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Cahill Financial Advisors Inc

Q1 2024 Holdings

Filed 2024-05-13 | 297 holdings | $733.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Toyota Motor Corp SP ADR Rep2com(TM)ADR892331307$316.4K1,2570.0%
Merck & Co Inc(MRK)Stock58933Y105$320.8K2,4310.0%
Invesco S&P 100 Equal Weight ETF(EQWL)ETF46137V449$322.6K3,4000.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$324.7K3,8850.0%
Vertiv Holdings Co COM CL A(VRT)Stock92537N108$336.8K4,1240.0%
Intel Corporation(INTC)Stock458140100$337.1K7,6330.0%
Matthews Pacific Tiger Active ETF(ASIA)ETF577130578$340.5K13,6070.0%
Pimco Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI)ETF72201R866$342.8K6,5340.0%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$351.7K6,0030.0%
Lowe's Companies Inc(LOW)Stock548661107$353.1K1,3860.0%
Becton Dickinson and Co(BDX)Stock075887109$353.2K1,4270.0%
Procter & Gamble Co(PG)Stock742718109$358.0K2,2060.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$365.4K1,3490.0%
CH Robinson Worldwide Inc(CHRW)Stock12541W209$371.9K4,8840.1%
Rockwell Automation(ROK)Stock773903109$372.0K1,2770.1%
Ishares Core Aggressive Allocation ETF(AOA)ETF464289859$374.0K5,0910.1%
Accenture PLC(ACN)StockG1151C101$374.6K1,0810.1%
Nextera Energy Inc(NEE)Stock65339F101$382.5K5,9860.1%
Totalenergies SE Sponsored ADS(TTEN)ADR89151E109$393.6K5,7180.1%
Facebook Inc Common Stock(META)Stock30303M102$397.7K8190.1%
Tractor Supply Company(TSCO)Stock892356106$408.8K1,5620.1%
Idexx Laboratories Inc(IDXX)Stock45168D104$410.3K7600.1%
Church & Dwight Co Inc(CHD)Stock171340102$425.2K4,0770.1%
Ishares Global Healthcare ETF(IXJ)ETF464287325$430.9K4,6260.1%
Novo-Nordisk A S ADR(NVO)ADR670100205$431.3K3,3590.1%
Alphabet Inc Class A(GOOGL)Stock02079K305$434.1K2,8760.1%
Robo Global Robotics & Automation ETF(ROBO)ETF301505707$441.7K7,5320.1%
Bank of America Corp(BAC)Stock060505104$442.1K11,6600.1%
Ford Motor Company(F)Stock345370860$448.6K33,7800.1%
Oracle Corporation(ORCL)Stock68389X105$448.9K3,5740.1%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$449.9K2,8330.1%
AIR Products & Chemicals Inc(APD)Stock009158106$468.1K1,9320.1%
Vanguard International High Dividend Yield ETF(VYMI)ETF921946794$474.0K6,8890.1%
J.P. Morgan Nasdaq Equity Premium Income ETF(JEPQ)ETF46654Q203$478.5K8,8220.1%
Wisdomtree International Smallcap Dividend Fund(DLS)ETF97717W760$481.6K7,3850.1%
Mcdonald's Corp(MCD)Stock580135101$505.3K1,7920.1%
Broadcom Inc COM(AVGO)Stock11135F101$508.9K3840.1%
Schwab U.S. REIT ETF(SCHH)ETF808524847$520.7K25,6510.1%
Adobe Inc(ADBE)Stock00724F101$525.3K1,0410.1%
Wells Fargo & Co(WFC)Stock949746101$529.4K9,1340.1%
Vanguard Ftse All-World Ex-US ETF(VEU)ETF922042775$532.4K9,0770.1%
Dimensional Global Sustainability Fixed Income ETF(DFSB)ETF25434V674$540.8K10,4440.1%
Williams COS Inc COM(WMB)Stock969457100$544.7K13,9770.1%
Applied Materials Inc(AMAT)Stock038222105$545.3K2,6440.1%
Ishares Core Msci Total International Stock ETF(IXUS)ETF46432F834$550.3K8,1100.1%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$570.2K11,0500.1%
First TR Exchange-Traded FD DJ Internt IDX(FDN)ETF33733E302$574.6K2,8020.1%
Ishares Msci Acwi EX US ETF(ACWX)ETF464288240$577.4K10,8140.1%
Xcel Energy Inc(XEL)Stock98389B100$593.8K11,0470.1%
Johnson & Johnson(JNJ)Stock478160104$599.4K3,7890.1%
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