account_balance
Investment manager · 13F filer · SEC CIK 2090777
Cassilly Financial Group LLC
Reported value$149Mas of Sep 30, 2026
Positions78 8 new, 5 sold out
Top 10 weight57.1%IEFA alone is 15%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
14.7%Added +30%
VUGVanguard Index FDS
8.7%
VTVVanguard Index FDS
8.6%
IVViShares Tr
5.7%Added +50%
SPYMSPDR Series Trust
4.9%Added +4%
VBVanguard Index FDS
3.4%Added +24%
IUSBiShares Tr
3.4%Added +20%
SCHZSchwab Strategic Tr
2.9%Added +6%
VWOVanguard Intl Equity Index F
2.6%+5%
GOVTiShares Tr
2.3%
IVWiShares Tr
2.2%+3%
VBILVanguard Instl Index Fd
2.0%
IEFAiShares Tr
14.7%Added +30%
VUGVanguard Index FDS
8.7%
VTVVanguard Index FDS
8.6%
IVViShares Tr
5.7%+50%
SPYMSPDR Series Trust
4.9%+4%
VBVanguard Index FDS
3.4%
IUSBiShares Tr
3.4%
SCHZSchwab Strategic Tr
2.9%
VWO2.6%
GOVT
IVW2.2%
VBIL
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
IEFA iShares Tr 14.7% Added +30%
VUG Vanguard Index FDS 8.7% Held
VTV Vanguard Index FDS 8.6% Held
IVV iShares Tr 5.7% Added +50%
SPYM SPDR Series Trust 4.9% Added +4%
VB Vanguard Index FDS 3.4% Added +24%
IUSB iShares Tr 3.4% Added +20%
SCHZ Schwab Strategic Tr 2.9% Added +6%
VWO Vanguard Intl Equity Index F 2.6% Added +5%
GOVT iShares Tr 2.3% Added +13%
IVW iShares Tr 2.2% Added +3%
VBIL Vanguard Instl Index Fd 2.0% Trimmed −65%
What changed
Biggest moves since Jun 30, 2026
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