Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
CAHILL FINANCIAL ADVISORS INC | 08-14-2023 | 06-30-2023 | 298 | 618,193,306 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | ETF | 1 | $38,068,889 | 477,114 | 0.01 | 4.49 | 122,451 | 34.53 | 06-30-2023 |
VANGUARD GROWTH INDEX FUND | ETF | 2 | $27,407,149 | 96,859 | 0.00 | 0.43 | 87,232 | 906.12 | 06-30-2023 |
ISHARES S&P 500 GROWTH ETF | ETF | 3 | $19,837,558 | 281,464 | 0.00 | 3.68 | -20,626 | -6.83 | 06-30-2023 |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | ETF | 4 | $19,620,939 | 340,819 | 0.00 | 1.52 | 189,539 | 125.29 | 06-30-2023 |