Filed: 8/14/2025ACC: 0002011052-25-000005
📋 What this filing means
EATON-CAMBRIDGE INC. filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $265.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$265.00M
Total AUM (reported)
5.85M
Total Shares
Allocation by class
US CORE EQUITY 2$90.18M34.0%
SHRT TRM CORP BD$43.18M16.3%
INTL CORE EQUITY$37.89M14.3%
TOTAL BND MRKT$31.43M11.9%
EMERGING MKTS CO$18.43M7.0%
SHORT TRM BOND$13.59M5.1%
COM$9.06M3.4%
Portfolio Concentration
Top 3$171.25M64.6%
4–10$75.88M28.6%
11–25$14.20M5.4%
Rest$3.68M1.4%
Top 3 weight
64.6%
Top 10 weight
93.3%
Voting Authority Distribution
Total shares with voting rights: 5.85M
Sole
Full voting authority
5.85M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.52M
TypeSH
Market value$90.18M
34.03%
Sole
2.52M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares543.15K
TypeSH
Market value$43.18M
16.29%
Sole
543.15K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.22M
TypeSH
Market value$37.89M
14.30%
Sole
1.22M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares426.87K
TypeSH
Market value$31.43M
11.86%
Sole
426.87K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares620.89K
TypeSH
Market value$18.43M
6.95%
Sole
620.89K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares172.63K
TypeSH
Market value$13.59M
5.13%
Sole
172.63K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares50.87K
TypeSH
Market value$5.13M
1.94%
Sole
50.87K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.94K
TypeSH
Market value$2.99M
1.13%
Sole
18.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.16K
TypeSH
Market value$2.29M
0.86%
Sole
11.16K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares58.56K
TypeSH
Market value$2.02M
0.76%
Sole
58.56K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares37.59K
TypeSH
Market value$1.77M
0.67%
Sole
37.59K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares19.36K
TypeSH
Market value$1.43M
0.54%
Sole
19.36K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares32.98K
TypeSH
Market value$1.37M
0.52%
Sole
32.98K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares18.25K
TypeSH
Market value$1.25M
0.47%
Sole
18.25K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.99K
TypeSH
Market value$1.09M
0.41%
Sole
4.99K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares22.01K
TypeSH
Market value$1.08M
0.41%
Sole
22.01K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.74K
TypeSH
Market value$1.07M
0.40%
Sole
9.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.05K
TypeSH
Market value$1.02M
0.38%
Sole
2.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares964.00
TypeSH
Market value$711.5K
0.27%
Sole
964.00
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares8.63K
TypeSH
Market value$668.7K
0.25%
Sole
8.63K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.16K
TypeSH
Market value$641.6K
0.24%
Sole
22.16K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares5.71K
TypeSH
Market value$576.8K
0.22%
Sole
5.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.17K
TypeSH
Market value$562.8K
0.21%
Sole
4.17K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares697.00
TypeSH
Market value$543.3K
0.21%
Sole
697.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.31K
TypeSH
Market value$406.6K
0.15%
Sole
2.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.52M | SH | $90.18M 34.03% | 2.52M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 543.15K | SH | $43.18M 16.29% | 543.15K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.22M | SH | $37.89M 14.30% | 1.22M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 426.87K | SH | $31.43M 11.86% | 426.87K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 620.89K | SH | $18.43M 6.95% | 620.89K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 172.63K | SH | $13.59M 5.13% | 172.63K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 50.87K | SH | $5.13M 1.94% | 50.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.94K | SH | $2.99M 1.13% | 18.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.16K | SH | $2.29M 0.86% | 11.16K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 58.56K | SH | $2.02M 0.76% | 58.56K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 37.59K | SH | $1.77M 0.67% | 37.59K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 19.36K | SH | $1.43M 0.54% | 19.36K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 32.98K | SH | $1.37M 0.52% | 32.98K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 18.25K | SH | $1.25M 0.47% | 18.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.99K | SH | $1.09M 0.41% | 4.99K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 22.01K | SH | $1.08M 0.41% | 22.01K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 9.74K | SH | $1.07M 0.40% | 9.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.05K | SH | $1.02M 0.38% | 2.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 964.00 | SH | $711.5K 0.27% | 964.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 8.63K | SH | $668.7K 0.25% | 8.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 22.16K | SH | $641.6K 0.24% | 22.16K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 5.71K | SH | $576.8K 0.22% | 5.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 4.17K | SH | $562.8K 0.21% | 4.17K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 697.00 | SH | $543.3K 0.21% | 697.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 2.31K | SH | $406.6K 0.15% | 2.31K | 0.00 | 0.00 |
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