CFGA

Cambridge Financial Group (Arizona) Portfolio holdings

AUM $311M
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.51M
3
+$2.31M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.69M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.4M

Top Sells

1
+$1.35M
2
+$1.16M
3
+$984K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$754K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$539K

Sector Composition

1 Technology 3.33%
2 Financials 2.23%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.94%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAE icon
51
Dimensional Emerging Core Equity Market ETF
DFAE
$7.07B
$1.33M 0.43%
42,233
-5,850
DFSE icon
52
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$475M
$1.32M 0.43%
32,182
+8,652
IWM icon
53
iShares Russell 2000 ETF
IWM
$71.6B
$1.26M 0.41%
5,226
+4,167
VCSH icon
54
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$1.22M 0.39%
+15,282
GLD icon
55
SPDR Gold Trust
GLD
$131B
$1.13M 0.36%
3,179
+2,005
SPTM icon
56
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$1.12M 0.36%
13,940
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.12M 0.36%
2,218
+1,625
ESGD icon
58
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$1.07M 0.34%
11,475
+27
DFSV icon
59
Dimensional US Small Cap Value ETF
DFSV
$5.37B
$1.05M 0.34%
33,086
-1,366
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$553B
$1.04M 0.34%
3,182
+1,717
ESML icon
61
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.06B
$1.04M 0.33%
22,971
+275
IBTF icon
62
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$1.01M 0.33%
43,336
+9,254
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$108B
$992K 0.32%
13,509
+2,498
LQD icon
64
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$983K 0.32%
+8,819
VWO icon
65
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$917K 0.3%
16,922
+5,108
WMT icon
66
Walmart
WMT
$846B
$912K 0.29%
8,853
+2,147
GE icon
67
GE Aerospace
GE
$321B
$885K 0.28%
2,943
VT icon
68
Vanguard Total World Stock ETF
VT
$55.1B
$869K 0.28%
6,305
+10
IEMG icon
69
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$857K 0.28%
13,002
-170
VTEB icon
70
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$846K 0.27%
+16,896
JNJ icon
71
Johnson & Johnson
JNJ
$459B
$845K 0.27%
4,556
+232
GOOGL icon
72
Alphabet (Google) Class A
GOOGL
$3.14T
$841K 0.27%
3,458
TSLA icon
73
Tesla
TSLA
$1.44T
$831K 0.27%
1,868
IJJ icon
74
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.06B
$828K 0.27%
6,384
-280
VOE icon
75
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$797K 0.26%
4,564
+18
1 2
3
4 5