$618 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 298 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUB | Exit | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $0 | – | -2,122 | -100.0% | -0.04% | – |
| CSCO | Exit | CISCO SYSTEMS INCstock | $0 | – | -4,437 | -100.0% | -0.04% | – |
| DGII | Exit | DIGI INTL INC COMstock | $0 | – | -7,222 | -100.0% | -0.04% | – |
| AVUS | Exit | AVANTIS U.S. EQUITY ETFetf | $0 | – | -3,673 | -100.0% | -0.05% | – |
| TIP | Exit | ISHARES TIPS BOND ETFetf | $0 | – | -2,812 | -100.0% | -0.06% | – |
| PFF | Exit | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $0 | – | -10,062 | -100.0% | -0.06% | – |
| USDU | Exit | WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUNDetf | $0 | – | -12,438 | -100.0% | -0.06% | – |
| AVUV | Exit | AVANTIS U.S. SMALL CAP VALUE ETFetf | $0 | – | -5,305 | -100.0% | -0.07% | – |
| MET | Exit | METLIFE INCstock | $0 | – | -8,995 | -100.0% | -0.09% | – |
| SHYG | Exit | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -54,496 | -100.0% | -0.40% | – |
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 2023-08-14
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.