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Cahill Financial Advisors Inc 13F 持仓 · 2026年Q2

Cahill Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 296 只证券,申报市值合计 10.42 亿美元。前几大持仓:VUG(8.33%)、VTV(5.94%)、DFAC(4.88%)。本季前 25 大持仓中:增持 17 只、减持 8 只。

排名代码公司市值占组合股数变动
1VUGVANGUARD GROWTH INDEX FUND$86.8M8.33%1.0M增持
2VTVVANGUARD VALUE ETF$61.8M5.94%283,723增持
3DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$50.9M4.88%1.1M增持
4MOATVANECK VECTORS MORNINGSTAR WIDE MOAT ETF$49.5M4.75%476,253减持
5VEAVANGUARD FTSE DEVELOPED MARKETS ETF$45.2M4.34%634,911增持
6DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$39.3M3.77%1.1M增持
7BNDVANGUARD TOTAL BOND MARKET INDEX FUND$35.8M3.43%487,415增持
8IVWISHARES S&P 500 GROWTH ETF$32.3M3.10%234,566减持
9QUALISHARES MSCI USA QUALITY FACTOR ETF$25.7M2.47%117,276增持
10AAPLAPPLE INC$23.5M2.26%81,213减持
11IVEISHARES S&P 500 VALUE ETF$23.5M2.26%103,626减持
12CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF$20.3M1.95%587,439减持
13FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF$19.3M1.85%619,666增持
14VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND$18.5M1.78%78,228减持
15VOVANGUARD MID-CAP ETF$18.3M1.76%227,260增持
16BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF$18.0M1.73%341,560增持
17BRKBBERKSHIRE HATHAWAY INC DEL CL B NEW$17.2M1.65%34,439减持
18FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF$15.7M1.51%297,892增持
19AVEMAVANTIS EMERGING MARKETS EQUITY ETF$15.2M1.46%157,737增持
20SCHDSCHWAB US DIVIDEND EQUITY ETF$12.0M1.16%379,548增持
21MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$11.5M1.10%113,585增持
22AVUVAVANTIS U.S. SMALL CAP VALUE ETF$11.1M1.06%88,790增持
23BSVVANGUARD SHORT-TERM BOND ETF$10.0M0.96%127,811增持
24SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$10.0M0.96%294,569增持
25SCHXSCHWAB U.S. LARGE-CAP ETF$7.8M0.75%264,708减持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR