$122 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 105 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE INC | $961,000 | -8.5% | 15,489 | 0.0% | 0.78% | -8.1% | |
| VGSH | VANGUARD SCOTTSDALE FDSshtrm gvt bd etf | $632,000 | -0.6% | 10,388 | 0.0% | 0.52% | -0.2% | |
| INTC | INTEL CORP | $605,000 | +14.4% | 17,538 | 0.0% | 0.49% | +14.9% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $397,000 | +6.4% | 5,944 | 0.0% | 0.32% | +6.9% | |
| VLO | VALERO ENERGY CORP NEW | $333,000 | +17.7% | 4,700 | 0.0% | 0.27% | +18.3% | |
| BKLN | POWERSHARES ETF TRUST IIsenior ln port | $313,000 | -2.8% | 13,946 | 0.0% | 0.26% | -2.3% | |
| HSY | HERSHEY CO | $253,000 | -2.7% | 2,825 | 0.0% | 0.21% | -1.9% | |
| PGF | POWERSHARES ETF TRUSTfinl pfd ptfl | $248,000 | +2.9% | 13,150 | 0.0% | 0.20% | +3.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-16
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.