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Cahill Financial Advisors Inc

Q4 2024 Holdings

Filed 2025-02-14 | 294 holdings | $737.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cisco Systems Inc(CSCO)Stock17275R102$503.9K8,5130.1%
Oracle Corporation(ORCL)Stock68389X105$505.1K3,0310.1%
CH Robinson Worldwide Inc(CHRW)Stock12541W209$505.2K4,8900.1%
Dimensional Global Sustainability Fixed Income ETF(DFSB)ETF25434V674$505.8K9,9280.1%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$506.5K2,7360.1%
Vaneck Vectors J.P. Morgan EM Local Currency Bond ETF(EMLC)ETF92189H300$516.5K22,3510.1%
Vaneck Vectors High Yield Muni ETF(HYD)ETF92189H409$520.7K10,0310.1%
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond ETF(HYMB)ETF78464A284$528.4K20,6570.1%
Verizon Communications Inc(VZ)Stock92343V104$533.9K13,3510.1%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$538.1K10,4080.1%
Williams COS Inc COM(WMB)Stock969457100$540.3K9,9830.1%
AIR Products & Chemicals Inc(APD)Stock009158106$544.5K1,8770.1%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$560.6K6,5450.1%
Ishares Msci Acwi EX US ETF(ACWX)ETF464288240$568.8K10,9040.1%
Medtronic PLC(MDT)StockG5960L103$569.9K7,1340.1%
Etfmg Prime Cyber Security ETF(HACK)ETF032108664$593.1K7,9620.1%
Wells Fargo & Co(WFC)Stock949746101$612.7K8,7230.1%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$615.3K10,8940.1%
Schwab U.S. REIT ETF(SCHH)ETF808524847$626.7K29,7590.1%
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free ETF(BCI)ETF003261104$640.5K32,4290.1%
Vanguard Emerging Markets Government Bond ETF(VWOB)ETF921946885$664.6K10,5240.1%
Xcel Energy Inc(XEL)Stock98389B100$669.4K9,9140.1%
Broadcom Inc COM(AVGO)Stock11135F101$676.4K2,9180.1%
Simplify MBS ETF(MTBA)ETF82889N525$678.2K13,6490.1%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$715.6K11,1000.1%
JPMorgan Municipal ETF(JMUB)ETF46641Q647$753.8K15,0300.1%
Main STR Cap Corp COM(MAIN)CEF56035L104$755.9K12,9030.1%
Ecolab Inc(ECL)Stock278865100$789.2K3,3680.1%
Vanguard Large Cap ETF(VV)ETF922908637$791.3K2,9340.1%
Dimensional International Sustainability Core 1 ETF(DFSI)ETF25434V690$795.0K24,2020.1%
Deere & Company(DE)Stock244199105$803.4K1,8960.1%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$837.3K7,7090.1%
First Trust Rising Dividend Achievers ETF(RDVY)ETF33738R506$856.8K14,4880.1%
Caterpillar Inc(CAT)Stock149123101$876.3K2,4160.1%
Home Depot Inc(HD)Stock437076102$883.9K2,2720.1%
Schwab 1-5 Year Corporate Bond ETF(SCHJ)ETF808524714$891.5K36,5760.1%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$892.8K33,5250.1%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$901.4K39,7100.1%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$904.9K9,0380.1%
Raytheon Technologies Corp(RTX)Stock75513E101$919.0K7,9420.1%
Tortoise Energy Infra Corp COM(TYG)CEF89147L886$934.8K22,2580.1%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$949.7K21,0120.1%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$960.9K18,4020.1%
Alps Sector Dividend Dogs ETF(SDOG)ETF00162Q858$962.9K17,0390.1%
IBM Corp(IBM)Stock459200101$992.7K4,5160.1%
Spdr Portfolio High Yield Bond ETF(SPHY)ETF78468R606$1.0M43,3280.1%
Alphabet Inc Class C(GOOG)Stock02079K107$1.0M5,3890.1%
Costco Wholesale Corporation(COST)Stock22160K105$1.0M1,1370.1%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$1.1M6,7110.1%
Dimensional US Sustainability Core 1 ETF(DFSU)ETF25434V716$1.1M28,9400.1%
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