Cahill Financial Advisors Inc
297 holdingsFiling period: 2026-06-30Current AUM: $1.05Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth Index Fund | 1.01M | $86.8M | $88.2M | 8.38% | +842.0K | 2026-06-30 |
| 2 | VTV | Vanguard Value ETF | 283.7K | $61.8M | $64.2M | 6.10% | +10.7K | 2026-06-30 |
| 3 | DFAC | Dimensional U.S. Core Equity 2 ETF | 1.15M | $50.9M | $51.6M | 4.91% | +43.7K | 2026-06-30 |
| 4 | MOAT | VanEck Vectors Morningstar Wide Moat ETF | 476.3K | $49.5M | $53.3M | 5.07% | -3,017 | 2026-06-30 |
| 5 | VEA | Vanguard Ftse Developed Markets ETF | 634.9K | $45.2M | $44.0M | 4.18% | +6.6K | 2026-06-30 |
| 6 | DFAX | Dimensional World EX U.S. Core Equity 2 ETF | 1.07M | $39.3M | $38.4M | 3.65% | +48.6K | 2026-06-30 |
| 7 | BND | Vanguard Total Bond Market Index Fund | 487.4K | $35.8M | $34.7M | 3.30% | +9.7K | 2026-06-30 |
| 8 | IVW | iShares S&P 500 Growth ETF | 234.6K | $32.3M | $32.4M | 3.07% | -4,542 | 2026-06-30 |
| 9 | QUAL | iShares Msci USA Quality Factor ETF | 117.3K | $25.7M | $26.2M | 2.49% | +2.1K | 2026-06-30 |
| 10 | IVE | iShares S&P 500 Value ETF | 103.6K | $23.5M | $24.8M | 2.35% | -225 | 2026-06-30 |
| 11 | AAPL | Apple Inc | 81.2K | $23.5M | $27.9M | 2.65% | -1,373 | 2026-06-30 |
| 12 | CGXU | Capital Group International Focus Equity ETF | 587.4K | $20.3M | $18.7M | 1.78% | -8,526 | 2026-06-30 |
| 13 | FNDX | Schwab Fundamental U.S. Large Company Index ETF | 619.7K | $19.3M | $20.2M | 1.92% | +4.2K | 2026-06-30 |
| 14 | VIG | Vanguard Dividend Appreciation Index Fund | 78.2K | $18.5M | $19.1M | 1.82% | -3,115 | 2026-06-30 |
| 15 | VO | Vanguard Mid-Cap ETF | 227.3K | $18.3M | $18.5M | 1.75% | +170.6K | 2026-06-30 |
| 16 | BAI | iShares A.I. Innovation and Tech Active ETF | 341.6K | $18.0M | $14.1M | 1.34% | +33.9K | 2026-06-30 |
| 17 | BRK-B | Berkshire Hathaway Inc Del CL B New | 34.4K | $17.2M | $17.2M | 1.64% | -316 | 2026-06-30 |
| 18 | FNDF | Schwab Fundamental International Large Company Index ETF | 297.9K | $15.7M | $16.0M | 1.52% | +7.0K | 2026-06-30 |
| 19 | AVEM | Avantis Emerging Markets Equity ETF | 157.7K | $15.2M | $13.7M | 1.30% | +6.5K | 2026-06-30 |
| 20 | SCHD | Schwab US Dividend Equity ETF | 379.5K | $12.0M | $13.4M | 1.27% | +22.2K | 2026-06-30 |
| 21 | MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 113.6K | $11.4M | $11.4M | 1.09% | +4.4K | 2026-06-30 |
| 22 | AVUV | Avantis U.S. Small Cap Value ETF | 88.8K | $11.1M | $10.9M | 1.03% | +925 | 2026-06-30 |
| 23 | SCHG | Schwab U.S. Large-Cap Growth ETF | 294.6K | $10.0M | $10.3M | 0.98% | +4.3K | 2026-06-30 |
| 24 | BSV | Vanguard Short-Term Bond ETF | 127.8K | $10.0M | $9.8M | 0.93% | +306 | 2026-06-30 |
| 25 | SCHX | Schwab U.S. Large-Cap ETF | 264.7K | $7.8M | $8.0M | 0.76% | -4,775 | 2026-06-30 |
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