Cassilly Financial Group LLC: 13F holdings
CIK 20907772026Q2
| Positions | 75 |
|---|---|
| Reported value | $137.8m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IEFA ISHARES TR | 173,748 | $16.8m | 12.2% |
| VTV VANGUARD INDEX FDS | 58,906 | $12.8m | 9.3% |
| VUG VANGUARD INDEX FDS | 142,884 | $12.3m | 8.9% |
| VANGUARD INSTL INDEX FD | 113,821 | $8.6m | 6.3% |
| SPYM SPDR SERIES TRUST | 77,920 | $6.8m | 5.0% |
| IVV ISHARES TR | 7,322 | $5.5m | 4.0% |
| VB VANGUARD INDEX FDS | 14,401 | $4.4m | 3.2% |
| IUSB ISHARES TR | 94,541 | $4.4m | 3.2% |
| SCHZ SCHWAB STRATEGIC TR | 183,780 | $4.3m | 3.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 62,481 | $3.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2090777")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.