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Bonnie Courtney

Cambridge Financial Group, Llc

Assets Managed
$317.627M
Holdings
155
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
7.51%(2Q avg: 5.1%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cambridge Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 155 positions.

Assets under management

The assets under management (AUM) of Cambridge Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 317.627M in assets, with a quarterly growth rate of 7.51% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Bonnie Courtney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.67%
10.97%
$34.833M
785,237 shares@ $44.36 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 4.04%
8.93%
$28.363M
405,762 shares@ $69.9 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 5.67%
8.48%
$26.919M
722,462 shares@ $37.26 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.51%
6.97%
$22.123M
544,360 shares@ $40.65 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Decreased -0.23%
6.8%
$21.586M
505,917 shares@ $42.67 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -7.55%
2.83%
$8.984M
243,861 shares@ $36.85 avg price
SLYV
Spdr S&p 600 Small Cap Value
Recent Activity
Decreased -1.6%
2.36%
$7.492M
68,669 shares@ $109.11 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -8.23%
1.91%
$6.055M
178,929 shares@ $33.85 avg price
AAPL
Apple Inc
Recent Activity
1.82%
$5.779M
19,970 shares@ $289.37 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -4.14%
1.53%
$4.835M
166,962 shares@ $28.97 avg price

1-10 of 155