$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | New | iShares MSCI Min. Vol USA ETFmin vol usa etf | $1,437,000 | – | 23,273 | +100.0% | 0.57% | – |
| SLYV | New | Spdr Ser Tr Dj Wilshire Smalls&p 600 smcp val | $816,000 | – | 13,443 | +100.0% | 0.32% | – |
| RTN | New | Raytheon Company New | $496,000 | – | 2,850 | +100.0% | 0.20% | – |
| VV | New | Vanguard Large-Cap ETFlarge cap etf | $298,000 | – | 2,205 | +100.0% | 0.12% | – |
| 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% | – |
| BOTZ | New | Global X Robotics Artfclrbtcs artfl inte | $225,000 | – | 10,800 | +100.0% | 0.09% | – |
| 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% | – |
| HYT | New | Blackrock Corporate High Yield | $119,000 | – | 11,073 | +100.0% | 0.05% | – |
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.