Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $676,069
At 09/30/2023: $637,089

Combined Holding Report Includes:
CAHILL FINANCIAL ADVISORS INC
SEI Investments

Cahill Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cahill Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Cahill Financial Advisors Inc. Top Holdings
As of  12/31/2023, below is a summary of the Cahill Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Cahill Financial Advisors Inc.. In the Cahill Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Cahill Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Cahill Financial Advisors Inc. top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) 521,097 +30,981 $44,225
     MOAT521,097+30,981$44,225
VANGUARD GROWTH INDEX FUND (VUG) 102,409 +5,429 $31,837
     VUG102,409+5,429$31,837
ISHARES S&P 500 VALUE ETF (IVE) 146,518 +256 $25,478
     IVE146,518+256$25,478
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX) 383,493 +23,853 $23,754
     FNDX383,493+23,853$23,754
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 119,201 -546 $20,312
     VIG119,201-546$20,312
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 283,258 +13,377 $19,907
     DGRW283,258+13,377$19,907
ISHARES S&P 500 GROWTH ETF (IVW) 264,897 -11,360 $19,894
     IVW264,897-11,360$19,894
VANGUARD TOTAL BOND MARKET INDEX FUND (BND) 250,507 +6,854 $18,425
     BND250,507+6,854$18,425
VANGUARD VALUE ETF (VTV) 119,510 +7,087 $17,867
     VTV119,510+7,087$17,867
DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC) 574,571 +51,803 $16,795
     DFAC574,571+51,803$16,795
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 345,951 +8,418 $16,571
     VEA345,951+8,418$16,571
VANGUARD SHORT TERM BOND ETF (BSV) 198,387 -2,873 $15,280
     BSV198,387-2,873$15,280
ISHARES MSCI EAFE VALUE ETF (EFV) 293,150 +15,215 $15,273
     EFV293,150+15,215$15,273
BERKSHIRE HATHAWAY INC CLASS B      $14,459
     BRK.B39,018+2,376$13,916
     BRK.A1UNCH$543
APPLE INC 69,813 +71 $13,441
     AAPL69,813+71$13,441
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX) 525,176 +88,363 $12,825
     DFAX525,176+88,363$12,825
SCHWAB U.S. LARGE CAP ETF (SCHX) 211,307 -7,029 $11,918
     SCHX211,307-7,029$11,918
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) 459,948 +44,436 $10,979
     CGXU459,948+44,436$10,979
ISHARES MSCI EAFE GROWTH ETF (EFG) 111,034 +3,550 $10,754
     EFG111,034+3,550$10,754
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 234,692 +8,901 $9,646
     VWO234,692+8,901$9,646
ISHARES RUSSELL MID CAP ETF (IWR) 120,109 +3,809 $9,336
     IWR120,109+3,809$9,336
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF (FNDF) 240,899 +3,599 $8,126
     FNDF240,899+3,599$8,126
ISHARES CORE S&P MID CAP ETF (IJH) 27,218 +819 $7,543
     IJH27,218+819$7,543
ISHARES CORE S&P SMALL CAP ETF (IJR) 69,085 +3,318 $7,478
     IJR69,085+3,318$7,478
MICROSOFT CORPORATION 15,459 +4,432 $5,813
     MSFT15,459+4,432$5,813
VANGUARD MID CAP ETF (VO) 24,745 +1,579 $5,757
     VO24,745+1,579$5,757
VANGUARD REAL ESTATE ETF (VNQ) 63,555 -360 $5,616
     VNQ63,555-360$5,616
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 64,291 +1,551 $5,356
     SLYV64,291+1,551$5,356
ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) 34,150 +6,516 $5,025
     QUAL34,150+6,516$5,025
INVESCO BUYBACK ACHIEVERS ETF (PKW) 49,557 -2,105 $4,907
     PKW49,557-2,105$4,907
ISHARES U.S. TREASURY BOND ETF (GOVT) 207,498 -19,482 $4,781
     GOVT207,498-19,482$4,781
ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) 93,294 +38,133 $4,709
     TFLO93,294+38,133$4,709
SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) 53,583 +3,108 $4,445
     SCHG53,583+3,108$4,445
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 54,481 -214 $4,215
     VCSH54,481-214$4,215
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF (PID) 225,775 -2,967 $4,167
     PID225,775-2,967$4,167
SPDR S&P GLOBAL NATURAL RESOURCES ETF (GNR) 65,865 -327 $3,731
     GNR65,865-327$3,731
SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) 52,457 +3,839 $3,677
     SCHV52,457+3,839$3,677
SCHWAB U.S. SMALL CAP ETF (SCHA) 76,238 -852 $3,601
     SCHA76,238-852$3,601
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 22,575 -153 $3,562
     RSP22,575-153$3,562
ISHARES CORE HIGH DIVIDEND ETF (HDV) 33,255 -341 $3,392
     HDV33,255-341$3,392
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 53,088 +1,180 $3,286
     SCZ53,088+1,180$3,286
SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY) 138,667 +77,063 $3,242
     SPHY138,667+77,063$3,242
VANGUARD RUSSELL 1000 VALUE ETF (VONV) 43,294 +1,722 $3,141
     VONV43,294+1,722$3,141
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND (DTH) 79,491 +2,819 $3,092
     DTH79,491+2,819$3,092
SPDR S&P 500 ETF (SPY) 6,496 +408 $3,088
     SPY6,496+408$3,088
ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) 51,536 +30 $3,085
     XT51,536+30$3,085
VANGUARD GLOBAL EX US REAL ESTATE ETF (VNQI) 70,973 -3,412 $3,023
     VNQI70,973-3,412$3,023
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 38,955 +2,937 $2,966
     SCHD38,955+2,937$2,966
ISHARES CORE S&P 500 ETF (IVV) 5,865 +194 $2,801
     IVV5,865+194$2,801
SCHWAB INTERNATIONAL EQUITY ETF (SCHF) 74,506 -1,146 $2,754
     SCHF74,506-1,146$2,754

See Full List: All Stocks Held By Cahill Financial Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cahill Financial Advisors Inc.

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