CF
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CAHILL FINANCIAL ADVISORS INC13F | |
| CAHILL FINANCIAL ADVISORS INC | |
| Last update 2025-05-15 | 266 Stocks (8 new) |
| Value $736.00 Mil | Turnover 6 % |
CAHILL FINANCIAL ADVISORS INC Top Holdings of 2025-03-31
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| 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 | +26.78% | +8.62% | 165,766.6 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 453,732 | 39,928.4 | -1.31% | 5.430 | -0.08% | 0.320 | +17.77% | +2.44% | 12,647.9 | ||
VTV | Vanguard Value ETF | 220,311 | 38,056.6 | +70.35% | 5.170 | +2.14% | 0.030 | +10.07% | +5.54% | 132,140.7 | ||
BND | Vanguard Total Bond Market ETF | 392,268 | 28,812.1 | +15.83% | 3.920 | +0.54% | 0.020 | +0.79% | +3.02% | 127,186.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 515,710 | 26,213.5 | -0.02% | 3.560 | 0% | 0.020 | +13.54% | +19.77% | 157,384.0 | ||
IVW | iShares S&P 500 Growth ETF | 262,034 | 24,324.6 | -0.46% | 3.310 | -0.02% | 0.050 | +26.06% | +9.86% | 61,217.1 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 664,539 | 21,923.1 | +4.04% | 2.980 | +0.12% | 0.070 | +18.16% | +5.23% | 35,222.2 | ||
IVE | iShares S&P 500 Value ETF | 108,248 | 20,629.8 | -29.09% | 2.800 | -1.15% | 0.060 | +11.35% | +3.68% | 39,338.5 | ||
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 | +13.23% | +5.31% | 15,930.2 | ||
BRK.B | Berkshire Hathaway Inc | 36,476 | 19,426.1 | -0.56% | 2.640 | -0.01% | 0.000 | -8.85% | +3.86% | 1,015,481.1 | Insurance |
CAHILL FINANCIAL ADVISORS INC's Historical Top Holdings Breakdowns
CAHILL FINANCIAL ADVISORS INC's Top Stock Picks
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| 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 | $176.53 | 1.23% | 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 | $196.40 | 1.50% | 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 | $24.64 | 1.97% | 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 | $72.67 | 0.14% | 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 | $84.91 | -4.62% | 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 | $93.02 | -1.00% | Add 88.79% | 48,720 | 22,914 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.27% | 369.1 ($404.54) 427.61 | $444.74 | 9.94% | 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 | $50.57 | -0.02% | 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 | $99.99 | -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 | $29.43 | 13.37% | Add 9.21% | 713,213 | 60,154 |
CAHILL FINANCIAL ADVISORS INC Total Holding History ($B)
CAHILL FINANCIAL ADVISORS INC's Asset Allocation
CAHILL FINANCIAL ADVISORS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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