$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | iShares MSCI EAFE Index ETFmsci eafe etf | $757,000 | +10.3% | 11,666 | 0.0% | 0.32% | -8.2% | |
| D | Dominion Resources Inc Va New | $481,000 | +7.4% | 6,265 | 0.0% | 0.20% | -10.7% | |
| GOOG | Alphabet Inc. Class Ccap stk cl c | $307,000 | +13.3% | 261 | 0.0% | 0.13% | -5.9% | |
| VOOG | Vanguard S&P 500 Growth500 grth idx f | $287,000 | +14.8% | 1,851 | 0.0% | 0.12% | -4.0% | |
| IXC | Ishares Global Energy Etfglobal energ etf | $281,000 | +14.7% | 8,314 | 0.0% | 0.12% | -4.9% | |
| PLM | Polymet Mining Cp Com Npv Isin | $267,000 | -16.6% | 393,439 | 0.0% | 0.11% | -30.6% | |
| IDXX | Idexx Labs Inc | $254,000 | +19.8% | 1,135 | 0.0% | 0.11% | 0.0% | |
| TM | Toyota Motor Cp Adr Newf 1 Adr | $232,000 | +1.8% | 1,958 | 0.0% | 0.10% | -14.9% | |
| UN | Unilever N V N Y Shs New | $218,000 | +8.5% | 3,734 | 0.0% | 0.09% | -9.9% |
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.