$520 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 273 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GGG | GRACO INC COMstock | $1,657,017 | +12.2% | 24,636 | 0.0% | 0.32% | +2.6% | |
| EDAP | EDAP TMS SAadr | $1,438,674 | +29.3% | 134,960 | 0.0% | 0.28% | +17.9% | |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETFetf | $1,412,389 | +7.4% | 52,272 | 0.0% | 0.27% | -2.2% | |
| IWB | ISHARES RUSSELL 1000 ETFetf | $1,383,285 | +6.7% | 6,571 | 0.0% | 0.27% | -2.6% | |
| BRKA | BERKSHIRE HATHAWAY INC CLASS Astock | $468,711 | +15.4% | 1 | 0.0% | 0.09% | +4.7% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $392,655 | +12.5% | 4,626 | 0.0% | 0.08% | +1.4% | |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETFetf | $324,628 | +7.5% | 1,873 | 0.0% | 0.06% | -3.1% | |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $249,793 | +12.5% | 2,776 | 0.0% | 0.05% | +2.1% | |
| PLM | POLYMET MNG CORP COM NEWstock | $92,201 | -7.8% | 34,793 | 0.0% | 0.02% | -14.3% | |
| SENS | SENSEONICS HLDGS INC COMstock | $18,796 | -21.7% | 18,249 | 0.0% | 0.00% | -20.0% |
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 2023-02-15
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.