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Size ($ in 1000's)
At 12/31/2023: $676,069 At 09/30/2023: $637,089
Combined Holding Report Includes:
CAHILL FINANCIAL ADVISORS INC SEI Investments
Cahill Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cahill Financial Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Cahill Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Cahill Financial Advisors Inc..
In the Cahill Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cahill Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Cahill Financial Advisors Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (MOAT) |
521,097 |
+30,981 |
$44,225 | MOAT | 521,097 | +30,981 | $44,225 | VANGUARD GROWTH INDEX FUND (VUG) |
102,409 |
+5,429 |
$31,837 | VUG | 102,409 | +5,429 | $31,837 | ISHARES S&P 500 VALUE ETF (IVE) |
146,518 |
+256 |
$25,478 | IVE | 146,518 | +256 | $25,478 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF (FNDX) |
383,493 |
+23,853 |
$23,754 | FNDX | 383,493 | +23,853 | $23,754 | VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) |
119,201 |
-546 |
$20,312 | VIG | 119,201 | -546 | $20,312 | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) |
283,258 |
+13,377 |
$19,907 | DGRW | 283,258 | +13,377 | $19,907 | ISHARES S&P 500 GROWTH ETF (IVW) |
264,897 |
-11,360 |
$19,894 | IVW | 264,897 | -11,360 | $19,894 | VANGUARD TOTAL BOND MARKET INDEX FUND (BND) |
250,507 |
+6,854 |
$18,425 | BND | 250,507 | +6,854 | $18,425 | VANGUARD VALUE ETF (VTV) |
119,510 |
+7,087 |
$17,867 | VTV | 119,510 | +7,087 | $17,867 | DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC) |
574,571 |
+51,803 |
$16,795 | DFAC | 574,571 | +51,803 | $16,795 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
345,951 |
+8,418 |
$16,571 | VEA | 345,951 | +8,418 | $16,571 | VANGUARD SHORT TERM BOND ETF (BSV) |
198,387 |
-2,873 |
$15,280 | BSV | 198,387 | -2,873 | $15,280 | ISHARES MSCI EAFE VALUE ETF (EFV) |
293,150 |
+15,215 |
$15,273 | EFV | 293,150 | +15,215 | $15,273 | BERKSHIRE HATHAWAY INC CLASS B |
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$14,459 | BRK.B | 39,018 | +2,376 | $13,916 | BRK.A | 1 | UNCH | $543 | APPLE INC |
69,813 |
+71 |
$13,441 | AAPL | 69,813 | +71 | $13,441 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF (DFAX) |
525,176 |
+88,363 |
$12,825 | DFAX | 525,176 | +88,363 | $12,825 | SCHWAB U.S. LARGE CAP ETF (SCHX) |
211,307 |
-7,029 |
$11,918 | SCHX | 211,307 | -7,029 | $11,918 | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) |
459,948 |
+44,436 |
$10,979 | CGXU | 459,948 | +44,436 | $10,979 | ISHARES MSCI EAFE GROWTH ETF (EFG) |
111,034 |
+3,550 |
$10,754 | EFG | 111,034 | +3,550 | $10,754 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
234,692 |
+8,901 |
$9,646 | VWO | 234,692 | +8,901 | $9,646 | ISHARES RUSSELL MID CAP ETF (IWR) |
120,109 |
+3,809 |
$9,336 | IWR | 120,109 | +3,809 | $9,336 | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF (FNDF) |
240,899 |
+3,599 |
$8,126 | FNDF | 240,899 | +3,599 | $8,126 | ISHARES CORE S&P MID CAP ETF (IJH) |
27,218 |
+819 |
$7,543 | IJH | 27,218 | +819 | $7,543 | ISHARES CORE S&P SMALL CAP ETF (IJR) |
69,085 |
+3,318 |
$7,478 | IJR | 69,085 | +3,318 | $7,478 | MICROSOFT CORPORATION |
15,459 |
+4,432 |
$5,813 | MSFT | 15,459 | +4,432 | $5,813 | VANGUARD MID CAP ETF (VO) |
24,745 |
+1,579 |
$5,757 | VO | 24,745 | +1,579 | $5,757 | VANGUARD REAL ESTATE ETF (VNQ) |
63,555 |
-360 |
$5,616 | VNQ | 63,555 | -360 | $5,616 | SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) |
64,291 |
+1,551 |
$5,356 | SLYV | 64,291 | +1,551 | $5,356 | ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) |
34,150 |
+6,516 |
$5,025 | QUAL | 34,150 | +6,516 | $5,025 | INVESCO BUYBACK ACHIEVERS ETF (PKW) |
49,557 |
-2,105 |
$4,907 | PKW | 49,557 | -2,105 | $4,907 | ISHARES U.S. TREASURY BOND ETF (GOVT) |
207,498 |
-19,482 |
$4,781 | GOVT | 207,498 | -19,482 | $4,781 | ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) |
93,294 |
+38,133 |
$4,709 | TFLO | 93,294 | +38,133 | $4,709 | SCHWAB U.S. LARGE CAP GROWTH ETF (SCHG) |
53,583 |
+3,108 |
$4,445 | SCHG | 53,583 | +3,108 | $4,445 | VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) |
54,481 |
-214 |
$4,215 | VCSH | 54,481 | -214 | $4,215 | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF (PID) |
225,775 |
-2,967 |
$4,167 | PID | 225,775 | -2,967 | $4,167 | SPDR S&P GLOBAL NATURAL RESOURCES ETF (GNR) |
65,865 |
-327 |
$3,731 | GNR | 65,865 | -327 | $3,731 | SCHWAB U.S. LARGE CAP VALUE ETF (SCHV) |
52,457 |
+3,839 |
$3,677 | SCHV | 52,457 | +3,839 | $3,677 | SCHWAB U.S. SMALL CAP ETF (SCHA) |
76,238 |
-852 |
$3,601 | SCHA | 76,238 | -852 | $3,601 | INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) |
22,575 |
-153 |
$3,562 | RSP | 22,575 | -153 | $3,562 | ISHARES CORE HIGH DIVIDEND ETF (HDV) |
33,255 |
-341 |
$3,392 | HDV | 33,255 | -341 | $3,392 | ISHARES MSCI EAFE SMALL CAP ETF (SCZ) |
53,088 |
+1,180 |
$3,286 | SCZ | 53,088 | +1,180 | $3,286 | SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY) |
138,667 |
+77,063 |
$3,242 | SPHY | 138,667 | +77,063 | $3,242 | VANGUARD RUSSELL 1000 VALUE ETF (VONV) |
43,294 |
+1,722 |
$3,141 | VONV | 43,294 | +1,722 | $3,141 | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND (DTH) |
79,491 |
+2,819 |
$3,092 | DTH | 79,491 | +2,819 | $3,092 | SPDR S&P 500 ETF (SPY) |
6,496 |
+408 |
$3,088 | SPY | 6,496 | +408 | $3,088 | ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT) |
51,536 |
+30 |
$3,085 | XT | 51,536 | +30 | $3,085 | VANGUARD GLOBAL EX US REAL ESTATE ETF (VNQI) |
70,973 |
-3,412 |
$3,023 | VNQI | 70,973 | -3,412 | $3,023 | SCHWAB US DIVIDEND EQUITY ETF (SCHD) |
38,955 |
+2,937 |
$2,966 | SCHD | 38,955 | +2,937 | $2,966 | ISHARES CORE S&P 500 ETF (IVV) |
5,865 |
+194 |
$2,801 | IVV | 5,865 | +194 | $2,801 | SCHWAB INTERNATIONAL EQUITY ETF (SCHF) |
74,506 |
-1,146 |
$2,754 | SCHF | 74,506 | -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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