$161 Thousand is the total value of CAHILL FINANCIAL ADVISORS INC's 275268 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 10.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Sell | iShares S&P 500 Growth Index Es&p 500 grwt etf | $17,641,000 | +6.2% | 91,100 | -1.3% | 6.41% | -0.8% |
| IVE | Sell | iShares S&P 500 Value Index ETs&p 500 val etf | $16,339,000 | +8.3% | 125,594 | -0.8% | 5.94% | +1.2% |
| SCHO | Buy | Schwab Short-Term U.S. Treasursht tm us tres | $12,305,000 | +10.0% | 243,742 | +10.2% | 4.47% | +2.8% |
| VIG | Buy | Vanguard Div Appreciation ETFdiv app etf | $11,933,000 | +14.5% | 95,718 | +9.8% | 4.34% | +7.0% |
| AOR | Sell | iShares S&P Growth Allocationgrwt allocat etf | $7,565,000 | -1.6% | 158,130 | -5.3% | 2.75% | -8.1% |
| VNQ | Buy | Vanguard Real Estate Index Funreit etf | $6,724,000 | -0.2% | 72,457 | +0.3% | 2.44% | -6.8% |
| BRKB | Sell | Berkshire Hathaway Cl Bcl b new | $6,519,000 | +5.5% | 28,779 | -3.1% | 2.37% | -1.4% |
| FNDF | Buy | Schwab Fundamental Int'lschwb fdt int lg | $5,427,000 | +6.9% | 187,625 | +1.9% | 1.97% | -0.1% |
| MOAT | Buy | VanEck Vectors Morningstar Widmorningstar wide | $5,390,000 | +18.0% | 98,380 | +8.0% | 1.96% | +10.2% |
| AAPL | Sell | Apple Computer Inc | $5,136,000 | +29.9% | 17,488 | -0.9% | 1.87% | +21.4% |
| DGRW | Sell | Wisdomtree Tr US Quality Dividus qtly div grt | $5,054,000 | +5.8% | 104,268 | -1.6% | 1.84% | -1.2% |
| IWR | Buy | iShares Russell Midcap Index Erus mid-cap etf | $4,654,000 | +6.6% | 78,056 | +0.1% | 1.69% | -0.4% |
| PKW | Buy | Invesco Buyback Achievers ETFbuyback achiev | $4,456,000 | +10.3% | 64,596 | +0.1% | 1.62% | +3.1% |
| IJH | Sell | iShares S&P Midcap 400 Index Ecore s&p mcp etf | $4,446,000 | -0.9% | 21,598 | -6.9% | 1.62% | -7.4% |
| VWO | Sell | Vanguard FTSE Emerging Marketsftse emr mkt etf | $4,366,000 | +9.4% | 98,176 | -1.0% | 1.59% | +2.2% |
| IEFA | Sell | iShares Core MSCI EAFE ETFcore msci eafe | $4,129,000 | +3.0% | 63,288 | -3.6% | 1.50% | -3.8% |
| SCHM | Buy | Schwab US Mid-Cap ETFus mid-cap etf | $4,124,000 | +8.6% | 68,553 | +2.1% | 1.50% | +1.5% |
| IJS | Sell | iShares S&P 600 Value Index ETsp smcp600vl etf | $3,952,000 | -8.3% | 24,574 | -14.4% | 1.44% | -14.3% |
| USMV | Buy | iShares MSCI Min. Vol USA ETFmin vol usa etf | $3,395,000 | +16.4% | 51,749 | +13.8% | 1.23% | +8.7% |
| SCHX | Buy | Schwab US Large Cap ETFus lrg cap etf | $3,193,000 | +12.0% | 41,560 | +3.4% | 1.16% | +4.6% |
| SCHA | Buy | Schwab US Small-Cap ETFus sml cap etf | $3,068,000 | +9.3% | 40,559 | +0.8% | 1.12% | +2.2% |
| VCSH | Sell | Vanguard Short Term Corporateshrt trm corp bd | $3,060,000 | -0.4% | 37,757 | -0.4% | 1.11% | -6.9% |
| SCHG | Sell | Schwab U.S. Large-Cap Growth Eus lcap gr etf | $3,052,000 | +6.8% | 32,841 | -3.5% | 1.11% | -0.3% |
| SCHV | Sell | Schwab U.S. Large-Cap Value ETus lcap va etf | $3,004,000 | +5.5% | 49,951 | -0.4% | 1.09% | -1.4% |
| SCHF | Buy | Schwab Intl Equity ETFintl eqty etf | $2,993,000 | +7.3% | 88,988 | +1.6% | 1.09% | +0.2% |
| IVV | Buy | iShares S&P 500 Index ETFcore s&p500 etf | $2,785,000 | +23.6% | 8,614 | +14.2% | 1.01% | +15.5% |
| SCHH | Buy | Schwab US Reit ETFus reit etf | $2,759,000 | -0.1% | 60,025 | +2.5% | 1.00% | -6.7% |
| BIP | Sell | Brookfield Infrast Partners LPlp int unit | $2,755,000 | +0.4% | 55,095 | -0.3% | 1.00% | -6.1% |
| IWD | Buy | iShares Russell 1000 Value Indrus 1000 val etf | $2,653,000 | +12.2% | 19,439 | +5.5% | 0.96% | +4.9% |
| BSV | Buy | Vanguard Short Term Bond Indexshoert trm bond | $2,551,000 | +15.1% | 31,636 | +15.4% | 0.93% | +7.5% |
| GNR | Buy | SPDR S&P Global Natural Resourglb nat resrce | $2,526,000 | +10.9% | 54,723 | +3.5% | 0.92% | +3.7% |
| MSFT | Buy | Microsoft Corp | $2,510,000 | +13.5% | 15,914 | +0.1% | 0.91% | +6.0% |
| IWV | Sell | iShares Russell 3000 Index ETFrussell 3000 etf | $2,332,000 | -1.1% | 12,370 | -8.8% | 0.85% | -7.5% |
| SCZ | Buy | iShares MSCI EAFE Small Cap Ineafe sml cp etf | $2,324,000 | +9.6% | 37,315 | +0.8% | 0.84% | +2.4% |
| SLYV | Buy | Spdr Ser Tr Dj Wilshire Smalls&p 600 smcp val | $2,206,000 | +41.8% | 33,571 | +32.2% | 0.80% | +32.4% |
| SDOG | Buy | ALPS Sector Dividend Dogs ETFsectr div dogs | $2,184,000 | +10.0% | 46,617 | +3.0% | 0.79% | +2.7% |
| DTN | Sell | Wisdomtree Tr Divid Ex Financidiv ex-finl fd | $2,113,000 | +5.5% | 22,837 | -0.3% | 0.77% | -1.4% |
| VEA | Buy | Vanguard FTSE Developed Marketftse dev mkt etf | $2,096,000 | +9.2% | 47,560 | +1.8% | 0.76% | +2.0% |
| IDOG | Buy | ALPS Int'l Sector Dividend Dogintl sec dv dog | $2,092,000 | +7.3% | 76,149 | +1.2% | 0.76% | +0.3% |
| CHRW | Buy | C H Robinson Worldwd New | $2,085,000 | -5.9% | 26,650 | +2.0% | 0.76% | -12.1% |
| VNQI | Sell | Vanguard Global Ex-US Real Estglb ex us etf | $2,064,000 | +0.1% | 34,915 | -0.7% | 0.75% | -6.4% |
| BSCK | Sell | Guggenheim BulletShares 2020 C | $1,969,000 | -2.1% | 92,474 | -2.1% | 0.72% | -8.6% |
| FNDC | Buy | Schwab Fundamental Intlschwb fdt int sc | $1,927,000 | +8.3% | 57,948 | +0.1% | 0.70% | +1.2% |
| EMB | Buy | iShares Emerg Markets Bond ETFjp mor em mk etf | $1,906,000 | +3.1% | 16,634 | +2.0% | 0.69% | -3.8% |
| RYH | Buy | Invesco S&P 500 Equal Weight Health Care ETFs&p500 eql hlt | $1,901,000 | +13.2% | 8,579 | +0.1% | 0.69% | +5.8% |
| IWF | Buy | iShares Russell 1000 Growth Inrus 1000 grw etf | $1,866,000 | +15.3% | 10,602 | +4.6% | 0.68% | +7.8% |
| BNDX | Buy | Vanguard Charlotte Total Intlintl bd idx etf | $1,842,000 | -1.9% | 32,541 | +2.0% | 0.67% | -8.4% |
| V | Sell | Visa Inc Cl A | $1,756,000 | +8.6% | 9,341 | -0.6% | 0.64% | +1.4% |
| HD | Buy | Home Depot Inc | $1,642,000 | -5.4% | 7,516 | +0.5% | 0.60% | -11.6% |
| RHS | Sell | Invesco S&P Eq Wt Consumer Stas&p500 eql stp | $1,632,000 | -0.1% | 11,175 | -4.0% | 0.59% | -6.6% |
| MA | Sell | Mastercard Inccl a | $1,468,000 | +3.8% | 4,914 | -5.6% | 0.53% | -3.1% |
| IJR | Buy | iShares S&P Smallcap 600 Indexcore s&p scp etf | $1,437,000 | +9.3% | 17,130 | +1.4% | 0.52% | +2.2% |
| ITOT | Sell | iShares Core S&P Total US Stoccore s&p ttl stk | $1,384,000 | -8.9% | 19,036 | -16.0% | 0.50% | -14.9% |
| BA | Sell | Boeing Co | $1,378,000 | -22.4% | 4,228 | -9.4% | 0.50% | -27.4% |
| VV | Sell | Vanguard Large-Cap ETFlarge cap etf | $1,343,000 | +1.4% | 9,079 | -6.5% | 0.49% | -5.2% |
| INTC | Buy | Intel Corp | $1,325,000 | +16.2% | 22,131 | +0.0% | 0.48% | +8.6% |
| PDBC | Sell | Invesco Optimum Yield Diversifoptimum yield | $1,293,000 | -15.6% | 78,047 | -20.4% | 0.47% | -21.1% |
| RSP | Buy | Invesco S&P 500 Equals&p500 eql wgt | $1,247,000 | +7.4% | 10,773 | +0.4% | 0.45% | +0.4% |
| FM | Buy | iShares Frontier Markets ETFmsci frntr100etf | $1,241,000 | +11.7% | 40,857 | +3.5% | 0.45% | +4.4% |
| FNDX | Sell | Schwab Fundamental US Large Coschwab fdt us lg | $1,237,000 | +5.8% | 28,968 | -2.0% | 0.45% | -1.1% |
| CVX | Buy | Chevron Corp | $1,208,000 | +1.7% | 10,021 | +0.1% | 0.44% | -5.0% |
| HON | Buy | Honeywell International | $1,152,000 | +4.6% | 6,506 | +0.0% | 0.42% | -2.1% |
| IHE | Buy | iShares Dow Jones US Pharmaceuu.s. pharma etf | $1,148,000 | +15.4% | 7,168 | +0.8% | 0.42% | +7.8% |
| LMT | Buy | Lockheed Martin Corp | $1,148,000 | +0.3% | 2,946 | +0.4% | 0.42% | -6.3% |
| COST | Sell | Costco Whsl Corp New | $1,140,000 | -1.8% | 3,878 | -3.7% | 0.41% | -8.2% |
| VZ | Buy | Verizon Communications | $1,106,000 | +2.1% | 18,007 | +0.4% | 0.40% | -4.5% |
| FVD | Buy | First Tr Value Line Divid Inde | $1,100,000 | +9.5% | 30,507 | +5.9% | 0.40% | +2.3% |
| TGT | Buy | Target Corporation | $1,084,000 | +55.3% | 8,448 | +29.5% | 0.39% | +45.4% |
| XRAY | Sell | Dentsply Intl Inc | $1,072,000 | +5.1% | 18,941 | -1.0% | 0.39% | -2.0% |
| DAL | Buy | Delta Air Lines Inc | $1,063,000 | +4.6% | 18,175 | +3.1% | 0.39% | -2.3% |
| FNDE | Buy | Schwab Fundamental Emerging Mkschwb fdt emk lg | $1,062,000 | +11.9% | 35,581 | +2.8% | 0.39% | +4.6% |
| MMM | Sell | 3M Company | $1,045,000 | +4.5% | 5,920 | -2.6% | 0.38% | -2.3% |
| CAT | Sell | Caterpillar Inc | $1,045,000 | +15.9% | 7,071 | -1.0% | 0.38% | +8.3% |
| DLS | Buy | WisdomTree Tr Intl Smallcap Dintl smcap div | $1,026,000 | +16.1% | 14,422 | +3.7% | 0.37% | +8.4% |
| CWB | Buy | SPDR Bloomberg Barclays Converbrc cnv secs etf | $990,000 | +7.6% | 17,826 | +1.7% | 0.36% | +0.6% |
| T | Sell | A T & T Corp | $973,000 | +1.4% | 24,896 | -1.9% | 0.35% | -5.4% |
| RYT | Buy | Invesco S&P 500 Eq Wt Tech ETFs&p500 eql tec | $935,000 | +10.9% | 4,717 | +0.1% | 0.34% | +3.7% |
| CSCO | Buy | Cisco Systems Inc | $916,000 | -2.9% | 19,092 | +0.0% | 0.33% | -9.3% |
| IBM | Buy | Intl Business Machines | $872,000 | +19.0% | 6,499 | +29.1% | 0.32% | +11.2% |
| NTG | Sell | Tortoise MLP Fund Inc Com | $867,000 | -13.2% | 79,040 | -2.7% | 0.32% | -18.8% |
| VCIT | Sell | Vanguard Corp Bond ETFint-term corp | $866,000 | -1.7% | 9,473 | -1.8% | 0.32% | -8.2% |
| EFA | Buy | iShares MSCI EAFE Index ETFmsci eafe etf | $834,000 | +7.6% | 12,006 | +1.1% | 0.30% | +0.7% |
| EVV | Sell | Eaton Vance Ltd Duration Incom | $819,000 | +2.0% | 61,784 | -3.7% | 0.30% | -4.5% |
| VYM | Sell | Vanguard High Dividend Yield Ehigh div yld | $802,000 | +5.0% | 8,554 | -0.6% | 0.29% | -2.0% |
| BP | Sell | Bp Plc Adr F Sponsored Adrsponsored adr | $780,000 | -6.8% | 20,659 | -6.2% | 0.28% | -12.9% |
| ECL | Buy | Ecolab Inc | $751,000 | +17.3% | 3,891 | +20.4% | 0.27% | +9.6% |
| SLYG | Buy | Spdr Ser Tr S&P 600 Small Caps&p 600 smcp grw | $740,000 | +45.1% | 11,466 | +34.1% | 0.27% | +35.9% |
| FTCS | New | First Trust Dj Internet Fddj internt idx | $741,000 | – | 5,322 | +100.0% | 0.27% | – |
| SCHE | Buy | Schwab Emerging Mkt Equity ETFemrg mkteq etf | $735,000 | +10.5% | 26,823 | +1.5% | 0.27% | +3.1% |
| XOM | Sell | Exxon Mobil Corporation | $709,000 | -2.3% | 10,150 | -1.2% | 0.26% | -8.5% |
| RTN | Buy | Raytheon Company New | $701,000 | +15.1% | 3,190 | +2.9% | 0.26% | +7.6% |
| HACK | Buy | Managers TR Purefunds ISE Cybepurefunds ise cy | $698,000 | +11.5% | 16,792 | +0.5% | 0.25% | +4.5% |
| BDJ | Buy | Blackrock Ehncd Div Incm | $699,000 | +14.2% | 70,453 | +5.7% | 0.25% | +6.7% |
| XEL | Buy | Xcel Energy Inc | $690,000 | -2.1% | 10,862 | +0.1% | 0.25% | -8.4% |
| DON | Buy | Wisdomtree Tr US Midcap Dividus midcap divid | $638,000 | +169.2% | 16,768 | +157.8% | 0.23% | +152.2% |
| RDOG | Buy | Cohen & Steers Global Realty Mc&s globl etf | $636,000 | 0.0% | 13,120 | +0.2% | 0.23% | -6.5% |
| FREL | Buy | Fidelity Msci Real Estate Indemsci rl est etf | $613,000 | +7.9% | 21,996 | +8.1% | 0.22% | +0.9% |
| MDT | Sell | Medtronic plc | $576,000 | -0.5% | 5,069 | -4.8% | 0.21% | -7.1% |
| VIOO | Buy | Vanguard S&P Small-Cap 600 ETFsmllcp 600 idx | $563,000 | +8.1% | 3,700 | +1.5% | 0.20% | +1.0% |
| FAX | Sell | Aberdeen Asia Pacific Incom Fd | $561,000 | -2.3% | 131,975 | -3.5% | 0.20% | -8.5% |
| VO | Buy | Vanguard Mid Cap ETFmid cap etf | $551,000 | +7.0% | 3,089 | +0.6% | 0.20% | 0.0% |
| MCD | Sell | Mc Donalds Corp | $542,000 | -13.1% | 2,740 | -5.6% | 0.20% | -18.9% |
| D | Buy | Dominion Resources Inc Va New | $530,000 | +2.3% | 6,390 | +0.0% | 0.19% | -4.0% |
| CRM | Buy | Salesforce Com | $507,000 | +12.2% | 3,113 | +2.3% | 0.18% | +4.5% |
| ANGL | Buy | Mkt Vctr Flln Angl Hifallen angel hg | $505,000 | +2.2% | 16,893 | +0.3% | 0.18% | -4.7% |
| PGF | Invesco Financial Preferredfinl pfd ptfl | $492,000 | +0.6% | 26,022 | 0.0% | 0.18% | -5.8% | |
| VTI | Buy | Vanguard Total Stock Markettotal stk mkt | $493,000 | +8.6% | 3,008 | +0.1% | 0.18% | +1.1% |
| LUV | Sell | Southwest Airlines Co | $491,000 | -10.1% | 9,095 | -9.9% | 0.18% | -16.0% |
| EQWL | Sell | Invesco Russell Top 200 Equal Weight ETFs&p 100 eql wigh | $464,000 | +7.2% | 7,520 | -0.6% | 0.17% | +0.6% |
| VTV | New | Vanguard Value ETFvalue etf | $461,000 | – | 3,840 | +100.0% | 0.17% | – |
| UNH | Buy | United Healthcare Corp | $456,000 | +36.9% | 1,549 | +1.2% | 0.17% | +28.7% |
| PPT | Buy | Putnam Premier Inc Tr Sh Ben Ish ben int | $453,000 | +3.2% | 83,356 | +0.1% | 0.16% | -3.5% |
| DEM | Buy | WisdomTree Emerging Marketsemer mkt high fd | $446,000 | +11.2% | 9,730 | +0.2% | 0.16% | +3.8% |
| IJT | Sell | iShares S&P 600 Growth Index Esp smcp600gr etf | $447,000 | -19.6% | 2,311 | -25.8% | 0.16% | -25.0% |
| FNDA | Sell | Schwab Fundamental US Small Coschwab fdt us sc | $447,000 | -6.3% | 11,097 | -12.1% | 0.16% | -12.4% |
| BAC | Buy | Bankamerica Corp | $434,000 | +20.9% | 12,307 | +0.0% | 0.16% | +12.9% |
| IHI | Buy | iShares US Medical ETFu.s. med dvc etf | $429,000 | +8.9% | 1,620 | +1.9% | 0.16% | +2.0% |
| JNJ | Sell | Johnson & Johnson | $420,000 | +5.3% | 2,876 | -6.5% | 0.15% | -1.3% |
| WFC | Sell | Wells Fargo & Co. | $421,000 | -0.9% | 7,822 | -7.0% | 0.15% | -7.3% |
| EEMA | New | Ishares Msci Emergingmsci em asia etf | $416,000 | – | 5,869 | +100.0% | 0.15% | – |
| VGT | New | Vanguard Info Technologyinf tech etf | $412,000 | – | 1,679 | +100.0% | 0.15% | – |
| ADBE | Sell | Adobe Systems Inc | $404,000 | +10.4% | 1,223 | -7.6% | 0.15% | +3.5% |
| ROBO | Exch Trade Concepts Etfrobo glb etf | $382,000 | +9.5% | 9,093 | 0.0% | 0.14% | +2.2% | |
| SCHB | Sell | Schwab US Broad Mkt ETFus brd mkt etf | $378,000 | -0.8% | 4,910 | -8.3% | 0.14% | -7.4% |
| BBY | New | Best Buy Inc | $372,000 | – | 4,233 | +100.0% | 0.14% | – |
| VT | Buy | Vanguard Total World Stocktt wrld st etf | $365,000 | +8.6% | 4,502 | +0.6% | 0.13% | +1.5% |
| AMLP | Buy | Alerian MLP ETFalerian mlp | $360,000 | -0.6% | 42,250 | +7.0% | 0.13% | -7.1% |
| GOOG | Alphabet Inc. Class Ccap stk cl c | $350,000 | +9.7% | 261 | 0.0% | 0.13% | +2.4% | |
| SCHC | Buy | Schwab Intl Sm Cap Eq ETFintl sceqt etf | $349,000 | +11.1% | 10,053 | +2.0% | 0.13% | +4.1% |
| TTE | Sell | Total S A Adrsponsored adr | $329,000 | +5.1% | 5,936 | -1.2% | 0.12% | -1.6% |
| PFPT | Sell | Proofpoint Inc | $323,000 | -12.7% | 2,810 | -1.7% | 0.12% | -18.8% |
| SPLV | Sell | Invesco S&P ETFs&p500 low vol | $314,000 | +0.6% | 5,369 | -0.3% | 0.11% | -5.8% |
| VOD | Sell | Vodafone Group Plc Adrsponsored adr | $313,000 | -5.2% | 16,157 | -2.3% | 0.11% | -10.9% |
| LAND | Buy | Gladstone Ld Corp Com | $302,000 | +22.3% | 23,271 | +12.2% | 0.11% | +14.6% |
| IWM | Buy | iShares Russell 2000 Index ETFrussell 2000 etf | $304,000 | +9.7% | 1,831 | +0.3% | 0.11% | +1.9% |
| AXP | American Express Company | $289,000 | +5.1% | 2,320 | 0.0% | 0.10% | -1.9% | |
| AMAT | Applied Materials Inc | $286,000 | +22.2% | 4,675 | 0.0% | 0.10% | +14.3% | |
| FNX | Sell | First Trust Mid Cap Core Alpha | $280,000 | +3.3% | 3,851 | -3.7% | 0.10% | -2.9% |
| RIGS | Sell | Riverfront Strategicrivrfrnt str inc | $281,000 | -3.4% | 11,259 | -3.8% | 0.10% | -9.7% |
| VTIP | Buy | Vanguard Malvern Fds Short-Terstrm infproidx | $275,000 | +1.1% | 5,573 | +0.8% | 0.10% | -5.7% |
| SCHZ | Sell | Schwab US Agg Bnd ETFus aggregate b | $270,000 | -5.9% | 5,044 | -5.1% | 0.10% | -12.5% |
| AOA | Buy | iShares S&P Aggressive Allocataggres alloc etf | $266,000 | +5.6% | 4,585 | +0.2% | 0.10% | -1.0% |
| IXC | Buy | Ishares Global Energy Etfglobal energ etf | $261,000 | +2.0% | 8,447 | +1.1% | 0.10% | -5.0% |
| AMZN | Sell | Amazon Com Inc | $252,000 | +2.9% | 136 | -3.5% | 0.09% | -3.2% |
| NOW | Service Now Inc | $239,000 | +11.2% | 845 | 0.0% | 0.09% | +3.6% | |
| IDXX | Sell | Idexx Labs Inc | $237,000 | -23.3% | 904 | -20.4% | 0.09% | -28.3% |
| NEE | Buy | Nextera Energy Inc | $232,000 | +4.0% | 954 | +0.1% | 0.08% | -3.4% |
| BOTZ | Sell | Global X Robotics Artfclrbtcs artfl inte | $230,000 | +4.1% | 10,510 | -4.5% | 0.08% | -2.3% |
| VB | Buy | Vanguard Small Capsmall cp etf | $226,000 | +10.8% | 1,362 | +2.9% | 0.08% | +3.8% |
| CBRE | New | Cbre Group Inccl a | $225,000 | – | 3,661 | +100.0% | 0.08% | – |
| UN | Unilever N V N Y Shs New | $215,000 | -4.4% | 3,734 | 0.0% | 0.08% | -10.3% | |
| FXH | New | First Tr Exchange Traded Fd IIhlth care alph | $215,000 | – | 2,544 | +100.0% | 0.08% | – |
| EEM | New | iShares MSCI Emerging Mkts Inds&p 100 etf | $215,000 | – | 4,781 | +100.0% | 0.08% | – |
| GIM | Sell | Templeton Global Incm Fd | $213,000 | -2.7% | 34,631 | -2.8% | 0.08% | -9.4% |
| JPM | New | J. P. Morgan Chase &Co | $210,000 | – | 1,500 | +100.0% | 0.08% | – |
| DIS | New | Walt Disney Hldg Co | $205,000 | – | 1,415 | +100.0% | 0.07% | – |
| CMCSA | Sell | Comcast Corp New Cl Acl a | $205,000 | -13.5% | 4,542 | -13.4% | 0.07% | -19.6% |
| BMY | New | Bristol-Myers Squibb Co | $201,000 | – | 3,125 | +100.0% | 0.07% | – |
| HYT | Blackrock Corporate High Yield | $125,000 | +4.2% | 11,073 | 0.0% | 0.04% | -4.3% | |
| PLM | Sell | Polymet Mining Cp Com Npv Isin | $63,000 | -55.6% | 246,204 | -44.2% | 0.02% | -58.2% |
| WPRT | Westport Innovations | $32,000 | -13.5% | 13,249 | 0.0% | 0.01% | -14.3% | |
| CELG | Exit | Celgene Corp | $0 | – | -2,034 | -100.0% | -0.08% | – |
| SDS | Exit | UltraShort S&P500 ProSharesultrashrt s&p500 | $0 | – | -10,274 | -100.0% | -0.12% | – |
| BSCJ | Exit | Guggenheim BulletShares 2019 C | $0 | – | -14,675 | -100.0% | -0.12% | – |
| FDN | Exit | First Trust Dj Internet Fddj internt idx | $0 | – | -5,452 | -100.0% | -0.29% | – |
| JNK | Exit | SPDR Barclays Capital High Yiebrc hgh yld bd | $0 | – | -9,388 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.