Eaton-Cambridge Inc.

13F filer, CIK 2011052, PHOENIX, AZ

Eaton-Cambridge Inc. reported $210,838,581 across 30 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-21. Its ten largest share positions make up 95.06% of the portfolio.

Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0002011052-24-000006

Period: 2024-09-30
Reported value: $211M
Holdings: 30
Top 10 weight: 95.06%
New: 1
Sold out: 1

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BNDadded	+24,115	$1.81M
VCSHadded	+16,449	$1.31M
DFACadded	+27,804	$953K
DFICadded	+26,882	$756K
DFEMadded	+18,664	$525K

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
AVGOexited	-148	-$238K
AVUSreduced	-314	-$29.9K
MSFTreduced	-54	-$23.2K
AVDEreduced	-286	-$19.2K
UPSreduced	-122	-$16.6K

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, Q3 2024

Share positions as resolved from 13F-HR 0002011052-24-000006, largest first. % of portfolio is the value over $210,838,581, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFACDIMENSIONAL ETF TRUST	2,329,182	$79.9M	37.88%	+27,804	Timeline
VCSHVANGUARD SCOTTSDALE FDS	464,489	$36.9M	17.5%	+16,449	Timeline
DFICDIMENSIONAL ETF TRUST	946,216	$26.6M	12.63%	+26,882	Timeline
BNDVANGUARD BD INDEX FDS	311,740	$23.4M	11.11%	+24,115	Timeline
DFEMDIMENSIONAL ETF TRUST	481,918	$13.6M	6.43%	+18,664	Timeline
BSVVANGUARD BD INDEX FDS	144,276	$11.4M	5.38%	+696	Timeline
AAPLAPPLE INC	10,807	$2.52M	1.19%	+127	Timeline
NVDANVIDIA CORPORATION	18,732	$2.27M	1.08%	+819	Timeline
AVIGAMERICAN CENTY ETF TR	48,217	$2.05M	0.97%	-199	Timeline
DFAIDIMENSIONAL ETF TRUST	58,558	$1.86M	0.88%	0	Timeline
AVDEAMERICAN CENTY ETF TR	17,583	$1.18M	0.56%	-286	Timeline
AVUSAMERICAN CENTY ETF TR	10,996	$1.05M	0.5%	-314	Timeline
IVWISHARES TR	9,739	$933K	0.44%	0	Timeline
AMZNAMAZON COM INC	4,482	$835K	0.4%	+76	Timeline
MSFTMICROSOFT CORP	1,929	$830K	0.39%	-54	Timeline
AVGEAMERICAN CENTY ETF TR	8,463	$625K	0.3%	+644	Timeline
LLYELI LILLY & CO	692	$613K	0.29%	-13	Timeline
DFAEDIMENSIONAL ETF TRUST	22,163	$607K	0.29%	0	Timeline
ITOTISHARES TR	4,168	$524K	0.25%	0	Timeline
UPSUNITED PARCEL SVCS INC	3,140	$428K	0.2%	-122	Timeline
METAMETA PLATFORMS INC	650	$372K	0.18%	-8	Timeline
AVEMAMERICAN CENTY ETF TR	5,001	$323K	0.15%	-15	Timeline
IVVISHARES TR	554	$320K	0.15%	-10	Timeline
UNHUNITEDHEALTH GROUP INC	494	$289K	0.14%	+16	Timeline
JPMJPMORGAN CHASE & CO	1,286	$271K	0.13%	0	Timeline
VUGVANGUARD INDEX FDS	689	$265K	0.13%	0	Timeline
GOOGLALPHABET INC	1,572	$261K	0.12%	+5	Timeline
DFCFDIMENSIONAL ETF TRUST	5,744	$248K	0.12%	+453	Timeline
AVSFAMERICAN CENTY ETF TR	5,229	$246K	0.12%	0	Timeline
IWDISHARES TR	1,069	$203K	0.1%	new	Timeline

Sold out in Q3 2024

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

Security	Shares before	Value before	Type
AVGOBROADCOM INC	148	$238K	shares

How Q3 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 0002011052-24-000006	base		2024-10-21	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC