Institutional
Eaton-Cambridge Inc.
CIK 0002011052
$355.8M
Reported AUM
70
Positions
Q2 2026
Period
2026-07-23
Filed
Editorial summary
Summary for Eaton-Cambridge Inc. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $43.74 | -1.42% | 24.06% | 69.41% | $115.6M | 32.49% | — | HELD |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $37.46 | -0.29% | 25.09% | 79.98% | $48.6M | 13.66% | — | HELD |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.01% | 3.06% | 12.13% | $43.8M | 12.32% | — | HELD |
| 4 | BND | VANGUARD BD INDEX FDS | $72.38 | -0.36% | 2.10% | -1.58% | $32.4M | 9.12% | — | HELD |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $36.28 | -2.21% | 27.28% | 61.74% | $26.0M | 7.30% | — | HELD |
| 6 | DFGX | DIMENSIONAL ETF TRUST | $52.25 | -0.37% | 1.63% | 7.98% | $19.9M | 5.60% | — | HELD |
| 7 | BSV | VANGUARD BD INDEX FDS | $77.62 | 0.05% | 2.36% | 8.39% | $12.7M | 3.57% | — | HELD |
| 8 | AVUS | AMERICAN CENTY ETF TR | $124.78 | -1.61% | 26.31% | 76.50% | $6.1M | 1.73% | — | HELD |
| 9 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $4.6M | 1.29% | — | HELD |
| 10 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $4.2M | 1.19% | — | HELD |
| 11 | VTEB | VANGUARD MUN BD FDS | $49.70 | -0.14% | 5.14% | 3.42% | $3.3M | 0.94% | — | HELD |
| 12 | VTES | VANGUARD WELLINGTON FD | $100.64 | -0.02% | 1.72% | 9.17% | $2.6M | 0.72% | — | HELD |
| 13 | AVEM | AMERICAN CENTY ETF TR | $85.87 | -2.14% | 30.84% | 50.59% | $2.5M | 0.70% | — | HELD |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $41.36 | -0.51% | 25.12% | 59.10% | $2.3M | 0.65% | — | HELD |
| 15 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 7.50% | 33.03% | $2.0M | 0.55% | — | HELD |
| 16 | AVDE | AMERICAN CENTY ETF TR | $89.32 | -0.63% | 25.01% | 60.48% | $1.6M | 0.46% | — | HELD |
| 17 | AVSF | AMERICAN CENTY ETF TR | $46.38 | 0.03% | 2.73% | 9.60% | $1.6M | 0.44% | — | HELD |
| 18 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $1.4M | 0.39% | — | HELD |
| 19 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $1.4M | 0.38% | — | HELD |
| 20 | IVW | ISHARES TR | $129.28 | -1.93% | 16.18% | 69.99% | $1.3M | 0.38% | — | HELD |
| 21 | DFSU | DIMENSIONAL ETF TRUST | $46.53 | -1.56% | 19.26% | 93.26% | $1.1M | 0.32% | — | HELD |
| 22 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 61.25% | 393.83% | $1.1M | 0.31% | — | HELD |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $35.99 | -2.12% | 26.74% | 42.31% | $891K | 0.25% | — | HELD |
| 24 | SPYM | SPDR SERIES TRUST | $85.93 | -1.45% | 20.54% | 76.10% | $883K | 0.25% | — | HELD |
| 25 | AVIG | AMERICAN CENTY ETF TR | $40.84 | -0.23% | 2.36% | -1.21% | $867K | 0.24% | — | HELD |
| 26 | META | META PLATFORMS INC | $585.61 | -1.31% | -20.62% | 57.79% | $855K | 0.24% | — | HELD |
| 27 | MU | MICRON TECHNOLOGY INC | $739.00 | -9.94% | 683.61% | 1041.72% | $802K | 0.23% | — | HELD |
| 28 | ITOT | ISHARES TR | $160.03 | -1.53% | 20.99% | 68.32% | $750K | 0.21% | — | HELD |
| 29 | AVGE | AMERICAN CENTY ETF TR | $97.05 | -1.31% | 27.16% | 91.70% | $734K | 0.21% | — | HELD |
| 30 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $685K | 0.19% | — | HELD |
| 31 | DFSD | DIMENSIONAL ETF TRUST | $47.31 | -0.03% | — | — | $611K | 0.17% | — | HELD |
| 32 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $592K | 0.17% | — | HELD |
| 33 | VV | VANGUARD INDEX FDS | $335.45 | -1.56% | — | — | $590K | 0.17% | — | HELD |
| 34 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $576K | 0.16% | — | HELD |
| 35 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | — | — | $499K | 0.14% | — | HELD |
| 36 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $498K | 0.14% | — | HELD |
| 37 | BNDX | VANGUARD CHARLOTTE FDS | $47.81 | -0.38% | — | — | $472K | 0.13% | — | HELD |
| 38 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $403K | 0.11% | — | HELD |
| 39 | INTC | INTEL CORP | $81.88 | -5.12% | — | — | $374K | 0.10% | — | HELD |
| 40 | VIG | VANGUARD SPECIALIZED FUNDS | $238.56 | -1.32% | — | — | $371K | 0.10% | — | HELD |
| 41 | GS | GOLDMAN SACHS GROUP INC | $980.75 | -5.09% | — | — | $353K | 0.10% | — | HELD |
| 42 | DFSI | DIMENSIONAL ETF TRUST | $45.19 | -0.68% | — | — | $333K | 0.09% | — | HELD |
| 43 | VBIL | VANGUARD INSTL INDEX FD | $75.69 | 0.01% | — | — | $331K | 0.09% | — | HELD |
| 44 | DUSB | DIMENSIONAL ETF TRUST | $50.72 | 0.02% | — | — | $330K | 0.09% | — | HELD |
| 45 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.31% | — | — | $322K | 0.09% | — | HELD |
| 46 | IVV | ISHARES TR | $733.12 | -1.49% | — | — | $321K | 0.09% | — | HELD |
| 47 | CAT | CATERPILLAR INC | $782.71 | -6.91% | — | — | $307K | 0.09% | — | HELD |
| 48 | V | VISA INC | $368.73 | 0.58% | — | — | $303K | 0.09% | — | HELD |
| 49 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $286K | 0.08% | — | HELD |
| 50 | VCEB | VANGUARD WORLD FD | $61.47 | -0.44% | — | — | $286K | 0.08% | — | HELD |
| 51 | GLD | SPDR GOLD TR | $371.08 | 0.46% | — | — | $278K | 0.08% | — | HELD |
| 52 | VUG | VANGUARD INDEX FDS | $82.07 | -1.51% | — | — | $275K | 0.08% | — | HELD |
| 53 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $275K | 0.08% | — | HELD |
| 54 | KLAC | KLA CORP | $170.19 | -10.80% | — | — | $271K | 0.08% | — | HELD |
| 55 | WDC | WESTERN DIGITAL CORP | $462.04 | -0.32% | — | — | $270K | 0.08% | — | HELD |
| 56 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | — | — | $269K | 0.08% | — | HELD |
| 57 | ABBV | ABBVIE INC | $263.30 | 0.04% | — | — | $264K | 0.07% | — | HELD |
| 58 | SNDK | SANDISK CORP | $1015.89 | -7.32% | — | — | $261K | 0.07% | — | HELD |
| 59 | LRCX | LAM RESEARCH CORP | $252.35 | -6.40% | — | — | $259K | 0.07% | — | HELD |
| 60 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | — | — | $258K | 0.07% | — | HELD |
| 61 | XLK | SELECT SECTOR SPDR TR | $166.57 | -2.64% | — | — | $254K | 0.07% | — | HELD |
| 62 | UNH | UNITEDHEALTH GROUP INC | $420.57 | -1.92% | — | — | $254K | 0.07% | — | HELD |
| 63 | MA | MASTERCARD INCORPORATED | $563.32 | 0.10% | — | — | $237K | 0.07% | — | HELD |
| 64 | MRK | MERCK & CO INC | $130.36 | -1.11% | — | — | $225K | 0.06% | — | HELD |
| 65 | CSCO | CISCO SYS INC | $112.48 | -2.68% | — | — | $225K | 0.06% | — | HELD |
| 66 | EBAY | EBAY INC. | $115.30 | -1.82% | — | — | $221K | 0.06% | — | HELD |
| 67 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | — | — | $220K | 0.06% | — | HELD |
| 68 | DFCF | DIMENSIONAL ETF TRUST | $41.55 | -0.34% | — | — | $215K | 0.06% | — | HELD |
| 69 | GLW | CORNING INC | $124.05 | -1.56% | — | — | $208K | 0.06% | — | HELD |
| 70 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | — | — | $205K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0002011052-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.