$200 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 144 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLS | New | WISDOMTREE TRintl smcap div | $655,000 | – | 10,854 | +100.0% | 0.33% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $515,000 | – | 12,465 | +100.0% | 0.26% | – |
| BSCJ | New | INVESCO EXCH TRD SLF IDX FD | $334,000 | – | 15,820 | +100.0% | 0.17% | – |
| BSCK | New | INVESCO EXCH TRD SLF IDX FD | $297,000 | – | 14,066 | +100.0% | 0.15% | – |
| AOA | New | ISHARES TRaggres alloc etf | $263,000 | – | 5,411 | +100.0% | 0.13% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $259,000 | – | 5,118 | +100.0% | 0.13% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $243,000 | – | 1,809 | +100.0% | 0.12% | – |
| TIP | New | ISHARES TRtips bd etf | $221,000 | – | 2,011 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-15
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.