Ohe Financial

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

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Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 207 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 4.8 $23M +12% 270k 83.90
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 4.3 $20M +10% 315k 63.73
Vanguard Dividend Appreciation Index Fund Etf (VIG) 3.6 $17M 120k 143.47
Ishares S&p 500 Growth Etf Etf (IVW) 3.6 $17M +2% 282k 60.43
Vanguard Short-term Bond Etf Etf (BSV) 3.4 $16M -8% 208k 76.79
Vanguard Total Bond Market Index Fund Etf (BND) 3.3 $16M +13% 209k 75.26
Ishares S&p 500 Value Etf Etf (IVE) 2.8 $13M 96k 137.46
Vanguard Value Etf Etf (VTV) 2.8 $13M +3% 100k 131.86
Schwab U.s. Large-cap Etf Etf (SCHX) 2.3 $11M -2% 248k 44.66
Ishares Msci Eafe Value Etf Etf (EFV) 2.3 $11M +10% 246k 43.40
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.2 $11M -2% 257k 40.81
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 2.1 $9.8M +8% 422k 23.30
Berkshire Hathaway Inc Class B Stock (BRK.B) 2.0 $9.5M 35k 273.03
Apple Stock (AAPL) 1.8 $8.6M 63k 136.80

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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.6 $7.7M +5% 186k 41.65
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 1.3 $6.3M +42% 76k 83.70
Capital Group International Focus Equity Etf Etf (CGXU) 1.3 $6.2M NEW 299k 20.65
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.3 $6.1M 27k 226.22
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 1.3 $6.0M +17% 281k 21.44
Ishares Russell Mid-cap Etf Etf (IWR) 1.2 $5.5M +6% 85k 64.66
Vanguard Real Estate Etf Etf (VNQ) 1.2 $5.4M 60k 91.10
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 1.1 $5.3M +27% 104k 50.90
Ishares Commodities Select Strategy Etf Etf (COMT) 1.1 $5.2M 127k 40.94
Ishares Core S&p 500 Etf Etf (IVV) 1.0 $4.8M 13k 379.16
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.9 $4.4M +6% 60k 72.40
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.9 $4.1M -7% 46k 90.52
Ishares Tips Bond Etf Etf (TIP) 0.9 $4.1M +11% 36k 113.90
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.9 $4.1M +10% 54k 76.25
Invesco Buyback Achievers Etf Etf (PKW) 0.8 $3.9M 51k 77.53
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 0.8 $3.8M +3% 135k 28.31
Schwab U.s. Small-cap Etf Etf (SCHA) 0.8 $3.8M -2% 97k 38.99
Ishares Msci Eafe Growth Etf Etf (EFG) 0.8 $3.7M +11% 46k 80.48
Spdr S&p Global Natural Resources Etf Etf (GNR) 0.8 $3.6M 68k 52.09
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.7 $3.5M +9% 60k 58.00
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.7 $3.3M +4% 53k 62.44
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.7 $3.3M +8% 38k 85.31
Ishares Exponential Technologies Etf Etf (XT) 0.7 $3.2M -10% 67k 47.94
Invesco International Dividend Achievers Etf Etf (PID) 0.7 $3.2M +4% 186k 17.12
Brookfield Infrastructure Partners Stock (BIP) 0.7 $3.1M +47% 81k 38.22
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.7 $3.1M +222% 34k 89.03
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $2.9M -3% 22k 134.27
Ishares Core High Dividend Etf Etf (HDV) 0.6 $2.8M +4% 28k 100.41
Vanguard Mid-cap Etf Etf (VO) 0.6 $2.7M -4% 14k 196.96
Vanguard Small-cap Value Etf Etf (VBR) 0.6 $2.6M 18k 149.91
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.6 $2.6M 42k 62.72
Microsoft Corporation Stock (MSFT) 0.5 $2.6M -7% 10k 256.98
Vanguard Global Ex-us Real Estate Etf Etf (VNQI) 0.5 $2.6M +11% 58k 44.27
Energy Select Sector Spdr Fund Etf (XLE) 0.5 $2.5M -25% 35k 71.51
Vanguard Total International Bond Etf Etf (BNDX) 0.5 $2.5M +8% 50k 49.54
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.5 $2.4M -4% 99k 23.90
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.5 $2.3M +7% 43k 54.60
Vanguard Russell 1000 Value Etf Etf (VONV) 0.5 $2.3M +9% 37k 63.56
Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $2.3M -29% 25k 92.42
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.5 $2.3M +5% 58k 38.97
Invesco S&p 500 Equal Weight Health Care Etf Etf (RYH) 0.5 $2.2M 8.3k 267.85
Schwab International Equity Etf Etf (SCHF) 0.5 $2.2M 70k 31.45
Ishares Core Growth Allocation Etf Etf (AOR) 0.5 $2.2M +12% 45k 47.99
Main Str Cap Corp Cef (MAIN) 0.4 $2.0M NEW 52k 38.52
Vanguard Growth Index Fund Etf (VUG) 0.4 $2.0M -10% 8.8k 222.67
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL) 0.4 $1.9M 22k 88.73
Target Corporation Stock (TGT) 0.4 $1.9M -15% 7.5k 250.00
Ishares Russell 3000 Etf Etf (IWV) 0.4 $1.9M 8.5k 217.42
Unitedhealth Group Stock (UNH) 0.4 $1.8M 3.6k 500.00
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $1.8M -5% 30k 58.82
Ishares Msci Eafe Etf Etf (EFA) 0.4 $1.7M +2% 28k 62.48
Ibm Corp Stock (IBM) 0.4 $1.7M +5% 12k 141.20
X-trackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.4 $1.7M -4% 50k 33.55
Alps Sector Dividend Dogs Etf Etf (SDOG) 0.4 $1.7M 34k 50.11
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.4 $1.7M +549% 30k 55.44
Ishares National Muni Bond Etf Etf (MUB) 0.3 $1.6M +12% 15k 106.38
Vanguard Small-cap Etf Etf (VB) 0.3 $1.6M -7% 8.8k 176.06
Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $1.5M -3% 11k 144.96
Northern Oil & Gas Stock (NOG) 0.3 $1.5M -6% 60k 25.26
Ishares Msci Frontier 100 Etf Etf (FM) 0.3 $1.5M +7% 55k 26.82
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RHS) 0.3 $1.5M -2% 8.9k 165.70
3M Stock (MMM) 0.3 $1.5M +4% 11k 129.45
Graco Stock (GGG) 0.3 $1.5M 25k 59.43
Alps International Sector Dividend Dogs Etf Etf (IDOG) 0.3 $1.4M 57k 25.16
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.3 $1.4M -34% 5.3k 269.54
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.3 $1.4M +6% 20k 70.52
Chevron Corporation Stock (CVX) 0.3 $1.4M -7% 9.5k 144.83
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.3 $1.4M +11% 25k 56.29
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.3 $1.4M 7.1k 191.67
Home Depot Stock (HD) 0.3 $1.3M 4.5k 294.12
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $1.3M 7.0k 188.61
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.3 $1.3M +20% 47k 28.22
Mastercard Stock (MA) 0.3 $1.3M 4.2k 315.60
Vanguard High Dividend Yield Etf Etf (VYM) 0.3 $1.3M -3% 13k 101.71
Lockheed Martin Corporation Stock (LMT) 0.3 $1.2M +7% 2.8k 429.90
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.3 $1.2M NEW 35k 34.03
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.2 $1.2M -5% 21k 57.30
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.2 $1.2M -4% 47k 24.68
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.2 $1.1M -10% 24k 47.49
Spdr Bloomberg Barclays Convertible Securities Etf Etf (CWB) 0.2 $1.1M +9% 17k 64.53
Vanguard Large Cap Etf Etf (VV) 0.2 $1.1M 6.4k 172.40
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.2 $1.1M 43k 25.93
Visa Stock (V) 0.2 $1.1M 5.9k 187.50
Realty Income Corp Reit (O) 0.2 $1.1M +3% 16k 68.23
Caterpillar Stock (CAT) 0.2 $1.1M -6% 6.0k 181.82
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $1.1M +5% 13k 80.05
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $1.0M 22k 46.84
Metlife Stock (MET) 0.2 $1.0M -2% 16k 62.77
Kinder Morgan Stock (KMI) 0.2 $989k -4% 59k 16.76
Costco Wholesale Corporation Stock (COST) 0.2 $957k -15% 2.0k 479.46
Etfmg Prime Cyber Security Etf Etf (HACK) 0.2 $956k 21k 45.78
Invesco S&p 500 Equal Weight Technology Etf Etf (RYT) 0.2 $931k 3.9k 236.23
Edap Tms Sa Adr (EDAP) 0.2 $918k 135k 6.80
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.2 $912k +5% 18k 50.17
Raytheon Technologies Corp Stock (RTX) 0.2 $909k +5% 9.8k 92.31
Deere & Company Stock (DE) 0.2 $888k 2.7k 333.33
Amazon.com Stock (AMZN) 0.2 $883k +1860% 8.3k 106.95
Honeywell International Stock (HON) 0.2 $875k 5.1k 172.84
Vanguard Mid-cap Value Etf Etf (VOE) 0.2 $859k 6.6k 129.50
Tractor Supply Company Stock (TSCO) 0.2 $844k -3% 4.4k 193.89
Verizon Communications Stock (VZ) 0.2 $839k +13% 17k 49.77
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.2 $814k -29% 45k 18.05
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.2 $812k +3% 14k 58.37
Tortoise Midstrm Energy Cef (NTG) 0.2 $801k 25k 32.16
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.2 $790k -3% 11k 69.99
Schwab U.s. Tips Etf Etf (SCHP) 0.2 $789k 14k 55.83
Best Buy Stock (BBY) 0.2 $769k +73% 12k 64.61
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $765k -2% 9.1k 83.80
Johnson & Johnson Stock (JNJ) 0.2 $750k 4.3k 175.44
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $748k -13% 15k 49.92
Xcel Energy Stock (XEL) 0.2 $743k 11k 70.79
Vaneck Vectors High Yield Muni Etf Etf (HYD) 0.2 $721k -3% 14k 51.28
Eaton Vance Limited Duration Income Fund Cef (EVV) 0.2 $717k 69k 10.34
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $707k 28k 25.40
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.2 $707k +127% 32k 22.44
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.1 $698k +15% 22k 32.33
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $691k 3.2k 218.60
Intel Corporation Stock (INTC) 0.1 $669k 18k 37.43
Ch Robinson Worldwide Stock (CHRW) 0.1 $646k NEW 6.4k 101.30
Robo Global Robotics & Automation Etf Etf (ROBO) 0.1 $641k -6% 14k 44.96
Spdr S&p 500 Etf Etf (SPY) 0.1 $631k 1.7k 377.39
Wisdomtree International High Dividend Fund Etf (DTH) 0.1 $621k +39% 18k 34.56
Salesforce.com Stock (CRM) 0.1 $617k +17% 3.6k 171.88
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $610k +2% 17k 37.01
Vanguard Total World Stock Etf Etf (VT) 0.1 $598k +9% 7.0k 85.28
Jpmorgan Chase & Co Stock (JPM) 0.1 $597k +27% 5.3k 112.90
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $595k 12k 47.88
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) 0.1 $577k +16% 11k 51.41
Genuine Parts Company Stock (GPC) 0.1 $566k -12% 4.3k 132.93
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA) 0.1 $565k 13k 45.25
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $549k +2% 4.0k 136.23
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.1 $544k -5% 8.1k 66.88
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.1 $538k -9% 4.2k 127.10
Vanguard Financials Index Fund Etf (VFH) 0.1 $529k 6.9k 77.16
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.1 $528k -34% 5.8k 90.66
Invesco Qqq Etf (QQQ) 0.1 $518k -16% 1.8k 280.30
Alphabet Inc Class C Stock (GOOG) 0.1 $514k 257.00 2000.00
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.1 $510k 2.6k 194.44
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $504k 24k 21.11
Medtronic Stock (MDT) 0.1 $491k 5.5k 89.88
Oracle Corporation Stock (ORCL) 0.1 $482k +44% 6.9k 69.83
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $477k -44% 11k 44.34
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $476k +2% 4.7k 101.73
Gladstone Land Corporation Reit (LAND) 0.1 $465k -16% 21k 22.14
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $461k +31% 6.4k 71.66
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $458k 9.3k 49.17
Ecolab Stock (ECL) 0.1 $443k 2.9k 153.66
United Parcel Service Stock (UPS) 0.1 $434k +9% 2.3k 187.50
Vanguard Ftse All-world Ex-us Etf Etf (VEU) 0.1 $426k +111% 8.5k 49.91
Williams Cos Stock (WMB) 0.1 $423k +25% 14k 31.17
Berkshire Hathaway Inc Class A Stock (BRK.A) 0.1 $409k 1.00 409000.00
Mcdonald's Corp Stock (MCD) 0.1 $380k -20% 1.5k 257.14
Applied Materials Stock (AMAT) 0.1 $377k -2% 3.9k 95.89
Ishares U.s. Medical Devices Etf Etf (IHI) 0.1 $377k -8% 7.5k 50.43
Ishares Global Healthcare Etf Etf (IXJ) 0.1 $375k 4.6k 81.06
Wells Fargo & Co Stock (WFC) 0.1 $374k 8.6k 43.48
Bank Of America Corp Stock (BAC) 0.1 $373k 12k 32.57
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.1 $349k 2.1k 170.00
Lennar Corp Cl A Stock (LEN) 0.1 $346k 4.9k 70.55
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.1 $341k 5.7k 59.91
Adobe Stock (ADBE) 0.1 $325k -5% 975.00 333.33
Ford Motor Company Stock (F) 0.1 $317k +17% 29k 11.13
Aberdeen Asia Pacific Income Fund Cef (FAX) 0.1 $306k -13% 105k 2.92
Vodafone Group Adr (VOD) 0.1 $300k 19k 15.57
Ishares Russell 2000 Etf Etf (IWM) 0.1 $299k 1.8k 169.50
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $291k -18% 2.1k 136.36
Invesco S&p 100 Equal Weight Etf Etf (EQWL) 0.1 $288k 4.0k 71.25
Nextera Energy Stock (NEE) 0.1 $283k 3.7k 77.41
Exxon Mobil Corporation Stock (XOM) 0.1 $279k -87% 3.0k 92.11
Totalenergies Se Adr (TTE) 0.1 $276k 5.6k 49.18
Lowe's Companies Stock (LOW) 0.1 $276k 1.4k 192.31
Blackrock Enhanced Equity Dividend Trust Cef (BDJ) 0.1 $274k 31k 8.83
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $265k +6% 2.5k 104.83
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE) 0.1 $261k -13% 9.1k 28.73
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $256k 5.8k 44.21
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $255k +3% 4.9k 51.55
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $246k 3.1k 79.18
Blackrock Corporate High Yield Fund Cef (HYT) 0.1 $244k 26k 9.52
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $243k NEW 2.4k 99.35
Accenture Stock (ACN) 0.1 $241k 903.00 266.67
Invesco Bulletshares 2022 Corporate Bond Etf Etf (BSCM) 0.0 $232k 11k 21.20
First Trust Health Care Alphadex Fund Etf (FXH) 0.0 $231k 2.2k 103.31
Spdr S&p International Small Cap Etf Etf (GWX) 0.0 $221k 7.7k 28.88
Servicenow Stock (NOW) 0.0 $220k 495.00 444.44
Cbre Group Stock (CBRE) 0.0 $214k 2.9k 73.46
Invesco Financial Preferred Etf Etf (PGF) 0.0 $211k 14k 15.54
Tesla Stock (TSLA) 0.0 $211k +10% 316.00 666.67
Idexx Laboratories Stock (IDXX) 0.0 $210k 600.00 350.00
Schwab Short Term Us Treasury Etf Etf (SCHO) 0.0 $203k -97% 4.5k 45.45
Pimco Corporate & Income Oppor Cef (PTY) 0.0 $129k NEW 10k 12.50
Putnam Premier Income Trust Cef (PPT) 0.0 $118k -50% 31k 3.81
Polymet Mng Corp Stock (PLM) 0.0 $97k 35k 2.76
Senseonics Hldgs Stock (SENS) 0.0 $15k 15k 1.00

Past Filings by Cahill Financial Advisors

SEC 13F filings are viewable for Cahill Financial Advisors going back to 2013

View all past filings