$130 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 104 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $409,000 | – | 5,944 | +100.0% | 0.32% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $298,000 | – | 5,550 | +100.0% | 0.23% | – |
| IEP | New | ICAHN ENTERPRISES LPdepositary unit | $287,000 | – | 3,100 | +100.0% | 0.22% | – |
| HQH | New | TEKLA HEALTHCARE INVSsh ben int | $249,000 | – | 7,888 | +100.0% | 0.19% | – |
| PGF | New | POWERSHARES ETF TRUSTfinl pfd ptfl | $233,000 | – | 12,750 | +100.0% | 0.18% | – |
| ICF | New | ISHARES TRcohen&steer reit | $232,000 | – | 2,390 | +100.0% | 0.18% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $212,000 | – | 2,094 | +100.0% | 0.16% | – |
| VQT | New | BARCLAYS BK PLCs&p 500 veqtor | $201,000 | – | 1,302 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Growth Index E | 40 | Q3 2023 | 8.0% |
| iShares S&P 500 Value Index ET | 40 | Q3 2023 | 7.5% |
| VANGUARD SPECIALIZED PORTFOL | 40 | Q3 2023 | 6.5% |
| Vanguard Short Term Bond Index | 40 | Q3 2023 | 6.2% |
| Vanguard Real Estate Index Fun | 40 | Q3 2023 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 2.3% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 40 | Q3 2023 | 3.0% |
| SCHWAB U.S. SMALL-CAP ETF | 40 | Q3 2023 | 2.9% |
| iShares S&P Midcap 400 Index E | 40 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 40 | Q3 2023 | 3.4% |
View CAHILL FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View CAHILL FINANCIAL ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.