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CAHILL FINANCIAL ADVISORS INC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Vanguard Growth ETF VUGETF96,85986,23727,407,149,00025,143,579,0004.43  Hist 06/30/2023
WisdomTree Trust DGRWCommon266,296244,99317,751,277,00016,465,453,0002.87  Hist 06/30/2023
GLOBAL MOAT FUND, LP MOATETF477,11460,07138,068,889,00010,998,631,0006.16  Hist 06/30/2023
Apple Inc. AAPLCommon71,82510,35213,931,976,0005,944,776,0002.25  Hist 06/30/2023
SCHWAB STRATEGIC TRUST FNDXCommon340,81973,54219,620,939,0005,337,669,0003.17  Hist 06/30/2023
iSHARES TRUST EFGMSCI GRW IDX103,70431,1439,894,384,0003,816,694,0001.60  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD327,07450,59915,104,262,0003,500,590,0002.44  Hist 06/30/2023
iSHARES TRUST EFVMSCI VAL IDX277,25350,33413,568,784,0003,157,757,0002.19  Hist 06/30/2023
iSHARES TRUST GOVTCommon434,589113,6969,952,085,0002,661,406,0001.61  Hist 06/30/2023
iSHARES TRUST VLUECommon95,63425,0248,969,484,0002,534,130,0001.45  Hist 06/30/2023
iSHARES TRUST IVECommon107,7143,72717,362,393,0002,276,980,0002.81  Hist 06/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon119,7426,27519,449,648,0002,219,745,0003.15  Hist 06/30/2023
Capital Group International Focus Equity ETF CGXUCommon398,63737,0109,375,952,0001,843,253,0001.52  Hist 06/30/2023
Vanguard BD Index Fund Inc Sho BSVETF196,52423,69614,851,300,0001,840,804,0002.40  Hist 06/30/2023
Schwab Fundamental International Large Company Index FNDFETF215,96333,4266,973,430,0001,667,076,0001.13  Hist 06/30/2023
Palladium Group Holdings Pty Ltd PTYCOM245,92990,8123,443,010,0001,580,055,0000.56  Hist 06/30/2023
EXXON MOBIL CORP XOMCommon17,84514,5721,913,855,0001,552,883,0000.310.00 Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHPCommon36,81928,5641,930,413,0001,502,880,0000.31  Hist 06/30/2023
VANGUARD INDEX FUNDS VTVCommon109,6749,13815,584,681,0001,472,442,0002.52  Hist 06/30/2023
MICROSOFT CORP MSFTCommon11,0417763,759,984,0001,298,272,0000.610.00 Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon36,64414212,495,604,0001,220,136,0002.020.00 Hist 06/30/2023
iSHARES TRUST IJHCommon25,6402,8656,704,299,0001,195,209,0001.08  Hist 06/30/2023
VANGUARD INDEX FDS MID CAP VOETF21,7443,7504,787,091,0001,119,647,0000.77  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon221,59214,2619,014,353,000932,589,0001.46  Hist 06/30/2023
iSHARES TRUST IWRETF117,7693,9788,600,671,000925,448,0001.39  Hist 06/30/2023
AMAZON COM INC AMZNCommon12,4623,2031,624,487,000846,770,0000.26  Hist 06/30/2023
WisdomTree Trust DTHCommon68,34420,8852,524,615,000822,270,0000.41  Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDETF31,36411,1782,277,683,000752,802,0000.37  Hist 06/30/2023
SPDR SERIES TRUST BNDSCommon78,57627,8251,993,477,000718,108,0000.32  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T PIDETF218,58524,5583,945,453,000701,320,0000.64  Hist 06/30/2023
VANGUARD INDEX FUNDS VNQETF62,9497,6455,259,992,000698,554,0000.85  Hist 06/30/2023
GRACO INC GGGCommon27,1092,4732,340,870,000683,853,0000.38  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 60038,6304,9143,849,497,000658,650,0000.62  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLESBI INT-ENERGY12,3387,5111,001,475,000579,264,0000.16  Hist 06/30/2023
iSHARES TRUST IJSS&P SMLCP VALU34,9574,5003,324,075,000543,011,0000.54  Hist 06/30/2023
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