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Ohe Financial

Latest statistics and disclosures from Cahill Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are MOAT, VUG, IVE, FNDX, IVW, and represent 21.73% of Cahill Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$7.0M), QUAL (+$5.6M), MOAT, DFAX, DFAC, BND, IYW, VTV, SEIV, SEIM.
Started 32 new stock positions in CSCO, IYW, PEP, DAL, PM, DIS, SEIV, RUNN, CHD, TRV.
Reduced shares in these 10 stocks: SCHX, XT, VIG, PTY, IVW, DGRW, HYLB, ESGU, RSP, AIVL.
Sold out of its positions in BRK.A, HYLB, Etf Managers Tr purefunds ise cy, PDBC, AGG, EEM, FLOT, VLUE, ESGE, ESGU. IFRA, Polymet Mng Corp, DEM, GLDM.
Cahill Financial Advisors was a net buyer of stock by $43M.
Cahill Financial Advisors has $733M in assets under management (AUM), dropping by 21.77%.
Central Index Key (CIK): 0001600327

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Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 259 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)	6.6	$49M	+10%	542k	89.90	View chart
Vanguard Growth Index Fund Etf (VUG)	4.9	$36M	+7%	104k	344.20	View chart
Ishares S&p 500 Value Etf Etf (IVE)	3.9	$28M	+3%	152k	186.81	View chart
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)	3.4	$25M	+3%	372k	67.39	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.9	$21M	-8%	254k	84.44	View chart
Vanguard Total Bond Market Index Fund Etf (BND)	2.9	$21M	+19%	292k	72.63	View chart
Vanguard Value Etf Etf (VTV)	2.8	$21M	+13%	128k	162.86	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	2.8	$20M	+21%	634k	31.95	View chart
Vanguard Dividend Appreciation Index Fund Etf (VIG)	2.7	$20M	-9%	109k	182.61	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	2.6	$19M	-8%	246k	76.19	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.3	$17M		337k	50.17	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.3	$17M	+11%	311k	54.40	View chart
Berkshire Hathaway Inc Class B Stock (BRK.B)	2.3	$17M	+9%	40k	420.52	View chart
Vanguard Short-term Bond Etf Etf (BSV)	2.1	$15M		198k	76.67	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	2.0	$15M	+33%	582k	25.44	View chart
Apple Stock (AAPL)	1.9	$14M	+19%	83k	171.48	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.7	$12M	+15%	480k	25.78	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.6	$12M	+2%	111k	103.79	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.4	$10M	+122%	62k	164.35	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.4	$10M	+5%	239k	41.77	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	1.3	$9.5M	-2%	114k	84.09	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.3	$9.4M	-30%	151k	62.06	View chart
Schwab Fundamental International Large Company Index Etf Etf (FNDF)	1.2	$8.9M	+4%	249k	35.61	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.2	$8.6M	+434%	141k	60.74	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.1	$8.1M	+11%	74k	110.52	View chart
Vanguard Mid-cap Etf Etf (VO)	0.9	$6.2M	+7%	25k	249.86	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.8	$5.8M	+24%	63k	92.72	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.8	$5.5M		64k	86.48	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.7	$5.4M	-3%	50k	108.23	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.7	$5.3M	+2%	64k	82.97	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$5.2M	+79%	65k	80.63	View chart
Microsoft Corporation Stock (MSFT)	0.7	$5.0M	+7%	12k	420.73	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.6	$4.4M	+18%	58k	75.98	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.6	$4.2M	-18%	185k	22.77	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.6	$4.2M		226k	18.54	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.6	$4.1M	-2%	53k	77.31	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.5	$3.8M		78k	49.24	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.5	$3.7M	-2%	65k	57.93	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.5	$3.6M	+40%	74k	49.19	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.5	$3.6M	-3%	33k	110.21	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.5	$3.4M	NEW	25k	135.06	View chart
Wisdomtree International High Dividend Fund Etf (DTH)	0.4	$3.3M	+7%	83k	39.63	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.4	$3.3M		52k	63.33	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.4	$3.2M		41k	78.64	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$3.2M	+8%	6.2k	525.72	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.4	$3.2M	+15%	64k	50.69	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$3.2M	+7%	81k	39.02	View chart
Vanguard Small-cap Value Etf Etf (VBR)	0.4	$3.1M	+9%	16k	191.88	View chart
Vanguard Global Ex-us Real Estate Etf Etf (VNQI)	0.4	$3.1M		73k	42.14	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$3.0M	-4%	5.8k	523.11	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.4	$3.0M	+4%	61k	48.77	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.4	$2.9M	+10%	50k	57.86	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.4	$2.7M	+24%	107k	25.28	View chart
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.4	$2.7M		30k	89.67	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$2.6M	-32%	15k	169.37	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.3	$2.5M	+73%	107k	23.46	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.3	$2.5M		8.3k	300.09	View chart
Amazon.com Stock (AMZN)	0.3	$2.5M	+12%	14k	180.38	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.3	$2.4M	NEW	78k	30.97	View chart
Northern Oil & Gas Stock (NOG)	0.3	$2.4M	+18%	61k	39.68	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.3	$2.4M	NEW	75k	32.14	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.3	$2.4M		76k	31.79	View chart
Brookfield Infrastructure Partners Stock (BIP)	0.3	$2.4M	-2%	75k	31.21	View chart
Graco Stock (GGG)	0.3	$2.3M	-9%	25k	93.46	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.3	$2.3M	-7%	41k	55.67	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$2.2M	+17%	8.6k	259.89	View chart
Unitedhealth Group Stock (UNH)	0.3	$2.2M	+2%	4.4k	494.70	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.3	$2.1M	-11%	25k	86.67	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$2.1M	-6%	9.2k	228.59	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$2.1M	+5%	22k	94.62	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.3	$1.9M	+2%	22k	87.23	View chart
Ishares Msci Frontier 100 Etf Etf (FM)	0.3	$1.9M		67k	28.65	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.3	$1.9M	-12%	16k	120.99	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$1.9M		6.6k	288.02	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$1.9M		8.9k	210.30	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.3	$1.9M		51k	36.54	View chart
Alps International Sector Dividend Dogs Etf Etf (IDOG)	0.2	$1.8M	-7%	61k	29.72	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.2	$1.8M		37k	49.55	View chart
Schwab U.s. Tips Etf Etf (SCHP)	0.2	$1.8M	-7%	35k	52.16	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$1.8M		15k	117.21	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$1.7M		65k	26.75	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.7M	+16%	1.9k	903.41	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$1.7M		21k	79.86	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.2	$1.7M	+3%	51k	32.68	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$1.7M	-24%	20k	81.43	View chart
Ishares Core S&p U.s. Value Etf Etf (IUSV)	0.2	$1.6M		18k	90.44	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.2	$1.6M	-55%	107k	14.87	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$1.6M	-5%	8.7k	179.11	View chart
3M Stock (MMM)	0.2	$1.5M	+39%	15k	106.07	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$1.5M	-4%	21k	74.22	View chart
Mastercard Stock (MA)	0.2	$1.5M		3.1k	481.50	View chart
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB)	0.2	$1.4M		20k	73.04	View chart
Royal Caribbean Cruises Stock (RCL)	0.2	$1.4M	-27%	10k	139.01	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$1.4M	+31%	29k	50.29	View chart
Exxon Mobil Corporation Stock (XOM)	0.2	$1.4M	-28%	12k	116.24	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.2	$1.4M	+201%	21k	67.89	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$1.4M	+10%	28k	50.60	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$1.4M	+5%	31k	46.00	View chart
Target Corporation Stock (TGT)	0.2	$1.4M	+10%	7.7k	181.55	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$1.4M	+28%	17k	81.53	View chart
Lockheed Martin Corporation Stock (LMT)	0.2	$1.3M	-24%	3.0k	454.90	View chart
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS)	0.2	$1.3M		41k	32.93	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.2	$1.3M	-3%	38k	35.19	View chart
Raytheon Technologies Corp Stock (RTX)	0.2	$1.3M	-28%	14k	97.53	View chart
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE)	0.2	$1.3M		47k	27.76	View chart
Running Oak Efficient Growth Etf Etf (RUNN)	0.2	$1.2M	NEW	40k	31.17	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$1.2M	+10%	15k	80.51	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$1.2M		10k	115.31	View chart
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ)	0.2	$1.2M	+2%	25k	48.33	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$1.2M	+208%	34k	34.41	View chart
Ibm Corp Stock (IBM)	0.2	$1.2M	-38%	6.1k	190.95	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.2	$1.1M	NEW	36k	32.18	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.2	$1.1M	+6%	11k	100.54	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.2	$1.1M	-7%	12k	93.19	View chart
Schwab International Dividend Equity Etf Etf (SCHY)	0.2	$1.1M	+76%	46k	24.26	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.1M	+76%	2.3k	480.64	View chart
Honeywell International Stock (HON)	0.1	$1.1M	-9%	5.3k	205.26	View chart
Visa Stock (V)	0.1	$1.1M		3.8k	279.04	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$1.0M		22k	47.89	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$1.0M	+23%	6.6k	155.92	View chart
Deere & Company Stock (DE)	0.1	$1.0M	-21%	2.5k	410.81	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.0M	-14%	9.3k	107.60	View chart
Edap Tms Sa Adr (EDAP)	0.1	$992k		135k	7.35	View chart
Caterpillar Stock (CAT)	0.1	$991k	-20%	2.7k	366.37	View chart
Main Str Cap Corp Cef (MAIN)	0.1	$977k	-47%	21k	47.31	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$962k	+31%	4.8k	200.32	View chart
Vanguard Large Cap Etf Etf (VV)	0.1	$941k	-22%	3.9k	239.74	View chart
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA)	0.1	$923k	+9%	16k	57.03	View chart
Alps Sector Dividend Dogs Etf Etf (SDOG)	0.1	$923k	-52%	17k	53.95	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$919k	+25%	36k	25.25	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$915k	-4%	1.2k	732.87	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$892k	-22%	9.5k	94.41	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$877k	-7%	2.6k	337.02	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.1	$842k	+160%	25k	33.67	View chart
Alphabet Inc Class C Stock (GOOG)	0.1	$841k		5.5k	152.27	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$838k	-37%	13k	63.85	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$837k	+174%	18k	45.59	View chart
Invesco Qqq Etf (QQQ)	0.1	$814k	+5%	1.8k	443.98	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$813k	-32%	7.9k	102.76	View chart
Schwab Short Term Us Treasury Etf Etf (SCHO)	0.1	$813k	-11%	17k	48.21	View chart
Ecolab Stock (ECL)	0.1	$811k		3.5k	230.92	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$798k	+242%	9.4k	85.27	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$782k	-5%	8.5k	92.43	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.1	$774k	-4%	15k	50.77	View chart
Kinder Morgan Stock (KMI)	0.1	$759k	-47%	41k	18.34	View chart
Us Bancorp Stock (USB)	0.1	$756k	+97%	17k	44.70	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.1	$747k	-75%	13k	59.62	View chart
Vaneck Vectors High Yield Muni Etf Etf (HYD)	0.1	$741k	-3%	14k	52.26	View chart
Tortoise Midstrm Energy Cef (NTG)	0.1	$724k	-12%	19k	38.33	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$717k	+18%	6.5k	110.50	View chart
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.1	$702k	+165%	36k	19.77	View chart
Vanguard Small-cap Growth Index Fund Etf (VBK)	0.1	$701k	-2%	2.7k	260.80	View chart
Eaton Vance Limited Duration Income Fund Cef (EVV)	0.1	$681k	-8%	70k	9.75	View chart
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL)	0.1	$665k	-63%	6.5k	101.77	View chart
Home Depot Stock (HD)	0.1	$659k	+25%	1.7k	383.50	View chart
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB)	0.1	$641k	-6%	25k	25.69	View chart
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.1	$636k	-37%	26k	24.51	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$631k	+75%	11k	60.30	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$630k	-18%	4.8k	131.94	View chart
Johnson & Johnson Stock (JNJ)	0.1	$599k	+8%	3.8k	158.20	View chart
Xcel Energy Stock (XEL)	0.1	$594k	-6%	11k	53.75	View chart
Ishares Msci Acwi Ex Us Etf Etf (ACWX)	0.1	$577k	+38%	11k	53.39	View chart
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN)	0.1	$575k		2.8k	205.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$570k	-22%	11k	51.60	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$550k	+117%	8.1k	67.86	View chart
Applied Materials Stock (AMAT)	0.1	$545k	-30%	2.6k	206.26	View chart
Williams Cos Stock (WMB)	0.1	$545k	-41%	14k	38.97	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.1	$541k	+103%	10k	51.78	View chart
Vanguard Ftse All-world Ex-us Etf Etf (VEU)	0.1	$532k	+6%	9.1k	58.65	View chart
Wells Fargo & Co Stock (WFC)	0.1	$529k	-19%	9.1k	57.96	View chart
Adobe Stock (ADBE)	0.1	$525k	-23%	1.0k	504.60	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$521k	-13%	26k	20.30	View chart
Broadcom Stock (AVGO)	0.1	$509k	+29%	384.00	1325.35	View chart
Mcdonald's Corp Stock (MCD)	0.1	$505k	+6%	1.8k	281.96	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.1	$482k		7.4k	65.21	View chart
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$479k	NEW	8.8k	54.24	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$474k		6.9k	68.80	View chart
Air Products & Chemicals Stock (APD)	0.1	$468k	NEW	1.9k	242.29	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$450k	-14%	2.8k	158.81	View chart
Oracle Corporation Stock (ORCL)	0.1	$449k	-4%	3.6k	125.60	View chart
Ford Motor Company Stock (F)	0.1	$449k	+3%	34k	13.28	View chart
Bank Of America Corp Stock (BAC)	0.1	$442k	+3%	12k	37.92	View chart
Robo Global Robotics & Automation Etf Etf (ROBO)	0.1	$442k	-13%	7.5k	58.64	View chart
Alphabet Inc Class A Stock (GOOGL)	0.1	$434k	NEW	2.9k	150.93	View chart
Novo-nordisk A S Adr (NVO)	0.1	$431k		3.4k	128.39	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.1	$431k		4.6k	93.15	View chart
Church & Dwight Stock (CHD)	0.1	$425k	NEW	4.1k	104.30	View chart
Idexx Laboratories Stock (IDXX)	0.1	$410k	+3%	760.00	539.93	View chart
Tractor Supply Company Stock (TSCO)	0.1	$409k	-10%	1.6k	261.72	View chart
Facebook Stock (META)	0.1	$398k	NEW	819.00	485.58	View chart
Totalenergies Se Adr (TTE)	0.1	$394k		5.7k	68.83	View chart
Nextera Energy Stock (NEE)	0.1	$383k	+49%	6.0k	63.91	View chart
Accenture Stock (ACN)	0.1	$375k	+9%	1.1k	346.56	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.1	$374k	+2%	5.1k	73.47	View chart
Rockwell Automation Stock (ROK)	0.1	$372k	+41%	1.3k	291.29	View chart
Ch Robinson Worldwide Stock (CHRW)	0.1	$372k		4.9k	76.14	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$365k		1.3k	270.80	View chart
Procter & Gamble Stock (PG)	0.0	$358k	+14%	2.2k	162.27	View chart
Becton Dickinson And Stock (BDX)	0.0	$353k		1.4k	247.51	View chart
Lowe's Companies Stock (LOW)	0.0	$353k	+7%	1.4k	254.76	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$352k		6.0k	58.59	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$343k	NEW	6.5k	52.47	View chart
Matthews Pacific Tiger Active Etf Etf (ASIA)	0.0	$341k	NEW	14k	25.02	View chart
Intel Corporation Stock (INTC)	0.0	$337k	-26%	7.6k	44.17	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$337k	-27%	4.1k	81.67	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$325k	-20%	3.9k	83.58	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.0	$323k		3.4k	94.89	View chart
Merck & Co Stock (MRK)	0.0	$321k	NEW	2.4k	131.95	View chart
Toyota Motor Corp Sp Adr Rep2com Adr (TM)	0.0	$316k	-45%	1.3k	251.67	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$316k	NEW	3.0k	105.27	View chart
Chevron Corporation Stock (CVX)	0.0	$315k	+23%	2.0k	157.75	View chart
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)	0.0	$311k	+5%	3.1k	99.80	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$310k	-7%	3.1k	101.50	View chart
Genuine Parts Company Stock (GPC)	0.0	$310k		2.0k	154.92	View chart
Levi Strauss & Co New Cl A Com Stk Stock (LEVI)	0.0	$309k	-22%	15k	19.99	View chart
Ishares Morningstar Mid-cap Value Etf Etf (IMCV)	0.0	$304k		4.2k	72.55	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$297k	NEW	5.1k	58.11	View chart
Medtronic Stock (MDT)	0.0	$295k	-35%	3.4k	87.15	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$291k		2.9k	101.42	View chart
Servicenow Stock (NOW)	0.0	$291k	-30%	381.00	762.40	View chart
Blackrock Corporate High Yield Fund Cef (HYT)	0.0	$289k		30k	9.79	View chart
Cbre Group Stock (CBRE)	0.0	$289k	+2%	3.0k	97.24	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$281k		3.2k	88.43	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$281k		4.6k	61.05	View chart
Phillips 66 Stock (PSX)	0.0	$280k	+2%	1.7k	163.30	View chart
Boeing Stock (BA)	0.0	$277k	-35%	1.4k	192.99	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$271k	-8%	2.4k	114.13	View chart
Ally Finl Stock (ALLY)	0.0	$271k	-20%	6.7k	40.59	View chart
Pfizer Stock (PFE)	0.0	$267k		9.6k	27.75	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$266k		2.9k	91.24	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$264k	-3%	1.4k	187.41	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$258k	NEW	3.8k	67.13	View chart
Gladstone Land Corporation Reit (LAND)	0.0	$256k	-7%	19k	13.34	View chart
Ishares Biotechnology Fund Etf (IBB)	0.0	$254k	-46%	1.8k	137.20	View chart
Seagate Technology Stock (STX)	0.0	$249k	NEW	2.7k	93.05	View chart
Texas Instruments Incorporated Stock (TXN)	0.0	$248k	NEW	1.4k	174.23	View chart
Spdr Bloomberg Barclays Emerging Markets Local Bond Etf Etf (EBND)	0.0	$247k	-5%	12k	20.50	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$247k		1.9k	130.74	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$246k		2.2k	109.57	View chart
Delta Air Lines Stock (DAL)	0.0	$240k	NEW	5.0k	47.87	View chart
Salesforce.com Stock (CRM)	0.0	$238k	NEW	791.00	301.18	View chart
Travelers Companies Stock (TRV)	0.0	$238k	NEW	1.0k	230.14	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$234k	NEW	3.8k	61.53	View chart
Newmont Corporation Stock (NEM)	0.0	$229k	+13%	6.4k	35.84	View chart
Tesla Stock (TSLA)	0.0	$227k	+26%	1.3k	175.79	View chart
First Trust Mid Cap Core Alphadex Fund Etf (FNX)	0.0	$226k	NEW	2.0k	113.38	View chart
General Electric Company Stock (GE)	0.0	$225k	NEW	1.3k	175.56	View chart
Pepsico Stock (PEP)	0.0	$218k	NEW	1.2k	175.02	View chart
Marathon Petroleum Corp Stock (MPC)	0.0	$213k	NEW	1.1k	201.41	View chart
Cisco Systems Stock (CSCO)	0.0	$211k	NEW	4.2k	49.91	View chart
Walt Disney Stock (DIS)	0.0	$211k	NEW	1.7k	122.35	View chart
Verizon Communications Stock (VZ)	0.0	$207k	NEW	4.9k	41.96	View chart
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG)	0.0	$203k	NEW	4.0k	50.70	View chart
Walmart Stock (WMT)	0.0	$203k	NEW	3.4k	60.17	View chart
Philip Morris International Stock (PM)	0.0	$201k	NEW	2.2k	91.61	View chart
Vodafone Group Adr (VOD)	0.0	$180k	+2%	20k	8.90	View chart
Blackrock Enhanced Equity Dividend Trust Cef (BDJ)	0.0	$84k	-55%	10k	8.25	View chart
Aberdeen Asia Pacific Income Fund Cef (FAX)	0.0	$78k	-21%	28k	2.80	View chart
Senseonics Hldgs Stock (SENS)	0.0	$9.7k		18k	0.53	View chart

Past Filings by Cahill Financial Advisors

SEC 13F filings are viewable for Cahill Financial Advisors going back to 2013

Cahill Financial Advisors 2024 Q1 filed May 13, 2024
Cahill Financial Advisors 2023 Q3 filed Nov. 14, 2023
Cahill Financial Advisors 2023 Q2 filed Aug. 14, 2023
Cahill Financial Advisors 2023 Q1 filed May 12, 2023
Cahill Financial Advisors 2022 Q4 filed Feb. 15, 2023
Cahill Financial Advisors 2022 Q3 filed Nov. 14, 2022
Cahill Financial Advisors 2022 Q2 filed Aug. 8, 2022
Cahill Financial Advisors 2022 Q1 filed May 12, 2022
Cahill Financial Advisors 2021 Q4 filed Feb. 11, 2022
Cahill Financial Advisors 2021 Q3 filed Nov. 16, 2021
Cahill Financial Advisors 2021 Q2 filed Aug. 16, 2021
Cahill Financial Advisors 2021 Q1 filed May 17, 2021
Cahill Financial Advisors 2020 Q4 filed Feb. 17, 2021
Cahill Financial Advisors 2020 Q3 filed Nov. 17, 2020
Cahill Financial Advisors 2020 Q2 filed Aug. 12, 2020
Cahill Financial Advisors 2020 Q1 restated filed May 18, 2020

View all past filings

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