Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CAMBRIDGE ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 26, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
205,482 |
$55,305k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
481,137 |
$39,968k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
520,188 |
$21,697k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
60,970 |
$11,844k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
206,098 |
$11,809k |
|
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
117,819 |
$10,586k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
70,438 |
$10,572k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
140,616 |
$5,980k |
|
|
MICROSOFT CORP (594918104)
|
40,669 |
$5,448k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
22,857 |
$4,872k |
|
|
AMGEN INC (031162100)
|
25,556 |
$4,710k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
29,145 |
$4,566k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
50,548 |
$4,418k |
|
|
Apple Inc (037833100)
|
21,222 |
$4,200k |
|
|
VANGUARD GROUP (921908844)
|
33,577 |
$3,867k |
|
|
UNION PAC CORP (907818108)
|
19,774 |
$3,344k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
15,297 |
$2,826k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
33,384 |
$2,778k |
|
|
JOHNSON & JOHNSON (478160104)
|
18,861 |
$2,627k |
|
|
DANAHER CORP (235851102)
|
18,277 |
$2,612k |
|
|
CERNER CORP (156782104)
|
35,340 |
$2,590k |
|
|
LOWES CO (548661107)
|
21,523 |
$2,172k |
|
|
INTEL CORP (458140100)
|
43,822 |
$2,098k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
35,074 |
$1,917k |
|
|
ISHARES (464287242)
|
15,405 |
$1,916k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
23,610 |
$1,848k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
33,763 |
$1,792k |
|
|
CISCO SYSTEMS INC (17275R102)
|
32,009 |
$1,752k |
|
|
Caterpillar Inc (149123101)
|
12,855 |
$1,752k |
|
|
AT&T INC (00206R102)
|
49,169 |
$1,648k |
|
|
CORNING INCORPORATED (219350105)
|
48,350 |
$1,607k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
22,784 |
$1,607k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
4,477 |
$1,587k |
|
|
ADP (053015103)
|
9,100 |
$1,505k |
|
|
WELLS FARGO CO NEW (949746101)
|
29,371 |
$1,390k |
|
|
PEPSICO INC (713448108)
|
10,578 |
$1,387k |
|
|
NOVARTIS AG (66987V109)
|
14,925 |
$1,363k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
8,314 |
$1,308k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
40,518 |
$1,300k |
|
|
MERCK & CO INC (58933Y105)
|
14,981 |
$1,256k |
|
|
SPDR DOW JONES INDL (78467X109)
|
4,642 |
$1,234k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
4,918 |
$1,200k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
26,390 |
$1,173k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,883 |
$1,138k |
|
|
Facebook Inc (30303M102)
|
5,880 |
$1,135k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
7,052 |
$1,097k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
15,105 |
$1,080k |
|
|
NIKE INC (654106103)
|
12,444 |
$1,045k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
27,648 |
$1,042k |
|
|
Chevron Corp (166764100)
|
8,241 |
$1,026k |
|
|
NXP Semiconductors NV (N6596X109)
|
10,290 |
$1,004k |
|
|
VISA INC COM CL A (92826C839)
|
5,744 |
$997k |
|
|
PROCTER & GAMBLE CO (742718109)
|
8,967 |
$983k |
|
|
UNITED TECHNOLOGIES (913017109)
|
7,396 |
$963k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
8,640 |
$962k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
8,589 |
$945k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524771)
|
24,089 |
$942k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
16,289 |
$930k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
6,070 |
$915k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
8,037 |
$899k |
|
|
MEDTRONIC PLC (G5960L103)
|
9,034 |
$880k |
|
|
ABBOTT LABS (002824100)
|
10,365 |
$872k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
15,348 |
$864k |
|
|
ABBVIE INC (00287Y109)
|
11,820 |
$860k |
|
|
Boeing Co/The (097023105)
|
2,328 |
$847k |
|
|
ISHARES (464287465)
|
12,798 |
$841k |
|
|
ROPER TECHNOLOGIES (776696106)
|
2,290 |
$839k |
|
|
INTL BUSINESS MCHN (459200101)
|
6,005 |
$828k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
10,010 |
$808k |
|
|
QUALCOMM INC (747525103)
|
10,488 |
$798k |
|
|
SCHWAB STRATEGIC T (808524862)
|
15,497 |
$784k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
14,560 |
$768k |
|
|
SPDR SERIES TRUST (78464A698)
|
13,893 |
$742k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
6,844 |
$738k |
|
|
BECTON DICKINSON (075887109)
|
2,792 |
$704k |
|
|
STARBUCKS CORP (855244109)
|
8,241 |
$691k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
3,567 |
$666k |
|
|
ARK ETF TRUST ARK (00214Q302)
|
18,683 |
$644k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
6,065 |
$612k |
|
|
Exxon Mobil Corp (30231G102)
|
7,891 |
$605k |
|
|
FORTIVE CORPORATION (34959J108)
|
7,299 |
$595k |
|
|
ORACLE CORP (68389X105)
|
10,150 |
$578k |
|
|
ISHARES (464287705)
|
3,612 |
$576k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
10,614 |
$563k |
|
|
BlackRock, Inc. (09247X101)
|
1,160 |
$544k |
|
|
Schlumberger Ltd (806857108)
|
13,536 |
$538k |
|
|
GILEAD SCIENCES INC (375558103)
|
7,764 |
$525k |
|
|
COCA-COLA CO (191216100)
|
10,246 |
$522k |
|
|
PFIZER INC (717081103)
|
11,756 |
$509k |
|
|
VANGUARD WORLD FDS (92204A306)
|
5,685 |
$483k |
|
|
ALPHABET INC (02079K305)
|
424 |
$459k |
|
|
US BANCORP DEL (902973304)
|
8,451 |
$443k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
7,702 |
$440k |
|
|
3M CO (88579Y101)
|
2,432 |
$422k |
|
|
TARGET CORPORATION (87612E106)
|
4,650 |
$403k |
|
|
PIMCO ETF TR (72201R775)
|
3,726 |
$401k |
|
|
SIRIUS XM HLDG (82968B103)
|
71,359 |
$398k |
|
|
VANGUARD SCOTTSDALE FDS (92206C771)
|
7,500 |
$396k |
|
|
GOLDMAN SACHS ETF TR (381430107)
|
13,680 |
$392k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
2,927 |
$390k |
|
|
EMCOR GROUP INC (29084Q100)
|
4,414 |
$389k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
7,483 |
$380k |
|
|
KIMBERLY CLARK CORP (494368103)
|
2,805 |
$374k |
|
|
O'REILLY AUTOMOTIVE (67103H107)
|
1,010 |
$373k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,238 |
$365k |
|
|
GOLDMAN SACHS ETF TR (381430206)
|
11,025 |
$362k |
|
|
SPDR SERIES TRUST (78464A151)
|
10,400 |
$356k |
|
|
ISHARES (464287168)
|
3,495 |
$348k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,989 |
$342k |
|
|
American Express Co. (025816109)
|
2,760 |
$341k |
|
|
CLOROX CO (189054109)
|
2,004 |
$307k |
|
|
FEDEX CORP (31428X106)
|
1,805 |
$296k |
|
|
CHARLES RIV LABS INT (159864107)
|
2,000 |
$284k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
11,281 |
$284k |
|
|
ConocoPhillips (20825C104)
|
4,567 |
$279k |
|
|
FIDELITY (316092832)
|
8,495 |
$271k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D309)
|
5,588 |
$263k |
|
|
SYSCO CORP (871829107)
|
3,625 |
$256k |
|
|
INTUITIVE SURGIC INC (46120E602)
|
481 |
$252k |
|
|
ISHARES (464288752)
|
6,471 |
$247k |
|
|
Garmin Ltd (H2906T109)
|
3,049 |
$243k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
1,678 |
$241k |
|
|
SPDR SERIES TRUST (78468R622)
|
2,212 |
$241k |
|
|
MCDONALDS CORP (580135101)
|
1,125 |
$234k |
|
|
Amazon.com Inc (023135106)
|
123 |
$233k |
|
|
ADOBE INC (00724F101)
|
776 |
$229k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
11,888 |
$225k |
|
|
BORGWARNER INC (099724106)
|
5,280 |
$222k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D408)
|
4,585 |
$221k |
|
|
Deere & Co (244199105)
|
1,275 |
$211k |
|
|
FST TR NEW OPPORT MLP & ENE (33739M100)
|
20,818 |
$197k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
13,300 |
$180k |
|
|
ALLSCRIPTS HEALTHCARE SOLUTN (01988P108)
|
11,750 |
$137k |
|
|
MATTEL INC (577081102)
|
10,850 |
$122k |
|
|
GENERAL ELECTRIC CO (369604103)
|
10,377 |
$109k |
|
|
FUEL TECH INC (359523107)
|
16,619 |
$23k |
|
|
ENERGY FOCUS INC (29268T300)
|
40,100 |
$16k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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