Filling information for Cambridge Advisors Inc. as Treemap, investor disclosed 166 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 159864107 | 159864107 | CHARLES RIV LABS INTL INC | COM | 252300 | 1200 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 2819760 | 11749 | |
| 381430107 | 381430107 | GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 238260 | 7600 | |
| 82889N699 | 82889N699 | SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 398187 | 15615 | |
| 189054109 | 189054109 | CLOROX CO DEL | COM | 295814 | 1860 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2442399 | 48712 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 731314 | 6819 | |
| 82889N863 | 82889N863 | SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 467352 | 20364 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 69275001 | 170092 | |
| 464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 217740 | 2000 | |
| 92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 740333 | 6558 | |
| 33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 423090 | 9317 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 1832424 | 6659 | |
| 78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1476836 | 4295 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 680286 | 12990 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 866164 | 7945 | |
| 00775Y652 | 00775Y652 | ADVISORS INNER CIRCLE FD III | STRATEGAS GBL PO | 568306 | 22634 | |
| 31428X106 | 31428X106 | FEDEX CORP | COM | 492577 | 1987 | |
| 45783Y723 | 45783Y723 | INNOVATOR ETFS TR | POWER BUFFER SET | 748821 | 27422 | |
| 33740U786 | 33740U786 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 1017338 | 31178 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 272773 | 914 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 244438 | 3643 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 782060 | 6380 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 885648 | 16892 | |
| 33734X838 | 33734X838 | FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | 1318987 | 104931 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 280603 | 406 | |
| 500767736 | 500767736 | KRANESHARES TR | QUADRTC INT RT | 481572 | 23400 | |
| 808524771 | 808524771 | SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 2335034 | 40560 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 734238 | 8334 | |
| 33739Q200 | 33739Q200 | FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 366211 | 7682 | |
| 33739B104 | 33739B104 | FIRST TR MLP & ENERGY INCOM | COM | 1781205 | 231025 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 641573 | 6550 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 894844 | 5980 | |
| 33740F805 | 33740F805 | FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 1545055 | 34980 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 1158225 | 16306 | |
| 33738D101 | 33738D101 | FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 813405 | 30126 | |
| 808524763 | 808524763 | SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 1161587 | 23025 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 12876173 | 263424 | |
| 031162100 | 031162100 | AMGEN INC | COM | 5616695 | 25298 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 410784 | 763 | |
| 33739Q408 | 33739Q408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 968245 | 16298 | |
| 33740F854 | 33740F854 | FIRST TR EXCHNG TRADED FD VI | VEST US DEEP | 208434 | 6125 | |
| 244199105 | 244199105 | DEERE & CO | COM | 494497 | 1220 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 272199 | 6378 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1035731 | 20018 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4532347 | 62412 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 1391906 | 39044 | |
| 45783Y889 | 45783Y889 | INNOVATOR ETFS TR | US EQT ACLRTD 9 | 261265 | 9045 | |
| 46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 286895 | 8059 | |
| 33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 307725 | 1888 | |
| 85207H104 | 85207H104 | SPROTT PHYSICAL GOLD TR | UNIT | 363541 | 24366 | |
| 33733E203 | 33733E203 | FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 440278 | 2875 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 557183 | 5201 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 347221 | 2515 | |
| 452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 1258305 | 5030 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 640752 | 2427 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 993740 | 2690 | |
| 776696106 | 776696106 | ROPER TECHNOLOGIES INC | COM | 900538 | 1873 | |
| 78468R788 | 78468R788 | SPDR SER TR | PRTFLO S&P500 HI | 697512 | 18811 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 2770558 | 11260 | |
| 464288752 | 464288752 | ISHARES TR | US HOME CONS ETF | 324672 | 3800 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 1089674 | 9150 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1577010 | 20843 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 717685 | 7245 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 6058189 | 30460 | |
| 33737A108 | 33737A108 | FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 222224 | 2114 | |
| 33740F755 | 33740F755 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 1242234 | 49610 | |
| 717081103 | 717081103 | PFIZER INC | COM | 359112 | 9790 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 832732 | 14849 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 5112851 | 92406 | |
| 33738D309 | 33738D309 | FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 611415 | 13497 | |
| 45783Y731 | 45783Y731 | INNOVATOR ETFS TR | BUFFER STEP UP S | 2162115 | 79817 | |
| 38150K103 | 38150K103 | GOLDMAN SACHS PHYSICAL GOLD | UNIT | 240469 | 12633 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 1364926 | 7289 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1195455 | 2826 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 995111 | 6558 | |
| 33740U810 | 33740U810 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST U S EQ | 223232 | 6585 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 429142 | 3020 | |
| 808524672 | 808524672 | SCHWAB STRATEGIC TR | INTERNL DIVID | 408249 | 17053 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 573584 | 4400 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 207194 | 6271 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 6430237 | 18857 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 10249801 | 129695 | |
| 219350105 | 219350105 | CORNING INC | COM | 1299914 | 37098 | |
| 097023105 | 097023105 | BOEING CO | COM | 334689 | 1585 | |
| 72201R775 | 72201R775 | PIMCO ETF TR | ACTIVE BD ETF | 246641 | 2692 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 317844 | 650 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1358078 | 10080 | |
| 00162Q395 | 00162Q395 | ALPS ETF TR | OSHARES US SMLCP | 413074 | 11255 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 1300780 | 29698 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 3223788 | 15755 | |
| 33740U844 | 33740U844 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 627455 | 18758 | |
| 29084Q100 | 29084Q100 | EMCOR GROUP INC | COM | 592220 | 3205 | |
| N6596X109 | N6596X109 | NXP SEMICONDUCTORS N V | COM | 702052 | 3430 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 6255910 | 74867 | |
| 66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 1087305 | 10775 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 215589 | 1598 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1232307 | 5189 | |
| 33740U703 | 33740U703 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST FD DEP | 515151 | 23916 | |
| 46090A101 | 46090A101 | INVESCO ACTIVELY MANAGED ETF | ACTIVE US REAL | 202413 | 2335 | |
| 45783Y855 | 45783Y855 | INNOVATOR ETFS TR | DEFINED WLT SHLD | 439770 | 15768 | |
| 14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 263513 | 5301 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1581779 | 8540 | |
| 78464A151 | 78464A151 | SPDR SER TR | BLOOMBERG INTL | 295152 | 10400 | |
| 67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 928552 | 972 | |
| 82968B103 | 82968B103 | SIRIUS XM HOLDINGS INC | COM | 176382 | 38936 | |
| 381430503 | 381430503 | GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 591894 | 6780 | |
| 92206C771 | 92206C771 | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 515088 | 11200 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 420305 | 943 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 45792831 | 629974 | |
| 33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 2587374 | 34462 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 4566215 | 60923 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 1238517 | 5635 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 5950623 | 36635 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 825671 | 17180 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 26075830 | 564656 | |
| 45782C508 | 45782C508 | INNOVATOR ETFS TR | US EQTY PWR BUF | 781970 | 22272 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 790193 | 5433 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 2459704 | 47576 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 378422 | 3340 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 15193886 | 58107 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 3251108 | 14405 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 552265 | 4187 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 1514032 | 15193 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 1294775 | 7263 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1156063 | 9658 | |
| 33740U109 | 33740U109 | FIRST TR EXCHNG TRADED FD VI | TCW SECURITIZED | 1229623 | 57594 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 249817 | 6865 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2400834 | 14505 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 561260 | 5729 | |
| 33740F730 | 33740F730 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 429599 | 12525 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 10418153 | 30593 | |
| 132061821 | 132061821 | CAMBRIA ETF TR | CANNABIS ETF | 129796 | 22495 | |
| 92189F676 | 92189F676 | VANECK ETF TRUST | SEMICONDUCTR ETF | 388213 | 2550 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 506922 | 2910 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 1276052 | 11800 | |
| 464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 663739 | 6871 | |
| 33740F839 | 33740F839 | FIRST TR EXCHNG TRADED FD VI | CBOE EQT DEP NOV | 326083 | 8983 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 387830 | 3206 | |
| 922042676 | 922042676 | VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 1131630 | 28157 | |
| 33739H101 | 33739H101 | FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 408513 | 17941 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1039769 | 6608 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 439935 | 3696 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1457300 | 3032 | |
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 238146 | 3090 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1967841 | 4109 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 13333283 | 60529 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 3155231 | 10225 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 1002023 | 13821 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1705671 | 3848 | |
| 33738D846 | 33738D846 | FIRST TR EXCHANGE-TRADED FD | FT CBOE TARG INC | 827914 | 41618 | |
| 46654Q203 | 46654Q203 | J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 2165838 | 44776 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 7281220 | 178988 | |
| 34959J108 | 34959J108 | FORTIVE CORP | COM | 293248 | 3922 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 505387 | 1478 | |
| 037833100 | 037833100 | APPLE INC | COM | 7768986 | 40053 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 541057 | 8985 | |
| 458140100 | 458140100 | INTEL CORP | COM | 569548 | 17032 | |
| 33733E500 | 33733E500 | FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 205868 | 4024 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 236710 | 1769 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 232286 | 5377 | |
| 808524847 | 808524847 | SCHWAB STRATEGIC TR | US REIT ETF | 319030 | 16335 | |
| 00775Y645 | 00775Y645 | ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 917304 | 39312 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1064409 | 3709 | |
| 26817Q886 | 26817Q886 | DYNEX CAP INC | COM | 208994 | 16600 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1358435 | 11773 |