Long-term investor
Cahill Financial Advisors Inc. @cahillfinancialadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001600327).
Record
- Tracked since 2025-06-30 (441 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +20.0% · all +20.0%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 8.3% · long · since 2025-06-30
- VTV · 5.9% · long · since 2025-06-30
- DFAC · 4.9% · long · since 2025-06-30
- MOAT · 4.8% · long · since 2025-06-30
- VEA · 4.3% · long · since 2025-06-30
- DFAX · 3.8% · long · since 2025-06-30
- BND · 3.4% · long · since 2025-06-30
- IVW · 3.1% · long · since 2025-06-30
- QUAL · 2.5% · long · since 2025-06-30
- IVE · 2.3% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- CGXU · 2.0% · long · since 2025-06-30