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Cahill Financial Advisors Inc

Q1 2022 Holdings

Filed 2022-05-12 | 275 holdings | $4.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard S&P Small-Cap 600 ETF(VIOO)ETF921932828$4072,0530.0%
Aberdeen Asia Pacific Income Fund, IncCEF003009107$408120,5720.0%
Wells Fargo & Co(WFC)Stock949746101$4118,4770.0%
Ford Motor Company(F)Stock345370860$41124,2930.0%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$4392,6120.0%
United Parcel Service Inc(UPS)Stock911312106$4562,1230.0%
Mcdonald's Corp(MCD)Stock580135101$4591,8530.0%
Bank of America Corp(BAC)Stock060505104$46911,3840.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$4904,5750.0%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$4998,1850.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$5119,2130.0%
Wisdomtree International High Dividend Fund(DTH)ETF97717W802$51212,8740.0%
Ecolab Inc(ECL)Stock278865100$5182,9350.0%
Berkshire Hathaway Inc Class A(BRK/A)Stock084670108$52910.0%
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond ETF(HYMB)ETF78464A284$5319,6320.0%
Applied Materials Inc(AMAT)Stock038222105$5354,0560.0%
AT&T Inc(T)Stock00206R102$54423,0160.0%
JPMorgan Chase & Co(JPM)Stock46625H100$5674,1590.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$59123,7630.0%
Medtronic PLC(MDT)StockG5960L103$6085,4800.0%
Genuine Parts Company(GPC)Stock372460105$6154,8840.0%
Best BUY Co Inc(BBY)Stock086516101$6226,8420.0%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$62812,4280.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$6333,9230.0%
Vanguard Financials Index Fund(VFH)ETF92204A405$6406,8560.0%
Vanguard Total World Stock ETF(VT)ETF922042742$6486,3950.0%
Salesforce.com Inc(CRM)Stock79466L302$6493,0550.0%
Ishares Core S&P U.S. Value ETF(IUSV)ETF464287663$6508,5680.0%
Vanguard Small-Cap Growth Index Fund(VBK)ETF922908595$6562,6450.0%
Schwab Fundamental U.S. Small Company Index ETF(FNDA)ETF808524763$66612,4650.0%
Ishares Msci EM ESG Select ETF(ESGE)ETF46434G863$68618,6730.0%
Wisdomtree Emerging Markets High Dividend Fund(DEM)ETF97717W315$70516,1140.0%
Alphabet Inc Class C(GOOG)Stock02079K107$7182570.0%
Johnson & Johnson(JNJ)Stock478160104$7484,2220.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$7541,6700.0%
Xcel Energy Inc(XEL)Stock98389B100$75710,4850.0%
Verizon Communications Inc(VZ)Stock92343V104$75714,8610.0%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$77127,7800.0%
Invesco QQQ(QQQ)ETF46090E103$7992,2050.0%
Eaton Vance Limited Duration Income Fund(XEVVX)CEF27828H105$81269,3950.0%
Vaneck Vectors High Yield Muni ETF(HYD)ETF92189H409$83914,6240.0%
Schwab U.S. Tips ETF(SCHP)ETF808524870$85714,1090.0%
Intel Corporation(INTC)Stock458140100$87117,5830.0%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$88217,2330.0%
First TR Exchange-Traded FD DJ Internt IDX(FDN)ETF33733E302$8834,7000.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$8903,2060.0%
Robo Global Robotics & Automation ETF(ROBO)ETF301505707$89315,3250.0%
Vanguard Tax-Exempt Bond ETF(VTEB)ETF922907746$89417,3350.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$90411,6520.0%
Spdr Bloomberg Barclays High Yield Bond ETF(JNK)ETF78468R622$9148,9220.0%
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