Hedge Fund Database

CAHILL FINANCIAL ADVISORS, INC.

Adviser information for CAHILL FINANCIAL ADVISORS, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 21
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,801 $1.2B
Non-Discretionary 260 $111.3M
Total 4,061 $1.3B

Clients

Type Number RAUM
Individuals 624 $258.1M
HNW Individuals 424 $1.0B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $2.5M
Charitable organizations <5 $13.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $14.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 14
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-18388
SEC ERA File Number 801-18388
SEC CIK Numbers 1600327
SEC CRD Numbers 109890
Legal Entity Identifier None

Principal Office

7261 OHMS LANE
EDINA
MN
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 952-926-1659, Fax: 952-926-0633

Websites

www.linkedin.com/company/cahill-financial-advisors-inc-/ www.facebook.com/cahillfinancialadvisors/ cahillfa.com/

Chief Compliance Officer

CRYSTAL M. NYE
CHIEF OPERATIONS OFFICER
7261 OHMS LANE
EDINA
MN
United States
Tel: 952-926-1659
Fax: 952-926-0633
(Full email address available in API data)

Regulatory Contact

JEFFREY R. OHE
PRESIDENT
7261 OHMS LANE
EDINA
MN
United States
Tel: 952-926-1659
Fax: 952-926-0633
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
OHE, JEFFREY, RONALD Individual – PRESIDENT 09/2011 > 75%
NYE, CRYSTAL, M. Individual – CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER 01/2013 < 5%

No. Employees, Historic

30150201920202021202220232024202520 on 11/6/201920 on 3/27/202020 on 6/29/202023 on 10/28/202023 on 11/30/202022 on 3/30/202122 on 3/30/202222 on 11/4/202223 on 3/28/202323 on 7/24/202321 on 3/28/2024

RAUM, Historic

2B1B02019202020212022202320242025592336228 on 11/6/2019727630484 on 3/27/2020727630484 on 6/29/2020727630484 on 10/28/2020727630484 on 11/30/2020967162492 on 3/30/20211200597718 on 3/30/20221200597718 on 11/4/20221100518836 on 3/28/20231100518836 on 7/24/20231317246884 on 3/28/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025705 on 11/6/2019767 on 3/27/2020767 on 6/29/2020767 on 10/28/2020767 on 11/30/20201114 on 3/30/20211032 on 3/30/20221032 on 11/4/20221055 on 3/28/20231055 on 7/24/20231048 on 3/28/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON.COM INC Stock 2M 12K 0
ISHARES MORNINGSTAR MID-CAP VALUE ETF ETF 296K 4K 0
INVESCO QQQ ETF 891K 2K 0
SPDR PORTFOLIO AGGREGATE BOND ETF ETF 3M 112K 0
JOHNSON & JOHNSON Stock 523K 4K 0
SEAGATE TECHNOLOGY PLC Stock 278K 3K 0
VANGUARD TOTAL STOCK MARKET ETF ETF 2M 9K 0
WISDOMTREE FLOATING RATE TREASURY FUND ETF 2M 38K 0
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF ETF 2M 23K 0
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF ETF 447K 7K 0
COSTCO WHOLESALE CORPORATION Stock 1M 1K 0
FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 235K 2K 0
SENSEONICS HLDGS INC COM Stock 7K 18K 0
TOYOTA MOTOR CORP SP ADR REP2COM ADR 258K 1K 0
PROCTER & GAMBLE CO Stock 375K 2K 0
VANGUARD REAL ESTATE ETF ETF 5M 58K 0
ISHARES MSCI ACWI EX US ETF ETF 577K 11K 0
INTEL CORPORATION Stock 220K 7K 0
MEDTRONIC PLC Stock 259K 3K 0
ISHARES CORE AGGRESSIVE ALLOCATION ETF ETF 380K 5K 0
ISHARES TREASURY FLOATING RATE BOND ETF ETF 4M 74K 0
ISHARES CORE GROWTH ALLOCATION ETF ETF 2M 41K 0
MERCK & CO INC Stock 311K 3K 0
SPDR S&P 500 ETF ETF 3M 6K 0
MASTERCARD INC Stock 1M 3K 0
ISHARES GLOBAL HEALTHCARE ETF ETF 429K 5K 0
EATON VANCE LIMITED DURATION INCOME FUND CEF 281K 29K 0
PACER US CASH COWS 100 ETF ETF 669K 12K 0
VERIZON COMMUNICATIONS INC Stock 208K 5K 0
PEPSICO INC Stock 214K 1K 0
WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND ETF 209K 6K 0
HONEYWELL INTERNATIONAL INC Stock 1M 5K 0
FORD MOTOR COMPANY Stock 426K 34K 0
US BANCORP Stock 537K 14K 0
XCEL ENERGY INC Stock 500K 9K 0
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF ETF 1M 16K 0
HOME DEPOT INC Stock 601K 2K 0
ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF ETF 1K 67 0
ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF ETF 712K 35K SEI Investments Co
ISHARES RUSSELL 2000 VALUE ETF ETF 195K 1K SEI Investments Co
ISHARES RUSSELL 2000 VALUE ETF ETF 237K 2K 0
BECTON DICKINSON AND CO Stock 338K 1K 0
SCHWAB U.S. SMALL-CAP ETF ETF 2M 34K 0
SCHWAB U.S. SMALL-CAP ETF ETF 2M 44K SEI Investments Co
ISHARES RUSSELL 1000 GROWTH ETF ETF 846K 2K 0
SCHWAB U.S. BROAD MARKET ETF ETF 289K 5K 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 3M 79K 0
SCHWAB U.S. LARGE-CAP ETF ETF 4M 65K 0
SCHWAB U.S. LARGE-CAP ETF ETF 5M 83K SEI Investments Co
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 1M 13K SEI Investments Co
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 5M 49K 0
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ETF 1M 12K 0
FIRST TRUST MID CAP CORE ALPHADEX FUND ETF 217K 2K 0
ISHARES CORE S&P SMALL CAP ETF ETF 5M 48K 0
BERKSHIRE HATHAWAY INC CLASS B Stock 17M 41K 0
SCHWAB EMERGING MARKETS EQUITY ETF ETF 897K 34K 0
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF ETF 288K 4K SEI Investments Co
ADOBE INC Stock 278K 501 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 4M 49K 0
VANECK VECTORS HIGH YIELD MUNI ETF ETF 112K 2K 0
VANECK VECTORS HIGH YIELD MUNI ETF ETF 646K 13K SEI Investments Co
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 1M 14K 0
ALPHABET INC CLASS A Stock 591K 3K 0
NEWMONT CORPORATION Stock 272K 6K 0
MICROSOFT CORPORATION Stock 5M 12K 0
VANGUARD ESG U.S. STOCK ETF ETF 1M 12K 0
BOEING CO Stock 224K 1K 0
VANGUARD SMALL-CAP ETF ETF 2M 9K 0
VANGUARD MID-CAP ETF ETF 6M 25K 0
VANGUARD LARGE CAP ETF ETF 980K 4K 0
NEXTERA ENERGY INC Stock 430K 6K 0
TESLA INC Stock 294K 1K 0
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF ETF 11K 455 0
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF ETF 630K 27K SEI Investments Co
SCHWAB SHORT TERM US TREASURY ETF ETF 262K 5K SEI Investments Co
SCHWAB SHORT TERM US TREASURY ETF ETF 427K 9K 0
VANGUARD INFORMATION TECHNOLOGY ETF ETF 214K 371 0
SCHWAB U.S. LARGE-CAP VALUE ETF ETF 633K 9K SEI Investments Co
SCHWAB U.S. LARGE-CAP VALUE ETF ETF 4M 49K 0
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND ETF 340K 7K 0
SCHWAB U.S. TIPS ETF ETF 279K 5K 0
SCHWAB U.S. TIPS ETF ETF 1M 27K SEI Investments Co
ROYAL CARIBBEAN CRUISES LTD Stock 1M 9K 0
LEVI STRAUSS & CO NEW CL A COM STK Stock 298K 15K 0
SPDR S&P GLOBAL NATURAL RESOURCES ETF ETF 3M 59K 0
VANGUARD S&P 500 ETF ETF 1M 2K 0
VANGUARD GLOBAL EX-US REAL ESTATE ETF ETF 3M 63K 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 782K 5K SEI Investments Co
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 2M 10K 0
VANGUARD S&P SMALL-CAP 600 ETF ETF 290K 3K 0
SPDR S&P 600 SMALL CAP VALUE ETF ETF 5M 60K 0
SPDR S&P 600 SMALL CAP GROWTH ETF ETF 2M 21K 0
ISHARES MSCI EAFE GROWTH ETF ETF 4M 43K 0
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF ETF 1M 41K 0
LILLY ELI & CO COM Stock 200K 221 0
EDAP TMS SA ADR 734K 135K 0
AIR PRODUCTS & CHEMICALS INC Stock 496K 2K 0
SCHWAB U.S. REIT ETF ETF 512K 26K 0
SCHWAB U.S. MID-CAP ETF ETF 2M 20K 0
VANGUARD RUSSELL 1000 GROWTH ETF ETF 2M 23K 0
VANGUARD RUSSELL 1000 VALUE ETF ETF 3M 38K 0
VANGUARD TOTAL INTERNATIONAL STOCK ETF ETF 629K 10K 0
SCHWAB 1-5 YEAR CORPORATE BOND ETF ETF 1M 25K 0
SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF ETF 72K 4K 0
SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF ETF 166K 8K SEI Investments Co
PIMCO CORPORATE & INCOME OPPOR COM CEF 1M 92K 0
ISHARES RUSSELL 2000 ETF ETF 2M 9K 0
ISHARES CORE HIGH DIVIDEND ETF ETF 4M 33K 0
VERTIV HOLDINGS CO COM CL A Stock 357K 4K 0
BNY MELLON US LARGE CAP CORE EQUITY ETF ETF 323K 3K 0
ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 506K 4K 0
VANGUARD S&P SMALL-CAP 600 VALUE ETF ETF 266K 3K 0
JPMORGAN EQUITY PREMIUM INCOME ETF ETF 4M 75K 0
TORTOISE MIDSTRM ENERGY FD INC COM CEF 798K 19K 0
GLADSTONE LAND CORPORATION REIT 257K 19K 0
ISHARES RUSSELL MID-CAP GROWTH ETF ETF 262K 2K 0
VANGUARD SMALL-CAP VALUE ETF ETF 460K 3K SEI Investments Co
VANGUARD SMALL-CAP VALUE ETF ETF 2M 13K 0
DIMENSIONAL US CORE EQUITY MARKET ETF ETF 2M 51K 0
SCHWAB US AGGREGATE BOND ETF ETF 1M 29K 0
ISHARES MSCI EAFE VALUE ETF ETF 9M 164K 0
SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF ETF 184K 7K 0
SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF ETF 439K 17K SEI Investments Co
SCHWAB US DIVIDEND EQUITY ETF ETF 5M 69K 0
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF ETF 1K 11 0
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF ETF 309K 3K SEI Investments Co
VANGUARD ULTRA-SHORT BOND ETF ETF 2M 37K 0
TRACTOR SUPPLY COMPANY Stock 422K 2K 0
VISA INC Stock 1M 4K 0
DIMENSIONAL U.S. CORE EQUITY 2 ETF ETF 21M 652K 0
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 40K 476 SEI Investments Co
ISHARES MSCI USA MIN VOL FACTOR ETF ETF 245K 3K 0
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 15M 602K 0
AVANTIS U.S. LARGE CAP VALUE ETF ETF 302K 5K 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 227K 908 0
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF 444K 2K SEI Investments Co
VANGUARD VALUE ETF ETF 2M 13K SEI Investments Co
VANGUARD VALUE ETF ETF 19M 117K 0
VANGUARD GROWTH INDEX FUND ETF 1M 4K SEI Investments Co
VANGUARD GROWTH INDEX FUND ETF 46M 124K 0
ISHARES U.S. TREASURY BOND ETF ETF 3M 142K 0
PHILLIPS 66 Stock 227K 2K 0
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 1M 10K 0
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 2M 51K 0
FACEBOOK INC COMMON STOCK Stock 438K 869 0
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF ETF 13M 490K 0
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF ETF 2M 65K 0
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF ETF 43M 495K 0
SERVICENOW INC Stock 303K 385 0
J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF ETF 1M 22K 0
ALPS SECTOR DIVIDEND DOGS ETF ETF 902K 17K 0
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF ETF 992 30 0
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF ETF 1M 36K SEI Investments Co
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF ETF 2K 61 0
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF ETF 2M 74K SEI Investments Co
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF ETF 2K 62 0
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF ETF 2M 78K SEI Investments Co
BROADCOM INC COM Stock 639K 398 0
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF ETF 833K 25K 0
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ETF 1M 34K 0
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 400K 8K SEI Investments Co
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 618K 13K 0
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF ETF 535K 10K 0
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 584K 9K 0
ISHARES CORE MSCI EAFE ETF ETF 726K 10K 0
ISHARES CORE MSCI EAFE ETF ETF 812K 11K SEI Investments Co
TOTALENERGIES SE SPONSORED ADS ADR 371K 6K 0
KINDER MORGAN INC Stock 743K 37K 0
ACCENTURE PLC Stock 325K 1K 0
SPDR PORTFOLIO HIGH YIELD BOND ETF ETF 1M 45K SEI Investments Co
SPDR PORTFOLIO HIGH YIELD BOND ETF ETF 1M 50K 0
ISHARES U.S. MEDICAL DEVICES ETF ETF 337K 6K 0
NVIDIA CORPORATION Stock 2M 19K 0
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF ETF 4M 233K 0
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND ETF 3M 89K 0
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND ETF 478K 8K 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 225K 4K 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 364K 7K SEI Investments Co
VANGUARD TOTAL BOND MARKET INDEX FUND ETF 636K 9K SEI Investments Co
VANGUARD TOTAL BOND MARKET INDEX FUND ETF 21M 290K 0
VANGUARD FTSE ALL-WORLD EX-US ETF ETF 523K 9K 0
SHARPLINK GAMING LTD SHS NEW Stock 15K 25K 0
RUNNING OAK EFFICIENT GROWTH ETF ETF 2M 78K 0
ISHARES RUSSELL 2000 GROWTH ETF ETF 160K 611 SEI Investments Co
ISHARES RUSSELL 2000 GROWTH ETF ETF 188K 716 0
CHURCH & DWIGHT CO INC Stock 423K 4K 0
GRACO INC COM Stock 2M 25K 0
ROCKWELL AUTOMATION Stock 353K 1K 0
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF ETF 752K 13K 0
MCDONALD'S CORP Stock 459K 2K 0
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 1M 24K SEI Investments Co
VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 2M 43K 0
ISHARES MSCI FRONTIER 100 ETF ETF 2M 62K 0
ISHARES RUSSELL MID-CAP ETF ETF 9M 107K 0
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 19M 245K 0
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF ETF 2M 61K 0
ISHARES MSCI EMERGING MARKETS ASIA ETF ETF 204K 3K 0
MATTHEWS PACIFIC TIGER ACTIVE ETF ETF 365K 14K 0
WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 3M 68K 0
ENERGY SELECT SECTOR SPDR FUND ETF 719K 8K 0
SOLVENTUM CORP COM SHS Stock 292K 6K 0
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF ETF 78K 1K 0
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF ETF 749K 12K SEI Investments Co
ISHARES BIOTECHNOLOGY FUND ETF 254K 2K 0
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF ETF 962K 18K 0
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF ETF 25M 380K 0
GENERAL ELECTRIC COMPANY Stock 210K 1K 0
ISHARES MSCI USA QUALITY FACTOR ETF ETF 11M 67K 0
ISHARES S&P SMALL-CAP 600 GROWTH ETF ETF 243K 2K 0
ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 275K 1K 0
ISHARES U.S. TECHNOLOGY ETF ETF 6M 37K 0
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF ETF 206K 6K 0
SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF ETF 1M 47K 0
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF ETF 8M 238K 0
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF ETF 813K 9K 0
ROBO GLOBAL ROBOTICS & AUTOMATION ETF ETF 342K 6K 0
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 276K 3K 0
ISHARES S&P 500 VALUE ETF ETF 27M 148K 0
WISDOMTREE U.S. AI ENHANCED VALUE ETF 395K 4K 0
ISHARES S&P 500 GROWTH ETF ETF 284K 3K SEI Investments Co
ISHARES S&P 500 GROWTH ETF ETF 23M 254K 0
ISHARES CORE S&P 500 ETF ETF 3M 5K 0
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF ETF 1M 52K 0
WELLS FARGO & CO Stock 548K 9K 0
ECOLAB INC Stock 777K 3K 0
ISHARES MBS ETF ETF 92K 999 0
ISHARES MBS ETF ETF 698K 8K SEI Investments Co
SALESFORCE.COM INC Stock 206K 803 0
IDEXX LABORATORIES INC Stock 372K 763 0
VANGUARD MID-CAP VALUE ETF ETF 952K 6K 0
INVESCO S&P 100 EQUAL WEIGHT ETF ETF 314K 3K 0
LOCKHEED MARTIN CORPORATION Stock 1M 2K 0
JPMORGAN CHASE & CO Stock 995K 5K 0
CHEVRON CORPORATION Stock 322K 2K 0
ISHARES NATIONAL MUNI BOND ETF ETF 187K 2K 0
ISHARES NATIONAL MUNI BOND ETF ETF 890K 8K SEI Investments Co
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 8M 154K SEI Investments Co
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 16M 321K 0
BANK OF AMERICA CORP Stock 477K 12K 0
BLACKROCK CORPORATE HIGH YIELD FUND CEF 276K 28K 0
WALMART INC Stock 239K 4K 0
IBM CORP Stock 974K 6K 0
ORACLE CORPORATION Stock 462K 3K 0
RAYTHEON TECHNOLOGIES CORP Stock 1M 11K 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 3M 64K SEI Investments Co
VANGUARD FTSE EMERGING MARKETS ETF ETF 7M 164K 0
TEXAS INSTRUMENTS INCORPORATED Stock 271K 1K 0
TARGET CORPORATION Stock 1M 7K 0
VANGUARD HIGH DIVIDEND YIELD ETF ETF 2M 14K 0
PFIZER INC Stock 262K 9K 0
3M CO Stock 1M 15K 0
CATERPILLAR INC Stock 864K 3K 0
ALPHABET INC CLASS C Stock 1M 6K 0
APPLIED MATERIALS INC Stock 601K 3K 0
ALLY FINL INC COM Stock 266K 7K 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX ETF 574K 3K 0
WILLIAMS COS INC COM Stock 515K 12K 0
MAIN STR CAP CORP COM CEF 765K 15K 0
ISHARES CORE S&P U.S. GROWTH ETF ETF 2M 15K 0
ISHARES CORE S&P U.S. VALUE ETF ETF 2M 21K 0
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 18M 99K 0
ISHARES MSCI EAFE SMALL-CAP ETF ETF 3M 48K 0
ABERDEEN ASIA PACIFIC INCOME FUND, INC CEF 49K 18K 0
ISHARES 20 YEAR TREASURY BOND ETF ETF 2M 23K 0
INVESCO BUYBACK ACHIEVERS ETF ETF 5M 49K 0
BROOKFIELD INFRASTRUCTURE PARTNERS LP Stock 2M 76K 0
ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 802K 8K 0
ISHARES S&P MID-CAP 400 GROWTH ETF ETF 257K 3K 0
ISHARES CORE TOTAL USD BOND MARKET ETF ETF 928K 21K 0
CH ROBINSON WORLDWIDE INC Stock 433K 5K 0
DELTA AIR LINES INC Stock 247K 5K 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 70K 1K 0
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF ETF 700K 14K SEI Investments Co
VANGUARD SHORT-TERM BOND ETF ETF 15M 202K 0
NORTHERN OIL & GAS, INC Stock 2M 61K 0
PHILIP MORRIS INTERNATIONAL INC Stock 232K 2K 0
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF ETF 1M 37K 0
ISHARES RUSSELL 3000 ETF ETF 3M 8K 0
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 66K 751 SEI Investments Co
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 2M 24K 0
EXXON MOBIL CORPORATION Stock 1M 12K 0
UNITEDHEALTH GROUP INC Stock 2M 4K 0
TRAVELERS COMPANIES INC Stock 203K 1K 0
ISHARES EXPONENTIAL TECHNOLOGIES ETF ETF 638K 11K 0
LOWE'S COMPANIES INC Stock 307K 1K 0
DEERE & COMPANY Stock 802K 2K 0
ISHARES U.S. PHARMACEUTICALS ETF ETF 1M 21K 0
VODAFONE GROUP PLC ADR 171K 19K 0
NOVO-NORDISK A S ADR ADR 551K 4K 0
CBRE GROUP INC Stock 265K 3K 0
ISHARES CORE S&P MID-CAP ETF ETF 8M 142K 0
VANGUARD TAX-EXEMPT BOND ETF ETF 427K 9K 0
VANGUARD TAX-EXEMPT BOND ETF ETF 962K 19K SEI Investments Co
INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF ETF 2M 76K 0
ISHARES MSCI EAFE ETF ETF 2M 21K 0
APPLE INC Stock 1M 6K SEI Investments Co
APPLE INC Stock 16M 76K 0
VANGUARD TOTAL WORLD STOCK ETF ETF 788K 7K 0
ISHARES RUSSELL 1000 ETF ETF 2M 7K 0
ISHARES RUSSELL 1000 VALUE ETF ETF 1M 8K 0