CAHILL FINANCIAL ADVISORS INC
288 holdingsFiling period: 2026-03-31Current AUM: $1.03Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH INDEX FUND | 165.9K | $72.5M | $84.8M | 8.26% | -289,322 | 2026-03-31 |
| 2 | VTV | VANGUARD VALUE ETF | 273.0K | $53.6M | $60.0M | 5.85% | +25.8K | 2026-03-31 |
| 3 | MOAT | VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 479.3K | $46.3M | $51.8M | 5.04% | -86,287 | 2026-03-31 |
| 4 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1.10M | $42.9M | $49.1M | 4.78% | +71.0K | 2026-03-31 |
| 5 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 628.4K | $40.3M | $44.4M | 4.32% | -41,638 | 2026-03-31 |
| 6 | BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 477.8K | $35.2M | $34.5M | 3.36% | -123,460 | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1.02M | $34.6M | $37.2M | 3.62% | +58.3K | 2026-03-31 |
| 8 | IVW | ISHARES S&P 500 GROWTH ETF | 239.1K | $27.0M | $32.3M | 3.15% | -3,422 | 2026-03-31 |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 115.2K | $22.1M | $25.3M | 2.46% | -5,431 | 2026-03-31 |
| 10 | IVE | ISHARES S&P 500 VALUE ETF | 103.9K | $21.9M | $24.1M | 2.34% | -716 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 82.6K | $21.0M | $25.5M | 2.48% | -649 | 2026-03-31 |
| 12 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 596.0K | $17.6M | $19.9M | 1.94% | +18.5K | 2026-03-31 |
| 13 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 81.3K | $17.5M | $19.5M | 1.89% | -1,805 | 2026-03-31 |
| 14 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | 615.5K | $17.1M | $19.5M | 1.90% | -238,383 | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC CLASS B | 34.8K | $16.7M | $16.7M | 1.62% | +160 | 2026-03-31 |
| 16 | VO | VANGUARD MID-CAP ETF | 56.6K | $16.3M | $18.3M | 1.79% | +2.6K | 2026-03-31 |
| 17 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | 290.9K | $14.2M | $15.7M | 1.53% | +6.5K | 2026-03-31 |
| 18 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 151.3K | $12.2M | $13.5M | 1.32% | +147.6K | 2026-03-31 |
| 19 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 109.2K | $11.0M | $11.0M | 1.07% | +31.8K | 2026-03-31 |
| 20 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 357.3K | $11.0M | $12.0M | 1.16% | +14.2K | 2026-03-31 |
| 21 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 307.7K | $10.1M | $12.7M | 1.24% | -- | 2026-03-31 |
| 22 | BSV | VANGUARD SHORT-TERM BOND ETF | 127.5K | $10.0M | $9.9M | 0.96% | -15,257 | 2026-03-31 |
| 23 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 87.9K | $9.7M | $11.0M | 1.07% | +2.6K | 2026-03-31 |
| 24 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 290.3K | $8.5M | $9.9M | 0.97% | -9,489 | 2026-03-31 |
| 25 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 269.5K | $6.9M | $7.9M | 0.77% | -31,315 | 2026-03-31 |
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