Eaton-Cambridge Inc.

RIA/Wealth

Eaton-Cambridge Inc. is a RIA/Wealth based in Phoenix, AZ led by Robert Ralph Korljan, reporting $392.2M in AUM as of Q3 2025 with 95% ETF concentration, 92% concentrated in top 10 holdings, and 34% allocation to DFAC.

PartnerRobert Ralph Korljan

Portfolio Value: $287.5M
Positions: 42
Top Holding: DFAC at 33.76%
Last Reported: Q3 2025

Address5090 N. 40th Street Suite 205, Phoenix, AZ, 85018, United States

Top Holdings

Largest long holdings in Eaton-Cambridge Inc.'s portfolio (92.2% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$97.0M	33.76%	-$14.0K Sold	— 2.5M shares	Q4 2023 Held for 1y 11m
2 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$45.8M	15.94%	+$2.4M Bought	— 573.2K shares	Q4 2023 Held for 1y 11m
3 Dimensional International Core Equity 2 DFIC	ETF ETF	$40.0M	13.93%	+$90.5K Bought	— 1.2M shares	Q4 2023 Held for 1y 11m
4 Vanguard Total Bond Market BND	ETF ETF	$34.6M	12.02%	+$2.8M Bought	— 464.7K shares	Q4 2023 Held for 1y 11m
5 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$20.3M	7.05%	+$354.7K Bought	— 632.0K shares	Q4 2023 Held for 1y 11m
6 Vanguard Short-Term Bond BSV	ETF ETF	$13.4M	4.66%	-$222.8K Sold	— 169.8K shares	Q4 2023 Held for 1y 11m
7 Avantis U.S. Equity AVUS	ETF ETF	$5.4M	1.89%	-$105.2K Sold	— 49.9K shares	Q4 2023 Held for 1y 11m
8 Nvidia NVDA	Semiconductors Technology	$3.4M	1.19%	-$117.0K Sold	0.00% 18.3K shares	Q4 2023 Held for 1y 11m
9 Apple AAPL	Consumer Electronics Technology	$2.9M	0.99%	+$14.8K Bought	0.00% 11.2K shares	Q4 2023 Held for 1y 11m
10 Dimensional International Core Equity Market DFAI	ETF ETF	$2.1M	0.74%	—	— 58.6K shares	Q4 2023 Held for 1y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Eaton-Cambridge Inc.'s latest filing

See all changes

GthenC

Market Value

$287.5M

Prior: $265.0M

Q/Q Change

+8.47%

+$22.4M

Net Flows % of MV

+2.96%

Turnover Ratio

1.82%

New Purchases

3 stocks

$1.5M

Added To

17 stocks

+$7.8M

Sold Out Of

0 stocks

Reduced Holdings

15 stocks

-$749.2K

Increased Positions

Position	Shares Δ	Change
1 Dimensional Ultrashort Fixed Income DUSB	New	0 → 19.7K +$1.0M
2 GLD SPDR Gold Trust GLD	New	0 → 733.0 +$260.6K
3 Vanguard Large-Cap VV	New	0 → 797.0 +$245.4K
4 DFSD Dimensional Short-Duration Fixed Income DFSD	+356.41%	5.8K → 26.6K +$1.0M
5 VTES Vanguard Short-Term Tax-Exempt Bond VTES	+135.21%	5.7K → 13.4K +$787.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core S&P 500 ETF IVV	-20.62%	514.0 → 408.0 −$70.9K
2 Avantis All Equity Markets AVGE	-8.49%	8.6K → 7.9K −$61.1K
3 DFCF Dimensional Core Fixed Income DFCF	-7.19%	6.4K → 6.0K −$19.7K
4 United Parcel Service, Inc. UPS	-3.55%	3.2K → 3.1K −$9.5K
5 Nvidia NVDA	-3.31%	18.9K → 18.3K −$117.0K