$532 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 275 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $3,545,000 | – | 46,371 | +100.0% | 0.67% | – |
| GGG | New | GRACO INC COMstock | $1,718,000 | – | 24,636 | +100.0% | 0.32% | – |
| DTH | New | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUNDetf | $512,000 | – | 12,874 | +100.0% | 0.10% | – |
| UPS | New | UNITED PARCEL SERVICE INCstock | $456,000 | – | 2,123 | +100.0% | 0.09% | – |
| SCHD | New | SCHWAB US DIVIDEND EQUITY ETFetf | $386,000 | – | 4,890 | +100.0% | 0.07% | – |
| WMB | New | WILLIAMS COS INC COMstock | $361,000 | – | 10,800 | +100.0% | 0.07% | – |
| SPHY | New | SPDR PORTFOLIO HIGH YIELD BOND ETFetf | $348,000 | – | 13,845 | +100.0% | 0.06% | – |
| JEPI | New | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $283,000 | – | 4,603 | +100.0% | 0.05% | – |
| PAVE | New | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $242,000 | – | 8,563 | +100.0% | 0.05% | – |
| VGT | New | VANGUARD INFORMATION TECHNOLOGY ETFetf | $238,000 | – | 571 | +100.0% | 0.04% | – |
| New | DIMENSIONAL CORE FIXED INCOME ETFetf | $239,000 | – | 5,142 | +100.0% | 0.04% | – | |
| QCOM | New | QUALCOMM INCstock | $234,000 | – | 1,528 | +100.0% | 0.04% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- SEI Investments Co #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-12
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.