$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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.