Cambridge Financial Group, LLC

13F filer, CIK 2085256, TUCSON, AZ

Cambridge Financial Group, LLC reported $233,892,551 across 129 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-09-09. Its ten largest share positions make up 49.62% of the portfolio.

Filed 2025-09-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC13F-HR 0001214659-25-013552

Period: 2024-12-31
Reported value: $234M
Holdings: 129
Top 10 weight: 49.62%
New: 5
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHGadded	+202,771	$5.65M
SCHXadded	+127,993	$2.97M
SCHAadded	+90,197	$2.33M
SCHDadded	+72,889	$1.99M
SCHBadded	+85,500	$1.94M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ISHARES TRexited	-43,324	-$1.04M
SPTMreduced	-11,776	-$841K
AVUVreduced	-4,950	-$478K
DISVreduced	-16,032	-$426K
DFASreduced	-5,899	-$384K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001214659-25-013552, largest first. % of portfolio is the value over $233,892,551, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	668,432	$23.1M	9.89%	+49,516	Timeline
DFATDIMENSIONAL ETF TRUST	336,559	$18.7M	8.01%	+10,048	Timeline
DFICDIMENSIONAL ETF TRUST	604,201	$15.6M	6.68%	+60,608	Timeline
DFEMDIMENSIONAL ETF TRUST	489,279	$12.8M	5.48%	+15,827	Timeline
DFEVDIMENSIONAL ETF TRUST	472,342	$12.4M	5.29%	+8,602	Timeline
DFAXDIMENSIONAL ETF TRUST	319,390	$7.94M	3.39%	-2,265	Timeline
SCHGSCHWAB STRATEGIC TR	274,556	$7.65M	3.27%	+202,771	Timeline
SLYVSPDR SERIES TRUST	82,837	$7.23M	3.09%	-539	Timeline
IJSISHARES TR	51,479	$5.59M	2.39%	-32	Timeline
SCHASCHWAB STRATEGIC TR	192,868	$4.99M	2.13%	+90,197	Timeline
VBRVANGUARD INDEX FDS	24,442	$4.84M	2.07%	-839	Timeline
SCHXSCHWAB STRATEGIC TR	193,198	$4.48M	1.91%	+127,993	Timeline
DFIVDIMENSIONAL ETF TRUST	117,211	$4.16M	1.78%	+29,659	Timeline
AAPLAPPLE INC	15,952	$3.99M	1.71%	-6	Timeline
SCHFSCHWAB STRATEGIC TR	188,395	$3.49M	1.49%	+89,935	Timeline
VYMIVANGUARD WHITEHALL FDS	47,686	$3.24M	1.38%	+216	Timeline
DFASDIMENSIONAL ETF TRUST	48,181	$3.14M	1.34%	-5,899	Timeline
SCHDSCHWAB STRATEGIC TR	112,226	$3.07M	1.31%	+72,889	Timeline
SCHBSCHWAB STRATEGIC TR	129,657	$2.94M	1.26%	+85,500	Timeline
DGROISHARES TR	42,891	$2.63M	1.12%	-820	Timeline
DIASTATE STR SPDR DOW JONES IND	6,135	$2.61M	1.12%	-317	Timeline
IEFAISHARES TR	36,833	$2.59M	1.11%	+192	Timeline
DFUSDIMENSIONAL ETF TRUST	36,032	$2.3M	0.98%	-2,841	Timeline
SCHVSCHWAB STRATEGIC TR	87,871	$2.29M	0.98%	+54,875	Timeline
SCHESCHWAB STRATEGIC TR	78,183	$2.08M	0.89%	+174	Timeline
DISVDIMENSIONAL ETF TRUST	76,285	$2.03M	0.87%	-16,032	Timeline
VIGVANGUARD SPECIALIZED FUNDS	10,299	$2.02M	0.86%	-1,110	Timeline
DFSVDIMENSIONAL ETF TRUST	65,455	$2.01M	0.86%	+4,958	Timeline
SCHMSCHWAB STRATEGIC TR	68,235	$1.89M	0.81%	+43,308	Timeline
MSFTMICROSOFT CORP	4,181	$1.76M	0.75%	-119	Timeline
IWFISHARES TR	4,088	$1.64M	0.7%	-76	Timeline
AXPAMERICAN EXPRESS CO	5,495	$1.63M	0.7%	-21	Timeline
SPEMSPDR INDEX SHS FDS	41,594	$1.6M	0.68%	-238	Timeline
IWBISHARES TR	4,868	$1.57M	0.67%	+114	Timeline
FNDESCHWAB STRATEGIC TR	53,877	$1.57M	0.67%	-742	Timeline
QQQINVESCO QQQ TR	3,048	$1.56M	0.67%	-294	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,527	$1.48M	0.63%	-57	Timeline
MDYVSPDR SERIES TRUST	18,354	$1.47M	0.63%	+537	Timeline
DFSIDIMENSIONAL ETF TRUST	43,282	$1.42M	0.61%	+2,129	Timeline
AMZNAMAZON COM INC	6,287	$1.38M	0.59%	+36	Timeline
DFSUDIMENSIONAL ETF TRUST	32,162	$1.22M	0.52%	-4,707	Timeline
VTVANGUARD INTL EQUITY INDEX F	10,244	$1.2M	0.51%	-231	Timeline
IXUSISHARES TR	17,995	$1.19M	0.51%	-5,510	Timeline
VNQVANGUARD INDEX FDS	13,256	$1.18M	0.5%	+283	Timeline
DFAEDIMENSIONAL ETF TRUST	46,127	$1.17M	0.5%	+2,856	Timeline
DFSEDIMENSIONAL ETF TRUST	32,459	$1.08M	0.46%	+2,187	Timeline
VYMVANGUARD WHITEHALL FDS	8,363	$1.07M	0.46%	0	Timeline
ESMLISHARES TR	24,762	$1.04M	0.45%	-1,615	Timeline
SPTMSPDR SERIES TRUST	13,974	$998K	0.43%	-11,776	Timeline
IWDISHARES TR	5,334	$987K	0.42%	-53	Timeline
ESGDISHARES TR	11,647	$887K	0.38%	-411	Timeline
LLYELI LILLY & CO	1,139	$879K	0.38%	-30	Timeline
VOEVANGUARD INDEX FDS	5,276	$854K	0.36%	+916	Timeline
GOOGLALPHABET INC	4,422	$837K	0.36%	-90	Timeline
VOVANGUARD INDEX FDS	3,128	$826K	0.35%	+11	Timeline
IJJISHARES TR	6,588	$823K	0.35%	+4	Timeline
NVDANVIDIA CORPORATION	5,670	$761K	0.33%	-1,037	Timeline
VVISA INC	2,364	$747K	0.32%	0	Timeline
IEMGISHARES INC	13,749	$718K	0.31%	-442	Timeline
EEMVISHARES INC	11,944	$693K	0.3%	-160	Timeline
VBVANGUARD INDEX FDS	2,745	$660K	0.28%	+144	Timeline
JNJJOHNSON & JOHNSON	4,511	$652K	0.28%	-44	Timeline
VXUSVANGUARD STAR FDS	11,061	$652K	0.28%	+995	Timeline
EDIVSPDR INDEX SHS FDS	18,014	$635K	0.27%	-5,381	Timeline
GOOGALPHABET INC	3,182	$606K	0.26%	0	Timeline
DFAIDIMENSIONAL ETF TRUST	19,902	$581K	0.25%	+12,974	Timeline
FNDASCHWAB STRATEGIC TR	18,284	$543K	0.23%	+842	Timeline
VWOVANGUARD INTL EQUITY INDEX F	11,785	$519K	0.22%	+4,476	Timeline
FNDFSCHWAB STRATEGIC TR	15,625	$519K	0.22%	0	Timeline
XVVISHARES TR	11,454	$519K	0.22%	0	Timeline
PEPPEPSICO INC	3,409	$518K	0.22%	-365	Timeline
MRKMERCK & CO INC	5,209	$518K	0.22%	+96	Timeline
IBTHISHARES TR	23,167	$514K	0.22%	0	Timeline
COPCONOCOPHILLIPS	5,144	$510K	0.22%	-436	Timeline
XJRISHARES TR	12,161	$500K	0.21%	0	Timeline
GEGE AEROSPACE	2,946	$491K	0.21%	-864	Timeline
AMPAMERIPRISE FINL INC	906	$482K	0.21%	0	Timeline
ISHARES TRISHARES TR	20,287	$473K	0.2%	new
WMTWALMART INC	4,923	$445K	0.19%	0	Timeline
PGPROCTER & GAMBLE CO	2,637	$442K	0.19%	+4	Timeline
ABBVABBVIE INC	2,480	$441K	0.19%	-54	Timeline
ITOTISHARES TR	3,284	$422K	0.18%	+3	Timeline
MCDMCDONALDS CORP	1,453	$421K	0.18%	+32	Timeline
AVGOBROADCOM INC	1,811	$420K	0.18%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	449	$412K	0.18%	-4	Timeline
ESGEISHARES INC	12,317	$411K	0.18%	-3,308	Timeline
AVEMAMERICAN CENTY ETF TR	6,837	$402K	0.17%	-145	Timeline
VTIVANGUARD INDEX FDS	1,323	$383K	0.16%	+111	Timeline
IVOVVANGUARD ADMIRAL FDS INC	3,989	$381K	0.16%	+45	Timeline
METAMETA PLATFORMS INC	645	$377K	0.16%	-248	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,661	$365K	0.16%	0	Timeline
GEVGE VERNOVA INC	1,097	$361K	0.15%	-84	Timeline
JPMJPMORGAN CHASE & CO	1,484	$356K	0.15%	0	Timeline
EUHYISHARES INC	7,524	$354K	0.15%	0	Timeline
IVVISHARES TR	591	$348K	0.15%	+8	Timeline
HDHOME DEPOT INC	889	$346K	0.15%	-8	Timeline
TLTEFLEXSHARES TR	6,528	$333K	0.14%	-780	Timeline
ORCLORACLE CORP	1,974	$329K	0.14%	0	Timeline
EMREMERSON ELEC CO	2,648	$328K	0.14%	0	Timeline
AVDVAMERICAN CENTY ETF TR	5,018	$327K	0.14%	+31	Timeline
CVXCHEVRON CORPORATION	2,239	$324K	0.14%	0	Timeline
CSCOCISCO SYS INC	5,239	$310K	0.13%	+1	Timeline
AVUVAMERICAN CENTY ETF TR	3,193	$308K	0.13%	-4,950	Timeline
CLCOLGATE PALMOLIVE CO	3,350	$305K	0.13%	0	Timeline
TXNTEXAS INSTRS INC	1,590	$298K	0.13%	0	Timeline
IBTJISHARES TR	13,890	$296K	0.13%	+785	Timeline
OEFISHARES TR	1,012	$292K	0.13%	0	Timeline
DFUVDIMENSIONAL ETF TRUST	7,024	$287K	0.12%	+6	Timeline
IJTISHARES TR	2,093	$283K	0.12%	+54	Timeline
VUGVANGUARD INDEX FDS	687	$282K	0.12%	+35	Timeline
UNHUNITEDHEALTH GROUP INC	543	$274K	0.12%	0	Timeline
IVEISHARES TR	1,408	$269K	0.11%	0	Timeline
IVWISHARES TR	2,591	$263K	0.11%	0	Timeline
XOMEXXON MOBIL CORP	2,378	$256K	0.11%	+22	Timeline
DDDUPONT DE NEMOURS INC	3,313	$253K	0.11%	-605	Timeline
BSCUINVESCO EXCH TRD SLF IDX FD	15,260	$250K	0.11%	new	Timeline
KOCOCA COLA CO	3,968	$247K	0.11%	new	Timeline
EMXFISHARES TR	6,552	$244K	0.1%	-110	Timeline
IBTIISHARES TR	11,068	$242K	0.1%	0	Timeline
EFVISHARES TR	4,589	$241K	0.1%	+425	Timeline
CATCATERPILLAR INC	653	$237K	0.1%	-148	Timeline
IWMISHARES TR	1,059	$234K	0.1%	0	Timeline
TAT&T INC	10,034	$228K	0.1%	-1,000	Timeline
FRDMEA SERIES TRUST	6,841	$224K	0.1%	-270	Timeline
CTVACORTEVA INC	3,824	$218K	0.09%	0	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	2,577	$218K	0.09%	0	Timeline
TSLATESLA INC	531	$214K	0.09%	new	Timeline
BKNGBOOKING HOLDINGS INC	41	$204K	0.09%	new	Timeline
FNDCSCHWAB STRATEGIC TR	5,961	$204K	0.09%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ISHARES TRISHARES TR	43,324	$1.04M	shares
PSXPHILLIPS 66	2,300	$302K	shares
NFLXNETFLIX INC.	323	$229K	shares
ZTSZOETIS INC	1,039	$203K	shares
ABTABBOTT LABORATORIES	1,767	$201K	shares
GLDSPDR GOLD TR	824	$200K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-25-013552	base		2025-09-09	acceptance time not in the bulk data set	2026-10-07 03:02:25 UTC