CAHILL FINANCIAL ADVISORS INC Holdings

CAHILL FINANCIAL ADVISORS INC is an investment fund managing more than 474.36M US dollars. The largest holdings include VanEck Vectors Morningstar Wide Moat ETF, iShares ESG Aware MSCI USA ETF and iShares S&P 500 Growth ETF. In Q3 2022 the fund bought assets of total value of 28.18M US dollars and sold assets of total value of 24.24M US dollars.

$474.35M

portfolio value

-8.50%

quarter

-33.70%

1 year

-28.73%

3 years

-23.59%

5 years

CAHILL FINANCIAL ADVISORS INC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	12835000	1772000
Q2 2016	11504000	1757000
Q3 2016	12048000	1638000
Q4 2016	15754000	6148000
Q1 2017	10609000	2275000
Q2 2017	12285000	5405000
Q3 2017	10478000	2494000
Q4 2017	13242000	3250000
Q1 2018	16420000	6040000
Q2 2018	10849000	3438000
Q3 2018	13918000	5782000
Q4 2018	-6006000	19430000
Q1 2019	34597000	5974000
Q2 2019	16841000	4710000
Q3 2019	30352000	25586000
Q4 2019	16922000	1163000
Q1 2020	-11909000	46066000
Q2 2020	51979000	9134000
Q3 2020	19270000	3491000
Q4 2020	117066000	843000
Q1 2021	23582000	11145000
Q2 2021	34802000	1284000
Q3 2021	59409000	15564000
Q4 2021	49173000	16396000
Q1 2022	46050000	34219000
Q2 2022	-4910000	52413000
Q3 2022	28182000	24237000

CAHILL FINANCIAL ADVISORS INC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
VanEck Vectors Morningstar Wide Moat ETF Portfolio share: 4.49% Portfolio value: 21.27M Avg. open price: $61.11 Current price: $67.94 P/L: +11.17% Bought +12.55% shares Q3 2022	share	4.49%	21.27M	$61.11	$67.94	+11.17%	Bought +12.55% shares Q3 2022
iShares ESG Aware MSCI USA ETF Portfolio share: 4.47% Portfolio value: 21.20M Avg. open price: $103.22 Current price: $88.67 P/L: -14.10% Sold -0.95% shares Q3 2022	share	4.47%	21.20M	$103.22	$88.67	-14.10%	Sold -0.95% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 3.68% Portfolio value: 17.47M Avg. open price: $43.68 Current price: $62.16 P/L: +42.30% Bought +7.05% shares Q3 2022	share	3.68%	17.47M	$43.68	$62.16	+42.30%	Bought +7.05% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 3.43% Portfolio value: 16.27M Avg. open price: $119.05 Current price: $156.13 P/L: +31.14% Bought +0.71% shares Q3 2022	share	3.43%	16.27M	$119.05	$156.13	+31.14%	Bought +0.71% shares Q3 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 3.26% Portfolio value: 15.45M Avg. open price: $80.16 Current price: $75.4 P/L: -5.94% Sold -0.86% shares Q3 2022	share	3.26%	15.45M	$80.16	$75.4	-5.94%	Sold -0.86% shares Q3 2022
Vanguard Total Bond Market Index Fund Portfolio share: 3.09% Portfolio value: 14.65M Avg. open price: $84.55 Current price: $72.92 P/L: -13.75% Sold -1.55% shares Q3 2022	share	3.09%	14.65M	$84.55	$72.92	-13.75%	Sold -1.55% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 2.87% Portfolio value: 13.63M Avg. open price: $101.92 Current price: $149.12 P/L: +46.31% Bought +10.14% shares Q3 2022	share	2.87%	13.63M	$101.92	$149.12	+46.31%	Bought +10.14% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 2.56% Portfolio value: 12.12M Avg. open price: $112.08 Current price: $143.56 P/L: +28.08% Sold -1.69% shares Q3 2022	share	2.56%	12.12M	$112.08	$143.56	+28.08%	Sold -1.69% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 2.31% Portfolio value: 10.93M Avg. open price: $75.7 Current price: $47.18 P/L: -37.67% Bought +4.24% shares Q3 2022	share	2.31%	10.93M	$75.7	$47.18	-37.67%	Bought +4.24% shares Q3 2022
ISHARES MSCI EAFE VALUE ETF Portfolio share: 2.26% Portfolio value: 10.70M Avg. open price: N/A Current price: N/A P/L: N/A Bought +12.93% shares Q3 2022	share	2.26%	10.70M	N/A	N/A	N/A	Bought +12.93% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 2.14% Portfolio value: 10.16M Avg. open price: $39.99 Current price: $43.08 P/L: +7.73% Bought +8.90% shares Q3 2022	share	2.14%	10.16M	$39.99	$43.08	+7.73%	Bought +8.90% shares Q3 2022
BERKSHIRE HATHAWAY INC CLASS B Portfolio share: 1.98% Portfolio value: 9.39M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.57% shares Q3 2022	share	1.98%	9.39M	N/A	N/A	N/A	Bought +0.57% shares Q3 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 1.93% Portfolio value: 9.15M Avg. open price: $98.37 Current price: $86.52 P/L: -12.04% Bought +50.75% shares Q3 2022	share	1.93%	9.15M	$98.37	$86.52	-12.04%	Bought +50.75% shares Q3 2022
Dimensional U.S. Core Equity 2 ETF Portfolio share: 1.93% Portfolio value: 9.14M Avg. open price: $27.34 Current price: $25.29 P/L: -7.49% Sold -2.67% shares Q3 2022	share	1.93%	9.14M	$27.34	$25.29	-7.49%	Sold -2.67% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.82% Portfolio value: 8.65M Avg. open price: $47.58 Current price: $146.61 P/L: +208.16% Bought +0.03% shares Q3 2022	share	1.82%	8.65M	$47.58	$146.61	+208.16%	Bought +0.03% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 1.53% Portfolio value: 7.26M Avg. open price: $41.32 Current price: $40.26 P/L: -2.57% Bought +7.00% shares Q3 2022	share	1.53%	7.26M	$41.32	$40.26	-2.57%	Bought +7.00% shares Q3 2022
Schwab Fundamental U.S. Large Company Index ETF Portfolio share: 1.52% Portfolio value: 7.22M Avg. open price: $48.18 Current price: $55.28 P/L: +14.73% Bought +44.87% shares Q3 2022	share	1.52%	7.22M	$48.18	$55.28	+14.73%	Bought +44.87% shares Q3 2022
iShares Russell Mid-Cap ETF Portfolio share: 1.46% Portfolio value: 6.91M Avg. open price: $58.13 Current price: $70.15 P/L: +20.68% Bought +30.57% shares Q3 2022	share	1.46%	6.91M	$58.13	$70.15	+20.68%	Bought +30.57% shares Q3 2022
Capital Group International Focus Equity ETF Portfolio share: 1.31% Portfolio value: 6.20M Avg. open price: $20.65 Current price: $21.65 P/L: +4.84% Bought +10.86% shares Q3 2022	share	1.31%	6.20M	$20.65	$21.65	+4.84%	Bought +10.86% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 1.19% Portfolio value: 5.62M Avg. open price: $208.13 Current price: $250.71 P/L: +20.46% Sold -5.18% shares Q3 2022	share	1.19%	5.62M	$208.13	$250.71	+20.46%	Sold -5.18% shares Q3 2022
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF Portfolio share: 1.12% Portfolio value: 5.29M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.01% shares Q3 2022	share	1.12%	5.29M	N/A	N/A	N/A	Sold -0.01% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 1.02% Portfolio value: 4.86M Avg. open price: $314.69 Current price: $401.35 P/L: +27.54% Bought +7.67% shares Q3 2022	share	1.02%	4.86M	$314.69	$401.35	+27.54%	Bought +7.67% shares Q3 2022
ISHARES MSCI EAFE GROWTH ETF Portfolio share: 0.99% Portfolio value: 4.72M Avg. open price: N/A Current price: N/A P/L: N/A Bought +42.56% shares Q3 2022	share	0.99%	4.72M	N/A	N/A	N/A	Bought +42.56% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 0.98% Portfolio value: 4.63M Avg. open price: $74.9 Current price: $86.03 P/L: +14.86% Sold -3.03% shares Q3 2022	share	0.98%	4.63M	$74.9	$86.03	+14.86%	Sold -3.03% shares Q3 2022
SPDR S&P 600 Small Cap Value ETF Portfolio share: 0.89% Portfolio value: 4.21M Avg. open price: $60.39 Current price: $77.58 P/L: +28.47% Bought +4.26% shares Q3 2022	share	0.89%	4.21M	$60.39	$77.58	+28.47%	Bought +4.26% shares Q3 2022
iShares TIPS Bond ETF Portfolio share: 0.89% Portfolio value: 4.19M Avg. open price: $126.17 Current price: $109.05 P/L: -13.57% Bought +11.24% shares Q3 2022	share	0.89%	4.19M	$126.17	$109.05	-13.57%	Bought +11.24% shares Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 0.85% Portfolio value: 4.05M Avg. open price: $75.24 Current price: $75.35 P/L: +0.15% Bought +1.53% shares Q3 2022	share	0.85%	4.05M	$75.24	$75.35	+0.15%	Bought +1.53% shares Q3 2022
Schwab Fundamental International Large Company Index ETF Portfolio share: 0.83% Portfolio value: 3.93M Avg. open price: $24.99 Current price: $29.84 P/L: +19.40% Bought +15.52% shares Q3 2022	share	0.83%	3.93M	$24.99	$29.84	+19.40%	Bought +15.52% shares Q3 2022
Invesco BuyBack Achievers ETF Portfolio share: 0.80% Portfolio value: 3.79M Avg. open price: $56.47 Current price: $87.7 P/L: +55.29% Bought +0.43% shares Q3 2022	share	0.80%	3.79M	$56.47	$87.7	+55.29%	Bought +0.43% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.80% Portfolio value: 3.78M Avg. open price: $158.14 Current price: $211.89 P/L: +33.99% Bought +45.39% shares Q3 2022	share	0.80%	3.78M	$158.14	$211.89	+33.99%	Bought +45.39% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.80% Portfolio value: 3.78M Avg. open price: $65.31 Current price: $42.34 P/L: -35.17% Bought +3.40% shares Q3 2022	share	0.80%	3.78M	$65.31	$42.34	-35.17%	Bought +3.40% shares Q3 2022
iShares U.S. Infrastructure ETF Portfolio share: 0.79% Portfolio value: 3.73M Avg. open price: $34.04 Current price: $37.44 P/L: +9.99% Bought +230.58% shares Q3 2022	share	0.79%	3.73M	$34.04	$37.44	+9.99%	Bought +230.58% shares Q3 2022
ISHARES MSCI USA VALUE FACTOR ETF Portfolio share: 0.77% Portfolio value: 3.66M Avg. open price: N/A Current price: N/A P/L: N/A Sold -2.37% shares Q3 2022	share	0.77%	3.66M	N/A	N/A	N/A	Sold -2.37% shares Q3 2022
Schwab U.S. Large-Cap Growth ETF Portfolio share: 0.73% Portfolio value: 3.46M Avg. open price: $81.12 Current price: $59.34 P/L: -26.85% Bought +2.94% shares Q3 2022	share	0.73%	3.46M	$81.12	$59.34	-26.85%	Bought +2.94% shares Q3 2022
SPDR S&P Global Natural Resources ETF Portfolio share: 0.70% Portfolio value: 3.3M Avg. open price: $39.04 Current price: $59.22 P/L: +51.69% Sold -2.11% shares Q3 2022	share	0.70%	3.3M	$39.04	$59.22	+51.69%	Sold -2.11% shares Q3 2022
iShares J.P. Morgan USD Emerging Markets Bond ETF Portfolio share: 0.69% Portfolio value: 3.28M Avg. open price: $98.71 Current price: $86.09 P/L: -12.79% Bought +7.68% shares Q3 2022	share	0.69%	3.28M	$98.71	$86.09	-12.79%	Bought +7.68% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 0.69% Portfolio value: 3.26M Avg. open price: $89.05 Current price: $95.35 P/L: +7.07% Bought +15.02% shares Q3 2022	share	0.69%	3.26M	$89.05	$95.35	+7.07%	Bought +15.02% shares Q3 2022
Schwab U.S. Large-Cap Value ETF Portfolio share: 0.68% Portfolio value: 3.21M Avg. open price: $50.95 Current price: $67.85 P/L: +33.16% Bought +4.31% shares Q3 2022	share	0.68%	3.21M	$50.95	$67.85	+33.16%	Bought +4.31% shares Q3 2022
Invesco International Dividend Achievers ETF Portfolio share: 0.67% Portfolio value: 3.18M Avg. open price: $17.08 Current price: $17.08 P/L: 0.00% Bought +12.54% shares Q3 2022	share	0.67%	3.18M	$17.08	$17.08	0.00%	Bought +12.54% shares Q3 2022
iShares Exponential Technologies ETF Portfolio share: 0.61% Portfolio value: 2.91M Avg. open price: $65.74 Current price: $50.42 P/L: -23.30% Sold -1.95% shares Q3 2022	share	0.61%	2.91M	$65.74	$50.42	-23.30%	Sold -1.95% shares Q3 2022
Utilities—Diversified Brookfield Infrastructure Partners L.P. Portfolio share: 0.61% Portfolio value: 2.87M Avg. open price: $43.35 Current price: $34.93 P/L: -19.42% Sold -1.40% shares Q3 2022	share	0.61%	2.87M	$43.35	$34.93	-19.42%	Sold -1.40% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.60% Portfolio value: 2.84M Avg. open price: $99.14 Current price: $99.28 P/L: +0.14% Bought +29.99% shares Q3 2022	share	0.60%	2.84M	$99.14	$99.28	+0.14%	Bought +29.99% shares Q3 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 0.60% Portfolio value: 2.82M Avg. open price: $108.61 Current price: $146.06 P/L: +34.48% Bought +2.69% shares Q3 2022	share	0.60%	2.82M	$108.61	$146.06	+34.48%	Bought +2.69% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.59% Portfolio value: 2.79M Avg. open price: $118.01 Current price: $164.85 P/L: +39.69% Bought +10.38% shares Q3 2022	share	0.59%	2.79M	$118.01	$164.85	+39.69%	Bought +10.38% shares Q3 2022
iShares Core High Dividend ETF Portfolio share: 0.57% Portfolio value: 2.69M Avg. open price: $91.01 Current price: $106.16 P/L: +16.64% Bought +7.40% shares Q3 2022	share	0.57%	2.69M	$91.01	$106.16	+16.64%	Bought +7.40% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 0.54% Portfolio value: 2.55M Avg. open price: $45.38 Current price: $68.2 P/L: +50.30% Bought +1.07% shares Q3 2022	share	0.54%	2.55M	$45.38	$68.2	+50.30%	Bought +1.07% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.53% Portfolio value: 2.51M Avg. open price: $80.16 Current price: $250.2 P/L: +212.11% Bought +7.31% shares Q3 2022	share	0.53%	2.51M	$80.16	$250.2	+212.11%	Bought +7.31% shares Q3 2022
ISHARES U.S. TREASURY BOND ETF Portfolio share: 0.53% Portfolio value: 2.50M Avg. open price: N/A Current price: N/A P/L: N/A Bought +11.36% shares Q3 2022	share	0.53%	2.50M	N/A	N/A	N/A	Bought +11.36% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 0.51% Portfolio value: 2.43M Avg. open price: $55.7 Current price: $56.76 P/L: +1.91% Bought +16.37% shares Q3 2022	share	0.51%	2.43M	$55.7	$56.76	+1.91%	Bought +16.37% shares Q3 2022
Vanguard Total International Bond Index Fund Portfolio share: 0.51% Portfolio value: 2.41M Avg. open price: $54.6 Current price: $49.15 P/L: -9.98% Bought +1.99% shares Q3 2022	share	0.51%	2.41M	$54.6	$49.15	-9.98%	Bought +1.99% shares Q3 2022
WisdomTree U.S. MidCap Dividend Fund Portfolio share: 0.51% Portfolio value: 2.39M Avg. open price: $38.75 Current price: $42.62 P/L: +9.97% Bought +9.75% shares Q3 2022	share	0.51%	2.39M	$38.75	$42.62	+9.97%	Bought +9.75% shares Q3 2022
Vanguard Russell 1000 Value Index Fund Portfolio share: 0.50% Portfolio value: 2.37M Avg. open price: $69.75 Current price: $68.39 P/L: -1.95% Bought +7.96% shares Q3 2022	share	0.50%	2.37M	$69.75	$68.39	-1.95%	Bought +7.96% shares Q3 2022
Vanguard Global ex-U.S. Real Estate Index Fund Portfolio share: 0.50% Portfolio value: 2.35M Avg. open price: $49.74 Current price: $41.74 P/L: -16.09% Bought +5.83% shares Q3 2022	share	0.50%	2.35M	$49.74	$41.74	-16.09%	Bought +5.83% shares Q3 2022
JPMorgan Equity Premium Income ETF Portfolio share: 0.47% Portfolio value: 2.25M Avg. open price: $59.28 Current price: $55.92 P/L: -5.66% Bought +46.94% shares Q3 2022	share	0.47%	2.25M	$59.28	$55.92	-5.66%	Bought +46.94% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 0.45% Portfolio value: 2.11M Avg. open price: N/A Current price: $87.63 P/L: N/A Sold -15.64% shares Q3 2022	share	0.45%	2.11M	N/A	$87.63	N/A	Sold -15.64% shares Q3 2022
Invesco S&P 500 Equal Weight Health Care ETF Portfolio share: 0.44% Portfolio value: 2.07M Avg. open price: $159.5 Current price: $290.75 P/L: +82.29% Sold -1.27% shares Q3 2022	share	0.44%	2.07M	$159.5	$290.75	+82.29%	Sold -1.27% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.43% Portfolio value: 2.06M Avg. open price: $156.86 Current price: $228.45 P/L: +45.64% Bought +9.51% shares Q3 2022	share	0.43%	2.06M	$156.86	$228.45	+45.64%	Bought +9.51% shares Q3 2022
iShares Core Growth Allocation ETF Portfolio share: 0.42% Portfolio value: 1.97M Avg. open price: $39.39 Current price: $48.78 P/L: +23.84% Sold -2.18% shares Q3 2022	share	0.42%	1.97M	$39.39	$48.78	+23.84%	Sold -2.18% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.42% Portfolio value: 1.97M Avg. open price: $320.21 Current price: $535.04 P/L: +67.09% Bought +7.97% shares Q3 2022	share	0.42%	1.97M	$320.21	$535.04	+67.09%	Bought +7.97% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.41% Portfolio value: 1.95M Avg. open price: $326.11 Current price: $400.01 P/L: +22.66% Bought +227.21% shares Q3 2022	share	0.41%	1.95M	$326.11	$400.01	+22.66%	Bought +227.21% shares Q3 2022
Schwab International Equity ETF Portfolio share: 0.41% Portfolio value: 1.94M Avg. open price: $30.02 Current price: $33.33 P/L: +11.04% Sold -1.12% shares Q3 2022	share	0.41%	1.94M	$30.02	$33.33	+11.04%	Sold -1.12% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 0.41% Portfolio value: 1.92M Avg. open price: $87 Current price: $111.02 P/L: +27.61% Bought +57.83% shares Q3 2022	share	0.41%	1.92M	$87	$111.02	+27.61%	Bought +57.83% shares Q3 2022
Integrated Freight & Logistics C.H. Robinson Worldwide, Inc. Portfolio share: 0.38% Portfolio value: 1.82M Avg. open price: $72.6 Current price: $95.42 P/L: +31.43% Bought +196.60% shares Q3 2022	share	0.38%	1.82M	$72.6	$95.42	+31.43%	Bought +196.60% shares Q3 2022
Vanguard ESG U.S. Stock ETF Portfolio share: 0.38% Portfolio value: 1.81M Avg. open price: N/A Current price: $69.21 P/L: N/A N/A Q3 2022	share	0.38%	1.81M	N/A	$69.21	N/A	N/A Q3 2022
WisdomTree U.S. Al Enhanced Value Fund Portfolio share: 0.37% Portfolio value: 1.76M Avg. open price: $99.06 Current price: $94.08 P/L: -5.03% Sold -1.48% shares Q3 2022	share	0.37%	1.76M	$99.06	$94.08	-5.03%	Sold -1.48% shares Q3 2022
Asset Management Main Street Capital Corporation Portfolio share: 0.37% Portfolio value: 1.75M Avg. open price: $38.53 Current price: $37.49 P/L: -2.70% Bought +0.28% shares Q3 2022	share	0.37%	1.75M	$38.53	$37.49	-2.70%	Bought +0.28% shares Q3 2022
Oil & Gas E&P Northern Oil and Gas, Inc. Portfolio share: 0.37% Portfolio value: 1.74M Avg. open price: $21.37 Current price: $33.92 P/L: +58.70% Bought +6.70% shares Q3 2022	share	0.37%	1.74M	$21.37	$33.92	+58.70%	Bought +6.70% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 0.37% Portfolio value: 1.73M Avg. open price: $144.24 Current price: $230.61 P/L: +59.88% Sold -1.98% shares Q3 2022	share	0.37%	1.73M	$144.24	$230.61	+59.88%	Sold -1.98% shares Q3 2022
Xtrackers USD High Yield Corporate Bond ETF Portfolio share: 0.36% Portfolio value: 1.72M Avg. open price: $35.65 Current price: $34.28 P/L: -3.85% Bought +4.81% shares Q3 2022	share	0.36%	1.72M	$35.65	$34.28	-3.85%	Bought +4.81% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 0.35% Portfolio value: 1.68M Avg. open price: $189.6 Current price: $191.4 P/L: +0.95% Bought +11.64% shares Q3 2022	share	0.35%	1.68M	$189.6	$191.4	+0.95%	Bought +11.64% shares Q3 2022
Vanguard Russell 1000 Growth Index Fund Portfolio share: 0.32% Portfolio value: 1.51M Avg. open price: $66.3 Current price: $58.62 P/L: -11.58% Bought +13.82% shares Q3 2022	share	0.32%	1.51M	$66.3	$58.62	-11.58%	Bought +13.82% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.32% Portfolio value: 1.50M Avg. open price: $120.22 Current price: $147.41 P/L: +22.62% Bought +2.42% shares Q3 2022	share	0.32%	1.50M	$120.22	$147.41	+22.62%	Bought +2.42% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.32% Portfolio value: 1.49M Avg. open price: $112.08 Current price: $106.17 P/L: -5.27% Sold -0.53% shares Q3 2022	share	0.32%	1.49M	$112.08	$106.17	-5.27%	Sold -0.53% shares Q3 2022
ALPS Sector Dividend Dogs ETF Portfolio share: 0.31% Portfolio value: 1.49M Avg. open price: $34.89 Current price: $52.76 P/L: +51.21% Sold -1.69% shares Q3 2022	share	0.31%	1.49M	$34.89	$52.76	+51.21%	Sold -1.69% shares Q3 2022
Specialty Industrial Machinery Graco Inc. Portfolio share: 0.31% Portfolio value: 1.47M Avg. open price: N/A Current price: $68.85 P/L: N/A N/A Q1 2022	share	0.31%	1.47M	N/A	$68.85	N/A	N/A Q1 2022
ISHARES CORE MSCI EAFE ETF Portfolio share: 0.30% Portfolio value: 1.43M Avg. open price: N/A Current price: N/A P/L: N/A Sold -8.83% shares Q3 2022	share	0.30%	1.43M	N/A	N/A	N/A	Sold -8.83% shares Q3 2022
iShares MSCI Frontier and Select EM ETF Portfolio share: 0.30% Portfolio value: 1.40M Avg. open price: $25.8 Current price: $26.55 P/L: +2.91% Bought +4.47% shares Q3 2022	share	0.30%	1.40M	$25.8	$26.55	+2.91%	Bought +4.47% shares Q3 2022
SPDR S&P 600 Small Cap Growth ETF Portfolio share: 0.30% Portfolio value: 1.40M Avg. open price: $64.42 Current price: $76.16 P/L: +18.23% Bought +4.96% shares Q3 2022	share	0.30%	1.40M	$64.42	$76.16	+18.23%	Bought +4.96% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.30% Portfolio value: 1.40M Avg. open price: $169.36 Current price: $182.83 P/L: +7.95% Bought +382.94% shares Q3 2022	share	0.30%	1.40M	$169.36	$182.83	+7.95%	Bought +382.94% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.29% Portfolio value: 1.39M Avg. open price: $113.61 Current price: $155.77 P/L: +37.11% Sold -4.26% shares Q3 2022	share	0.29%	1.39M	$113.61	$155.77	+37.11%	Sold -4.26% shares Q3 2022
WisdomTree U.S. SmallCap Dividend Fund Portfolio share: 0.29% Portfolio value: 1.37M Avg. open price: $30.97 Current price: $29.78 P/L: -3.84% Bought +14.65% shares Q3 2022	share	0.29%	1.37M	$30.97	$29.78	-3.84%	Bought +14.65% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.29% Portfolio value: 1.37M Avg. open price: $92.26 Current price: $176.56 P/L: +91.37% Sold -0.01% shares Q3 2022	share	0.29%	1.37M	$92.26	$176.56	+91.37%	Sold -0.01% shares Q3 2022
Invesco S&P 500 Equal Weight Consumer Staples ETF Portfolio share: 0.28% Portfolio value: 1.31M Avg. open price: $105.92 Current price: $175.02 P/L: +65.24% Sold -4.30% shares Q3 2022	share	0.28%	1.31M	$105.92	$175.02	+65.24%	Sold -4.30% shares Q3 2022
Dimensional US Core Equity Market ETF Portfolio share: 0.28% Portfolio value: 1.31M Avg. open price: N/A Current price: $28.16 P/L: N/A N/A Q3 2022	share	0.28%	1.31M	N/A	$28.16	N/A	N/A Q3 2022
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF Portfolio share: 0.28% Portfolio value: 1.30M Avg. open price: N/A Current price: N/A P/L: N/A Sold -1.17% shares Q3 2022	share	0.28%	1.30M	N/A	N/A	N/A	Sold -1.17% shares Q3 2022
Discount Stores Target Corporation Portfolio share: 0.28% Portfolio value: 1.30M Avg. open price: $104.2 Current price: $154.93 P/L: +48.69% Bought +15.59% shares Q3 2022	share	0.28%	1.30M	$104.2	$154.93	+48.69%	Bought +15.59% shares Q3 2022
iShares Russell 1000 ETF Portfolio share: 0.27% Portfolio value: 1.29M Avg. open price: N/A Current price: $219.88 P/L: N/A N/A Q3 2022	share	0.27%	1.29M	N/A	$219.88	N/A	N/A Q3 2022
Conglomerates 3M Company Portfolio share: 0.27% Portfolio value: 1.27M Avg. open price: $164.14 Current price: $124.63 P/L: -24.07% Bought +0.88% shares Q3 2022	share	0.27%	1.27M	$164.14	$124.63	-24.07%	Bought +0.88% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.27% Portfolio value: 1.26M Avg. open price: $176.61 Current price: $199.98 P/L: +13.23% Bought +0.13% shares Q3 2022	share	0.27%	1.26M	$176.61	$199.98	+13.23%	Bought +0.13% shares Q3 2022
ALPS International Sector Dividend Dogs ETF Portfolio share: 0.26% Portfolio value: 1.23M Avg. open price: $20.65 Current price: $25.82 P/L: +25.01% Bought +1.02% shares Q3 2022	share	0.26%	1.23M	$20.65	$25.82	+25.01%	Bought +1.02% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.26% Portfolio value: 1.23M Avg. open price: $62.64 Current price: $66.83 P/L: +6.69% Sold -21.27% shares Q3 2022	share	0.26%	1.23M	$62.64	$66.83	+6.69%	Sold -21.27% shares Q3 2022
Oil & Gas Midstream Kinder Morgan, Inc. Portfolio share: 0.26% Portfolio value: 1.22M Avg. open price: $16.6 Current price: $18.56 P/L: +11.77% Bought +24.59% shares Q3 2022	share	0.26%	1.22M	$16.6	$18.56	+11.77%	Bought +24.59% shares Q3 2022
iShares U.S. Pharmaceuticals ETF Portfolio share: 0.25% Portfolio value: 1.19M Avg. open price: $150.65 Current price: $188.02 P/L: +24.81% Sold -0.76% shares Q3 2022	share	0.25%	1.19M	$150.65	$188.02	+24.81%	Sold -0.76% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.25% Portfolio value: 1.19M Avg. open price: $150.72 Current price: $320.08 P/L: +112.37% Sold -4.26% shares Q3 2022	share	0.25%	1.19M	$150.72	$320.08	+112.37%	Sold -4.26% shares Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 0.25% Portfolio value: 1.17M Avg. open price: $203.59 Current price: $356.09 P/L: +74.91% Sold -0.91% shares Q3 2022	share	0.25%	1.17M	$203.59	$356.09	+74.91%	Sold -0.91% shares Q3 2022
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF Portfolio share: 0.24% Portfolio value: 1.15M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.24%	1.15M	N/A	N/A	N/A	N/A Q3 2022
WisdomTree U.S. Quality Dividend Growth Fund Portfolio share: 0.24% Portfolio value: 1.15M Avg. open price: $39.59 Current price: $62.68 P/L: +58.32% Bought +4.57% shares Q3 2022	share	0.24%	1.15M	$39.59	$62.68	+58.32%	Bought +4.57% shares Q3 2022
SPDR Bloomberg Convertible Securities ETF Portfolio share: 0.24% Portfolio value: 1.14M Avg. open price: $49.45 Current price: $66.33 P/L: +34.15% Bought +4.70% shares Q3 2022	share	0.24%	1.14M	$49.45	$66.33	+34.15%	Bought +4.70% shares Q3 2022
VanEck J.P. Morgan EM Local Currency Bond ETF Portfolio share: 0.24% Portfolio value: 1.13M Avg. open price: $27.44 Current price: $24.07 P/L: -12.30% Bought +6.46% shares Q3 2022	share	0.24%	1.13M	$27.44	$24.07	-12.30%	Bought +6.46% shares Q3 2022
Medical Devices EDAP TMS S.A. Portfolio share: 0.23% Portfolio value: 1.11M Avg. open price: N/A Current price: $11.01 P/L: N/A N/A Q1 2020	share	0.23%	1.11M	N/A	$11.01	N/A	N/A Q1 2020
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.23% Portfolio value: 1.10M Avg. open price: $278.83 Current price: $490.67 P/L: +75.98% Bought +2.58% shares Q3 2022	share	0.23%	1.10M	$278.83	$490.67	+75.98%	Bought +2.58% shares Q3 2022
Vanguard Intermediate-Term Corporate Bond Index Fund Portfolio share: 0.23% Portfolio value: 1.10M Avg. open price: $81.2 Current price: $78.74 P/L: -3.03% Bought +9.59% shares Q3 2022	share	0.23%	1.10M	$81.2	$78.74	-3.03%	Bought +9.59% shares Q3 2022
Schwab Fundamental Emerging Markets Large Company Index ETF Portfolio share: 0.22% Portfolio value: 1.06M Avg. open price: $26.79 Current price: $25.97 P/L: -3.06% Bought +6.74% shares Q3 2022	share	0.22%	1.06M	$26.79	$25.97	-3.06%	Bought +6.74% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.22% Portfolio value: 1.04M Avg. open price: $104.65 Current price: $213.68 P/L: +104.18% Sold -0.19% shares Q3 2022	share	0.22%	1.04M	$104.65	$213.68	+104.18%	Sold -0.19% shares Q3 2022
SPDR Portfolio Aggregate Bond ETF Portfolio share: 0.22% Portfolio value: 1.04M Avg. open price: N/A Current price: $25.52 P/L: N/A N/A Q3 2022	share	0.22%	1.04M	N/A	$25.52	N/A	N/A Q3 2022
SPDR Portfolio High Yield Bond ETF Portfolio share: 0.22% Portfolio value: 1.03M Avg. open price: $23.84 Current price: $22.72 P/L: -4.71% Bought +50.60% shares Q3 2022	share	0.22%	1.03M	$23.84	$22.72	-4.71%	Bought +50.60% shares Q3 2022
Insurance—Life MetLife, Inc. Portfolio share: 0.22% Portfolio value: 1.02M Avg. open price: $60.04 Current price: $75.4 P/L: +25.59% Bought +5.37% shares Q3 2022	share	0.22%	1.02M	$60.04	$75.4	+25.59%	Bought +5.37% shares Q3 2022
iShares Core Total USD Bond Market ETF Portfolio share: 0.21% Portfolio value: 1.00M Avg. open price: $46.82 Current price: $45.59 P/L: -2.63% Bought +0.58% shares Q3 2022	share	0.21%	1.00M	$46.82	$45.59	-2.63%	Bought +0.58% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.21% Portfolio value: 995K Avg. open price: $214.84 Current price: $436.89 P/L: +103.36% Bought +11.83% shares Q3 2022	share	0.21%	995K	$214.84	$436.89	+103.36%	Bought +11.83% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.20% Portfolio value: 959K Avg. open price: $1,808.98 Current price: $91.02 P/L: -94.97% Bought +2.77% shares Q3 2022	share	0.20%	959K	$1,808.98	$91.02	-94.97%	Bought +2.77% shares Q3 2022
Farm & Heavy Construction Machinery Caterpillar Inc. Portfolio share: 0.20% Portfolio value: 948K Avg. open price: $115.7 Current price: $232.57 P/L: +101.01% Sold -3.28% shares Q3 2022	share	0.20%	948K	$115.7	$232.57	+101.01%	Sold -3.28% shares Q3 2022
REIT—Retail Realty Income Corporation Portfolio share: 0.20% Portfolio value: 945K Avg. open price: $59.81 Current price: $62.24 P/L: +4.06% Bought +1.43% shares Q3 2022	share	0.20%	945K	$59.81	$62.24	+4.06%	Bought +1.43% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.20% Portfolio value: 931K Avg. open price: $208.29 Current price: $488.66 P/L: +134.61% Sold -1.20% shares Q3 2022	share	0.20%	931K	$208.29	$488.66	+134.61%	Sold -1.20% shares Q3 2022
Invesco S&P 500 Equal Weight Technology ETF Portfolio share: 0.19% Portfolio value: 892K Avg. open price: $108 Current price: $256.62 P/L: +137.61% Sold -0.08% shares Q3 2022	share	0.19%	892K	$108	$256.62	+137.61%	Sold -0.08% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.18% Portfolio value: 865K Avg. open price: $143.47 Current price: $178.78 P/L: +24.61% Bought +23.91% shares Q3 2022	share	0.18%	865K	$143.47	$178.78	+24.61%	Bought +23.91% shares Q3 2022
Vanguard Mid-Cap Value Index Fund Portfolio share: 0.18% Portfolio value: 857K Avg. open price: $127.78 Current price: $139.92 P/L: +9.50% Bought +6.08% shares Q3 2022	share	0.18%	857K	$127.78	$139.92	+9.50%	Bought +6.08% shares Q3 2022
Vanguard Large Cap Index Fund Portfolio share: 0.18% Portfolio value: 851K Avg. open price: $133.32 Current price: $182.27 P/L: +36.72% Sold -19.03% shares Q3 2022	share	0.18%	851K	$133.32	$182.27	+36.72%	Sold -19.03% shares Q3 2022
Schwab 1-5 Year Corporate Bond ETF Portfolio share: 0.18% Portfolio value: 849K Avg. open price: $50.93 Current price: $47 P/L: -7.72% Sold -23.77% shares Q3 2022	share	0.18%	849K	$50.93	$47	-7.72%	Sold -23.77% shares Q3 2022
Vanguard Short-Term Inflation-Protected Securities Index Fund Portfolio share: 0.18% Portfolio value: 846K Avg. open price: $48.32 Current price: $47.97 P/L: -0.72% Sold -3.28% shares Q3 2022	share	0.18%	846K	$48.32	$47.97	-0.72%	Sold -3.28% shares Q3 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.18% Portfolio value: 836K Avg. open price: $143.25 Current price: $215.6 P/L: +50.50% Sold -1.20% shares Q3 2022	share	0.18%	836K	$143.25	$215.6	+50.50%	Sold -1.20% shares Q3 2022
Specialty Retail Tractor Supply Company Portfolio share: 0.17% Portfolio value: 815K Avg. open price: $160.15 Current price: $220.95 P/L: +37.96% Bought +0.74% shares Q3 2022	share	0.17%	815K	$160.15	$220.95	+37.96%	Bought +0.74% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.17% Portfolio value: 812K Avg. open price: $85.28 Current price: $100.68 P/L: +18.05% Bought +0.69% shares Q3 2022	share	0.17%	812K	$85.28	$100.68	+18.05%	Bought +0.69% shares Q3 2022
VanEck Vectors High Yield Muni ETF Portfolio share: 0.17% Portfolio value: 803K Avg. open price: $57.42 Current price: $51.69 P/L: -9.98% Bought +14.39% shares Q3 2022	share	0.17%	803K	$57.42	$51.69	-9.98%	Bought +14.39% shares Q3 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 0.17% Portfolio value: 797K Avg. open price: $54.28 Current price: $49.83 P/L: -8.19% Bought +10.55% shares Q3 2022	share	0.17%	797K	$54.28	$49.83	-8.19%	Bought +10.55% shares Q3 2022
ISHARES MSCI USA MIN VOL FACTOR ETF Portfolio share: 0.16% Portfolio value: 765K Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.45% shares Q3 2022	share	0.16%	765K	N/A	N/A	N/A	Bought +2.45% shares Q3 2022
WisdomTree International High Dividend Fund Portfolio share: 0.16% Portfolio value: 763K Avg. open price: $36.73 Current price: $36.05 P/L: -1.84% Bought +40.01% shares Q3 2022	share	0.16%	763K	$36.73	$36.05	-1.84%	Bought +40.01% shares Q3 2022
Asset Management Tortoise Midstream Energy Fund, Inc. Portfolio share: 0.16% Portfolio value: 746K Avg. open price: $32.48 Current price: $36.24 P/L: +11.58% Sold -7.26% shares Q3 2022	share	0.16%	746K	$32.48	$36.24	+11.58%	Sold -7.26% shares Q3 2022
ETFMG Prime Cyber Security ETF Portfolio share: 0.16% Portfolio value: 743K Avg. open price: $36.64 Current price: $45.72 P/L: +24.77% Sold -17.96% shares Q3 2022	share	0.16%	743K	$36.64	$45.72	+24.77%	Sold -17.96% shares Q3 2022
iShares Core S&P U.S. Value ETF Portfolio share: 0.15% Portfolio value: 731K Avg. open price: $66.16 Current price: $72.63 P/L: +9.78% Bought +43.48% shares Q3 2022	share	0.15%	731K	$66.16	$72.63	+9.78%	Bought +43.48% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.15% Portfolio value: 722K Avg. open price: $47.63 Current price: $88.61 P/L: +86.05% Sold -0.56% shares Q3 2022	share	0.15%	722K	$47.63	$88.61	+86.05%	Sold -0.56% shares Q3 2022
Credit Services Ally Financial Inc. Portfolio share: 0.15% Portfolio value: 721K Avg. open price: N/A Current price: $25.11 P/L: N/A N/A Q3 2022	share	0.15%	721K	N/A	$25.11	N/A	N/A Q3 2022
VANGUARD ULTRA-SHORT BOND ETF Portfolio share: 0.15% Portfolio value: 720K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.15%	720K	N/A	N/A	N/A	N/A Q3 2022
iShares ESG Aware MSCI EM ETF Portfolio share: 0.14% Portfolio value: 686K Avg. open price: $34.42 Current price: $31.08 P/L: -9.70% Bought +14.83% shares Q3 2022	share	0.14%	686K	$34.42	$31.08	-9.70%	Bought +14.83% shares Q3 2022
Utilities—Regulated Electric Xcel Energy Inc. Portfolio share: 0.14% Portfolio value: 672K Avg. open price: $44.65 Current price: $68.68 P/L: +53.82% Bought +0.07% shares Q3 2022	share	0.14%	672K	$44.65	$68.68	+53.82%	Bought +0.07% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 0.14% Portfolio value: 655K Avg. open price: $62.19 Current price: $53.29 P/L: -14.31% Sold -10.51% shares Q3 2022	share	0.14%	655K	$62.19	$53.29	-14.31%	Sold -10.51% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.14% Portfolio value: 646K Avg. open price: $46.82 Current price: $37.07 P/L: -20.83% Bought +0.96% shares Q3 2022	share	0.14%	646K	$46.82	$37.07	-20.83%	Bought +0.96% shares Q3 2022
Asset Management Eaton Vance Limited Duration Income Fund Portfolio share: 0.13% Portfolio value: 629K Avg. open price: $10.43 Current price: $10.16 P/L: -2.60% Sold -1.49% shares Q3 2022	share	0.13%	629K	$10.43	$10.16	-2.60%	Sold -1.49% shares Q3 2022
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Portfolio share: 0.13% Portfolio value: 623K Avg. open price: N/A Current price: $98.63 P/L: N/A N/A Q3 2022	share	0.13%	623K	N/A	$98.63	N/A	N/A Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.13% Portfolio value: 619K Avg. open price: $126.8 Current price: $228.12 P/L: +79.90% Sold -6.96% shares Q3 2022	share	0.13%	619K	$126.8	$228.12	+79.90%	Sold -6.96% shares Q3 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.13% Portfolio value: 618K Avg. open price: $23.49 Current price: $24.66 P/L: +4.97% Sold -0.91% shares Q3 2022	share	0.13%	618K	$23.49	$24.66	+4.97%	Sold -0.91% shares Q3 2022
Specialty Retail Genuine Parts Company Portfolio share: 0.13% Portfolio value: 615K Avg. open price: $105.98 Current price: $184.92 P/L: +74.48% Sold -3.31% shares Q3 2022	share	0.13%	615K	$105.98	$184.92	+74.48%	Sold -3.31% shares Q3 2022
WisdomTree International SmallCap Dividend Fund Portfolio share: 0.13% Portfolio value: 610K Avg. open price: $62.77 Current price: $58.54 P/L: -6.74% Sold -14.72% shares Q3 2022	share	0.13%	610K	$62.77	$58.54	-6.74%	Sold -14.72% shares Q3 2022
Robo Global Robotics and Automation Index ETF Portfolio share: 0.13% Portfolio value: 602K Avg. open price: $42.2 Current price: $48.45 P/L: +14.82% Bought +2.24% shares Q3 2022	share	0.13%	602K	$42.2	$48.45	+14.82%	Bought +2.24% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.12% Portfolio value: 567K Avg. open price: $131.88 Current price: $131.37 P/L: -0.39% Bought +2.61% shares Q3 2022	share	0.12%	567K	$131.88	$131.37	-0.39%	Bought +2.61% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.12% Portfolio value: 555K Avg. open price: $2,084.83 Current price: $99.87 P/L: -95.21% Bought +12.28% shares Q3 2022	share	0.12%	555K	$2,084.83	$99.87	-95.21%	Bought +12.28% shares Q3 2022
WisdomTree Emerging Markets High Dividend Fund Portfolio share: 0.12% Portfolio value: 555K Avg. open price: $39.76 Current price: $36.65 P/L: -7.81% Bought +3.52% shares Q3 2022	share	0.12%	555K	$39.76	$36.65	-7.81%	Bought +3.52% shares Q3 2022
Schwab Fundamental U.S. Small Company Index ETF Portfolio share: 0.11% Portfolio value: 536K Avg. open price: $38.33 Current price: $48.77 P/L: +27.25% Bought +0.91% shares Q3 2022	share	0.11%	536K	$38.33	$48.77	+27.25%	Bought +0.91% shares Q3 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 0.11% Portfolio value: 533K Avg. open price: $53.89 Current price: $46.39 P/L: -13.92% Sold -5.43% shares Q3 2022	share	0.11%	533K	$53.89	$46.39	-13.92%	Sold -5.43% shares Q3 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 0.11% Portfolio value: 525K Avg. open price: $255.12 Current price: $210.44 P/L: -17.51% Bought +2.52% shares Q3 2022	share	0.11%	525K	$255.12	$210.44	-17.51%	Bought +2.52% shares Q3 2022
Schwab U.S. REIT ETF Portfolio share: 0.11% Portfolio value: 509K Avg. open price: $36.32 Current price: $19.97 P/L: -45.01% Bought +14.12% shares Q3 2022	share	0.11%	509K	$36.32	$19.97	-45.01%	Bought +14.12% shares Q3 2022
First Trust Dow Jones Internet Index Fund Portfolio share: 0.11% Portfolio value: 501K Avg. open price: $139.18 Current price: $128.34 P/L: -7.79% Sold -6.14% shares Q3 2022	share	0.11%	501K	$139.18	$128.34	-7.79%	Sold -6.14% shares Q3 2022
Specialty Chemicals Ecolab Inc. Portfolio share: 0.10% Portfolio value: 492K Avg. open price: $186.88 Current price: $150.45 P/L: -19.49% Bought +18.21% shares Q3 2022	share	0.10%	492K	$186.88	$150.45	-19.49%	Bought +18.21% shares Q3 2022
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Portfolio share: 0.10% Portfolio value: 472K Avg. open price: $58.03 Current price: $49.86 P/L: -14.08% Sold -12.30% shares Q3 2022	share	0.10%	472K	$58.03	$49.86	-14.08%	Sold -12.30% shares Q3 2022
Vanguard Financials Index Fund Portfolio share: 0.10% Portfolio value: 471K Avg. open price: N/A Current price: $85.21 P/L: N/A Sold -7.72% shares Q3 2022	share	0.10%	471K	N/A	$85.21	N/A	Sold -7.72% shares Q3 2022
Vanguard Total World Stock Index Fund Portfolio share: 0.10% Portfolio value: 463K Avg. open price: $80.16 Current price: $89.45 P/L: +11.59% Sold -16.22% shares Q3 2022	share	0.10%	463K	$80.16	$89.45	+11.59%	Sold -16.22% shares Q3 2022
Banks—Diversified Wells Fargo & Company Portfolio share: 0.10% Portfolio value: 454K Avg. open price: $47.08 Current price: $43.66 P/L: -7.26% Bought +31.23% shares Q3 2022	share	0.10%	454K	$47.08	$43.66	-7.26%	Bought +31.23% shares Q3 2022
Medical Devices Medtronic plc Portfolio share: 0.09% Portfolio value: 447K Avg. open price: $77.04 Current price: $78.79 P/L: +2.27% Bought +1.30% shares Q3 2022	share	0.09%	447K	$77.04	$78.79	+2.27%	Bought +1.30% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 0.09% Portfolio value: 435K Avg. open price: $78.39 Current price: $77.65 P/L: -0.94% Bought +1.77% shares Q3 2022	share	0.09%	435K	$78.39	$77.65	-0.94%	Bought +1.77% shares Q3 2022
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Portfolio share: 0.09% Portfolio value: 435K Avg. open price: $12.72 Current price: $16.5 P/L: +29.70% Sold -40.35% shares Q3 2022	share	0.09%	435K	$12.72	$16.5	+29.70%	Sold -40.35% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.09% Portfolio value: 425K Avg. open price: $40.92 Current price: $29.17 P/L: -28.71% Sold -7.80% shares Q3 2022	share	0.09%	425K	$40.92	$29.17	-28.71%	Sold -7.80% shares Q3 2022
iShares Russell 2000 Value ETF Portfolio share: 0.09% Portfolio value: 418K Avg. open price: $161.4 Current price: $145.61 P/L: -9.78% Sold -19.62% shares Q3 2022	share	0.09%	418K	$161.4	$145.61	-9.78%	Sold -19.62% shares Q3 2022
BERKSHIRE HATHAWAY INC CLASS A Portfolio share: 0.09% Portfolio value: 406K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2020	share	0.09%	406K	N/A	N/A	N/A	N/A Q3 2020
Schwab Short-Term U.S. Treasury ETF Portfolio share: 0.09% Portfolio value: 404K Avg. open price: $48.47 Current price: $48.26 P/L: -0.44% Bought +87.29% shares Q3 2022	share	0.09%	404K	$48.47	$48.26	-0.44%	Bought +87.29% shares Q3 2022
Oil & Gas Midstream The Williams Companies, Inc. Portfolio share: 0.08% Portfolio value: 393K Avg. open price: $33.3 Current price: $34.17 P/L: +2.62% Bought +1.11% shares Q3 2022	share	0.08%	393K	$33.3	$34.17	+2.62%	Bought +1.11% shares Q3 2022
iShares MSCI ACWI ex U.S. ETF Portfolio share: 0.08% Portfolio value: 392K Avg. open price: N/A Current price: $46.59 P/L: N/A N/A Q3 2022	share	0.08%	392K	N/A	$46.59	N/A	N/A Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.08% Portfolio value: 381K Avg. open price: $82.92 Current price: $79.43 P/L: -4.21% Sold -9.53% shares Q3 2022	share	0.08%	381K	$82.92	$79.43	-4.21%	Sold -9.53% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.08% Portfolio value: 376K Avg. open price: $382.48 Current price: $287.73 P/L: -24.77% Sold -23.86% shares Q3 2022	share	0.08%	376K	$382.48	$287.73	-24.77%	Sold -23.86% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.08% Portfolio value: 374K Avg. open price: $130.2 Current price: $271.59 P/L: +108.59% Bought +9.61% shares Q3 2022	share	0.08%	374K	$130.2	$271.59	+108.59%	Bought +9.61% shares Q3 2022
iShares GSCI Commodity Dynamic Roll Strategy ETF Portfolio share: 0.08% Portfolio value: 369K Avg. open price: $32.24 Current price: $36.51 P/L: +13.26% Sold -91.84% shares Q3 2022	share	0.08%	369K	$32.24	$36.51	+13.26%	Sold -91.84% shares Q3 2022
Residential Construction Lennar Corporation Portfolio share: 0.08% Portfolio value: 366K Avg. open price: $78.45 Current price: $87.35 P/L: +11.35% Bought +0.10% shares Q2 2022	share	0.08%	366K	$78.45	$87.35	+11.35%	Bought +0.10% shares Q2 2022
REIT—Specialty Gladstone Land Corporation Portfolio share: 0.08% Portfolio value: 362K Avg. open price: $11.69 Current price: $20.24 P/L: +73.17% Sold -4.69% shares Q3 2022	share	0.08%	362K	$11.69	$20.24	+73.17%	Sold -4.69% shares Q3 2022
Auto Manufacturers Ford Motor Company Portfolio share: 0.07% Portfolio value: 349K Avg. open price: $9.57 Current price: $13.38 P/L: +39.81% Bought +9.39% shares Q3 2022	share	0.07%	349K	$9.57	$13.38	+39.81%	Bought +9.39% shares Q3 2022
Closed-End Fund - Equity iShares Global Healthcare ETF Portfolio share: 0.07% Portfolio value: 349K Avg. open price: N/A Current price: $86.46 P/L: N/A N/A Q3 2021	share	0.07%	349K	N/A	$86.46	N/A	N/A Q3 2021
Banks—Diversified Bank of America Corporation Portfolio share: 0.07% Portfolio value: 346K Avg. open price: $27.05 Current price: $34.47 P/L: +27.42% Sold -0.10% shares Q3 2022	share	0.07%	346K	$27.05	$34.47	+27.42%	Sold -0.10% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.07% Portfolio value: 336K Avg. open price: $214.46 Current price: $181.16 P/L: -15.53% Sold -10.36% shares Q3 2022	share	0.07%	336K	$214.46	$181.16	-15.53%	Sold -10.36% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.07% Portfolio value: 326K Avg. open price: $65.54 Current price: $48.11 P/L: -26.60% Sold -18.52% shares Q3 2022	share	0.07%	326K	$65.54	$48.11	-26.60%	Sold -18.52% shares Q3 2022
Semiconductor Equipment & Materials Applied Materials, Inc. Portfolio share: 0.07% Portfolio value: 326K Avg. open price: $48.21 Current price: $106.43 P/L: +120.76% Bought +1.14% shares Q3 2022	share	0.07%	326K	$48.21	$106.43	+120.76%	Bought +1.14% shares Q3 2022
iShares U.S. Medical Devices ETF Portfolio share: 0.07% Portfolio value: 319K Avg. open price: $38.77 Current price: $52.54 P/L: +35.52% Sold -9.66% shares Q3 2022	share	0.07%	319K	$38.77	$52.54	+35.52%	Sold -9.66% shares Q3 2022
iShares Core Aggressive Allocation ETF Portfolio share: 0.07% Portfolio value: 317K Avg. open price: $57.48 Current price: $61.68 P/L: +7.31% Bought +0.42% shares Q3 2022	share	0.07%	317K	$57.48	$61.68	+7.31%	Bought +0.42% shares Q3 2022
iShares Biotechnology ETF Portfolio share: 0.06% Portfolio value: 307K Avg. open price: $109.12 Current price: $135.49 P/L: +24.16% N/A Q3 2022	share	0.06%	307K	$109.12	$135.49	+24.16%	N/A Q3 2022
Vanguard International High Dividend Yield Fund Portfolio share: 0.06% Portfolio value: 302K Avg. open price: N/A Current price: $60.4 P/L: N/A N/A Q3 2022	share	0.06%	302K	N/A	$60.4	N/A	N/A Q3 2022
Vanguard S&P Small-Cap 600 Index Fund Portfolio share: 0.06% Portfolio value: 302K Avg. open price: $124.36 Current price: $183.79 P/L: +47.79% Sold -8.77% shares Q3 2022	share	0.06%	302K	$124.36	$183.79	+47.79%	Sold -8.77% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.06% Portfolio value: 291K Avg. open price: $69.54 Current price: $85.15 P/L: +22.44% Bought +1.45% shares Q3 2022	share	0.06%	291K	$69.54	$85.15	+22.44%	Bought +1.45% shares Q3 2022
Asset Management PIMCO Corporate & Income Opportunity Fund Portfolio share: 0.06% Portfolio value: 288K Avg. open price: $12.51 Current price: $12.98 P/L: +3.76% Bought +137.34% shares Q3 2022	share	0.06%	288K	$12.51	$12.98	+3.76%	Bought +137.34% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.06% Portfolio value: 284K Avg. open price: $60.37 Current price: $106.85 P/L: +76.99% Bought +7.47% shares Q3 2022	share	0.06%	284K	$60.37	$106.85	+76.99%	Bought +7.47% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 0.06% Portfolio value: 278K Avg. open price: $46.31 Current price: $47 P/L: +1.48% Sold -38.54% shares Q3 2022	share	0.06%	278K	$46.31	$47	+1.48%	Sold -38.54% shares Q3 2022
Software—Infrastructure Adobe Inc. Portfolio share: 0.06% Portfolio value: 268K Avg. open price: $314.7 Current price: $334.28 P/L: +6.22% Sold -0.31% shares Q3 2022	share	0.06%	268K	$314.7	$334.28	+6.22%	Sold -0.31% shares Q3 2022
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 0.06% Portfolio value: 268K Avg. open price: N/A Current price: $246.21 P/L: N/A N/A Q3 2022	share	0.06%	268K	N/A	$246.21	N/A	N/A Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.06% Portfolio value: 265K Avg. open price: $176.28 Current price: $206.18 P/L: +16.96% Sold -1.74% shares Q3 2022	share	0.06%	265K	$176.28	$206.18	+16.96%	Sold -1.74% shares Q3 2022
Oil & Gas Integrated TotalEnergies SE Portfolio share: 0.06% Portfolio value: 262K Avg. open price: $46.49 Current price: $59.77 P/L: +28.56% Bought +0.04% shares Q3 2022	share	0.06%	262K	$46.49	$59.77	+28.56%	Bought +0.04% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.05% Portfolio value: 257K Avg. open price: $911.5 Current price: $182.45 P/L: -79.98% Bought +2.22% shares Q3 2022	share	0.05%	257K	$911.5	$182.45	-79.98%	Bought +2.22% shares Q3 2022
Invesco S&P 100 Equal Weight ETF Portfolio share: 0.05% Portfolio value: 249K Avg. open price: $50.89 Current price: $77.32 P/L: +51.94% Sold -7.13% shares Q3 2022	share	0.05%	249K	$50.89	$77.32	+51.94%	Sold -7.13% shares Q3 2022
Asset Management BlackRock Enhanced Equity Dividend Trust Portfolio share: 0.05% Portfolio value: 246K Avg. open price: $6.82 Current price: $9.28 P/L: +36.08% Sold -2.23% shares Q3 2022	share	0.05%	246K	$6.82	$9.28	+36.08%	Sold -2.23% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.05% Portfolio value: 244K Avg. open price: $50.18 Current price: $46.84 P/L: -6.66% Bought +0.36% shares Q3 2022	share	0.05%	244K	$50.18	$46.84	-6.66%	Bought +0.36% shares Q3 2022
Information Technology Services Accenture plc Portfolio share: 0.05% Portfolio value: 238K Avg. open price: $292.99 Current price: $292.93 P/L: -0.02% Bought +2.55% shares Q3 2022	share	0.05%	238K	$292.99	$292.93	-0.02%	Bought +2.55% shares Q3 2022
ISHARES MSCI USA MOMENTUM FACTOR ETF Portfolio share: 0.05% Portfolio value: 236K Avg. open price: N/A Current price: N/A P/L: N/A Sold -15.79% shares Q3 2022	share	0.05%	236K	N/A	N/A	N/A	Sold -15.79% shares Q3 2022
Vanguard Total Intl Stock Idx Fund Portfolio share: 0.05% Portfolio value: 234K Avg. open price: $61.94 Current price: $53.09 P/L: -14.29% Bought +3.25% shares Q3 2022	share	0.05%	234K	$61.94	$53.09	-14.29%	Bought +3.25% shares Q3 2022
SPDR Bloomberg High Yield Bond ETF Portfolio share: 0.05% Portfolio value: 231K Avg. open price: $96.11 Current price: $91.7 P/L: -4.59% Sold -54.81% shares Q3 2022	share	0.05%	231K	$96.11	$91.7	-4.59%	Sold -54.81% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.05% Portfolio value: 228K Avg. open price: $113.69 Current price: $98.54 P/L: -13.32% Sold -49.46% shares Q3 2022	share	0.05%	228K	$113.69	$98.54	-13.32%	Sold -49.46% shares Q3 2022
iShares Morningstar Mid-Cap Value ETF Portfolio share: 0.05% Portfolio value: 224K Avg. open price: N/A Current price: $64.12 P/L: N/A N/A Q3 2022	share	0.05%	224K	N/A	$64.12	N/A	N/A Q3 2022
ISHARES U.S. AEROSPACE & DEFENSE ETF Portfolio share: 0.05% Portfolio value: 224K Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.49% shares Q3 2022	share	0.05%	224K	N/A	N/A	N/A	Bought +0.49% shares Q3 2022
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF Portfolio share: 0.05% Portfolio value: 222K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.05%	222K	N/A	N/A	N/A	N/A Q3 2022
Telecom Services Vodafone Group Public Limited Company Portfolio share: 0.05% Portfolio value: 220K Avg. open price: $17.25 Current price: $11.06 P/L: -35.89% Bought +0.58% shares Q3 2022	share	0.05%	220K	$17.25	$11.06	-35.89%	Bought +0.58% shares Q3 2022
Vanguard S&P Small-Cap 600 Value Index Fund Portfolio share: 0.05% Portfolio value: 219K Avg. open price: N/A Current price: $165.03 P/L: N/A N/A Q3 2022	share	0.05%	219K	N/A	$165.03	N/A	N/A Q3 2022
Asset Management BlackRock Corporate High Yield Fund, Inc. Portfolio share: 0.05% Portfolio value: 219K Avg. open price: $9.61 Current price: $9.02 P/L: -6.16% Bought +131.38% shares Q1 2020	share	0.05%	219K	$9.61	$9.02	-6.16%	Bought +131.38% shares Q1 2020
First Trust Health Care AlphaDEX Fund Portfolio share: 0.05% Portfolio value: 218K Avg. open price: $74.49 Current price: $108.97 P/L: +46.29% Bought +0.13% shares Q3 2022	share	0.05%	218K	$74.49	$108.97	+46.29%	Bought +0.13% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 0.04% Portfolio value: 205K Avg. open price: $106.94 Current price: $104.36 P/L: -2.41% Sold -21.04% shares Q3 2022	share	0.04%	205K	$106.94	$104.36	-2.41%	Sold -21.04% shares Q3 2022
Invesco Financial Preferred ETF Portfolio share: 0.04% Portfolio value: 204K Avg. open price: $15.25 Current price: $15.16 P/L: -0.56% Sold -8.05% shares Q1 2022	share	0.04%	204K	$15.25	$15.16	-0.56%	Sold -8.05% shares Q1 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 0.04% Portfolio value: 202K Avg. open price: N/A Current price: $39.09 P/L: N/A N/A Q3 2022	share	0.04%	202K	N/A	$39.09	N/A	N/A Q3 2022
Asset Management Abrdn Asia-Pacific Income Fund Inc Portfolio share: 0.04% Portfolio value: 190K Avg. open price: $3.44 Current price: $2.65 P/L: -23.05% Sold -27.80% shares Q3 2022	share	0.04%	190K	$3.44	$2.65	-23.05%	Sold -27.80% shares Q3 2022
Other Industrial Metals & Mining PolyMet Mining Corp. Portfolio share: 0.02% Portfolio value: 100K Avg. open price: $7.49 Current price: $2.94 P/L: -60.77% Sold -0.94% shares Q3 2022	share	0.02%	100K	$7.49	$2.94	-60.77%	Sold -0.94% shares Q3 2022
Asset Management Putnam Premier Income Trust Portfolio share: 0.01% Portfolio value: 60K Avg. open price: $4.07 Current price: $3.7 P/L: -9.16% Sold -45.94% shares Q3 2022	share	0.01%	60K	$4.07	$3.7	-9.16%	Sold -45.94% shares Q3 2022
Medical Devices Senseonics Holdings, Inc. Portfolio share: 0.01% Portfolio value: 24K Avg. open price: $1.73 Current price: $1.07 P/L: -38.15% Bought +22.09% shares Q3 2022	share	0.01%	24K	$1.73	$1.07	-38.15%	Bought +22.09% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $178.18 Current price: $133.93 P/L: -24.83% Sold -100.00% shares Q3 2022	share	0.00%	0	$178.18	$133.93	-24.83%	Sold -100.00% shares Q3 2022
Diagnostics & Research IDEXX Laboratories, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $547.06 Current price: $422.3 P/L: -22.81% Sold -100.00% shares Q3 2022	share	0.00%	0	$547.06	$422.3	-22.81%	Sold -100.00% shares Q3 2022
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $39.67 Current price: $26.68 P/L: -32.74% Sold -100.00% shares Q3 2022	share	0.00%	0	$39.67	$26.68	-32.74%	Sold -100.00% shares Q3 2022
Specialty Retail Best Buy Co., Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $81.61 Current price: $84.32 P/L: +3.32% Sold -100.00% shares Q3 2022	share	0.00%	0	$81.61	$84.32	+3.32%	Sold -100.00% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $58.16 Current price: $51.48 P/L: -11.48% Sold -100.00% shares Q3 2022	share	0.00%	0	$58.16	$51.48	-11.48%	Sold -100.00% shares Q3 2022
iShares Russell Mid-Cap Growth ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $111.26 Current price: $87.5 P/L: -21.35% Sold -100.00% shares Q3 2022	share	0.00%	0	$111.26	$87.5	-21.35%	Sold -100.00% shares Q3 2022
SPDR S&P International Small Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $37.15 Current price: $29.88 P/L: -19.56% Sold -100.00% shares Q3 2022	share	0.00%	0	$37.15	$29.88	-19.56%	Sold -100.00% shares Q3 2022
Software—Application ServiceNow, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $491.54 Current price: $392.26 P/L: -20.20% Sold -100.00% shares Q3 2022	share	0.00%	0	$491.54	$392.26	-20.20%	Sold -100.00% shares Q3 2022
Invesco BulletShares 2022 Corporate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $21.35 Current price: $21.23 P/L: -0.57% Sold -100.00% shares Q3 2022	share	0.00%	0	$21.35	$21.23	-0.57%	Sold -100.00% shares Q3 2022
Real Estate Services CBRE Group, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $91.52 Current price: $77.73 P/L: -15.07% Sold -100.00% shares Q3 2022	share	0.00%	0	$91.52	$77.73	-15.07%	Sold -100.00% shares Q3 2022

Showing TOP 223 CAHILL FINANCIAL ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CAHILL FINANCIAL ADVISORS INC?

The biggest position of the CAHILL FINANCIAL ADVISORS INC is VanEck Vectors Morningstar Wide Moat ETF (MOAT) with 4.49% portfolio share worth of 21.28M US dollars.

Top 5 CAHILL FINANCIAL ADVISORS's holdings represent 19.33% of the portfolio:

VanEck Vectors Morningstar Wide Moat ETF (MOAT) – 4.49%
iShares ESG Aware MSCI USA ETF (ESGU) – 4.47%
iShares S&P 500 Growth ETF (IVW) – 3.68%
Vanguard Dividend Appreciation Index Fund (VIG) – 3.43%
Vanguard Short-Term Bond Index Fund (BSV) – 3.26%

Who is the portfolio manager of CAHILL FINANCIAL ADVISORS INC?

The portfolio manager of the CAHILL FINANCIAL ADVISORS INC is .

What is the total asset value of the CAHILL FINANCIAL ADVISORS INC portfolio?

CAHILL FINANCIAL ADVISORS INC total asset value (portfolio value) is 474.36M US dollars.

Who is ?

is the portfolio manager of the CAHILL FINANCIAL ADVISORS INC.

What is (CAHILL FINANCIAL ADVISORS INC) fund performance?

CAHILL FINANCIAL ADVISORS's quarterly performance is -8.50%, annualy -33.70%. In the past 3 years, the value of 's portfolio has decreased by -29%. In the past 5 years, the value of the portfolio has decreased by -24%.

What is the CAHILL FINANCIAL ADVISORS INC CIK?

CAHILL FINANCIAL ADVISORS's Central Index Key is 0001600327 .

CAHILL FINANCIAL ADVISORS INC Holdings

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