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Cambridge Financial Group, LLC Historic Quarter Change: USA ETF, New

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Cambridge Financial Group, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Cambridge Financial Group, LLC opened 78 positions, added to 348, reduced 342 and sold out of 61.

  • Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
  • Q2 2026: Stock SLYV; Country of operation —; Class ST STR SP600SM C; Shares before 0.
  • Q2 2026: Stock DFUS; Country of operation —; Class US EQUI MARK ETF; Shares before 0.
  • Q2 2026: Stock SPEM; Country of operation —; Class ST PORT MARK ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2085256), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-09-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-09-09); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-09-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-09-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-09-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DFAC
DIMENSIONAL ETF TRUST		US COR EQU 2 ETF0785,237+785,237$0$34,833,094+$34,833,0942026-07-14
Q2 2026SLYV
SPDR SERIES TRUST		ST STR SP600SM C068,669+68,669$0$7,492,429+$7,492,4292026-07-14
Q2 2026DFUS
DIMENSIONAL ETF TRUST		US EQUI MARK ETF031,693+31,693$0$2,596,892+$2,596,8922026-07-14
Q2 2026SPEM
SPDR INDEX SHS FDS		ST PORT MARK ETF038,711+38,711$0$2,004,478+$2,004,4782026-07-14
Q2 2026FNDE
SCHWAB STRATEGIC TR		FUND EM EQUI ETF048,347+48,347$0$1,918,416+$1,918,4162026-07-14
Q2 2026MDYV
SPDR SERIES TRUST		ST STR SP400VAL018,681+18,681$0$1,771,892+$1,771,8922026-07-14
Q2 2026DFSE
DIMENSIONAL ETF TRUST		EMER MARK SU ETF028,925+28,925$0$1,413,853+$1,413,8532026-07-14
Q2 2026SPTM
SPDR SERIES TRUST		ST STR PR SP150009,327+9,327$0$846,799+$846,7992026-07-14
Q2 2026XJR
ISHARES TR		ESG SELE SCR ETF012,161+12,161$0$641,445+$641,4452026-07-14
Q2 2026DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP ETF013,983+13,983$0$542,394+$542,3942026-07-14
Q2 2026EDIV
SPDR INDEX SHS FDS		ST MAR DIVID ETF012,546+12,546$0$513,853+$513,8532026-07-14
Q2 2026FRDM
EA SERIES TRUST		FREEDOM 100 EM03,621+3,621$0$263,947+$263,9472026-07-14
Q2 2026IBIL
ISHARES TR		IBONDS OCT 2035010,016+10,016$0$256,869+$256,8692026-07-14
Q2 2026MTUM
ISHARES TR		MSCI USA MMENTM0707+707$0$242,381+$242,3812026-07-14
Q2 2026EMXC
ISHARES INC		MSCI EMRG CHN02,049+2,049$0$209,613+$209,6132026-07-14
Q2 2026EUHY
ISHARES INC		EURO HIGH YIELD03,762+3,762$0$202,622+$202,6222026-07-14
Q1 2026SPEM
SPDR INDEX SHS FDS		STATE STREET SPD039,399+39,399$0$1,848,228+$1,848,2282026-04-08
Q1 2026IBTG
ISHARES TR		IBONDS 26 TRM TS025,179+25,179$0$576,977+$576,9772026-04-08
Q1 2026BSMR
INVESCO EXCH TRD SLF IDX FD		BULSHS 2027 MUNI021,255+21,255$0$502,766+$502,7662026-04-08
Q1 2026EDIV
SPDR INDEX SHS FDS		STATE STREET SPD012,547+12,547$0$495,356+$495,3562026-04-08
Q1 2026BSMQ
INVESCO EXCH TRD SLF IDX FD		BULSHS 2026 MUNI016,727+16,727$0$395,176+$395,1762026-04-08
Q1 2026BSJS
INVESCO EXCH TRD SLF IDX FD		INVSCO 28 HYCORP012,598+12,598$0$273,188+$273,1882026-04-08
Q1 2026AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF02,727+2,727$0$231,386+$231,3862026-04-08
Q4 2025SLYV
SPDR SERIES TRUST		STATE STREET SPD082,904+82,904$0$7,272,620+$7,272,6202026-01-09
Q4 2025MDYV
SPDR SERIES TRUST		STATE STREET SPD018,447+18,447$0$1,494,628+$1,494,6282026-01-09
Q4 2025SPTM
SPDR SERIES TRUST		STATE STREET SPD013,974+13,974$0$998,163+$998,1632026-01-09
Q4 2025IOO
ISHARES TR		GLOBAL 100 ETF04,640+4,640$0$591,022+$591,0222026-01-09
Q4 2025VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF06,622+6,622$0$589,889+$589,8892026-01-09
Q4 2025EUHY
ISHARES INC		EURO HIGH YIELD07,524+7,524$0$377,472+$377,4722026-01-09
Q4 2025VUG
VANGUARD INDEX FDS		GROWTH ETF0687+687$0$281,837+$281,8372026-01-09
Q4 2025SDY
SPDR SERIES TRUST		STATE STREET SPD01,493+1,493$0$208,919+$208,9192026-01-09
Q3 2025VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP027,482+27,482$0$2,311,523+$2,311,5232025-10-06
Q3 2025IWV
ISHARES TR		RUSSELL 3000 ETF03,707+3,707$0$1,404,731+$1,404,7312025-10-06
Q3 2025VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD015,282+15,282$0$1,221,491+$1,221,4912025-10-06
Q3 2025LQD
ISHARES TR		IBOXX INV CP ETF08,819+8,819$0$983,054+$983,0542025-10-06
Q3 2025VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD016,896+16,896$0$845,983+$845,9832025-10-06
Q3 2025BLV
VANGUARD BD INDEX FDS		LONG TERM BOND010,665+10,665$0$755,616+$755,6162025-10-06
Q3 2025MUB
ISHARES TR		NATIONAL MUN ETF06,794+6,794$0$723,494+$723,4942025-10-06
Q3 2025IUSV
ISHARES TR		CORE S&P US VLU06,590+6,590$0$658,629+$658,6292025-10-06
Q3 2025BSMU
INVESCO EXCH TRD SLF IDX FD		INVSC 30 MUNI BD024,406+24,406$0$534,980+$534,9802025-10-06
Q3 2025BSMT
INVESCO EXCH TRD SLF IDX FD		BULSHS 2029 MUNI022,955+22,955$0$530,261+$530,2612025-10-06
Q3 2025USIG
ISHARES TR		USD INV GRDE ETF09,827+9,827$0$513,166+$513,1662025-10-06
Q3 2025BSMS
INVESCO EXCH TRD SLF IDX FD		BULSHS 2028 MUNI020,365+20,365$0$476,847+$476,8472025-10-06
Q3 2025BSMQ
INVESCO EXCH TRD SLF IDX FD		BULSHS 2026 MUNI016,727+16,727$0$395,176+$395,1762025-10-06
Q3 2025IWN
ISHARES TR		RUS 2000 VAL ETF02,154+2,154$0$380,850+$380,8502025-10-06
Q3 2025VDC
VANGUARD WORLD FD		CONSUM STP ETF01,759+1,759$0$375,952+$375,9522025-10-06
Q3 2025BSMP
INVESCO EXCH TRD SLF IDX FD		BULSHS 2025 MUNI014,970+14,970$0$367,140+$367,1402025-10-06
Q3 2025DVY
ISHARES TR		SELECT DIVID ETF02,359+2,359$0$335,215+$335,2152025-10-06
Q3 2025BSMV
INVESCO EXCH TRD SLF IDX FD		BULLETSHS 31 MUN015,398+15,398$0$323,512+$323,5122025-10-06
Q3 2025BSMW
INVESCO EXCH TRD SLF IDX FD		BULLETSHS 32 MUN09,715+9,715$0$242,633+$242,6332025-10-06
Q3 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT03,757+3,757$0$225,133+$225,1332025-10-06
Q3 2025AGG
ISHARES TR		CORE US AGGBD ET02,110+2,110$0$211,528+$211,5282025-10-06
Q3 2025IDU
ISHARES TR		U.S. UTILITS ETF01,891+1,891$0$209,712+$209,7122025-10-06
Q3 2025BSCS
INVESCO EXCH TRD SLF IDX FD		INVSCO BLSH 28010,151+10,151$0$208,807+$208,8072025-10-06
Q3 2025BSSX
INVESCO EXCH TRD SLF IDX FD		INVESCO BULLETSH08,107+8,107$0$207,094+$207,0942025-10-06
Q3 2025BSCT
INVESCO EXCH TRD SLF IDX FD		BULETSHS 2029010,319+10,319$0$194,101+$194,1012025-10-06
Q2 2025BSJT
INVESCO EXCH TRD SLF IDX FD		BULETSHS 2029 HG036,179+36,179$0$778,573+$778,5732025-09-09
Q2 2025BSJS
INVESCO EXCH TRD SLF IDX FD		INVSCO 28 HYCORP018,942+18,942$0$417,672+$417,6722025-09-09
Q2 2025AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF03,000+3,000$0$222,055+$222,0552025-09-09
Q1 2025IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT021,129+21,129$0$992,613+$992,6132025-09-09
Q1 2025VIOV
VANGUARD ADMIRAL FDS INC		SMLCP 600 VAL011,788+11,788$0$989,188+$989,1882025-09-09
Q1 2025XVV
ISHARES TR		ESG SELECT SCRE011,454+11,454$0$490,034+$490,0342025-09-09
Q1 2025XJR
ISHARES TR		ESG SELECT SCREE012,161+12,161$0$457,237+$457,2372025-09-09
Q4 2024IBTF
ISHARES TR		IBONDS 25 TRM TS020,287+20,287$0$473,094+$473,0942025-09-09
Q4 2024BSCU
INVESCO EXCH TRD SLF IDX FD		INVSCO 30 CORP015,260+15,260$0$249,807+$249,8072025-09-09
Q3 2024DFUS
DIMENSIONAL ETF TRUST		US EQUITY MARKET038,873+38,873$0$2,417,935+$2,417,9352025-09-09
Q3 2024IBTI
ISHARES TR		IBONDS 28 TRM TS011,068+11,068$0$249,088+$249,0882025-09-09
Q3 2024DFAI
DIMENSIONAL ETF TRUST		INTL CORE EQT MK06,928+6,928$0$220,173+$220,1732025-09-09
Q2 2024FNDE
SCHWAB STRATEGIC TR		FUNDAMENTAL EMER055,077+55,077$0$1,628,620+$1,628,6202025-09-09
Q2 2024FNDA
SCHWAB STRATEGIC TR		FUNDAMENTAL US S017,442+17,442$0$957,915+$957,9152025-09-09
Q2 2024FNDF
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL015,625+15,625$0$547,344+$547,3442025-09-09
Q2 2024IBTH
ISHARES TR		IBONDS 27 TRM TS022,354+22,354$0$493,465+$493,4652025-09-09
Q2 2024IBTJ
ISHARES TR		IBONDS 29 TRM TS013,105+13,105$0$280,054+$280,0542025-09-09
Q2 2024VUG
VANGUARD INDEX FDS		GROWTH ETF0651+651$0$243,303+$243,3032025-09-09
Q2 2024AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF03,897+3,897$0$242,648+$242,6482025-09-09
Q2 2024FNDC
SCHWAB STRATEGIC TR		FUNDAMENTAL INTL05,985+5,985$0$208,039+$208,0392025-09-09
Q1 2024EUHY
ISHARES INC		INTL HIGH YIELD07,524+7,524$0$366,310+$366,3102025-09-09
Q1 2024IVW
ISHARES TR		S&P 500 GRWT ETF02,591+2,591$0$218,780+$218,7802025-09-09

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