Cambridge Advisors Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

Cambridge Advisors Inc., a renowned investment firm, has released its latest 13F filings for Q2 2023 and Q3 2023. These filings provide valuable insights into the changes in holdings of various funds managed by Cambridge Advisors Inc. In this article, we will analyze the key changes in the holdings and discuss the implications for investors.

Stock Analysis and Implications:

1. VANGUARD INDEX FDS (VOO):

- Q2 2023 Holdings: 170,092 shares

- Q3 2023 Holdings: 162,043 shares

- Change: -8.1%

- Analysis: Cambridge Advisors Inc. reduced its holdings in VOO by 8.1% during Q3 2023. This could indicate a change in their investment strategy or outlook for VOO.

2. VANGUARD BD INDEX FDS (BND):

- Q2 2023 Holdings: 629,974 shares

- Q3 2023 Holdings: 626,646 shares

- Change: -4.5%

- Analysis: Cambridge Advisors Inc. slightly reduced its holdings in BND by 4.5% during Q3 2023. This might reflect a cautious stance towards bond investments.

3. VANGUARD TAX-MANAGED FDS (VEA):

- Q2 2023 Holdings: 564,656 shares

- Q3 2023 Holdings: 568,330 shares

- Change: +0.7%

- Analysis: Cambridge Advisors Inc. increased its holdings in VEA by 0.7% during Q3 2023. This suggests a positive outlook for international equities.

4. ISHARES TR (IJH):

- Q2 2023 Holdings: 58,107 shares

- Q3 2023 Holdings: 57,357 shares

- Change: -1.3%

- Analysis: Cambridge Advisors Inc. slightly reduced its holdings in IJH by 1.3% during Q3 2023. This could reflect a shift in their investment focus towards other sectors or asset classes.

5. VANGUARD CHARLOTTE FDS (BNDX):

- Q2 2023 Holdings: 263,424 shares

- Q3 2023 Holdings: 247,121 shares

- Change: -6.2%

- Analysis: Cambridge Advisors Inc. significantly reduced its holdings in BNDX by 6.2% during Q3 2023. This might indicate a decreased interest in international bonds.

6. VANGUARD INDEX FDS (VTI):

- Q2 2023 Holdings: 60,529 shares

- Q3 2023 Holdings: 46,024 shares

- Change: -23.9%

- Analysis: Cambridge Advisors Inc. significantly reduced its holdings in VTI by 23.9% during Q3 2023. This could indicate a shift towards other investment opportunities or a change in market sentiment towards the fund.

7. MICROSOFT CORP (MSFT):

- Q2 2023 Holdings: 30,593 shares

- Q3 2023 Holdings: 30,384 shares

- Change: -0.7%

- Analysis: Cambridge Advisors Inc. slightly reduced its holdings in MSFT by 0.7% during Q3 2023. This minor adjustment may not significantly impact their overall portfolio.

8. VANGUARD SCOTTSDALE FDS (VCIT):

- Q2 2023 Holdings: 129,695 shares

- Q3 2023 Holdings: 120,384 shares

- Change: -7.2%

- Analysis: Cambridge Advisors Inc. reduced its holdings in VCIT by 7.2% during Q3 2023. This suggests a potential change in their interest in corporate bond funds.

9. VANGUARD INTL EQUITY INDEX F (VWO):

- Q2 2023 Holdings: 178,988 shares

- Q3 2023 Holdings: 185,204 shares

- Change: +3.5%

- Analysis: Cambridge Advisors Inc. increased its holdings in VWO by 3.5% during Q3 2023, indicating a positive outlook for international equities.

Conclusion:

Cambridge Advisors Inc. made notable changes to its holdings during Q3 2023. The reduction in some holdings suggests a shift in their investment strategy or market outlook. However, the increased holdings in certain funds indicate confidence in specific sectors or asset classes. It is important for investors to carefully analyze these changes and consider their own investment goals and risk tolerance before making any investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.