News + Filings Holdings
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CAHILL FINANCIAL ADVISORS INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Vanguard Growth ETF
| VUG | ETF | 96,859 | 86,237 | 27,407,149,000 | 25,143,579,000 | 4.43 | |
Hist
| 06/30/2023 |
WisdomTree Trust
| DGRW | Common | 266,296 | 244,993 | 17,751,277,000 | 16,465,453,000 | 2.87 | |
Hist
| 06/30/2023 |
GLOBAL MOAT FUND, LP
| MOAT | ETF | 477,114 | 60,071 | 38,068,889,000 | 10,998,631,000 | 6.16 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 71,825 | 10,352 | 13,931,976,000 | 5,944,776,000 | 2.25 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| FNDX | Common | 340,819 | 73,542 | 19,620,939,000 | 5,337,669,000 | 3.17 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFG | MSCI GRW IDX | 103,704 | 31,143 | 9,894,384,000 | 3,816,694,000 | 1.60 | |
Hist
| 06/30/2023 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 327,074 | 50,599 | 15,104,262,000 | 3,500,590,000 | 2.44 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| EFV | MSCI VAL IDX | 277,253 | 50,334 | 13,568,784,000 | 3,157,757,000 | 2.19 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| GOVT | Common | 434,589 | 113,696 | 9,952,085,000 | 2,661,406,000 | 1.61 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| VLUE | Common | 95,634 | 25,024 | 8,969,484,000 | 2,534,130,000 | 1.45 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVE | Common | 107,714 | 3,727 | 17,362,393,000 | 2,276,980,000 | 2.81 | |
Hist
| 06/30/2023 |
VANGUARD SPECIALIZED FUNDS
| VIG | Common | 119,742 | 6,275 | 19,449,648,000 | 2,219,745,000 | 3.15 | |
Hist
| 06/30/2023 |
Capital Group International Focus Equity ETF
| CGXU | Common | 398,637 | 37,010 | 9,375,952,000 | 1,843,253,000 | 1.52 | |
Hist
| 06/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | ETF | 196,524 | 23,696 | 14,851,300,000 | 1,840,804,000 | 2.40 | |
Hist
| 06/30/2023 |
Schwab Fundamental International Large Company Index
| FNDF | ETF | 215,963 | 33,426 | 6,973,430,000 | 1,667,076,000 | 1.13 | |
Hist
| 06/30/2023 |
Palladium Group Holdings Pty Ltd
| PTY | COM | 245,929 | 90,812 | 3,443,010,000 | 1,580,055,000 | 0.56 | |
Hist
| 06/30/2023 |
EXXON MOBIL CORP
| XOM | Common | 17,845 | 14,572 | 1,913,855,000 | 1,552,883,000 | 0.31 | 0.00 |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHP | Common | 36,819 | 28,564 | 1,930,413,000 | 1,502,880,000 | 0.31 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VTV | Common | 109,674 | 9,138 | 15,584,681,000 | 1,472,442,000 | 2.52 | |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 11,041 | 776 | 3,759,984,000 | 1,298,272,000 | 0.61 | 0.00 |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 36,644 | 142 | 12,495,604,000 | 1,220,136,000 | 2.02 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJH | Common | 25,640 | 2,865 | 6,704,299,000 | 1,195,209,000 | 1.08 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS MID CAP
| VO | ETF | 21,744 | 3,750 | 4,787,091,000 | 1,119,647,000 | 0.77 | |
Hist
| 06/30/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 221,592 | 14,261 | 9,014,353,000 | 932,589,000 | 1.46 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IWR | ETF | 117,769 | 3,978 | 8,600,671,000 | 925,448,000 | 1.39 | |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 12,462 | 3,203 | 1,624,487,000 | 846,770,000 | 0.26 | |
Hist
| 06/30/2023 |
WisdomTree Trust
| DTH | Common | 68,344 | 20,885 | 2,524,615,000 | 822,270,000 | 0.41 | |
Hist
| 06/30/2023 |
Schwab US Dividend Equity ETF
| SCHD | ETF | 31,364 | 11,178 | 2,277,683,000 | 752,802,000 | 0.37 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| BNDS | Common | 78,576 | 27,825 | 1,993,477,000 | 718,108,000 | 0.32 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| PID | ETF | 218,585 | 24,558 | 3,945,453,000 | 701,320,000 | 0.64 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FUNDS
| VNQ | ETF | 62,949 | 7,645 | 5,259,992,000 | 698,554,000 | 0.85 | |
Hist
| 06/30/2023 |
GRACO INC
| GGG | Common | 27,109 | 2,473 | 2,340,870,000 | 683,853,000 | 0.38 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 38,630 | 4,914 | 3,849,497,000 | 658,650,000 | 0.62 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TRUST
| XLE | SBI INT-ENERGY | 12,338 | 7,511 | 1,001,475,000 | 579,264,000 | 0.16 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJS | S&P SMLCP VALU | 34,957 | 4,500 | 3,324,075,000 | 543,011,000 | 0.54 | |
Hist
| 06/30/2023 |
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