account_balance

Investment manager · 13F filer · SEC CIK 2078994

Cambridge Capital Management, LLC

Reported value$265Mas of Sep 30, 2026

Positions46 1 new, 2 sold out

Top 10 weight76.4%VTV alone is 15%

FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VTVVanguard Index FDS

14.9%

VUGVanguard Index FDS

13.8%

IJRiShares Tr

9.4%

DFICDimensional ETF Trust

8.7%Added +8%

VEAVanguard Tax-Managed FDS

7.4%

BIVVanguard Bd Index FDS

6.7%Added +5%

VOOVanguard Index FDS

5.2%Added +2%

VNQVanguard Index FDS

3.7%Trimmed −43%

DFSDDimensional ETF Trust

3.6%+5%

SCHPSchwab Strategic Tr

3.0%

USRTiShares Tr

3.0%New

VBVanguard Index FDS

2.9%

VTVVanguard Index FDS

14.9%

VUGVanguard Index FDS

13.8%

IJRiShares Tr

9.4%

DFICDimensional ETF Trust

8.7%+8%

VEAVanguard Tax-Managed FDS

7.4%

BIVVanguard Bd Index FDS

6.7%

VOOVanguard Index FDS

5.2%

VNQ3.7%

DFSD3.6%

SCHP

USRT

VB2.9%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTV Vanguard Index FDS 14.9% Held

VUG Vanguard Index FDS 13.8% Held

IJR iShares Tr 9.4% Held

DFIC Dimensional ETF Trust 8.7% Added +8%

VEA Vanguard Tax-Managed FDS 7.4% Held

BIV Vanguard Bd Index FDS 6.7% Added +5%

VOO Vanguard Index FDS 5.2% Added +2%

VNQ Vanguard Index FDS 3.7% Trimmed −43%

DFSD Dimensional ETF Trust 3.6% Added +5%

SCHP Schwab Strategic Tr 3.0% Added +3%

USRT iShares Tr 3.0% New

VB Vanguard Index FDS 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 30, 2026 filing

add_circleNew

USRT $7.83M

arrow_upwardAdded

CGNG +65%
CGMU +64%
STIP +37%
DFIC +8%

arrow_downwardTrimmed

VNQ −43%
SDY −9%
MUB −5%
AAPL −4%

remove_circleSold out

AEE $829K
IJT $220K

Cambridge Capital Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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