CF

CAHILL FINANCIAL ADVISORS INC

13F
CAHILL FINANCIAL ADVISORS INC
Last update 2025-05-15 266 Stocks (8 new)
Value $736.00 Mil Turnover 6 %
Countries:
Top Holdings: VUG(7.69%)MOAT(5.43%)VTV(5.17%)BND(3.92%)VEA(3.56%)
Summary Stock Picks Current Portfolio
CAHILL FINANCIAL ADVISORS INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG
Vanguard Growth ETF
152,566
56,574.5
+3.57%
7.690
+0.27%
0.040
+31.66%
+9.99%
167,854.7
 
MOAT
VanEck Morningstar Wide Moat ETF
453,732
39,928.4
-1.31%
5.430
-0.08%
0.320
+20.39%
+4.03%
12,845.0
 
VTV
Vanguard Value ETF
220,311
38,056.6
+70.35%
5.170
+2.14%
0.030
+12.65%
+6.25%
133,030.7
 
BND
Vanguard Total Bond Market ETF
392,268
28,812.1
+15.83%
3.920
+0.54%
0.020
+2.12%
+3.59%
127,881.7
 
VEA
Vanguard FTSE Developed Markets ETF
515,710
26,213.5
-0.02%
3.560
0%
0.020
+13.54%
+20.48%
158,316.8
 
IVW
iShares S&P 500 Growth ETF
262,034
24,324.6
-0.46%
3.310
-0.02%
0.050
+31.27%
+11.17%
61,948.7
 
DFAC
Dimensional U.S. Core Equity 2 ETF
664,539
21,923.1
+4.04%
2.980
+0.12%
0.070
+21.64%
+6.39%
35,610.7
 
IVE
iShares S&P 500 Value ETF
108,248
20,629.8
-29.09%
2.800
-1.15%
0.060
+14.24%
+4.41%
39,615.8
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
257,975
20,601.9
+8.10%
2.800
+0.21%
0.140
+15.99%
+5.93%
16,024.3
 
BRK.B
Berkshire Hathaway Inc
36,476
19,426.1
-0.56%
2.640
-0.01%
0.000
-6.30%
+4.79%
1,024,885.8
Insurance

CAHILL FINANCIAL ADVISORS INC's Historical Top Holdings Breakdowns

CAHILL FINANCIAL ADVISORS INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+2.14%
●
167.73 ($174.39) 179.21
$177.80
1.96%
Add 70.35%
220,311
90,982
IVE
iShares S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-1.15%
●
185.78 ($193.5) 198.58
$197.68
2.16%
Reduce -29.09%
108,248
-44,414
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Reduce
Reduce
-1.02%
●
23.03 ($24.17) 25.01
$24.84
2.77%
Reduce -32.47%
659,065
-316,845
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.54%
●
71.17 ($72.57) 73.66
$73.06
0.68%
Add 15.83%
392,268
53,618
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.41%
●
85.29 ($89.02) 92.57
$86.09
-3.29%
Reduce -89.68%
4,035
-35,069
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.27%
●
84.96 ($93.96) 100.71
$94.33
0.39%
Add 88.79%
48,720
22,914
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.27%
●
369.1 ($404.54) 427.61
$450.34
11.32%
Add 3.57%
152,566
5,264
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Reduce
Reduce
-0.26%
●
50.48 ($50.58) 50.68
$50.59
0.03%
Reduce -70.4%
16,138
-38,379
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
2025-03-31
New Buy
New Buy
+0.24%
●
99.85 ($100.02) 100.19
$100.05
0.03%
New holding
17,799
17,799
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.21%
●
24.45 ($25.96) 27.21
$29.65
14.21%
Add 9.21%
713,213
60,154

CAHILL FINANCIAL ADVISORS INC Total Holding History ($B)

To

CAHILL FINANCIAL ADVISORS INC's Asset Allocation

To

CAHILL FINANCIAL ADVISORS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CAHILL FINANCIAL ADVISORS INC's Hypothetical Growth since 2025-03-31

CAHILL FINANCIAL ADVISORS INC's Yearly Returns

Year Portfolio % % Excess Gain %

CAHILL FINANCIAL ADVISORS INC's Holdings Heat Map

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CAHILL FINANCIAL ADVISORS INC's Holdings Bubble Chart

CAHILL FINANCIAL ADVISORS INC News

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