Cahill-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HYT",
  null,
  "FNDF",
  "FNDA",
  null,
  "ACN",
  "LEVI",
  null,
  "MMM",
  "ABBV",
  "APD",
  "MAIN",
  null,
  null,
  "GOOGL",
  null,
  "SENS",
  "SCHH",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "HRB",
  null,
  null,
  null,
  null,
  null,
  "NUV",
  "PTY",
  null,
  null,
  "TYG",
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  null,
  "EVV",
  "QCOM",
  "AMAT",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  "EDAP",
  "KMI",
  null,
  "SCHY",
  null,
  null,
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "GE",
  null,
  "IJR",
  "EFG",
  null,
  "IWD",
  "ORCL",
  null,
  null,
  null,
  null,
  "PEP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  "FNDX",
  null,
  "ROK",
  "IEFA",
  null,
  "SCHX",
  null,
  "NOW",
  "O",
  "RTX",
  "STX",
  null,
  null,
  "IBM",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TRV",
  "VNQ",
  "VO",
  "NEM",
  "VV",
  "RCL",
  "VOE",
  null,
  "ACWV",
  "VWO",
  null,
  null,
  "IWV",
  null,
  null,
  "VIG",
  "TTE",
  "TSCO",
  "PML",
  "IWO",
  "IWN",
  "GGG",
  "TSM",
  "VYM",
  "VRT",
  "F",
  "IWP",
  "IWR",
  "LAND",
  null,
  null,
  "IDXX",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  null,
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  "IUSG",
  null,
  null,
  "SOLV",
  null,
  null,
  null,
  null,
  "NOG",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "CRM",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "IUSV",
  null,
  null,
  "ALLY",
  "BAC",
  "BRK-B",
  "BDX",
  "BIP",
  "CHRW",
  "CBRE",
  "CVX",
  "CHD",
  "CSCO",
  "COST",
  "DE",
  "DAL",
  "DFAX",
  "DFAC",
  "RSP",
  "IJT",
  "EFA",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  null,
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 306
Total Value: 735837147
Accession Number: 0001600327-25-000005
Form Type: 13F-HR
CIK: cahill-financial-advisors
Manager Name: Cahill-Financial-Advisors

Data Enrichment

63% identified

193 identified113 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

306 positions • $735.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 14

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922908736

VUG|922908736

Shares:152.6K

Value:$56.6M

% of Portfolio:7.7% ($56.6M/$735.8M)

92189F643

Shares:453.7K

Value:$39.9M

% of Portfolio:5.4% ($39.9M/$735.8M)

922908744

VTV|922908744

Shares:220.3K

Value:$38.1M

% of Portfolio:5.2% ($38.1M/$735.8M)

921937835

BND|921937835

Shares:392.3K

Value:$28.8M

% of Portfolio:3.9% ($28.8M/$735.8M)

921943858

VEA|921943858

Shares:515.7K

Value:$26.2M

% of Portfolio:3.6% ($26.2M/$735.8M)

464287309

IVW|464287309

Shares:262.0K

Value:$24.3M

% of Portfolio:3.3% ($24.3M/$735.8M)

25434V708

DFAC|25434V708

Shares:664.5K

Value:$21.9M

% of Portfolio:3.0% ($21.9M/$735.8M)

464287408

IVE|464287408

Shares:108.2K

Value:$20.6M

% of Portfolio:2.8% ($20.6M/$735.8M)

97717X669

Shares:258.0K

Value:$20.6M

% of Portfolio:2.8% ($20.6M/$735.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:36.5K

Value:$19.4M

% of Portfolio:2.6% ($19.4M/$735.8M)

25434V880

DFAX|25434V880

Shares:713.2K

Value:$18.7M

% of Portfolio:2.5% ($18.7M/$735.8M)

46432F339

QUAL|46432F339

Shares:108.5K

Value:$18.5M

% of Portfolio:2.5% ($18.5M/$735.8M)

Apple Inc.

AAPL|037833100

Shares:81.7K

Value:$18.1M

% of Portfolio:2.5% ($18.1M/$735.8M)

921908844

VIG|921908844

Shares:90.2K

Value:$17.5M

% of Portfolio:2.4% ($17.5M/$735.8M)

808524771

FNDX|808524771

Shares:659.1K

Value:$15.6M

% of Portfolio:2.1% ($15.6M/$735.8M)

921937827

BSV|921937827

Shares:181.1K

Value:$14.2M

% of Portfolio:1.9% ($14.2M/$735.8M)

14019W109

Shares:540.4K

Value:$13.2M

% of Portfolio:1.8% ($13.2M/$735.8M)

464287507

IJH|464287507

Shares:168.8K

Value:$9.8M

% of Portfolio:1.3% ($9.8M/$735.8M)

808524755

FNDF|808524755

Shares:260.0K

Value:$9.4M

% of Portfolio:1.3% ($9.4M/$735.8M)

464287721

Shares:65.8K

Value:$9.2M

% of Portfolio:1.3% ($9.2M/$735.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	152.6K	QoQ +3.57% (-5.3K) YoY +46.79% (+48.6K)	All Managers (Combined)	$56.6M	7.7% ($56.6M/$735.8M)	QoQ -6.42% (-$3.9M) YoY +58.14% (+$20.8M)
(cusip92189F643)✕	453.7K	QoQ -1.31% (-6.0K) YoY -16.31% (-88.5K)	All Managers (Combined)	$39.9M	5.4% ($39.9M/$735.8M)	QoQ -6.34% (-$2.7M) YoY -18.08% (-$8.8M)
(VTVcusip922908744)	220.3K	QoQ +70.34% (+91.0K) YoY +72.69% (+92.7K)	All Managers (Combined)	$38.1M	5.2% ($38.1M/$735.8M)	QoQ +73.81% (+$16.2M) YoY +83.17% (+$17.3M)
(BNDcusip921937835)	392.3K	QoQ +15.83% (+53.6K) YoY +34.17% (+99.9K)	All Managers (Combined)	$28.8M	3.9% ($28.8M/$735.8M)	QoQ +18.31% (+$4.5M) YoY +35.68% (+$7.6M)
(VEAcusip921943858)	515.7K	QoQ -0.02% (-111) YoY +52.84% (+178.3K)	All Managers (Combined)	$26.2M	3.6% ($26.2M/$735.8M)	QoQ +6.27% (-$1.5M) YoY +54.85% (+$9.3M)
(IVWcusip464287309)	262.0K	QoQ -0.45% (-1.2K) YoY +3.30% (+8.4K)	All Managers (Combined)	$24.3M	3.3% ($24.3M/$735.8M)	QoQ -8.98% (-$2.4M) YoY +13.57% (+$2.9M)
(DFACcusip25434V708)	664.5K	QoQ +4.03% (-25.8K) YoY +4.74% (+30.1K)	All Managers (Combined)	$21.9M	3.0% ($21.9M/$735.8M)	QoQ -0.77% (-$171.3K) YoY +8.15% (+$1.7M)
(IVEcusip464287408)	108.2K	QoQ -29.09% (-44.4K) YoY -28.62% (-43.4K)	All Managers (Combined)	$20.6M	2.8% ($20.6M/$735.8M)	QoQ -29.20% (-$8.5M) YoY -27.18% (-$7.7M)
(cusip97717X669)✕	258.0K	QoQ +8.09% (+19.3K) YoY +4.83% (+11.9K)	All Managers (Combined)	$20.6M	2.8% ($20.6M/$735.8M)	QoQ +6.67% (+$1.3M) YoY +9.88% (+$1.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	36.5K	QoQ -0.55% (-204) YoY -8.73% (-3.5K)	All Managers (Combined)	$19.4M	2.6% ($19.4M/$735.8M)	QoQ +16.83% (-$2.8M) YoY +15.58% (-$2.6M)
(DFAXcusip25434V880)	713.2K	QoQ +9.21% (+60.2K) YoY +22.45% (+130.8K)	All Managers (Combined)	$18.7M	2.5% ($18.7M/$735.8M)	QoQ +15.09% (+$2.5M) YoY +26.10% (+$3.9M)
(QUALcusip46432F339)	108.5K	QoQ +8.10% (+8.1K) YoY +76.41% (+47.0K)	All Managers (Combined)	$18.5M	2.5% ($18.5M/$735.8M)	QoQ +3.74% (+$668.8K) YoY +83.44% (+$8.4M)
Apple Inc.(AAPLcusip037833100)	81.7K	QoQ +0.25% (-207) YoY -1.74% (-1.5K)	All Managers (Combined)	$18.1M	2.5% ($18.1M/$735.8M)	QoQ -11.07% (-$2.3M) YoY +27.27% (-$3.9M)
(VIGcusip921908844)	90.2K	QoQ -2.21% (-2.0K) YoY -16.93% (-18.4K)	All Managers (Combined)	$17.5M	2.4% ($17.5M/$735.8M)	QoQ -3.13% (-$565.9K) YoY -11.75% (-$2.3M)
(FNDXcusip808524771)	659.1K	QoQ -32.46% (-316.8K) YoY +77.35% (-287.5K)	All Managers (Combined)	$15.6M	2.1% ($15.6M/$735.8M)	QoQ -32.66% (-$7.5M) YoY -37.86% (-$9.5M)
(BSVcusip921937827)	181.1K	QoQ -5.29% (-10.1K) YoY -8.51% (-16.9K)	All Managers (Combined)	$14.2M	1.9% ($14.2M/$735.8M)	QoQ -4.05% (-$599.6K) YoY -6.59% (-$1.0M)
(cusip14019W109)✕	540.4K	QoQ +5.82% (+29.8K) YoY +12.53% (+60.2K)	All Managers (Combined)	$13.2M	1.8% ($13.2M/$735.8M)	QoQ +5.01% (+$631.3K) YoY +6.85% (+$849.1K)
(IJHcusip464287507)	168.8K	QoQ +2.33% (-3.9K) YoY +19.55% (+27.6K)	All Managers (Combined)	$9.8M	1.3% ($9.8M/$735.8M)	QoQ -4.16% (-$428.1K) YoY +14.84% (+$1.3M)
(FNDFcusip808524755)	260.0K	QoQ +3.36% (+8.5K) YoY +4.61% (+11.5K)	All Managers (Combined)	$9.4M	1.3% ($9.4M/$735.8M)	QoQ +12.48% (+$1.0M) YoY +6.16% (+$546.0K)
(cusip464287721)✕	65.8K	QoQ +6.37% (-3.9K) YoY +159.42% (+40.5K)	All Managers (Combined)	$9.2M	1.3% ($9.2M/$735.8M)	QoQ -6.34% (-$626.7K) YoY +169.76% (+$5.8M)