$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTCS | New | First Trust Dj Internet Fddj internt idx | $741,000 | – | 5,322 | +100.0% | 0.27% | – |
| VTV | New | Vanguard Value ETFvalue etf | $461,000 | – | 3,840 | +100.0% | 0.17% | – |
| 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% | – |
| BBY | New | Best Buy Inc | $372,000 | – | 4,233 | +100.0% | 0.14% | – |
| CBRE | New | Cbre Group Inccl a | $225,000 | – | 3,661 | +100.0% | 0.08% | – |
| 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% | – |
| 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% | – |
| BMY | New | Bristol-Myers Squibb Co | $201,000 | – | 3,125 | +100.0% | 0.07% | – |
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.