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Cahill Financial Advisors Inc

Q2 2025 Holdings

Filed 2025-08-07 | 312 holdings | $805.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Morningstar Mid-Cap Value ETF(IMCV)ETF464288406$328.6K4,3250.0%
Alerian MLP ETF(AMLP)ETF00162Q452$330.4K6,7620.0%
General Mills Inc(GIS)Stock370334104$330.6K6,3810.0%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$331.8K5,2970.0%
Pimco Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI)ETF72201R866$335.6K6,5340.0%
Nextera Energy Inc COM(NEE)Stock65339F101$336.0K4,8400.0%
Avantis U.S. Large Cap Value ETF(AVLV)ETF025072349$336.2K4,9280.0%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$337.5K6,7140.0%
Cigna Corp(CI)Stock125523100$340.0K1,0290.0%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$345.6K1,4380.0%
Accenture PLC(ACN)StockG1151C101$348.8K1,1670.0%
Invesco S&P 100 Equal Weight ETF(EQWL)ETF46137V449$350.4K3,1860.0%
Ishares Core Aggressive Allocation ETF(AOA)ETF464289859$356.0K4,2690.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$356.7K2,2610.0%
General Electric Company(GE)Stock369604301$357.9K1,3910.0%
Prudential Finl Inc COM(PRU)Stock744320102$361.6K3,3650.0%
Wisdomtree International Quality Dividend Growth Fund(IQDG)ETF97717X131$362.8K9,1530.0%
JPMorgan Ultra-Short Municipal Income ETF(JMST)ETF46641Q654$363.6K7,1410.0%
Realty Income Corp COM(O)REIT756109104$364.1K6,3210.0%
Ishares Expanded Tech Sector ETF(IGM)ETF464287549$365.7K3,2550.0%
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond ETF(HYMB)ETF78464A284$369.1K14,8950.0%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$371.0K4,2040.0%
Seagate Technology PLC(STX)StockG7997R103$371.8K2,5760.0%
Merck & Co Inc(MRK)Stock58933Y105$375.5K4,7440.0%
Church & Dwight Co Inc(CHD)Stock171340102$387.0K4,0270.0%
Idexx Laboratories Inc(IDXX)Stock45168D104$393.1K7330.0%
Pepsico Inc(PEP)Stock713448108$397.1K3,0080.0%
Ishares Global Healthcare ETF(IXJ)ETF464287325$398.3K4,6260.0%
Gilead Sciences Inc(GILD)Stock375558103$402.2K3,6280.0%
Cbre Group Inc(CBRE)Stock12504L109$407.5K2,9080.1%
Tractor Supply Company(TSCO)Stock892356106$407.6K7,7250.1%
Solventum Corp COM SHS(SOLV)Stock83444M101$408.8K5,3900.1%
Vertiv Holdings Co COM CL A(VRT)Stock92537N108$416.3K3,2420.1%
Applied Materials Inc(AMAT)Stock038222105$418.2K2,2840.1%
Rockwell Automation(ROK)Stock773903109$419.5K1,2630.1%
Mcdonald's Corp(MCD)Stock580135101$420.6K1,4390.1%
Wisdomtree U.S. AI Enhanced Value(AIVL)ETF97717W406$429.2K3,7960.1%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$431.9K1,9070.1%
AT&T Inc(T)Stock00206R102$433.6K14,9820.1%
Vaneck Vectors High Yield Muni ETF(HYD)ETF92189H409$447.7K8,9160.1%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$454.3K19,7710.1%
Vaneck Vectors J.P. Morgan EM Local Currency Bond ETF(EMLC)ETF92189H300$455.0K17,9500.1%
Schwab Short Term US Treasury ETF(SCHO)ETF808524862$459.9K18,8630.1%
Vanguard Total World Stock ETF(VT)ETF922042742$469.5K3,6530.1%
Chevron Corporation(CVX)Stock166764100$471.6K3,2930.1%
Ford Motor Company(F)Stock345370860$472.1K43,5090.1%
Williams COS Inc COM(WMB)Stock969457100$474.5K7,5540.1%
Facebook Inc Common Stock(META)Stock30303M102$474.7K6430.1%
Altria Group Inc(MO)Stock02209S103$475.4K8,1090.1%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$478.8K5,6450.1%
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