account_balance
Investment manager · 13F filer · SEC CIK 1600327
Cahill Financial Advisors Inc
Reported value$1.04Bas of Jun 30, 2026
Positions296 21 new, 11 sold out
Top 10 weight43.3%VUG alone is 8%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Growth Index Fund
8.3%
VTVVanguard Value ETF
5.9%Added +4%
DFACDimensional U.S. Core Equity 2 ETF
4.9%Added +4%
MOATVaneck Vectors Morningstar Wide Moat ETF
4.8%
VEAVanguard Ftse Developed Markets ETF
4.3%
DFAXDimensional World Ex U.S. Core Equity 2 ETF
3.8%Added +5%
BNDVanguard Total Bond Market Index Fund
3.4%Added +2%
IVWiShares S&P 500 Growth ETF
3.1%
QUALiShares MSCI USA Quality Factor ETF
2.5%
IVEiShares S&P 500 Value ETF
2.3%
AAPLApple Inc.
2.3%
CGXUCapital Group International Focus Equity ETF
2.0%
VUGVanguard Growth Index Fund
8.3%
VTVVanguard Value ETF
5.9%Added +4%
DFACDimensional U.S. Core Equity 2 ETF
4.9%Added +4%
MOATVaneck Vectors Morningstar Wide Moat ETF
4.8%
VEAVanguard Ftse Developed Markets ETF
4.3%
DFAXDimensional World Ex U.S. Core Equity 2 ETF
3.8%
BNDVanguard Total Bond Market Index Fund
3.4%
IVWiShares S&P 500 Growth ETF
3.1%
QUALiShares MSCI USA Quality Factor ETF
2.5%
IVE2.3%
AAPLCGXU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Growth Index Fund 8.3% Held
VTV Vanguard Value ETF 5.9% Added +4%
DFAC Dimensional U.S. Core Equity 2 ETF 4.9% Added +4%
MOAT Vaneck Vectors Morningstar Wide Moat ETF 4.8% Held
VEA Vanguard Ftse Developed Markets ETF 4.3% Held
DFAX Dimensional World Ex U.S. Core Equity 2 ETF 3.8% Added +5%
BND Vanguard Total Bond Market Index Fund 3.4% Added +2%
IVW iShares S&P 500 Growth ETF 3.1% Held
QUAL iShares MSCI USA Quality Factor ETF 2.5% Held
IVE iShares S&P 500 Value ETF 2.3% Held
AAPL Apple Inc. 2.3% HeldCGXU Capital Group International Focus Equity ETF 2.0% Held
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.