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CAHILL FINANCIAL ADVISORS INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CAHILL FINANCIAL ADVISORS INC

报告期 2026-03-31 · CIK 0001600327

持仓数

286

前50大市值合计

$711.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VUG VANGUARD GROWTH INDEX FUND

ETF

$72.5M

165,939

10.2%

VTV VANGUARD VALUE ETF

ETF

$53.6M

273,007

7.5%

MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF

ETF

$46.3M

479,270

6.5%

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF

ETF

$42.9M

1,103,495

6.0%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$40.3M

628,350

5.7%

BND VANGUARD TOTAL BOND MARKET INDEX FUND

ETF

$35.2M

477,762

4.9%

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

ETF

$34.6M

1,018,559

4.9%

IVW ISHARES S&P 500 GROWTH ETF

ETF

$27.0M

239,108

3.8%

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

ETF

$22.1M

115,176

3.1%

IVE ISHARES S&P 500 VALUE ETF

ETF

$21.9M

103,851

3.1%

AAPL APPLE INC

Stock

$21.0M

82,586

2.9%

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

ETF

$17.6M

595,965

2.5%

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND

ETF

$17.5M

81,343

2.5%

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF

ETF

$17.1M

615,469

2.4%

BRK/B BERKSHIRE HATHAWAY INC CLASS B

Stock

$16.7M

34,755

2.3%

VO VANGUARD MID-CAP ETF

ETF

$16.3M

56,636

2.3%

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF

ETF

$14.2M

290,873

2.0%

AVEM AVANTIS EMERGING MARKETS EQUITY ETF

ETF

$12.2M

151,262

1.7%

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

ETF

$11.0M

109,196

1.5%

SCHD SCHWAB US DIVIDEND EQUITY ETF

ETF

$11.0M

357,330

1.5%

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

ETF

$10.1M

307,658

1.4%

BSV VANGUARD SHORT-TERM BOND ETF

ETF

$10.0M

127,505

1.4%

AVUV AVANTIS U.S. SMALL CAP VALUE ETF

ETF

$9.7M

87,865

1.4%

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

ETF

$8.5M

290,262

1.2%

SCHX SCHWAB U.S. LARGE-CAP ETF

ETF

$6.9M

269,483

1.0%

JMUB JPMORGAN MUNICIPAL ETF

ETF

$6.7M

134,623

0.9%

PKW INVESCO BUYBACK ACHIEVERS ETF

ETF

$6.2M

47,246

0.9%

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

ETF

$5.9M

104,523

0.8%

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

ETF

$5.6M

183,236

0.8%

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

ETF

$5.4M

100,503

0.8%

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

ETF

$5.2M

51,494

0.7%

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

ETF

$5.1M

58,165

0.7%

MEMS MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF

ETF

$5.1M

192,598

0.7%

EFV ISHARES MSCI EAFE VALUE ETF

ETF

$4.8M

64,216

0.7%

SCHF SCHWAB INTERNATIONAL EQUITY ETF

ETF

$4.7M

188,939

0.7%

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND

ETF

$4.6M

86,936

0.6%

VWO VANGUARD FTSE EMERGING MARKETS ETF

ETF

$4.5M

82,846

0.6%

HDV ISHARES CORE HIGH DIVIDEND ETF

ETF

$4.4M

32,398

0.6%

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

ETF

$4.4M

197,082

0.6%

VBR VANGUARD SMALL-CAP VALUE ETF

ETF

$4.3M

19,898

0.6%

RUNN RUNNING OAK EFFICIENT GROWTH ETF

ETF

$4.3M

133,736

0.6%

ASIA MATTHEWS PACIFIC TIGER ACTIVE ETF

ETF

$4.3M

122,627

0.6%

MSFT MICROSOFT CORPORATION

Stock

$4.2M

11,339

0.6%

IVV ISHARES CORE S&P 500 ETF

ETF

$4.1M

6,337

0.6%

SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF

ETF

$3.9M

122,412

0.5%

IJH ISHARES CORE S&P MID-CAP ETF

ETF

$3.8M

55,939

0.5%

SCHZ SCHWAB US AGGREGATE BOND ETF

ETF

$3.7M

157,257

0.5%

SPY SPDR S&P 500 ETF

ETF

$3.6M

5,478

0.5%

SCHA SCHWAB U.S. SMALL-CAP ETF

ETF

$3.4M

117,665

0.5%

IWV ISHARES RUSSELL 3000 ETF

ETF

$3.3M

9,026

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

VUG10.2%VTV7.5%MOAT6.5%DFAC6.0%VEA5.7%BND4.9%