Cahill Financial Advisors Inc Incresed Positions in Q3 2024

Cahill Financial Advisors Inc

  • $707 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
13K
+ 10.11%
$341.08 - $391.94 $4.42M - $5.08M
141K $54.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
29.5K
+ 44.31%
$162.64 - $179.3 $4.8M - $5.29M
96.1K $17.2M
VEA
Vanguard Ftse Developed Market

ETFs
35.1K
+ 7.41%
$47.6 - $53.31 $1.67M - $1.87M
509K $26.9M
IYW
Ishares Dj Us Tech ETF

ETFs
21.8K
+ 59.42%
$133.16 - $158.73 $2.91M - $3.46M
58.5K $8.88M
IVE
Ishares S&P 500 Value ETF

ETFs
1.66K
+ 1.12%
$181.06 - $197.17 $300K - $327K
149K $29.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
776
+ 1.91%
$405.19 - $478.57 $314K - $371K
41.4K $19.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
33.5K
+ 5.13%
$31.05 - $34.29 $1.04M - $1.15M
686K $23.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
19.7K
+ 6.6%
$71.45 - $75.64 $1.41M - $1.49M
318K $23.9M
DFAX
Dimensional ETF Tr
50.4K
+ 8.37%
$24.29 - $27.25 $1.22M - $1.37M
652K $17.6M
VTV
Vanguard Value ETF

ETFs
2.5K
+ 1.93%
$159.75 - $174.57 $399K - $436K
132K $23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.2K
+ 62.23%
$89.91 - $101.33 $1.28M - $1.44M
37.1K $3.64M
CGXU
Capital Group Intl Focus Equit

ETFs
23.3K
+ 4.76%
$24.27 - $27.46 $566K - $641K
513K $13.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.78K
+ 4.85%
$76.38 - $78.87 $747K - $771K
212K $16.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.82K
+ 6.96%
$77.02 - $85.06 $372K - $410K
74.1K $6.27M
FNDF
Schwab Fundamental Intl Large

ETFs
5.46K
+ 2.29%
$33.67 - $37.71 $184K - $206K
244K $9.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.53K
+ 9.97%
$54.98 - $59.51 $414K - $448K
83K $4.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.78K
+ 1.25%
$57.32 - $62.65 $102K - $112K
144K $8.97M
VO
Vanguard Mid Cap ETF

ETFs
236
+ 0.94%
$237.84 - $263.83 $56.1K - $62.3K
25.4K $6.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.85K
+ 3.22%
$73.43 - $80.37 $136K - $149K
59.4K $4.77M
IDEV
Ishares Core Msci Intl Develop

ETFs
6.76K
+ 154.32%
$63.46 - $71.43 $429K - $483K
11.1K $789K
UNH
Unitedhealth Group Inc

Healthcare
270
+ 6.13%
$488.01 - $604.18 $132K - $163K
4.68K $2.73M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.54K
+ 15.35%
$80.13 - $88.89 $284K - $315K
26.6K $2.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.42K
+ 3.93%
$92.63 - $105.69 $225K - $256K
64.1K $6.67M
IEMG
Ishares Inc

ETFs
8K
+ 72.76%
$53.64 - $53.64 $429K - $429K
19K $1.02M
DTH
Wisdomtree Tr

ETFs
3.45K
+ 3.88%
$37.62 - $41.83 $130K - $144K
92.4K $3.83M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.85K
+ 2.74%
$46.17 - $51.13 $85.6K - $94.7K
69.4K $3.55M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
5.93K
+ 9.64%
$29.09 - $32.07 $172K - $190K
67.4K $2.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
66
+ 0.08%
$46.9 - $51.96 $3.1K - $3.43K
78.3K $4.03M
USB
Us Bancorp \De\

Financial Services
5.09K
+ 37.65%
$39.04 - $47.23 $199K - $240K
18.6K $851K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
4.53K
+ 8.66%
$23.66 - $26.53 $107K - $120K
56.8K $1.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
118
+ 0.79%
$162.83 - $179.16 $19.2K - $21.1K
15.1K $2.7M
MA
Mastercard Inc

Financial Services
152
+ 4.94%
$429.6 - $500.99 $65.3K - $76.2K
3.23K $1.59M
MDT
Medtronic PLC

Healthcare
2.19K
+ 66.51%
$76.84 - $91.03 $168K - $199K
5.48K $493K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.78K
+ 3.49%
$30.61 - $34.92 $54.6K - $62.3K
52.9K $1.82M
GGG
Graco Inc

Industrials
302
+ 1.23%
$77.82 - $87.64 $23.5K - $26.5K
24.9K $2.18M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.84K
+ 55.35%
$93.07 - $102.32 $171K - $188K
5.17K $528K
DFAU
Dimensional ETF Tr

ETFs
2.33K
+ 4.57%
$35.8 - $39.69 $83.5K - $92.6K
53.4K $2.12M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.02K
+ 6.65%
$116.79 - $133.54 $119K - $136K
16.3K $2.15M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
421
+ 2.02%
$87.56 - $95.49 $36.9K - $40.2K
21.2K $2.03M
FNDA
Schwab Fundamental U S Small C

ETFs
1.34K
+ 7.67%
$54.26 - $60.01 $72.9K - $80.6K
18.9K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
565
+ 11.49%
$194.9 - $224.8 $110K - $127K
5.48K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.01%
$200.87 - $224.6 $201 - $225
8.93K $1.97M
IWV
Ishares Russell 3000 ETF

ETFs
25
+ 0.3%
$294.75 - $326.73 $7.37K - $8.17K
8.36K $2.73M
META
Meta Platforms, Inc.

Communication Services
171
+ 19.68%
$453.41 - $572.44 $77.5K - $97.9K
1.04K $595K
ORCL
Oracle Corp

Technology
342
+ 10.45%
$125.9 - $170.35 $43.1K - $58.3K
3.62K $615K
XEL
Xcel Energy Inc

Utilities
635
+ 6.78%
$52.11 - $65.3 $33.1K - $41.5K
10K $653K
EFA
Ishares Tr Msci Eafe ETF

ETFs
472
+ 2.23%
$75.32 - $84.37 $35.6K - $39.8K
21.6K $1.81M
VOE
Vanguard Mid Cap Value Index F

ETFs
202
+ 3.19%
$149.02 - $167.67 $30.1K - $33.9K
6.53K $1.09M
PM
Philip Morris International Inc.

Consumer Defensive
754
+ 32.87%
$101.25 - $127.45 $76.3K - $96.1K
3.05K $369K
Activity Summary
Buys All Purchases 143 New Holdings 13 Increased Positions 130 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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