$602 Million is the total value of CAHILL FINANCIAL ADVISORS INC's 301 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFLO | New | ISHARES TREASURY FLOATING RATE BOND ETFetf | $2,798,880 | – | 55,161 | +100.0% | 0.46% | – |
| TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $1,858,518 | – | 20,955 | +100.0% | 0.31% | – |
| SCHY | New | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETFetf | $592,641 | – | 25,767 | +100.0% | 0.10% | – |
| New | DIMENSIONAL US SUSTAINABILITY CORE 1 ETFetf | $309,621 | – | 11,160 | +100.0% | 0.05% | – | |
| New | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETFetf | $275,637 | – | 9,601 | +100.0% | 0.05% | – | |
| New | SPDR GOLD MINISHARES TRUSTetf | $267,214 | – | 7,289 | +100.0% | 0.04% | – | |
| New | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETFetf | $256,048 | – | 5,136 | +100.0% | 0.04% | – | |
| FLOT | New | ISHARES FLOATING RATE BOND ETFetf | $221,715 | – | 4,357 | +100.0% | 0.04% | – |
| VRT | New | VERTIV HOLDINGS CO COM CL Astock | $211,296 | – | 5,680 | +100.0% | 0.04% | – |
| PSX | New | PHILLIPS 66stock | $200,306 | – | 1,667 | +100.0% | 0.03% | – |
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 2023-11-14
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.