$252 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 153 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 11.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | iShares S&P 500 Growth Index Es&p 500 grwt etf | $16,873,000 | +5.1% | 94,133 | +1.1% | 6.69% | +0.1% |
| IVE | Sell | iShares S&P 500 Value Index ETs&p 500 val etf | $15,409,000 | +2.9% | 132,185 | -0.5% | 6.11% | -2.1% |
| SCHO | Buy | Schwab Short-Term U.S. Treasursht tm us tres | $10,531,000 | +33.5% | 208,162 | +32.4% | 4.17% | +27.0% |
| AOR | Sell | iShares S&P Growth Allocationgrwt allocat etf | $10,350,000 | +2.4% | 224,895 | -0.5% | 4.10% | -2.5% |
| VIG | Buy | Vanguard Div Appreciation ETFdiv app etf | $9,630,000 | +21.0% | 83,622 | +15.2% | 3.82% | +15.1% |
| BRKB | Sell | Berkshire Hathaway Cl Bcl b new | $6,088,000 | +5.9% | 28,559 | -0.2% | 2.41% | +0.8% |
| VNQ | Sell | Vanguard Real Estate Index Funreit etf | $6,047,000 | +0.6% | 69,183 | -0.0% | 2.40% | -4.3% |
| IEFA | Buy | iShares Core MSCI EAFE ETFcore msci eafe | $5,221,000 | +1.4% | 85,023 | +0.4% | 2.07% | -3.5% |
| FNDF | Buy | Schwab Fundamental Int'lschwb fdt int lg | $5,200,000 | +2.1% | 186,647 | +1.1% | 2.06% | -2.9% |
| IJS | Sell | iShares S&P 600 Value Index ETsp smcp600vl etf | $5,050,000 | -10.0% | 33,974 | -10.6% | 2.00% | -14.3% |
| IJH | Sell | iShares S&P Midcap 400 Index Ecore s&p mcp etf | $4,835,000 | +1.9% | 24,885 | -0.7% | 1.92% | -3.1% |
| DGRW | Buy | Wisdomtree Tr US Quality Dividus qtly div grt | $4,524,000 | +5.8% | 103,633 | +4.4% | 1.79% | +0.7% |
| MOAT | Buy | VanEck Vectors Morningstar Widmkt vectr wide | $4,271,000 | +9.7% | 88,916 | +6.6% | 1.69% | +4.4% |
| IWR | Buy | iShares Russell Midcap Index Erus mid-cap etf | $4,219,000 | +8.5% | 75,497 | +4.7% | 1.67% | +3.2% |
| VWO | Buy | Vanguard FTSE Emerging Marketsftse emr mkt etf | $4,176,000 | +6.1% | 98,169 | +6.0% | 1.66% | +0.9% |
| PKW | Sell | Invesco Buyback Achievers ETFdyna buybk ach | $3,938,000 | +2.2% | 62,891 | -2.7% | 1.56% | -2.7% |
| SCHM | Buy | Schwab US Mid-Cap ETFus mid-cap etf | $3,892,000 | +4.8% | 68,161 | +1.7% | 1.54% | -0.3% |
| AAPL | Buy | Apple Computer Inc | $3,654,000 | +4.5% | 18,459 | +0.2% | 1.45% | -0.6% |
| SCHF | Sell | Schwab Intl Equity ETFintl eqty etf | $3,010,000 | -1.6% | 93,794 | -3.9% | 1.19% | -6.4% |
| VCSH | Buy | Vanguard Short Term Corporateshrt trm corp bd | $2,906,000 | +2.0% | 36,015 | +0.8% | 1.15% | -2.9% |
| SCHA | Sell | Schwab US Small-Cap ETFus sml cap etf | $2,833,000 | +2.1% | 39,628 | -0.2% | 1.12% | -2.9% |
| SCHX | Buy | Schwab US Large Cap ETFus lrg cap etf | $2,806,000 | +11.5% | 39,964 | +7.4% | 1.11% | +6.1% |
| SCHV | Buy | Schwab U.S. Large-Cap Value ETus lcap va etf | $2,647,000 | +5.0% | 47,149 | +2.4% | 1.05% | -0.1% |
| SCHH | Buy | Schwab US Reit ETFus reit etf | $2,586,000 | +1.7% | 58,185 | +1.7% | 1.02% | -3.2% |
| SCHG | Buy | Schwab U.S. Large-Cap Growth Eus lcap gr etf | $2,583,000 | +7.4% | 31,040 | +2.5% | 1.02% | +2.2% |
| IWV | Sell | iShares Russell 3000 Index ETFrussell 3000 etf | $2,457,000 | +2.9% | 14,255 | -0.4% | 0.97% | -2.0% |
| BIP | Buy | Brookfield Infrast Partners LPlp int unit | $2,391,000 | +2.8% | 55,675 | +0.2% | 0.95% | -2.2% |
| GNR | Buy | SPDR S&P Global Natural Resourglb nat resrce | $2,285,000 | +5.3% | 49,809 | +6.2% | 0.91% | +0.2% |
| IWD | Buy | iShares Russell 1000 Value Indrus 1000 val etf | $2,255,000 | +9.4% | 17,722 | +6.1% | 0.89% | +4.1% |
| CHRW | C H Robinson Worldwd New | $2,203,000 | -3.0% | 26,117 | 0.0% | 0.87% | -7.7% | |
| IDOG | Sell | ALPS Int'l Sector Dividend Dogintl sec dv dog | $2,084,000 | -3.8% | 80,134 | -2.9% | 0.83% | -8.4% |
| MSFT | Buy | Microsoft Corp | $2,077,000 | +16.6% | 15,501 | +2.6% | 0.82% | +10.9% |
| PDBC | Buy | Invesco Optimum Yield Diversifopt yld div | $2,024,000 | +4.1% | 123,584 | +5.6% | 0.80% | -1.0% |
| VNQI | Buy | Vanguard Global Ex-US Real Estglb ex us etf | $2,016,000 | +3.8% | 34,169 | +4.8% | 0.80% | -1.2% |
| BSCK | Buy | Guggenheim BulletShares 2020 C | $2,008,000 | +17.0% | 94,423 | +16.8% | 0.80% | +11.3% |
| SCZ | Buy | iShares MSCI EAFE Small Cap Ineafe sml cp etf | $1,995,000 | +9.7% | 34,752 | +9.8% | 0.79% | +4.4% |
| DTN | Buy | Wisdomtree Tr Divid Ex Financidiv ex-finl fd | $1,974,000 | +0.6% | 23,012 | +0.3% | 0.78% | -4.3% |
| SDOG | Sell | ALPS Sector Dividend Dogs ETFsectr div dogs | $1,899,000 | +1.3% | 43,637 | -0.1% | 0.75% | -3.5% |
| RYH | Buy | Guggenheim S&P 500 Eq Wt Healtgug s&p500eqwthc | $1,894,000 | +2.8% | 9,343 | +0.1% | 0.75% | -2.2% |
| VEA | Buy | Vanguard FTSE Developed Marketftse dev mkt etf | $1,852,000 | +9.8% | 44,400 | +7.7% | 0.73% | +4.6% |
| FNDC | Sell | Schwab Fundamental Intlschwb fdt int sc | $1,806,000 | +0.3% | 57,826 | -0.1% | 0.72% | -4.5% |
| EMB | Buy | iShares Emerg Markets Bond ETFjp mor em mk etf | $1,792,000 | +7.4% | 15,811 | +4.3% | 0.71% | +2.2% |
| BNDX | Buy | Vanguard Charlotte Total Intlintl bd idx etf | $1,775,000 | +6.7% | 30,964 | +3.8% | 0.70% | +1.4% |
| BA | Buy | Boeing Co | $1,685,000 | -3.2% | 4,629 | +1.5% | 0.67% | -7.9% |
| V | Buy | Visa Inc Cl A | $1,633,000 | +14.0% | 9,404 | +2.5% | 0.65% | +8.4% |
| RHS | Sell | Invesco S&P Eq Wt Consumer Stagug s&p500 ewcon | $1,600,000 | +0.6% | 11,950 | -1.3% | 0.63% | -4.2% |
| IWF | Buy | iShares Russell 1000 Growth Inrus 1000 grw etf | $1,582,000 | +5.5% | 10,049 | +1.5% | 0.63% | +0.5% |
| HD | Sell | Home Depot Inc | $1,536,000 | +3.2% | 7,386 | -4.8% | 0.61% | -1.8% |
| ITOT | Sell | iShares Core S&P Total US Stoccore s&p ttl stk | $1,505,000 | +2.5% | 22,578 | -1.0% | 0.60% | -2.6% |
| IVV | Buy | iShares S&P 500 Index ETFcore s&p500 etf | $1,480,000 | +17.4% | 5,018 | +13.3% | 0.59% | +11.8% |
| USMV | New | iShares MSCI Min. Vol USA ETFmin vol usa etf | $1,437,000 | – | 23,273 | +100.0% | 0.57% | – |
| MA | Buy | Mastercard Inccl a | $1,406,000 | +12.4% | 5,314 | +0.1% | 0.56% | +6.9% |
| IJR | Sell | iShares S&P Smallcap 600 Indexcore s&p scp etf | $1,378,000 | -1.9% | 17,594 | -3.3% | 0.55% | -6.7% |
| FNDX | Buy | Schwab Fundamental US Large Coschwab fdt us lg | $1,286,000 | +12.1% | 32,874 | +8.8% | 0.51% | +6.7% |
| CVX | Buy | Chevron Corp | $1,236,000 | +3.6% | 9,929 | +2.5% | 0.49% | -1.4% |
| MMM | Sell | 3M Company | $1,231,000 | -39.2% | 7,097 | -27.2% | 0.49% | -42.2% |
| RSP | Sell | Invesco S&P 500 Equalgug s&p500 eq wt | $1,203,000 | +1.8% | 11,153 | -1.4% | 0.48% | -3.0% |
| HON | Buy | Honeywell International | $1,180,000 | +16.1% | 6,754 | +5.6% | 0.47% | +10.6% |
| CAT | Buy | Caterpillar Inc | $1,124,000 | +3.4% | 8,240 | +2.7% | 0.44% | -1.8% |
| FM | Buy | iShares Frontier Markets ETFmsci frntr100etf | $1,122,000 | +10.5% | 37,851 | +6.2% | 0.44% | +5.2% |
| XRAY | Sell | Dentsply Intl Inc | $1,117,000 | -30.4% | 19,124 | -40.9% | 0.44% | -33.8% |
| INTC | Sell | Intel Corp | $1,097,000 | -14.0% | 22,913 | -3.5% | 0.44% | -18.1% |
| NTG | Buy | Tortoise MLP Fund Inc Com | $1,089,000 | -3.0% | 80,674 | +0.8% | 0.43% | -7.7% |
| IHE | Buy | iShares Dow Jones US Pharmaceuu.s. pharma etf | $1,084,000 | -1.7% | 7,183 | +0.3% | 0.43% | -6.3% |
| LMT | Buy | Lockheed Martin Corp | $1,066,000 | +33.8% | 2,931 | +10.5% | 0.42% | +27.1% |
| COST | Buy | Costco Whsl Corp New | $1,051,000 | +13.7% | 3,977 | +4.2% | 0.42% | +8.3% |
| CSCO | Sell | Cisco Systems Inc | $1,031,000 | -8.5% | 18,831 | -9.7% | 0.41% | -12.8% |
| DAL | Buy | Delta Air Lines Inc | $1,023,000 | +17.9% | 18,016 | +7.3% | 0.40% | +11.9% |
| FNDE | Schwab Fundamental Emerging Mkschwb fdt emk lg | $990,000 | +3.7% | 34,416 | 0.0% | 0.39% | -1.5% | |
| VZ | Buy | Verizon Communications | $967,000 | -0.5% | 16,922 | +3.0% | 0.38% | -5.4% |
| JNK | Sell | SPDR Barclays Capital High Yiebrc hgh yld bd | $931,000 | +7.0% | 8,544 | -64.6% | 0.37% | +1.9% |
| CWB | Buy | SPDR Bloomberg Barclays Converbrc cnv secs etf | $917,000 | +6.9% | 17,341 | +5.6% | 0.36% | +1.7% |
| DLS | Buy | WisdomTree Tr Intl Smallcap Dintl smcap div | $911,000 | +11.1% | 14,007 | +12.5% | 0.36% | +5.6% |
| BP | Buy | Bp Plc Adr F Sponsored Adrsponsored adr | $891,000 | -0.8% | 21,363 | +4.1% | 0.35% | -5.6% |
| JNJ | Sell | Johnson & Johnson | $860,000 | -7.7% | 6,171 | -7.4% | 0.34% | -12.1% |
| RYT | Buy | Invesco S&P 500 Eq Wt Tech ETFgug s&p500eqwtte | $855,000 | +4.4% | 4,817 | +0.1% | 0.34% | -0.6% |
| XOM | Buy | Exxon Mobil Corporation | $852,000 | -4.9% | 11,110 | +0.2% | 0.34% | -9.4% |
| VCIT | Sell | Vanguard Corp Bond ETFint-term corp | $827,000 | +1.5% | 9,195 | -1.9% | 0.33% | -3.2% |
| SLYV | New | Spdr Ser Tr Dj Wilshire Smalls&p 600 smcp val | $816,000 | – | 13,443 | +100.0% | 0.32% | – |
| EVV | Buy | Eaton Vance Ltd Duration Incom | $811,000 | +0.1% | 64,096 | +0.1% | 0.32% | -4.7% |
| VYM | Sell | Vanguard High Dividend Yield Ehigh div yld | $809,000 | -2.8% | 9,251 | -4.7% | 0.32% | -7.5% |
| T | Buy | A T & T Corp | $785,000 | +21.9% | 23,422 | +14.1% | 0.31% | +16.0% |
| EFA | Buy | iShares MSCI EAFE Index ETFmsci eafe etf | $781,000 | +3.2% | 11,873 | +1.8% | 0.31% | -1.6% |
| IJT | Sell | iShares S&P 600 Growth Index Esp smcp600gr etf | $776,000 | -15.1% | 4,251 | -16.9% | 0.31% | -19.2% |
| FDN | Buy | First Trust Dj Internet Fddj internt idx | $770,000 | +15.6% | 5,352 | +11.6% | 0.30% | +10.1% |
| FVD | Buy | First Tr Value Line Divid Inde | $770,000 | +42.9% | 22,811 | +37.5% | 0.30% | +36.2% |
| SCHE | Sell | Schwab Emerging Mkt Equity ETFemrg mkteq etf | $691,000 | -0.3% | 26,299 | -1.2% | 0.27% | -5.2% |
| HACK | Buy | Managers TR Purefunds ISE Cybepurefunds ise cy | $665,000 | +7.4% | 16,713 | +8.0% | 0.26% | +2.3% |
| XEL | Sell | Xcel Energy Inc | $646,000 | +5.0% | 10,846 | -0.8% | 0.26% | 0.0% |
| RDOG | Sell | Cohen & Steers Global Realty Mc&s globl etf | $612,000 | -7.7% | 12,988 | -7.0% | 0.24% | -12.0% |
| MCD | Buy | Mc Donalds Corp | $603,000 | +11.5% | 2,901 | +1.9% | 0.24% | +6.2% |
| IBM | Buy | Intl Business Machines | $593,000 | +36.0% | 4,300 | +39.2% | 0.24% | +29.1% |
| ANGL | Buy | Mkt Vctr Flln Angl Hifallen angel hg | $586,000 | +16.5% | 19,973 | +14.3% | 0.23% | +11.0% |
| BDJ | Buy | Blackrock Ehncd Div Incm | $583,000 | +8.0% | 65,648 | +4.0% | 0.23% | +2.7% |
| FAX | Buy | Aberdeen Asia Pacific Incom Fd | $571,000 | -1.0% | 136,494 | +0.2% | 0.23% | -5.8% |
| BSV | Sell | Vanguard Short Term Bond Indexshort trm bond | $554,000 | -55.9% | 6,867 | -56.5% | 0.22% | -58.0% |
| VIOO | Vanguard S&P Small-Cap 600 ETFsmllcp 600 idx | $524,000 | +1.7% | 3,664 | 0.0% | 0.21% | -2.8% | |
| LUV | Sell | Southwest Airlines Co | $513,000 | -5.2% | 10,093 | -3.1% | 0.20% | -9.8% |
| VO | Buy | Vanguard Mid Cap ETFmid cap etf | $511,000 | +21.4% | 3,053 | +16.7% | 0.20% | +16.0% |
| RTN | New | Raytheon Company New | $496,000 | – | 2,850 | +100.0% | 0.20% | – |
| D | Buy | Dominion Resources Inc Va New | $493,000 | +2.5% | 6,367 | +1.6% | 0.20% | -2.5% |
| PGF | Invesco Financial Preferredfinl pfd ptfl | $480,000 | +0.8% | 26,022 | 0.0% | 0.19% | -4.0% | |
| FNDA | Sell | Schwab Fundamental US Small Coschwab fdt us sc | $472,000 | -0.4% | 12,512 | -1.6% | 0.19% | -5.1% |
| TGT | Buy | Target Corporation | $466,000 | +15.3% | 5,379 | +6.9% | 0.18% | +10.1% |
| VTI | Buy | Vanguard Total Stock Markettotal stk mkt | $451,000 | +3.7% | 3,003 | +0.0% | 0.18% | -1.1% |
| CRM | Sell | Salesforce Com | $439,000 | -13.4% | 2,893 | -9.5% | 0.17% | -17.5% |
| EQWL | Sell | Powershares Rssll Tp 200russell 200 wth | $432,000 | +0.7% | 7,635 | -2.3% | 0.17% | -4.5% |
| PPT | Buy | Putnam Premier Inc Tr Sh Ben Ish ben int | $424,000 | +17.5% | 82,638 | +18.2% | 0.17% | +12.0% |
| UNH | Sell | United Healthcare Corp | $406,000 | -3.6% | 1,663 | -2.2% | 0.16% | -8.0% |
| MDT | Buy | Medtronic Inc | $407,000 | +6.8% | 4,179 | +0.1% | 0.16% | +1.3% |
| DEM | Sell | WisdomTree Emerging Marketsemer mkt high fd | $406,000 | +1.5% | 9,090 | -0.1% | 0.16% | -3.6% |
| FREL | Buy | Fidelity Msci Real Estate Indemsci rl est etf | $405,000 | +12.2% | 15,434 | +11.1% | 0.16% | +7.3% |
| WFC | Sell | Wells Fargo & Co. | $396,000 | -25.0% | 8,362 | -23.5% | 0.16% | -28.6% |
| IHI | iShares US Medical ETFu.s. med dvc etf | $383,000 | +3.8% | 1,590 | 0.0% | 0.15% | -1.3% | |
| SCHB | Sell | Schwab US Broad Mkt ETFus brd mkt etf | $377,000 | -8.7% | 5,338 | -11.9% | 0.15% | -13.4% |
| ROBO | Buy | Exch Trade Concepts Etfrobo glb etf | $372,000 | +15.9% | 9,293 | +12.3% | 0.15% | +9.7% |
| AMLP | Sell | Alerian MLP ETFalerian mlp | $343,000 | -15.3% | 34,800 | -13.6% | 0.14% | -19.5% |
| VT | Sell | Vanguard Total World Stocktt wrld st etf | $331,000 | -2.9% | 4,396 | -5.6% | 0.13% | -7.7% |
| TTE | Buy | Total S A Adrsponsored adr | $330,000 | +0.3% | 5,913 | +0.1% | 0.13% | -4.4% |
| PFPT | Buy | Proofpoint Inc | $324,000 | +57.3% | 2,690 | +59.2% | 0.13% | +48.8% |
| SCHC | Schwab Intl Sm Cap Eq ETFintl sceqt etf | $321,000 | +1.3% | 9,818 | 0.0% | 0.13% | -3.8% | |
| IDXX | Idexx Labs Inc | $313,000 | +23.2% | 1,135 | 0.0% | 0.12% | +17.0% | |
| ADBE | Buy | Adobe Systems Inc | $310,000 | +21.1% | 1,050 | +9.4% | 0.12% | +15.0% |
| BSCJ | Buy | Guggenheim BulletShares 2019 C | $308,000 | +0.3% | 14,598 | +0.5% | 0.12% | -4.7% |
| VOOG | Vanguard S&P 500 Growth500 grth idx f | $299,000 | +4.2% | 1,851 | 0.0% | 0.12% | -1.7% | |
| VV | New | Vanguard Large-Cap ETFlarge cap etf | $298,000 | – | 2,205 | +100.0% | 0.12% | – |
| SPLV | Buy | Invesco S&P ETFs&p500 low vol | $296,000 | +4.2% | 5,380 | +0.1% | 0.12% | -0.8% |
| DE | Buy | Deere & Company | $296,000 | +16.5% | 1,784 | +12.6% | 0.12% | +10.4% |
| RIGS | Riverfront Strategicrivrfrnt str inc | $290,000 | +0.7% | 11,702 | 0.0% | 0.12% | -4.2% | |
| FNX | Sell | First Trust Mid Cap Core Alpha | $282,000 | -4.4% | 4,088 | -7.1% | 0.11% | -8.9% |
| IWM | Buy | iShares Russell 2000 Index ETFrussell 2000 etf | $283,000 | +1.8% | 1,819 | +0.3% | 0.11% | -3.4% |
| GOOG | Alphabet Inc. Class Ccap stk cl c | $283,000 | -7.8% | 261 | 0.0% | 0.11% | -12.5% | |
| SCHZ | Buy | Schwab US Agg Bnd ETFus aggregate b | $280,000 | +4.9% | 5,282 | +2.7% | 0.11% | 0.0% |
| IXC | Buy | Ishares Global Energy Etfglobal energ etf | $272,000 | -3.2% | 8,354 | +0.5% | 0.11% | -7.7% |
| VOD | Buy | Vodafone Group Plc Adrsponsored adr | $270,000 | +0.4% | 16,484 | +11.5% | 0.11% | -4.5% |
| ECL | Sell | Ecolab Inc | $267,000 | +4.3% | 1,352 | -6.6% | 0.11% | -0.9% |
| BAC | Sell | Bankamerica Corp | $265,000 | +1.9% | 9,105 | -3.1% | 0.10% | -2.8% |
| SLYG | New | Spdr Ser Tr S&P 600 Small Caps&p 600 smcp grw | $262,000 | – | 4,299 | +100.0% | 0.10% | – |
| AXP | New | American Express Company | $262,000 | – | 2,119 | +100.0% | 0.10% | – |
| VTIP | Sell | Vanguard Malvern Fds Short-Terstrm infproidx | $255,000 | -7.3% | 5,159 | -8.5% | 0.10% | -12.2% |
| AMZN | Buy | Amazon Com Inc | $252,000 | +9.6% | 133 | +3.1% | 0.10% | +4.2% |
| AOA | Sell | iShares S&P Aggressive Allocataggres alloc etf | $252,000 | -3.1% | 4,555 | -6.1% | 0.10% | -7.4% |
| NOW | Service Now Inc | $233,000 | +11.5% | 845 | 0.0% | 0.09% | +5.7% | |
| AMAT | Sell | Applied Materials Inc | $231,000 | -2.9% | 5,125 | -14.6% | 0.09% | -7.1% |
| UN | Unilever N V N Y Shs New | $227,000 | +4.1% | 3,734 | 0.0% | 0.09% | -1.1% | |
| BOTZ | New | Global X Robotics Artfclrbtcs artfl inte | $225,000 | – | 10,800 | +100.0% | 0.09% | – |
| CMCSA | Buy | Comcast Corp New Cl Acl a | $222,000 | +7.2% | 5,245 | +1.7% | 0.09% | +2.3% |
| GIM | Buy | Templeton Global Incm Fd | $223,000 | +0.9% | 35,042 | +0.3% | 0.09% | -4.3% |
| VB | New | Vanguard Small Capsmall cp etf | $207,000 | – | 1,316 | +100.0% | 0.08% | – |
| EEM | New | iShares MSCI Emerging Mkts Inds&p 100 etf | $206,000 | – | 4,781 | +100.0% | 0.08% | – |
| PLM | Buy | Polymet Mining Cp Com Npv Isin | $187,000 | -30.0% | 434,953 | +10.6% | 0.07% | -33.3% |
| LAND | Buy | Gladstone Ld Corp Com | $173,000 | -3.4% | 15,004 | +6.3% | 0.07% | -8.0% |
| HYT | New | Blackrock Corporate High Yield | $119,000 | – | 11,073 | +100.0% | 0.05% | – |
| BGCP | Exit | B G C Partners Class Acl a | $0 | – | -10,551 | -100.0% | -0.02% | – |
| FXH | Exit | First Tr Exchange Traded Fd IIhlth care alph | $0 | – | -2,750 | -100.0% | -0.09% | – |
| TM | Exit | Toyota Motor Cp Adr Newf 1 Adr | $0 | – | -1,958 | -100.0% | -0.10% | – |
| HQH | Exit | Tekla Healthcare Fund Sharessh ben int | $0 | – | -12,414 | -100.0% | -0.11% | – |
| UTX | Exit | United Technologies Corp | $0 | – | -2,628 | -100.0% | -0.14% | – |
| WBA | Exit | Walgreens Boots Alli | $0 | – | -5,750 | -100.0% | -0.15% | – |
| FDL | Exit | First Tr Morningstar Divid Lea | $0 | – | -14,194 | -100.0% | -0.18% | – |
| SYLD | Exit | Cambria Exch Traded Fd | $0 | – | -20,140 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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.