CAHILL FINANCIAL ADVISORS INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF CAHILL FINANCIAL ADVISORS INC | Institutional Filer | ▲ 1.05% | $923.9M | 286 |
Current Portfolio Holdings
Showing all 286 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH INDEX FUND | — | 166K | $72.5M | 7.85% |
| 2 | VTV | VANGUARD VALUE ETF | — | 273K | $53.6M | 5.80% |
| 3 | MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | — | 479K | $46.3M | 5.02% |
| 4 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | — | 1.1M | $42.9M | 4.64% |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 628K | $40.3M | 4.36% |
| 6 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND | — | 478K | $35.2M | 3.81% |
| 7 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | — | 1.0M | $34.6M | 3.75% |
| 8 | IVW | ISHARES S&P 500 GROWTH ETF | — | 239K | $27.0M | 2.93% |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | — | 115K | $22.1M | 2.39% |
| 10 | IVE | ISHARES S&P 500 VALUE ETF | — | 104K | $21.9M | 2.37% |
| 11 | AAPL | Apple Inc. | Technology | 83K | $21.0M | 2.27% |
| 12 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | — | 596K | $17.6M | 1.90% |
| 13 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | — | 81K | $17.5M | 1.89% |
| 14 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | — | 615K | $17.1M | 1.86% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC CLASS B | — | 35K | $16.7M | 1.80% |
Showing 1 to 15 of 286 holdings