Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAHILL FINANCIAL ADVISORS INC | 08-14-2023 | 06-30-2023 | 298 | 618,193,306 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF | ETF | 151 | $625,909 | 12,407 | 0.00 | 0.11 | -192 | -1.52 | 06-30-2023 |
| SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF | ETF | 152 | $624,200 | 24,958 | 0.00 | 0.10 | 15,114 | 153.54 | 06-30-2023 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | ETF | 153 | $624,017 | 2,716 | 0.00 | 0.11 | 28 | 1.04 | 06-30-2023 |
| BANK OF AMERICA CORP | Stock | 154 | $614,863 | 21,431 | 0.00 | 0.07 | 9,986 | 87.25 | 06-30-2023 |
