
N/A
23.5K $896M
LLY
Eli Lilly & CO

Healthcare
-263
- 23.09%
$713.71 - $898.95 $188K - $236K
876 $683M
DISV
Dimensional ETF Tr Dimensional

ETFs
-15.2K
- 17.53%
$25.93 - $32.91 $393K - $499K
71.4K $2.35B
HD
Home Depot, Inc.

Consumer Cyclical
-443
- 31.89%
$335.24 - $380.78 $149K - $169K
946 $347M
PEP
Pepsico Inc

Consumer Defensive
-700
- 19.56%
$128.02 - $151.37 $89.6K - $106K
2.88K $380M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-6.45K
- 15.76%
$24.21 - $29.47 $156K - $190K
34.5K $1.01B
GOOG
Alphabet Inc.

Communication Services
-899
- 28.25%
$146.58 - $180.01 $132K - $162K
2.28K $405M
VOE
Vanguard Mid Cap Value Index F

ETFs
-768
- 14.45%
$141.87 - $164.49 $109K - $126K
4.55K $748M
ABBV
Abb Vie Inc.

Healthcare
-191
- 7.09%
$170.16 - $206.27 $32.5K - $39.4K
2.5K $465M
JNJ
Johnson & Johnson

Healthcare
-254
- 5.55%
$146.36 - $159.82 $37.2K - $40.6K
4.32K $660M
MRK
Merck & Co., Inc.

Healthcare
-640
- 14.38%
$73.47 - $87.12 $47K - $55.8K
3.81K $302M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.48K
- 6.46%
$162.76 - $195.77 $241K - $290K
21.5K $4.18B
GOOGL
Alphabet Inc.

Communication Services
-900
- 20.65%
$144.7 - $178.6 $130K - $161K
3.46K $609M
MCD
Mcdonalds Corp

Consumer Cyclical
-109
- 7.05%
$285.55 - $321.23 $31.1K - $35K
1.44K $420M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-472
- 6.97%
$376.48 - $440.65 $178K - $208K
6.3K $2.78B
XOM
Exxon Mobil Corp

Energy
-240
- 9.64%
$99.93 - $119.04 $24K - $28.6K
2.25K $242M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-533
- 17.17%
$416.06 - $551.64 $222K - $294K
2.57K $1.42B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.24K
- 15.92%
$30.87 - $39.17 $69.3K - $87.9K
11.9K $464M
TXN
Texas Instruments Inc

Technology
-385
- 20.46%
N/A
1.5K $311M
VNQ
Vanguard Specialized Funds Van

ETFs
-283
- 2.13%
$79.79 - $91.42 $22.6K - $25.9K
13K $1.16B
DFSU
Dimensional ETF Tr Dimen Us Su
-3.63K
- 9.69%
N/A
33.8K $1.33B
META
Meta Platforms, Inc.

Communication Services
-180
- 24.16%
$484.66 - $738.09 $87.2K - $133K
565 $417M
IWM
Ishares Russell 2000 ETF

ETFs
-50
- 4.51%
$174.82 - $215.79 $8.74K - $10.8K
1.06K $229M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.76%
$908.13 - $1056.85 $3.63K - $4.23K
521 $516M
CSCO
Cisco Systems, Inc.

Technology
-145
- 2.7%
$53.19 - $69.38 $7.71K - $10.1K
5.22K $362M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.6K
- 4.72%
$26.66 - $33.09 $69.2K - $85.9K
52.4K $1.73B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-784
- 3.34%
$33.46 - $41.33 $26.2K - $32.4K
22.7K $938M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-34
- 0.24%
$60.34 - $74.89 $2.05K - $2.55K
13.9K $1.04B
DFAI
Dimensional ETF Tr

ETFs
-480
- 2.32%
$28.02 - $34.71 $13.4K - $16.7K
20.2K $699M
EEMV
Ishares Msci Emerging Markets

ETFs
-96
- 0.8%
$54.12 - $62.8 $5.2K - $6.03K
11.8K $744M
ORCL
Oracle Corp

Technology
-192
- 9.73%
$122.82 - $218.63 $23.6K - $42K
1.78K $390M
FNDF
Schwab Fundamental Intl Large

ETFs
-450
- 2.88%
$32.25 - $40.02 $14.5K - $18K
15.2K $607M
SPY
Spdr S&P 500 ETF Trust

ETFs
-197
- 6.43%
$496.48 - $617.85 $97.8K - $122K
2.87K $1.77B
IEMG
Ishares Inc

ETFs
-288
- 2.14%
N/A
13.2K $791M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-123
- 1.06%
$73.02 - $90.22 $8.98K - $11.1K
11.4K $1.02B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-484
- 0.59%
$67.03 - $80.35 $32.4K - $38.9K
82K $6.54B
TSLA
Tesla, Inc.

Consumer Cyclical
-78
- 4.01%
$221.86 - $362.89 $17.3K - $28.3K
1.87K $593M
AXP
American Express CO

Financial Services
-116
- 2.11%
$231.39 - $318.98 $26.8K - $37K
5.38K $1.72B
IXUS
Ishares Tr

ETFs
-76
- 0.46%
$62.37 - $77.63 $4.74K - $5.9K
16.6K $1.28B
AMZN
Amazon Com Inc

Consumer Cyclical
-255
- 3.99%
$167.32 - $223.3 $42.7K - $56.9K
6.14K $1.35B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-27
- 0.55%
$272.36 - $339.57 $7.35K - $9.17K
4.85K $1.65B
MSFT
Microsoft Corp

Technology
-642
- 15.06%
$354.56 - $497.45 $228K - $319K
3.62K $1.8B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.34K
- 2.63%
$20.42 - $25.3 $109K - $135K
198K $5B
IEFA
Ishares Tr

ETFs
-343
- 0.93%
$67.83 - $84.09 $23.3K - $28.8K
36.4K $3.04B
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 58 Reductions 55 Sold out 3 Options Calls 0 Puts 0
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