Filed: 5/13/2025ACC: 0002011052-25-000004
📋 What this filing means
EATON-CAMBRIDGE INC. filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $232.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$232.81M
Total AUM (reported)
5.45M
Total Shares
Allocation by class
US CORE EQUITY 2$76.33M32.8%
SHRT TRM CORP BD$41.36M17.8%
INTL CORE EQUITY$31.40M13.5%
TOTAL BND MRKT$29.86M12.8%
EMERGING MKTS CO$14.94M6.4%
SHORT TRM BOND$12.89M5.5%
COM$7.09M3.0%
Portfolio Concentration
Top 3$149.09M64.0%
4–10$68.40M29.4%
11–25$12.72M5.5%
Rest$2.61M1.1%
Top 3 weight
64.0%
Top 10 weight
93.4%
Voting Authority Distribution
Total shares with voting rights: 5.45M
Sole
Full voting authority
5.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.31M
TypeSH
Market value$76.33M
32.79%
Sole
2.31M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares523.97K
TypeSH
Market value$41.36M
17.77%
Sole
523.97K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.13M
TypeSH
Market value$31.40M
13.49%
Sole
1.13M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares406.55K
TypeSH
Market value$29.86M
12.83%
Sole
406.55K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares564.65K
TypeSH
Market value$14.94M
6.42%
Sole
564.65K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares164.71K
TypeSH
Market value$12.89M
5.54%
Sole
164.71K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares48.88K
TypeSH
Market value$4.52M
1.94%
Sole
48.88K
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.94K
TypeSH
Market value$2.43M
1.04%
Sole
10.94K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.77K
TypeSH
Market value$1.93M
0.83%
Sole
17.77K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares58.61K
TypeSH
Market value$1.83M
0.79%
Sole
58.61K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares37.48K
TypeSH
Market value$1.75M
0.75%
Sole
37.48K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares39.44K
TypeSH
Market value$1.63M
0.70%
Sole
39.44K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares18.75K
TypeSH
Market value$1.24M
0.53%
Sole
18.75K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares20.42K
TypeSH
Market value$1.01M
0.44%
Sole
20.42K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares16.13K
TypeSH
Market value$970.7K
0.42%
Sole
16.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.74K
TypeSH
Market value$904.1K
0.39%
Sole
9.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.58K
TypeSH
Market value$871.8K
0.37%
Sole
4.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.93K
TypeSH
Market value$723.0K
0.31%
Sole
1.93K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares9.03K
TypeSH
Market value$642.9K
0.28%
Sole
9.03K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares5.71K
TypeSH
Market value$574.4K
0.25%
Sole
5.71K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.17K
TypeSH
Market value$573.9K
0.25%
Sole
22.17K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares692.00
TypeSH
Market value$571.5K
0.25%
Sole
692.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.17K
TypeSH
Market value$508.5K
0.22%
Sole
4.17K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares650.00
TypeSH
Market value$374.6K
0.16%
Sole
650.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares676.00
TypeSH
Market value$360.0K
0.15%
Sole
676.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.31M | SH | $76.33M 32.79% | 2.31M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 523.97K | SH | $41.36M 17.77% | 523.97K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.13M | SH | $31.40M 13.49% | 1.13M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 406.55K | SH | $29.86M 12.83% | 406.55K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 564.65K | SH | $14.94M 6.42% | 564.65K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 164.71K | SH | $12.89M 5.54% | 164.71K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 48.88K | SH | $4.52M 1.94% | 48.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.94K | SH | $2.43M 1.04% | 10.94K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.77K | SH | $1.93M 0.83% | 17.77K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 58.61K | SH | $1.83M 0.79% | 58.61K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 37.48K | SH | $1.75M 0.75% | 37.48K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 39.44K | SH | $1.63M 0.70% | 39.44K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 18.75K | SH | $1.24M 0.53% | 18.75K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 20.42K | SH | $1.01M 0.44% | 20.42K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 16.13K | SH | $970.7K 0.42% | 16.13K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 9.74K | SH | $904.1K 0.39% | 9.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.58K | SH | $871.8K 0.37% | 4.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.93K | SH | $723.0K 0.31% | 1.93K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 9.03K | SH | $642.9K 0.28% | 9.03K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 5.71K | SH | $574.4K 0.25% | 5.71K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 22.17K | SH | $573.9K 0.25% | 22.17K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 692.00 | SH | $571.5K 0.25% | 692.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 4.17K | SH | $508.5K 0.22% | 4.17K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 650.00 | SH | $374.6K 0.16% | 650.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 676.00 | SH | $360.0K 0.15% | 676.00 | 0.00 | 0.00 |
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