Cassilly Financial Group LLC Purchases in Q4 2025

Cassilly Financial Group LLC

Stock	Shares change	Price Range	Shares Held
SCHF Schwab Strategic Tr Intl Eqty ETFs	14.9K New	$23.02 - $24.23 $344K - $362K	14.9K $359M
IJH Ishares Core S&P Mid Cap ETF ETFs	4.81K New	$63.25 - $66.24 $304K - $319K	4.81K $318M
Capital Group International	8.51K New	N/A	8.51K $276M
LMB Limbach Holdings, Inc. Industrials	3.22K New	$71.29 - $100.48 $230K - $324K	3.22K $251M
TLH Ishares Barclays 10 20 Yr Trea ETFs	2.38K New	$102.37 - $105.36 $244K - $251K	2.38K $242M
AAPL Apple Inc. Technology	890 New	$245.27 - $275.25 $218K - $245K	890 $242M
WMT Walmart Inc. Consumer Defensive	2.08K New	$101.18 - $109.03 $210K - $227K	2.08K $232M
AGG Ishares Core U.S. Aggregate Bo ETFs	2.31K New	$99.87 - $101.27 $231K - $234K	2.31K $231M
AMZN Amazon Com Inc Consumer Cyclical	978 New	$213.04 - $254.0 $208K - $248K	978 $226M
OEF Ishares S&P 100 ETF ETFs	632 New	N/A	632 $217M
VXUS Vanguard Star Fd Vanguard Tota ETFs	2.84K New	$72.17 - $75.74 $205K - $215K	2.84K $214M
ESGV Vanguard World Fd Esg U.S. Sto ETFs	1.69K New	$116.0 - $122.39 $195K - $206K	1.69K $204M

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