Ohe Financial

Latest statistics and disclosures from Cahill Financial Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Cahill Financial Advisors

Companies in the Cahill Financial Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Growth Index (IVW) 6.59 86120 +106% 165.06
Schwab Strategic Tr sht tm us tres 6.12 254959 +1051% 51.73
iShares S&P; 500 Value Index (IVE) 5.23 117156 -11% 96.26
Vanguard Dividend Appreciation ETF (VIG) 4.96 103376 +754% 103.40
Berkshire Hathaway (BRK.B) 2.69 31660 +157% 182.85
Vanguard REIT ETF (VNQ) 2.40 74176 +217% 69.86
Vaneck Vectors Etf Tr morningstar wide 2.09 102768 +2677% 43.75
Vanguard Short-Term Bond ETF (BSV) 2.08 54528 +862% 82.20
Apple (AAPL) 2.05 17372 254.32
iShares S&P; Growth Allocation Fund (AOR) 1.95 101729 +65531% 41.38
*wisdomtreetrusdivdgrtfdadded 1.79 99336 +449% 38.92
Sch Fnd Intl Lg Etf 1.77 181694 +5174% 21.04
Vanguard Emerging Markets ETF (VWO) 1.60 102826 +555% 33.55
iShares Russell Midcap Index Fund (IWR) 1.57 78328 -56% 43.18
Vanguard Value ETF (VTV) 1.55 37411 +476% 89.06
Invesco Buyback Achievers Etf equities 1.45 64364 -10% 48.47
Vanguard Short Term Corporate Bond ETF (VCSH) 1.41 38462 +1135% 79.12
Sch Us Mid-cap Etf etf 1.40 71807 +491% 42.17
iShares S&P; MidCap 400 Index (IJH) 1.35 20168 +243% 143.89
Ishares Tr usa min vo 1.31 52187 +195% 54.02
Schwab U S Large Cap Growth ETF (SCHG) 1.21 32866 +62% 79.66
Schwab Strategic Tr us lrg cap etf 1.18 41572 -64% 61.27
iShares S&P; 500 Index (IVV) 1.16 9656 +86% 258.49
Microsoft Corporation (MSFT) 1.15 15677 -14% 157.75
Schwab U S Small Cap ETF (SCHA) 1.11 46501 +5043% 51.53
Schwab International Equity ETF (SCHF) 1.05 87440 +5494% 25.85
Schwab Strategic Tr cmn 1.03 49980 +201% 44.28
SPDR DJ Wilshire Small Cap Value (SLYV) 1.01 53330 +363% 40.88
iShares Russell 1000 Value Index (IWD) 0.95 20555 +76% 99.20
Schwab Strategic Tr us reit etf 0.92 60853 +293% 32.75
Ishares Core Msci Eafe Etf core msci eafe 0.92 39663 +638% 49.90
Brookfield Infrastructure Part 0.91 54419 +310% 35.98
Vanguard Charlotte Fds intl bd idx etf 0.85 32550 -56% 56.28
iShares Russell 3000 Index (IWV) 0.83 12091 -59% 148.37
Spdr Index Shs Fds s^p global nat res 0.83 57670 +871% 30.95
C.H. Robinson Worldwide (CHRW) 0.82 26840 +194% 66.21
ISHARES TR MSCI Small Cap msci small cap 0.77 37221 -56% 44.84
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund 0.75 8515 NEW 189.20
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.74 16592 +138% 96.73
Vanguard Europe Pacific ETF (VEA) 0.73 47259 -39% 33.35
Vanguard Intl Equity Index F glb ex us etf 0.71 35691 +1341% 42.92
iShares Russell 1000 Growth Index (IWF) 0.71 10161 -82% 150.67
Visa (V) 0.71 9469 +79% 161.16
Alps Etf Trintl Sector Dividdogs Etf intl sec dv dog 0.69 75705 -18% 19.76
WisdomTree Dividend ex-Fin Fund (DTN) 0.68 22773 +173% 64.59
Alps Etf sectr div dogs 0.67 46257 -21% 31.30
Schwab Strategic Tr schwb fdt int sc 0.63 57899 +532% 23.49
Invesco Etf s&p500 eql stp 0.62 10885 -78% 123.75
Home Depot (HD) 0.62 7193 -49% 186.85
iShares S&P; SmallCap 600 Value Idx (IJS) 0.56 12140 -26% 100.00
MasterCard Incorporated (MA) 0.56 4974 -80% 241.66
Intel Corporation (INTC) 0.56 22141 +193% 54.15
Invesco S&p 500 Equal Weight Etf 0.53 13573 -94% 84.06
Costco Wholesale Corporation (COST) 0.49 3718 +26% 285.37
International Business Machines (IBM) 0.46 8962 -60% 111.02
Vanguard Large-Cap ETF (VV) 0.46 8327 -91% 118.53
Verizon Communications (VZ) 0.45 18076 +300% 53.77
iShares Dow Jones US Pharm Indx (IHE) 0.45 7168 +81% 134.63
iShares S&P; 1500 Index Fund (ISI) 0.44 16586 -72% 57.22
Sch Fnd Us Lg Etf schwb fdt us lg 0.43 29578 +49% 31.34
Ishares Inc msci frntr 100 0.41 41673 +1238% 21.36
3M Company (MMM) 0.41 6492 -83% 136.63
iShares S&P; SmallCap 600 Index (IJR) 0.40 15454 +29% 56.17
SPDR Barclays Capital Convertible SecETF (CWB) 0.39 17679 -66% 47.91
Lockheed Martin Corporation (LMT) 0.39 2476 -92% 339.26
Honeywell International (HON) 0.38 6101 -70% 133.91
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.38 17644 +745% 46.19
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.38 9321 -43% 87.12
Caterpillar (CAT) 0.37 6960 -86% 116.09
Target Corporation (TGT) 0.37 8555 -58% 93.05
First Trust Value Line Dividend Indx Fnd (FVD) 0.36 27647 +3% 27.71
Dentsply Sirona 0.34 18944 -31% 38.85
Cisco Systems (CSCO) 0.34 18699 +37% 39.36
AT&T; (T) 0.34 25123 +18% 29.18
Sch Fnd Em Lg Etf schb fdt emk lg 0.34 35581 +101% 20.57
Invesco Exchange Traded Fd T s&p500 eql tec 0.33 4516 -92% 159.43
Invesco Actively Managd Etf optimum yield 0.33 59294 +80% 11.82
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.32 14212 +64% 48.06
Vanguard Total Stock Market ETF (VTI) 0.32 5282 +87% 128.93
Chevron Corporation (CVX) 0.31 9156 -83% 72.52
Etf Managers Tr purefunds ise cy 0.30 18394 -60% 35.72
Xcel Energy (XEL) 0.30 10870 +37% 60.35
Eaton Vance Limited Duration Income Fund (EVV) 0.30 61320 +1150% 10.58
First Trust DJ Internet Index Fund (FDN) 0.30 5170 +39% 123.79
iShares MSCI EAFE Index Fund (EFA) 0.30 11905 -78% 53.51
Ecolab (ECL) 0.29 3959 -83% 155.85
Vanguard High Dividend Yield ETF (VYM) 0.28 8636 +156% 70.87
BP (BP) 0.28 24725 +546% 24.43
Boeing Company (BA) 0.26 3825 -64% 149.28
Delta Air Lines (DAL) 0.26 19745 -39% 28.56
Schwab Emerging Markets Equity ETF (SCHE) 0.26 26828 +274% 20.72
UnitedHealth (UNH) 0.24 2088 -4% 249.52
WisdomTree MidCap Dividend Fund (DON) 0.23 20769 -79% 24.17
McDonald's Corporation (MCD) 0.22 2814 +847% 165.60
Vanguard Information Technology ETF (VGT) 0.22 2195 -93% 212.30
Medtronic 0.21 5111 -52% 90.20
Fidelity msci rl est etf 0.21 21889 +68% 20.83
Invesco Bulletshares 2020 Corp 0.21 21462 -53% 21.01
salesforce (CRM) 0.21 3113 -67% 144.23
Aberdeen Asia-Pacific Income Fund (FAX) 0.21 131735 +390% 3.39
WisdomTree Emerging Markets Eq (DEM) 0.19 13017 -65% 32.27
Vanguard Mid-Cap ETF (VO) 0.19 3112 -65% 131.75
Johnson & Johnson (JNJ) 0.19 3047 -86% 131.28
U.S. Ban (USB) 0.18 11500 +548% 34.52
Raytheon Company (RTN) 0.18 2950 -96% 131.19
Vanguard Admiral Fds Inc cmn 0.18 3700 +21% 102.70
Putnam Premier Income Trust (PPT) 0.18 83391 +225% 4.54
Adobe Systems Incorporated (ADBE) 0.17 1168 -98% 318.49
Invesco Exchange Traded Fd T russel 200 eql 0.17 7555 -81% 47.92
Invesco Financial Preferred Et other 0.17 21272 +345% 16.92
Ishares Tr Msci Usa Momentum Factor 0.17 3368 -93% 106.59
iShares Dow Jones US Medical Dev. (IHI) 0.16 1563 -98% 225.85
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.16 53492 -35% 6.54
Alphabet Inc Class C cs 0.16 297 -99% 1164.98
Ishares Inc emkts asia idx 0.16 5869 -72% 57.08
Southwest Airlines (LUV) 0.15 9148 -84% 35.64
Best Buy (BBY) 0.15 5665 -94% 57.02
EDAP TMS S.A. (EDAP) 0.14 134960 +326% 2.27
Exchange Traded Concepts Tr robo stx glb etf 0.14 9102 33.62
Vanguard Malvern Fds strm infproidx 0.14 6240 +22% 48.88
Amazon (AMZN) 0.14 155 -96% 1954.84
Sch Fnd Us Sm Etf schwab fdt us sc 0.14 11642 -37% 25.94
Schwab U S Broad Market ETF (SCHB) 0.14 4903 -87% 60.58
Vanguard Total World Stock Idx Fd (VT) 0.13 4509 -9% 62.99
Gladstone Ld 0.13 23343 -15% 11.87
Vaneck Vectors Etf Tr fallen angel hg 0.13 10645 -89% 25.36
Bank of America Corporation (BAC) 0.12 12315 +148% 21.27
Schwab Strategic Tr us aggregate b 0.12 4772 -50% 54.27
Invesco S&p 500 Low Volatility Etf 0.12 5373 -85% 47.09
Dominion Resources (D) 0.12 3445 -23% 72.28
Servicenow 0.11 845 -90% 287.57
Ishares Tr s^p aggr all 0.11 4958 -88% 47.60
Nextera Energy Inc C om 0.11 967 -88% 240.95
Vodafone Group New Adr F 0.11 16480 +164% 13.77
Wells Fargo & Company (WFC) 0.11 7881 +714% 28.80
BlackRock Corporate High Yield Fund VI, (HYT) 0.10 25621 +135% 8.82
Proofpoint 0.10 2180 -69% 102.75
TOTAL S.A. (TOT) 0.10 5936 -41% 37.40
IDEXX Laboratories (IDXX) 0.10 904 -98% 242.26
Applied Materials (AMAT) 0.10 4575 +291% 45.90
iShares Russell 2000 Index (IWM) 0.09 1774 -95% 114.99
Templeton Global Income Fund (GIM) 0.09 34734 -65% 5.36
Alerian Mlp Etf(amlp) 0.07 43250 +1883% 3.45
Tortoise MLP Fund (NTG) 0.04 93172 +97% 0.86
Polymet Mining Corp 0.03 246204 +3935% 0.24
Westport Innovations Com New 0.01 13249 +1467% 0.98

Past Filings by Cahill Financial Advisors

View past SEC 13F filings by Cahill Financial Advisors

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