$123 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 106 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCD | Exit | MCDONALDS CORP | $0 | – | -2,164 | -100.0% | -0.15% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -2,998 | -100.0% | -0.16% | – |
| WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -3,846 | -100.0% | -0.16% | – |
| BSCF | Exit | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2015 | $0 | – | -11,129 | -100.0% | -0.18% | – |
| DVHL | Exit | UBS AG LONDON BRHetrac mp2x lev | $0 | – | -11,625 | -100.0% | -0.19% | – |
| HQH | Exit | TEKLA HEALTHCARE INVSsh ben int | $0 | – | -7,016 | -100.0% | -0.19% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -4,099 | -100.0% | -0.19% | – |
| HA | Exit | HAWAIIAN HOLDINGS INC | $0 | – | -11,250 | -100.0% | -0.20% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -4,401 | -100.0% | -0.20% | – |
| DXJ | Exit | WISDOMTREE TRjapn hedge eqt | $0 | – | -6,454 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-16
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.