Cambridge Advisors Inc.

Key Holdings

The portfolio is heavily concentrated at the top, with the five largest positions accounting for approximately 32.6% of the total value.

• Vanguard S&P 500 ETF (VOO) is the dominant holding, comprising 17.24% ($90.54M) of the portfolio. This positions the firm firmly with a long-term bullish outlook on the US large-cap equity market.
• Vanguard Total Bond Market ETF (BND) is the second-largest holding at 10.30% ($54.12M), signaling a strong commitment to fixed income for capital preservation and income generation.
• International exposure is achieved primarily through Vanguard EAFE ETF (VEA) (6.53%) and Vanguard Emerging Markets Stock ETF (VWO) (1.95%).
• Notable Individual Equities: Outside of ETFs, the firm holds significant positions in Microsoft (MSFT) (2.61%) and Apple (AAPL) (1.95%), while maintaining exposure to Berkshire Hathaway (BRK/A & BRK/B) totaling roughly 3.83% of the portfolio. The inclusion of JPMorgan Equity Premium Income (JEPQ) and JPMorgan Income (JEPI)—comprising over 4% combined—highlights a focus on yield generation through covered call strategies.