0001214659-24-000799.txt : 20240117
0001214659-24-000799.hdr.sgml : 20240117
20240116180025
ACCESSION NUMBER: 0001214659-24-000799
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240117
DATE AS OF CHANGE: 20240116
EFFECTIVENESS DATE: 20240117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cambridge Advisors Inc.
CENTRAL INDEX KEY: 0001633695
ORGANIZATION NAME:
IRS NUMBER: 470732942
STATE OF INCORPORATION: NE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16611
FILM NUMBER: 24536283
BUSINESS ADDRESS:
STREET 1: 17330 WRIGHT ST
STREET 2: #205
CITY: OMAHA
STATE: NE
ZIP: 68130
BUSINESS PHONE: (402) 697-1166
MAIL ADDRESS:
STREET 1: 17330 WRIGHT ST
STREET 2: #205
CITY: OMAHA
STATE: NE
ZIP: 68130
13F-HR
1
primary_doc.xml
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12-31-2023
12-31-2023
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Cambridge Advisors Inc.
17330 WRIGHT ST
#205
OMAHA
NE
68130
13F HOLDINGS REPORT
028-16611
000104851
801-36028
N
Lori L Liffring
President
402-697-1166
/s/ Lori L. Liffring
Omaha
NE
01-16-2024
0
165
398004110
INFORMATION TABLE
2
infotable.xml
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1575317
4180
SH
SOLE
0
0
4180
ISHARES TR
CORE S&P MCP ETF
464287507
15894644
57350
SH
SOLE
0
0
57350
ISHARES TR
S&P MC 400VL ETF
464287705
590613
5179
SH
SOLE
0
0
5179
ISHARES TR
CORE S&P SCP ETF
464287804
1639606
15146
SH
SOLE
0
0
15146
ISHARES TR
CORE S&P500 ETF
464287200
450405
943
SH
SOLE
0
0
943
ISHARES TR
RUS 1000 GRW ETF
464287614
2000922
6600
SH
SOLE
0
0
6600
ISHARES TR
RUSSELL 2000 ETF
464287655
1367233
6812
SH
SOLE
0
0
6812
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2084824
4109
SH
SOLE
0
0
4109
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1829095
3848
SH
SOLE
0
0
3848
AMAZON COM INC
COM
023135106
692087
4555
SH
SOLE
0
0
4555
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
6567181
18413
SH
SOLE
0
0
18413
BOEING CO
COM
097023105
406630
1560
SH
SOLE
0
0
1560
INVESCO QQQ TR
UNIT SER 1
46090E103
1101609
2690
SH
SOLE
0
0
2690
AMGEN INC
COM
031162100
7283976
25290
SH
SOLE
0
0
25290
ABBOTT LABS
COM
002824100
852492
7745
SH
SOLE
0
0
7745
FEDEX CORP
COM
31428X106
502894
1988
SH
SOLE
0
0
1988
INTEL CORP
COM
458140100
840779
16732
SH
SOLE
0
0
16732
ILLINOIS TOOL WKS INC
COM
452308109
1280887
4890
SH
SOLE
0
0
4890
ORACLE CORP
COM
68389X105
964685
9150
SH
SOLE
0
0
9150
QUALCOMM INC
COM
747525103
505582
3496
SH
SOLE
0
0
3496
US BANCORP DEL
COM NEW
902973304
269028
6216
SH
SOLE
0
0
6216
JOHNSON & JOHNSON
COM
478160104
2166978
13825
SH
SOLE
0
0
13825
MEDTRONIC PLC
SHS
G5960L103
481029
5839
SH
SOLE
0
0
5839
PFIZER INC
COM
717081103
234448
8143
SH
SOLE
0
0
8143
LOWES COS INC
COM
548661107
2880938
12945
SH
SOLE
0
0
12945
ISHARES TR
MSCI EAFE ETF
464287465
1099055
14586
SH
SOLE
0
0
14586
CHEVRON CORP NEW
COM
166764100
966258
6478
SH
SOLE
0
0
6478
MICROSOFT CORP
COM
594918104
11360128
30210
SH
SOLE
0
0
30210
CISCO SYS INC
COM
17275R102
1007975
19952
SH
SOLE
0
0
19952
INTERNATIONAL BUSINESS MACHS
COM
459200101
255138
1560
SH
SOLE
0
0
1560
COCA COLA CO
COM
191216100
524416
8899
SH
SOLE
0
0
8899
PEPSICO INC
COM
713448108
1432600
8435
SH
SOLE
0
0
8435
ISHARES TR
U.S. TECH ETF
464287721
245500
2000
SH
SOLE
0
0
2000
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
6353364
37285
SH
SOLE
0
0
37285
DEERE & CO
COM
244199105
488070
1221
SH
SOLE
0
0
1221
STARBUCKS CORP
COM
855244109
710158
7397
SH
SOLE
0
0
7397
AUTOMATIC DATA PROCESSING IN
COM
053015103
1133399
4865
SH
SOLE
0
0
4865
EXXON MOBIL CORP
COM
30231G102
689448
6896
SH
SOLE
0
0
6896
UNION PAC CORP
COM
907818108
3630264
14780
SH
SOLE
0
0
14780
TARGET CORP
COM
87612E106
498043
3497
SH
SOLE
0
0
3497
COSTCO WHSL CORP NEW
COM
22160K105
493740
748
SH
SOLE
0
0
748
DANAHER CORPORATION
COM
235851102
2598180
11231
SH
SOLE
0
0
11231
MERCK & CO INC
COM
58933Y105
1187444
10892
SH
SOLE
0
0
10892
NOVARTIS AG
SPONSORED ADR
66987V109
1087952
10775
SH
SOLE
0
0
10775
PROCTER AND GAMBLE CO
COM
742718109
931701
6358
SH
SOLE
0
0
6358
KIMBERLY-CLARK CORP
COM
494368103
305598
2515
SH
SOLE
0
0
2515
GILEAD SCIENCES INC
COM
375558103
214677
2650
SH
SOLE
0
0
2650
MCDONALDS CORP
COM
580135101
248798
839
SH
SOLE
0
0
839
JPMORGAN CHASE & CO
COM
46625H100
924304
5434
SH
SOLE
0
0
5434
SIRIUS XM HOLDINGS INC
COM
82968B103
160377
29319
SH
SOLE
0
0
29319
WELLS FARGO CO NEW
COM
949746101
304288
6182
SH
SOLE
0
0
6182
ISHARES TR
7-10 YR TRSY BD
464287440
643018
6671
SH
SOLE
0
0
6671
ISHARES TR
IBOXX INV CP ETF
464287242
1196235
10810
SH
SOLE
0
0
10810
CORNING INC
COM
219350105
1129634
37098
SH
SOLE
0
0
37098
UNITEDHEALTH GROUP INC
COM
91324P102
1477801
2807
SH
SOLE
0
0
2807
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
3395054
9675
SH
SOLE
0
0
9675
RTX CORPORATION
COM
75513E101
463567
5509
SH
SOLE
0
0
5509
3M CO
COM
88579Y101
211644
1936
SH
SOLE
0
0
1936
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
9482808
39975
SH
SOLE
0
0
39975
APPLE INC
COM
037833100
7554824
39240
SH
SOLE
0
0
39240
SPDR SER TR
PRTFLO S&P500 VL
78464A508
239212
5130
SH
SOLE
0
0
5130
CATERPILLAR INC
COM
149123101
3109086
10515
SH
SOLE
0
0
10515
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
943819
5981
SH
SOLE
0
0
5981
AMERICAN EXPRESS CO
COM
025816109
545159
2910
SH
SOLE
0
0
2910
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
447890
2561
SH
SOLE
0
0
2561
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
7621671
185442
SH
SOLE
0
0
185442
OREILLY AUTOMOTIVE INC
COM
67103H107
923478
972
SH
SOLE
0
0
972
ISHARES TR
CORE US AGGBD ET
464287226
630238
6350
SH
SOLE
0
0
6350
ISHARES TR
SELECT DIVID ETF
464287168
391515
3340
SH
SOLE
0
0
3340
CLOROX CO DEL
COM
189054109
265217
1860
SH
SOLE
0
0
1860
NVIDIA CORPORATION
COM
67066G104
1169214
2361
SH
SOLE
0
0
2361
BECTON DICKINSON & CO
COM
075887109
591775
2427
SH
SOLE
0
0
2427
ALPHABET INC
CAP STK CL A
02079K305
1386144
9923
SH
SOLE
0
0
9923
SPDR GOLD TR
GOLD SHS
78463V107
979746
5125
SH
SOLE
0
0
5125
VANGUARD WORLD FDS
ENERGY ETF
92204A306
769709
6563
SH
SOLE
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0
6563
VANGUARD INDEX FDS
VALUE ETF
922908744
426075
2850
SH
SOLE
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0
2850
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
6373754
72134
SH
SOLE
0
0
72134
INTUITIVE SURGICAL INC
COM NEW
46120E602
498618
1478
SH
SOLE
0
0
1478
BLACKROCK INC
COM
09247X101
329591
406
SH
SOLE
0
0
406
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6391367
29960
SH
SOLE
0
0
29960
CHARLES RIV LABS INTL INC
COM
159864107
283680
1200
SH
SOLE
0
0
1200
SPDR SER TR
S&P DIVID ETF
78464A763
643096
5146
SH
SOLE
0
0
5146
EMCOR GROUP INC
COM
29084Q100
674296
3130
SH
SOLE
0
0
3130
ISHARES GOLD TR
ISHARES NEW
464285204
266575
6830
SH
SOLE
0
0
6830
ROPER TECHNOLOGIES INC
COM
776696106
999297
1833
SH
SOLE
0
0
1833
DYNEX CAP INC
COM
26817Q886
212840
17000
SH
SOLE
0
0
17000
ISHARES TR
US HOME CONS ETF
464288752
386574
3800
SH
SOLE
0
0
3800
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
2491811
31132
SH
SOLE
0
0
31132
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
348475
1868
SH
SOLE
0
0
1868
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
43288183
588554
SH
SOLE
0
0
588554
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
26638885
556135
SH
SOLE
0
0
556135
FIRST TR EXCHNG TRADED FD VI
FT CBOE VEST U S
33740F441
258458
7855
SH
SOLE
0
0
7855
VISA INC
COM CL A
92826C839
1351399
5191
SH
SOLE
0
0
5191
INVESCO ACTIVELY MANAGED ETF
ACTIVE US REAL
46090A101
216535
2367
SH
SOLE
0
0
2367
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
8613419
105972
SH
SOLE
0
0
105972
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
2606739
46825
SH
SOLE
0
0
46825
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1514021
40964
SH
SOLE
0
0
40964
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
774767
13737
SH
SOLE
0
0
13737
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1528225
19752
SH
SOLE
0
0
19752
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1288377
27273
SH
SOLE
0
0
27273
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
5266860
63487
SH
SOLE
0
0
63487
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
268642
3832
SH
SOLE
0
0
3832
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
519278
11201
SH
SOLE
0
0
11201
SPDR SER TR
BLOOMBERG INTL
78464A151
311272
10400
SH
SOLE
0
0
10400
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
798456
16480
SH
SOLE
0
0
16480
NXP SEMICONDUCTORS N V
COM
N6596X109
787802
3430
SH
SOLE
0
0
3430
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
681471
13055
SH
SOLE
0
0
13055
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
69722803
159622
SH
SOLE
0
0
159622
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
1258833
29557
SH
SOLE
0
0
29557
SCHWAB STRATEGIC TR
US REIT ETF
808524847
298897
14433
SH
SOLE
0
0
14433
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1303092
17301
SH
SOLE
0
0
17301
VANGUARD STAR FDS
VG TL INTL STK F
921909768
904698
15609
SH
SOLE
0
0
15609
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
82889N699
417964
17710
SH
SOLE
0
0
17710
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
4275290
56158
SH
SOLE
0
0
56158
META PLATFORMS INC
CL A
30303M102
1277442
3609
SH
SOLE
0
0
3609
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
33738D101
813447
29377
SH
SOLE
0
0
29377
PALO ALTO NETWORKS INC
COM
697435105
202288
686
SH
SOLE
0
0
686
FIRST TR MLP & ENERGY INCOM
COM
33739B104
2046803
238834
SH
SOLE
0
0
238834
ABBVIE INC
COM
00287Y109
1452844
9375
SH
SOLE
0
0
9375
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
630709
13690
SH
SOLE
0
0
13690
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
11119185
225244
SH
SOLE
0
0
225244
SCHWAB STRATEGIC TR
SCHWAB FDT US SC
808524763
1385592
25033
SH
SOLE
0
0
25033
SCHWAB STRATEGIC TR
SCHWAB FDT US LG
808524771
2494617
40275
SH
SOLE
0
0
40275
ISHARES TR
MSCI USA QLT FCT
46432F339
236389
1607
SH
SOLE
0
0
1607
ALPHABET INC
CAP STK CL C
02079K107
440124
3123
SH
SOLE
0
0
3123
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
985184
16513
SH
SOLE
0
0
16513
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
253586
5248
SH
SOLE
0
0
5248
ISHARES TR
MSCI INTL QUALTY
46434V456
301055
8015
SH
SOLE
0
0
8015
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
386259
7174
SH
SOLE
0
0
7174
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
635657
6776
SH
SOLE
0
0
6776
SPDR SER TR
PRTFLO S&P500 HI
78468R788
765812
19541
SH
SOLE
0
0
19541
FIRST TR EXCHANGE TRADED FD
INDXX NAT RE ETF
33734X838
384889
29561
SH
SOLE
0
0
29561
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
248216
7600
SH
SOLE
0
0
7600
FORTIVE CORP
COM
34959J108
237236
3222
SH
SOLE
0
0
3222
ALPS ETF TR
OSHARES US SMLCP
00162Q395
400736
10228
SH
SOLE
0
0
10228
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
2487199
55761
SH
SOLE
0
0
55761
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
2276331
45318
SH
SOLE
0
0
45318
GOLDMAN SACHS PHYSICAL GOLD
UNIT
38150K103
722153
35339
SH
SOLE
0
0
35339
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C508
486839
13073
SH
SOLE
0
0
13073
FIRST TR EXCHNG TRADED FD VI
VEST US BUFFER
33740F862
406300
10000
SH
SOLE
0
0
10000
FIRST TR EXCHNG TRADED FD VI
VEST US DEEP
33740F854
212580
6000
SH
SOLE
0
0
6000
CARRIER GLOBAL CORPORATION
COM
14448C104
304542
5301
SH
SOLE
0
0
5301
INNOVATOR ETFS TR
GRWT100 PWR BF
45782C334
1591450
35777
SH
SOLE
0
0
35777
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
33740F730
452269
12525
SH
SOLE
0
0
12525
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
6002496
109176
SH
SOLE
0
0
109176
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740F698
346742
9500
SH
SOLE
0
0
9500
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQ
33740F755
3064318
115330
SH
SOLE
0
0
115330
FIRST TR EXCHNG TRADED FD VI
CBOE VEST FD DEP
33740U703
542893
23916
SH
SOLE
0
0
23916
FIRST TR EXCHANGE-TRADED FD
FT CBOE VEST GLD
33733E856
260762
13567
SH
SOLE
0
0
13567
SCHWAB STRATEGIC TR
INTERNL DIVID
808524672
540980
22000
SH
SOLE
0
0
22000
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
82889N863
553049
24278
SH
SOLE
0
0
24278
INNOVATOR ETFS TR
US EQT ACLRTD 9
45783Y889
402805
13155
SH
SOLE
0
0
13155
FIRST TR EXCHNG TRADED FD VI
FT CBOE VEST US
33740U844
892290
25398
SH
SOLE
0
0
25398
FIRST TR EXCHNG TRADED FD VI
CBOE VEST US EQT
33740U786
1336290
39268
SH
SOLE
0
0
39268
ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
00775Y645
719159
31202
SH
SOLE
0
0
31202
ADVISORS INNER CIRCLE FD III
STRATEGAS GBL PO
00775Y652
577350
22214
SH
SOLE
0
0
22214
INNOVATOR ETFS TR
POWER BUFFER SET
45783Y723
810138
28722
SH
SOLE
0
0
28722
INNOVATOR ETFS TR
BUFFER STEP UP S
45783Y731
2703444
94998
SH
SOLE
0
0
94998
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
6109239
122356
SH
SOLE
0
0
122356
FIRST TR EXCHNG TRADED FD VI
CBOE VEST U S EQ
33740U810
662846
18470
SH
SOLE
0
0
18470
SIMPLIFY EXCHANGE TRADED FUN
BITCOIN STRATEGY
82889N673
196105
10230
SH
SOLE
0
0
10230
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
82889N657
474626
20502
SH
SOLE
0
0
20502
FIRST TR EXCHANGE-TRADED FD
FT CBOE TARG INC
33738D846
967430
45145
SH
SOLE
0
0
45145
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
82889N525
501393
9700
SH
SOLE
0
0
9700
FIRST TR EXCHNG TRADED FD VI
FT CBOE VEST US
33740U679
598392
19775
SH
SOLE
0
0
19775