$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDC | New | Schwab Fundamental Intlschwb fdt int sc | $1,800,000 | – | 57,912 | +100.0% | 0.75% | – |
| IBM | New | Intl Business Machines | $436,000 | – | 3,089 | +100.0% | 0.18% | – |
| VO | New | Vanguard Mid Cap ETFmid cap etf | $421,000 | – | 2,616 | +100.0% | 0.18% | – |
| 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% | – |
| 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% | – |
| 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% | – |
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 | 2024-05-13 |
| 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.