$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHRW | C H Robinson Worldwd New | $2,203,000 | -3.0% | 26,117 | 0.0% | 0.87% | -7.7% | |
| FNDE | Schwab Fundamental Emerging Mkschwb fdt emk lg | $990,000 | +3.7% | 34,416 | 0.0% | 0.39% | -1.5% | |
| VIOO | Vanguard S&P Small-Cap 600 ETFsmllcp 600 idx | $524,000 | +1.7% | 3,664 | 0.0% | 0.21% | -2.8% | |
| PGF | Invesco Financial Preferredfinl pfd ptfl | $480,000 | +0.8% | 26,022 | 0.0% | 0.19% | -4.0% | |
| IHI | iShares US Medical ETFu.s. med dvc etf | $383,000 | +3.8% | 1,590 | 0.0% | 0.15% | -1.3% | |
| 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% | |
| VOOG | Vanguard S&P 500 Growth500 grth idx f | $299,000 | +4.2% | 1,851 | 0.0% | 0.12% | -1.7% | |
| RIGS | Riverfront Strategicrivrfrnt str inc | $290,000 | +0.7% | 11,702 | 0.0% | 0.12% | -4.2% | |
| GOOG | Alphabet Inc. Class Ccap stk cl c | $283,000 | -7.8% | 261 | 0.0% | 0.11% | -12.5% | |
| NOW | Service Now Inc | $233,000 | +11.5% | 845 | 0.0% | 0.09% | +5.7% | |
| UN | Unilever N V N Y Shs New | $227,000 | +4.1% | 3,734 | 0.0% | 0.09% | -1.1% |
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 | 43 | Q2 2024 | 8.0% |
| iShares S&P 500 Value Index ET | 43 | Q2 2024 | 7.5% |
| VANGUARD SPECIALIZED PORTFOL | 43 | Q2 2024 | 6.5% |
| Vanguard Short Term Bond Index | 43 | Q2 2024 | 6.2% |
| Vanguard Real Estate Index Fun | 43 | Q2 2024 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 43 | Q2 2024 | 2.3% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 43 | Q2 2024 | 3.0% |
| iShares Russell Midcap Index E | 43 | Q2 2024 | 1.9% |
| iShares S&P Midcap 400 Index E | 43 | Q2 2024 | 2.4% |
| SCHWAB U.S. LARGE-CAP ETF | 43 | Q2 2024 | 4.4% |
View CAHILL FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-07 |
| 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 |
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.