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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001600327

CAHILL FINANCIAL ADVISORS INC

EDINA, MN · File #028-16077

Latest AUM
$914.3M
Positions
319
Top-10 Concentration
56.6%
Filings
12

Sector Allocation

Financials
5.5%$50.5M
Technology
3.6%$33.0M
Industrials
1.1%$10.1M
Healthcare
0.7%$6.8M
Energy
0.3%$3.3M
Real Estate
0.1%$998,959
Materials
0.1%$871,338

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD GROWTH INDEX FUND922908736454,611$81.7M11.73%
2VANECK VECTORS MORNINGSTAR WIDE MOAT ETF92189F643565,557$47.7M6.84%
3VANGUARD VALUE ETF922908744242,183$46.3M6.64%
4DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7081,032,480$40.9M5.87%
5VANGUARD FTSE DEVELOPED MARKETS ETF921943858600,328$37.5M5.39%
6VANGUARD TOTAL BOND MARKET INDEX FUND921937835594,630$33.3M4.78%
7DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880960,236$31.4M4.51%
8ISHARES S&P 500 GROWTH ETF464287309239,813$29.6M4.25%
9ISHARES MSCI USA QUALITY FACTOR ETF46432F339120,607$24.0M3.44%
10ISHARES S&P 500 VALUE ETF464287408104,567$22.2M3.19%
11APPLE INCAAPL77,431$21.1M3.02%
12VANGUARD DIVIDEND APPRECIATION INDEX FUND92190884483,148$18.3M2.63%
13BERKSHIRE HATHAWAY INC CLASS BBRK-A34,595$17.4M2.50%
14CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W109577,499$17.1M2.45%
15SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF808524771853,852$17.0M2.45%
16VANGUARD MID-CAP ETF92290862953,990$15.7M2.25%
17ISHARES U.S. TECHNOLOGY ETF46428772169,262$13.8M1.99%
18SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF808524755284,332$12.9M1.85%
19VANGUARD SHORT-TERM BOND ETF921937827142,762$11.3M1.62%
20SCHWAB US DIVIDEND EQUITY ETF808524797343,149$9.4M1.35%