$240 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 151 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 9.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Sell | iShares S&P 500 Growth Index Es&p 500 grwt etf | $16,047,000 | +0.4% | 93,102 | -12.2% | 6.68% | -16.4% |
| IVE | Sell | iShares S&P 500 Value Index ETs&p 500 val etf | $14,975,000 | +0.4% | 132,824 | -9.9% | 6.24% | -16.4% |
| AOR | Buy | iShares S&P Growth Allocationgrwt allocat etf | $10,105,000 | +1862.1% | 226,048 | +1713.5% | 4.21% | +1531.4% |
| VIG | Buy | Vanguard Div Appreciation ETFdiv app etf | $7,960,000 | +14.6% | 72,596 | +2.4% | 3.32% | -4.6% |
| SCHO | Buy | Schwab Short-Term U.S. Treasursht tm us tres | $7,889,000 | +37.1% | 157,182 | +36.3% | 3.29% | +14.1% |
| VNQ | Sell | Vanguard Real Estate Index Funreit etf | $6,013,000 | +15.9% | 69,184 | -0.5% | 2.50% | -3.5% |
| BRKB | Buy | Berkshire Hathaway Cl Bcl b new | $5,747,000 | -1.5% | 28,604 | +0.1% | 2.39% | -18.0% |
| IJS | Sell | iShares S&P 600 Value Index ETsp smcp600vl etf | $5,608,000 | +10.5% | 38,007 | -1.3% | 2.34% | -8.1% |
| IEFA | Buy | iShares Core MSCI EAFE ETFcore msci eafe | $5,148,000 | +11.5% | 84,712 | +0.9% | 2.14% | -7.2% |
| FNDF | Buy | Schwab Fundamental Int'lschwb fdt int lg | $5,094,000 | +13.2% | 184,677 | +3.5% | 2.12% | -5.8% |
| IJH | Sell | iShares S&P Midcap 400 Index Ecore s&p mcp etf | $4,747,000 | +12.3% | 25,061 | -1.5% | 1.98% | -6.5% |
| DGRW | Buy | Wisdomtree Tr US Quality Dividus qtly div grt | $4,277,000 | +78.4% | 99,309 | +58.9% | 1.78% | +48.5% |
| VWO | Buy | Vanguard FTSE Emerging Marketsftse emr mkt etf | $3,937,000 | +14.8% | 92,624 | +2.9% | 1.64% | -4.4% |
| MOAT | Buy | VanEck Vectors Morningstar Widmkt vectr wide | $3,892,000 | +21.2% | 83,434 | +7.0% | 1.62% | +0.9% |
| IWR | Buy | iShares Russell Midcap Index Erus mid-cap etf | $3,890,000 | +18.2% | 72,088 | +1.8% | 1.62% | -1.6% |
| PKW | Sell | Invesco Buyback Achievers ETFdyna buybk ach | $3,853,000 | +13.3% | 64,610 | -0.9% | 1.60% | -5.7% |
| SCHM | Sell | Schwab US Mid-Cap ETFus mid-cap etf | $3,712,000 | +1.9% | 67,002 | -11.8% | 1.55% | -15.1% |
| AAPL | Sell | Apple Computer Inc | $3,498,000 | +17.0% | 18,415 | -2.9% | 1.46% | -2.7% |
| SCHF | Sell | Schwab Intl Equity ETFintl eqty etf | $3,058,000 | +9.9% | 97,638 | -0.5% | 1.27% | -8.5% |
| VCSH | Sell | Vanguard Short Term Corporateshrt trm corp bd | $2,850,000 | -1.7% | 35,728 | -3.9% | 1.19% | -18.2% |
| SCHA | Buy | Schwab US Small-Cap ETFus sml cap etf | $2,776,000 | +20.6% | 39,694 | +4.7% | 1.16% | +0.4% |
| SCHH | Buy | Schwab US Reit ETFus reit etf | $2,542,000 | +25.4% | 57,195 | +8.7% | 1.06% | +4.4% |
| SCHV | Buy | Schwab U.S. Large-Cap Value ETus lcap va etf | $2,521,000 | +223.6% | 46,047 | +191.5% | 1.05% | +169.2% |
| SCHX | Buy | Schwab US Large Cap ETFus lrg cap etf | $2,516,000 | +32.4% | 37,210 | +17.0% | 1.05% | +10.2% |
| SCHG | Buy | Schwab U.S. Large-Cap Growth Eus lcap gr etf | $2,406,000 | +332.7% | 30,290 | +276.1% | 1.00% | +260.4% |
| IWV | Sell | iShares Russell 3000 Index ETFrussell 3000 etf | $2,387,000 | +12.5% | 14,313 | -0.8% | 0.99% | -6.3% |
| BIP | Buy | Brookfield Infrast Partners LPlp int unit | $2,326,000 | +21.4% | 55,540 | +0.1% | 0.97% | +1.0% |
| CHRW | Sell | C H Robinson Worldwd New | $2,272,000 | -0.2% | 26,117 | -3.5% | 0.95% | -16.9% |
| GNR | Buy | SPDR S&P Global Natural Resourglb nat resrce | $2,170,000 | +13.4% | 46,919 | +1.1% | 0.90% | -5.6% |
| IDOG | Buy | ALPS Int'l Sector Dividend Dogintl sec dv dog | $2,166,000 | +16.3% | 82,514 | +5.5% | 0.90% | -3.2% |
| IWD | Buy | iShares Russell 1000 Value Indrus 1000 val etf | $2,062,000 | +14.7% | 16,697 | +3.2% | 0.86% | -4.4% |
| MMM | Sell | 3M Company | $2,026,000 | +4.9% | 9,747 | -3.8% | 0.84% | -12.6% |
| DTN | Buy | Wisdomtree Tr Divid Ex Financidiv ex-finl fd | $1,962,000 | +11.2% | 22,950 | +0.1% | 0.82% | -7.5% |
| PDBC | Buy | Invesco Optimum Yield Diversifopt yld div | $1,945,000 | +15.4% | 117,082 | +4.8% | 0.81% | -3.9% |
| VNQI | Buy | Vanguard Global Ex-US Real Estglb ex us etf | $1,943,000 | +17.3% | 32,604 | +3.2% | 0.81% | -2.4% |
| SDOG | Sell | ALPS Sector Dividend Dogs ETFsectr div dogs | $1,874,000 | +5.3% | 43,676 | -3.9% | 0.78% | -12.4% |
| RYH | Sell | Guggenheim S&P 500 Eq Wt Healtgug s&p500eqwthc | $1,843,000 | +7.2% | 9,334 | -3.6% | 0.77% | -10.8% |
| SCZ | Buy | iShares MSCI EAFE Small Cap Ineafe sml cp etf | $1,819,000 | +16.5% | 31,662 | +5.1% | 0.76% | -3.1% |
| FNDC | New | Schwab Fundamental Intlschwb fdt int sc | $1,800,000 | – | 57,912 | +100.0% | 0.75% | – |
| MSFT | Sell | Microsoft Corp | $1,782,000 | +11.9% | 15,107 | -3.6% | 0.74% | -6.9% |
| BA | Sell | Boeing Co | $1,740,000 | +11.2% | 4,560 | -6.0% | 0.72% | -7.4% |
| BSCK | Buy | Guggenheim BulletShares 2020 C | $1,716,000 | +477.8% | 80,841 | +474.7% | 0.72% | +379.9% |
| VEA | Buy | Vanguard FTSE Developed Marketftse dev mkt etf | $1,686,000 | +13.2% | 41,234 | +2.8% | 0.70% | -5.8% |
| EMB | Sell | iShares Emerg Markets Bond ETFjp mor em mk etf | $1,669,000 | +3.7% | 15,160 | -2.0% | 0.70% | -13.7% |
| BNDX | Sell | Vanguard Charlotte Total Intlintl bd idx etf | $1,664,000 | -0.5% | 29,829 | -3.2% | 0.69% | -17.2% |
| XRAY | Buy | Dentsply Intl Inc | $1,606,000 | +33.3% | 32,383 | +0.0% | 0.67% | +10.9% |
| RHS | Sell | Invesco S&P Eq Wt Consumer Stagug s&p500 ewcon | $1,590,000 | +10.7% | 12,112 | -1.7% | 0.66% | -7.9% |
| IWF | Buy | iShares Russell 1000 Growth Inrus 1000 grw etf | $1,499,000 | +17.3% | 9,903 | +1.5% | 0.62% | -2.5% |
| HD | Sell | Home Depot Inc | $1,489,000 | +10.4% | 7,756 | -1.2% | 0.62% | -8.1% |
| ITOT | Sell | iShares Core S&P Total US Stoccore s&p ttl stk | $1,469,000 | +2.2% | 22,798 | -9.9% | 0.61% | -14.9% |
| V | Sell | Visa Inc Cl A | $1,433,000 | +16.1% | 9,171 | -1.9% | 0.60% | -3.2% |
| IJR | Sell | iShares S&P Smallcap 600 Indexcore s&p scp etf | $1,404,000 | +10.4% | 18,189 | -0.8% | 0.58% | -8.2% |
| INTC | Sell | Intel Corp | $1,275,000 | +5.3% | 23,739 | -8.0% | 0.53% | -12.4% |
| IVV | Buy | iShares S&P 500 Index ETFcore s&p500 etf | $1,261,000 | +24.9% | 4,429 | +10.4% | 0.52% | +4.0% |
| BSV | Sell | Vanguard Short Term Bond Indexshoert trm bond | $1,257,000 | +1.0% | 15,790 | -0.3% | 0.52% | -15.8% |
| MA | Sell | Mastercard Inccl a | $1,251,000 | +23.7% | 5,311 | -0.9% | 0.52% | +3.0% |
| CVX | Buy | Chevron Corp | $1,193,000 | +14.2% | 9,684 | +0.9% | 0.50% | -5.0% |
| RSP | Sell | Invesco S&P 500 Equalgug s&p500 eq wt | $1,182,000 | +6.7% | 11,314 | -6.6% | 0.49% | -11.2% |
| FNDX | Buy | Schwab Fundamental US Large Coschwab fdt us lg | $1,147,000 | +85.9% | 30,222 | +66.5% | 0.48% | +54.7% |
| CSCO | Sell | Cisco Systems Inc | $1,127,000 | +11.9% | 20,859 | -10.2% | 0.47% | -6.9% |
| NTG | Buy | Tortoise MLP Fund Inc Com | $1,123,000 | +18.8% | 80,035 | +3.8% | 0.47% | -1.1% |
| IHE | Buy | iShares Dow Jones US Pharmaceuu.s. pharma etf | $1,103,000 | +9.8% | 7,159 | +0.3% | 0.46% | -8.7% |
| CAT | Sell | Caterpillar Inc | $1,087,000 | +5.7% | 8,022 | -0.8% | 0.45% | -11.9% |
| FM | Buy | iShares Frontier Markets ETFmsci frntr100etf | $1,015,000 | +13.3% | 35,656 | +4.1% | 0.42% | -5.6% |
| HON | Buy | Honeywell International | $1,016,000 | +20.5% | 6,393 | +0.2% | 0.42% | +0.2% |
| VZ | Sell | Verizon Communications | $972,000 | +3.7% | 16,429 | -1.4% | 0.40% | -13.6% |
| FNDE | Sell | Schwab Fundamental Emerging Mkschwb fdt emk lg | $955,000 | +6.2% | 34,416 | -1.1% | 0.40% | -11.6% |
| JNJ | Sell | Johnson & Johnson | $932,000 | +4.8% | 6,667 | -3.2% | 0.39% | -12.8% |
| COST | Sell | Costco Whsl Corp New | $924,000 | +18.6% | 3,816 | -0.1% | 0.38% | -1.3% |
| IJT | Sell | iShares S&P 600 Growth Index Esp smcp600gr etf | $914,000 | +8.4% | 5,117 | -2.0% | 0.38% | -9.7% |
| BP | Sell | Bp Plc Adr F Sponsored Adrsponsored adr | $898,000 | +11.3% | 20,531 | -3.5% | 0.37% | -7.4% |
| XOM | Buy | Exxon Mobil Corporation | $896,000 | +39.6% | 11,084 | +17.9% | 0.37% | +16.2% |
| JNK | Sell | SPDR Barclays Capital High Yiebrc hgh yld bd | $870,000 | +6.6% | 24,161 | -0.4% | 0.36% | -11.3% |
| DAL | Buy | Delta Air Lines Inc | $868,000 | +3.6% | 16,786 | +0.1% | 0.36% | -13.6% |
| CWB | Sell | SPDR Bloomberg Barclays Converbrc cnv secs etf | $858,000 | +10.9% | 16,418 | -0.7% | 0.36% | -7.8% |
| VYM | Sell | Vanguard High Dividend Yield Ehigh div yld | $832,000 | +6.8% | 9,712 | -2.7% | 0.35% | -11.0% |
| DLS | Buy | WisdomTree Tr Intl Smallcap Dintl smcap div | $820,000 | +25.2% | 12,454 | +14.7% | 0.34% | +4.3% |
| RYT | Sell | Invesco S&P 500 Eq Wt Tech ETFgug s&p500eqwtte | $819,000 | +16.0% | 4,814 | -3.9% | 0.34% | -3.4% |
| VCIT | Sell | Vanguard Corp Bond ETFint-term corp | $815,000 | +3.8% | 9,370 | -1.0% | 0.34% | -13.7% |
| EVV | Buy | Eaton Vance Ltd Duration Incom | $810,000 | +6.9% | 64,022 | +0.7% | 0.34% | -11.1% |
| LMT | Sell | Lockheed Martin Corp | $797,000 | +12.6% | 2,653 | -1.8% | 0.33% | -6.2% |
| EFA | iShares MSCI EAFE Index ETFmsci eafe etf | $757,000 | +10.3% | 11,666 | 0.0% | 0.32% | -8.2% | |
| SYLD | Sell | Cambria Exch Traded Fd | $726,000 | +7.7% | 20,140 | -3.0% | 0.30% | -10.4% |
| SCHE | Sell | Schwab Emerging Mkt Equity ETFemrg mkteq etf | $693,000 | +4.8% | 26,616 | -5.2% | 0.29% | -12.7% |
| FDN | Sell | First Trust Dj Internet Fddj internt idx | $666,000 | +14.2% | 4,794 | -4.0% | 0.28% | -5.1% |
| RDOG | Sell | Cohen & Steers Global Realty Mc&s globl etf | $663,000 | +12.9% | 13,960 | -2.1% | 0.28% | -6.1% |
| T | Buy | A T & T Corp | $644,000 | +10.3% | 20,532 | +0.4% | 0.27% | -8.2% |
| HACK | Sell | Managers TR Purefunds ISE Cybepurefunds ise cy | $619,000 | +13.2% | 15,471 | -4.6% | 0.26% | -5.8% |
| XEL | Sell | Xcel Energy Inc | $615,000 | +10.2% | 10,936 | -3.4% | 0.26% | -8.2% |
| FAX | Buy | Aberdeen Asia Pacific Incom Fd | $577,000 | +10.7% | 136,170 | +1.3% | 0.24% | -8.0% |
| BDJ | Sell | Blackrock Ehncd Div Incm | $540,000 | +5.7% | 63,148 | -3.8% | 0.22% | -12.1% |
| MCD | Buy | Mc Donalds Corp | $541,000 | +6.9% | 2,848 | +0.1% | 0.22% | -11.1% |
| LUV | Sell | Southwest Airlines Co | $541,000 | +5.5% | 10,421 | -5.4% | 0.22% | -12.5% |
| FVD | Buy | First Tr Value Line Divid Inde | $539,000 | +34.1% | 16,594 | +20.2% | 0.22% | +11.4% |
| WFC | Buy | Wells Fargo & Co. | $528,000 | +5.4% | 10,926 | +0.6% | 0.22% | -12.4% |
| VIOO | Sell | Vanguard S&P Small-Cap 600 ETFsmllcp 600 idx | $515,000 | +6.6% | 3,664 | -4.6% | 0.21% | -11.6% |
| CRM | Sell | Salesforce Com | $507,000 | +10.5% | 3,197 | -4.5% | 0.21% | -8.3% |
| ANGL | Buy | Mkt Vctr Flln Angl Hifallen angel hg | $503,000 | +8.2% | 17,470 | +0.3% | 0.21% | -10.3% |
| D | Dominion Resources Inc Va New | $481,000 | +7.4% | 6,265 | 0.0% | 0.20% | -10.7% | |
| PGF | Buy | Invesco Financial Preferredfinl pfd ptfl | $476,000 | +8.9% | 26,022 | +3.6% | 0.20% | -9.6% |
| FNDA | Sell | Schwab Fundamental US Small Coschwab fdt us sc | $474,000 | +11.8% | 12,717 | -1.4% | 0.20% | -7.1% |
| IBM | New | Intl Business Machines | $436,000 | – | 3,089 | +100.0% | 0.18% | – |
| VTI | Buy | Vanguard Total Stock Markettotal stk mkt | $435,000 | +13.6% | 3,002 | +0.1% | 0.18% | -5.7% |
| FDL | Buy | First Tr Morningstar Divid Lea | $429,000 | +11.4% | 14,194 | +0.4% | 0.18% | -7.3% |
| EQWL | Sell | Powershares Rssll Tp 200russell 200 wth | $429,000 | -7.5% | 7,815 | -18.0% | 0.18% | -22.8% |
| UNH | Sell | United Healthcare Corp | $421,000 | -2.3% | 1,700 | -1.7% | 0.18% | -19.0% |
| VO | New | Vanguard Mid Cap ETFmid cap etf | $421,000 | – | 2,616 | +100.0% | 0.18% | – |
| SCHB | Sell | Schwab US Broad Mkt ETFus brd mkt etf | $413,000 | -44.3% | 6,057 | -51.1% | 0.17% | -53.6% |
| AMLP | Buy | Alerian MLP ETFalerian mlp | $405,000 | +38.2% | 40,285 | +20.1% | 0.17% | +15.0% |
| TGT | Buy | Target Corporation | $404,000 | +22.4% | 5,031 | +1.0% | 0.17% | +1.8% |
| DEM | Buy | WisdomTree Emerging Marketsemer mkt high fd | $400,000 | +10.8% | 9,103 | +1.3% | 0.17% | -7.7% |
| MDT | Buy | Medtronic Inc | $381,000 | +0.3% | 4,176 | +0.1% | 0.16% | -16.3% |
| IHI | Buy | iShares US Medical ETFu.s. med dvc etf | $369,000 | +16.4% | 1,590 | +0.5% | 0.15% | -3.1% |
| WBA | Buy | Walgreens Boots Alli | $364,000 | -7.4% | 5,750 | +0.0% | 0.15% | -22.8% |
| PPT | Sell | Putnam Premier Inc Tr Sh Ben Ish ben int | $361,000 | +6.5% | 69,920 | -3.0% | 0.15% | -11.8% |
| FREL | Buy | Fidelity Msci Real Estate Indemsci rl est etf | $361,000 | +26.2% | 13,889 | +9.0% | 0.15% | +4.9% |
| VT | Buy | Vanguard Total World Stocktt wrld st etf | $341,000 | +16.8% | 4,656 | +4.7% | 0.14% | -2.7% |
| UTX | Sell | United Technologies Corp | $339,000 | +16.5% | 2,628 | -3.7% | 0.14% | -3.4% |
| TTE | Buy | Total S A Adrsponsored adr | $329,000 | +6.8% | 5,907 | +0.1% | 0.14% | -11.0% |
| ROBO | Sell | Exch Trade Concepts Etfrobo glb etf | $321,000 | +8.4% | 8,273 | -9.0% | 0.13% | -9.5% |
| SCHC | Sell | Schwab Intl Sm Cap Eq ETFintl sceqt etf | $317,000 | +0.3% | 9,818 | -9.4% | 0.13% | -16.5% |
| GOOG | Alphabet Inc. Class Ccap stk cl c | $307,000 | +13.3% | 261 | 0.0% | 0.13% | -5.9% | |
| BSCJ | Sell | Guggenheim BulletShares 2019 C | $307,000 | -8.1% | 14,525 | -8.2% | 0.13% | -23.4% |
| FNX | Sell | First Trust Mid Cap Core Alpha | $295,000 | +14.3% | 4,400 | -1.3% | 0.12% | -4.7% |
| RIGS | Sell | Riverfront Strategicrivrfrnt str inc | $288,000 | -1.4% | 11,702 | -3.4% | 0.12% | -17.8% |
| VOOG | Vanguard S&P 500 Growth500 grth idx f | $287,000 | +14.8% | 1,851 | 0.0% | 0.12% | -4.0% | |
| SPLV | Buy | Invesco S&P ETFs&p500 low vol | $284,000 | +13.1% | 5,377 | +0.1% | 0.12% | -6.3% |
| IXC | Ishares Global Energy Etfglobal energ etf | $281,000 | +14.7% | 8,314 | 0.0% | 0.12% | -4.9% | |
| IWM | Buy | iShares Russell 2000 Index ETFrussell 2000 etf | $278,000 | +14.4% | 1,813 | +0.2% | 0.12% | -4.9% |
| VTIP | Buy | Vanguard Malvern Fds Short-Terstrm infproidx | $275,000 | +2.6% | 5,637 | +1.1% | 0.12% | -14.2% |
| VOD | Buy | Vodafone Group Plc Adrsponsored adr | $269,000 | +7.2% | 14,787 | +13.6% | 0.11% | -11.1% |
| SCHZ | Buy | Schwab US Agg Bnd ETFus aggregate b | $267,000 | +3.1% | 5,142 | +0.5% | 0.11% | -14.6% |
| PLM | Polymet Mining Cp Com Npv Isin | $267,000 | -16.6% | 393,439 | 0.0% | 0.11% | -30.6% | |
| AOA | Sell | iShares S&P Aggressive Allocataggres alloc etf | $260,000 | -1.1% | 4,853 | -10.3% | 0.11% | -18.2% |
| BAC | Buy | Bankamerica Corp | $260,000 | +12.1% | 9,396 | +0.1% | 0.11% | -6.9% |
| ECL | Buy | Ecolab Inc | $256,000 | +20.2% | 1,448 | +0.2% | 0.11% | 0.0% |
| ADBE | New | Adobe Systems Inc | $256,000 | – | 960 | +100.0% | 0.11% | – |
| HQH | New | Tekla Healthcare Fund Sharessh ben int | $255,000 | – | 12,414 | +100.0% | 0.11% | – |
| IDXX | Idexx Labs Inc | $254,000 | +19.8% | 1,135 | 0.0% | 0.11% | 0.0% | |
| DE | New | Deere & Company | $254,000 | – | 1,584 | +100.0% | 0.11% | – |
| AMAT | New | Applied Materials Inc | $238,000 | – | 6,000 | +100.0% | 0.10% | – |
| TM | Toyota Motor Cp Adr Newf 1 Adr | $232,000 | +1.8% | 1,958 | 0.0% | 0.10% | -14.9% | |
| AMZN | Sell | Amazon Com Inc | $230,000 | +7.5% | 129 | -9.2% | 0.10% | -10.3% |
| GIM | Buy | Templeton Global Incm Fd | $221,000 | +9.4% | 34,933 | +4.8% | 0.09% | -8.9% |
| UN | Unilever N V N Y Shs New | $218,000 | +8.5% | 3,734 | 0.0% | 0.09% | -9.9% | |
| FXH | New | First Tr Exchange Traded Fd IIhlth care alph | $211,000 | – | 2,750 | +100.0% | 0.09% | – |
| NOW | New | Service Now Inc | $209,000 | – | 845 | +100.0% | 0.09% | – |
| PFPT | New | Proofpoint Inc | $206,000 | – | 1,690 | +100.0% | 0.09% | – |
| CMCSA | Sell | Comcast Corp New Cl Acl a | $207,000 | -7.6% | 5,155 | -21.6% | 0.09% | -23.2% |
| LAND | Buy | Gladstone Ld Corp Com | $179,000 | +24.3% | 14,111 | +13.1% | 0.08% | +4.2% |
| BGCP | Buy | B G C Partners Class Acl a | $57,000 | +5.6% | 10,551 | +2.4% | 0.02% | -11.1% |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -2,011 | -100.0% | -0.11% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -25,522 | -100.0% | -0.19% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -9,072 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-16
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-16 |
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.