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CFA

Cahill Financial Advisors Portfolio holdings

AUM $924M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$924M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.6M
3
+$5.17M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.2M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.86M

Top Sells

1
+$135M
2
+$10M
3
+$9.16M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$8.94M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$6.76M

Sector Composition

1 Technology 3.59%
2 Financials 2.86%
3 Industrials 1.39%
4 Healthcare 0.8%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
1
Vanguard Growth ETF
VUG
$227B
$72.5M 7.85%
995,634
-1,735,932
VTV icon
2
Vanguard Value ETF
VTV
$184B
$53.6M 5.8%
273,007
+25,833
MOAT icon
3
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$46.3M 5.02%
479,270
-86,287
DFAC icon
4
Dimensional US Core Equity 2 ETF
DFAC
$47.2B
$42.9M 4.64%
1,103,495
+71,015
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$233B
$40.3M 4.36%
628,350
-41,638
BND icon
6
Vanguard Total Bond Market
BND
$157B
$35.2M 3.81%
477,762
-123,460
DFAX icon
7
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.2B
$34.6M 3.75%
1,018,559
+58,323
IVW icon
8
iShares S&P 500 Growth ETF
IVW
$75.2B
$27M 2.93%
239,108
-3,422
QUAL icon
9
iShares MSCI USA Quality Factor ETF
QUAL
$46.8B
$22.1M 2.39%
115,176
-5,431
IVE icon
10
iShares S&P 500 Value ETF
IVE
$47.8B
$21.9M 2.37%
103,851
-716
AAPL icon
11
Apple
AAPL
$4.35T
$21M 2.27%
82,586
-649
CGXU icon
12
Capital Group International Focus Equity ETF
CGXU
$6.46B
$17.6M 1.9%
595,965
+18,466
VIG icon
13
Vanguard Dividend Appreciation ETF
VIG
$110B
$17.5M 1.89%
81,343
-1,805
FNDX icon
14
Schwab Fundamental US Large Company Index ETF
FNDX
$25.9B
$17.1M 1.86%
615,469
-238,383
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.07T
$16.7M 1.8%
34,755
+160
VO icon
16
Vanguard Mid-Cap ETF
VO
$105B
$16.3M 1.76%
226,544
+10,584
FNDF icon
17
Schwab Fundamental International Large Company Index ETF
FNDF
$24.6B
$14.2M 1.54%
290,873
+6,541
AVEM icon
18
Avantis Emerging Markets Equity ETF
AVEM
$26.7B
$12.2M 1.32%
151,262
+147,633
MINT icon
19
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$11M 1.19%
109,196
+31,817
SCHD icon
20
Schwab US Dividend Equity ETF
SCHD
$96B
$11M 1.19%
357,330
+14,181
BAI
21
iShares A.I. Innovation and Tech Active ETF
BAI
$16B
$10.1M 1.1%
+307,658
BSV icon
22
Vanguard Short-Term Bond ETF
BSV
$45.2B
$10M 1.08%
127,505
-15,257
AVUV icon
23
Avantis US Small Cap Value ETF
AVUV
$28.6B
$9.71M 1.05%
87,865
+2,618
SCHG icon
24
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$8.46M 0.92%
290,262
-9,489
SCHX icon
25
Schwab US Large- Cap ETF
SCHX
$72.5B
$6.91M 0.75%
269,483
-31,315
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