$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $1,109,000 | -6.3% | 22,355 | 0.0% | 0.21% | -8.3% | |
| EDAP | EDAP TMS SAadr | $978,000 | +21.0% | 134,960 | 0.0% | 0.18% | +17.9% | |
| SCHZ | SCHWAB US AGGREGATE BOND ETFetf | $628,000 | -6.3% | 12,428 | 0.0% | 0.12% | -8.5% | |
| BRKA | BERKSHIRE HATHAWAY INC CLASS Astock | $529,000 | +17.3% | 1 | 0.0% | 0.10% | +14.9% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $405,000 | -3.1% | 4,626 | 0.0% | 0.08% | -6.2% | |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $399,000 | -5.5% | 5,789 | 0.0% | 0.08% | -7.4% | |
| LEN | LENNAR CORP CL Astock | $398,000 | -30.1% | 4,899 | 0.0% | 0.08% | -31.8% | |
| IDXX | IDEXX LABORATORIES INCstock | $328,000 | -16.8% | 599 | 0.0% | 0.06% | -18.4% | |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $317,000 | +31.5% | 8,762 | 0.0% | 0.06% | +27.7% | |
| HYT | BLACKROCK CORPORATE HIGH YIELD FUNDcef | $276,000 | -12.7% | 25,621 | 0.0% | 0.05% | -14.8% | |
| GWX | SPDR S&P INTERNATIONAL SMALL CAP ETFetf | $266,000 | -7.0% | 7,561 | 0.0% | 0.05% | -9.1% | |
| PLM | POLYMET MINING CORPstock | $147,000 | +67.0% | 35,157 | 0.0% | 0.03% | +64.7% |
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-16 |
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.