Filed: 11/13/2025ACC: 0002011052-25-000007
📋 What this filing means
EATON-CAMBRIDGE INC. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $287.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$287.45M
Total AUM (reported)
5.98M
Total Shares
Allocation by class
US CORE EQUITY 2$97.04M33.8%
SHRT TRM CORP BD$45.82M15.9%
INTL CORE EQUITY$40.05M13.9%
TOTAL BND MRKT$34.56M12.0%
EMERGING MKTS CO$20.27M7.1%
SHORT TRM BOND$13.40M4.7%
COM$10.18M3.5%
Portfolio Concentration
Top 3$182.90M63.6%
4–10$82.05M28.5%
11–25$16.95M5.9%
Rest$5.55M1.9%
Top 3 weight
63.6%
Top 10 weight
92.2%
Voting Authority Distribution
Total shares with voting rights: 5.98M
Sole
Full voting authority
5.98M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.52M
TypeSH
Market value$97.04M
33.76%
Sole
2.52M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares573.23K
TypeSH
Market value$45.82M
15.94%
Sole
573.23K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.22M
TypeSH
Market value$40.05M
13.93%
Sole
1.22M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares464.68K
TypeSH
Market value$34.56M
12.02%
Sole
464.68K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares631.95K
TypeSH
Market value$20.27M
7.05%
Sole
631.95K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares169.80K
TypeSH
Market value$13.40M
4.66%
Sole
169.80K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares49.90K
TypeSH
Market value$5.42M
1.89%
Sole
49.90K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.31K
TypeSH
Market value$3.42M
1.19%
Sole
18.31K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.21K
TypeSH
Market value$2.86M
0.99%
Sole
11.21K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares58.56K
TypeSH
Market value$2.13M
0.74%
Sole
58.56K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares37.52K
TypeSH
Market value$1.77M
0.62%
Sole
37.52K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares18.85K
TypeSH
Market value$1.49M
0.52%
Sole
18.85K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares13.44K
TypeSH
Market value$1.37M
0.48%
Sole
13.44K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares31.92K
TypeSH
Market value$1.34M
0.47%
Sole
31.92K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares17.88K
TypeSH
Market value$1.34M
0.47%
Sole
17.88K
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares26.53K
TypeSH
Market value$1.33M
0.46%
Sole
26.53K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares26.61K
TypeSH
Market value$1.28M
0.45%
Sole
26.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.74K
TypeSH
Market value$1.18M
0.41%
Sole
9.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.03K
TypeSH
Market value$1.10M
0.38%
Sole
5.03K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.05K
TypeSH
Market value$1.06M
0.37%
Sole
2.05K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares19.70K
TypeSH
Market value$1.00M
0.35%
Sole
19.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares975.00
TypeSH
Market value$716.0K
0.25%
Sole
975.00
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.16K
TypeSH
Market value$698.8K
0.24%
Sole
22.16K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares7.90K
TypeSH
Market value$658.8K
0.23%
Sole
7.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.17K
TypeSH
Market value$607.1K
0.21%
Sole
4.17K
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 | $97.04M 33.76% | 2.52M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 573.23K | SH | $45.82M 15.94% | 573.23K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.22M | SH | $40.05M 13.93% | 1.22M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 464.68K | SH | $34.56M 12.02% | 464.68K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 631.95K | SH | $20.27M 7.05% | 631.95K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 169.80K | SH | $13.40M 4.66% | 169.80K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 49.90K | SH | $5.42M 1.89% | 49.90K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.31K | SH | $3.42M 1.19% | 18.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.21K | SH | $2.86M 0.99% | 11.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 58.56K | SH | $2.13M 0.74% | 58.56K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS SHFXDINC | 37.52K | SH | $1.77M 0.62% | 37.52K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 18.85K | SH | $1.49M 0.52% | 18.85K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 13.44K | SH | $1.37M 0.48% | 13.44K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS CORE FI | 31.92K | SH | $1.34M 0.47% | 31.92K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 17.88K | SH | $1.34M 0.47% | 17.88K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 26.53K | SH | $1.33M 0.46% | 26.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 26.61K | SH | $1.28M 0.45% | 26.61K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 9.74K | SH | $1.18M 0.41% | 9.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.03K | SH | $1.10M 0.38% | 5.03K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.05K | SH | $1.06M 0.37% | 2.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 19.70K | SH | $1.00M 0.35% | 19.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 975.00 | SH | $716.0K 0.25% | 975.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 22.16K | SH | $698.8K 0.24% | 22.16K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 7.90K | SH | $658.8K 0.23% | 7.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 4.17K | SH | $607.1K 0.21% | 4.17K | 0.00 | 0.00 |
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