$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE INC | $1,050,000 | +8.6% | 15,489 | 0.0% | 0.85% | +18.0% | |
| BOEING CO | $513,000 | -5.7% | 3,915 | 0.0% | 0.42% | +2.5% | ||
| BSJF | CLAYMORE EXCHANGE TRD FD TRgugg bull 2015 | $493,000 | -0.6% | 19,045 | 0.0% | 0.40% | +8.1% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $373,000 | -7.0% | 5,944 | 0.0% | 0.30% | +1.0% | |
| BKLN | POWERSHARES ETF TRUST IIsenior ln port | $322,000 | -3.0% | 13,946 | 0.0% | 0.26% | +5.6% | |
| JMF | NUVEEN ENERGY MLP TOTL RTRNF | $231,000 | -23.8% | 18,341 | 0.0% | 0.19% | -17.2% | |
| BLK | BLACKROCK INC | $212,000 | -13.8% | 710 | 0.0% | 0.17% | -6.5% | |
| YYY | EXCHANGE TRADED CONCEPTS TR | $203,000 | -12.5% | 11,410 | 0.0% | 0.16% | -5.2% |
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.