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Alicen Brooke Anthony

Cassilly Financial Group Llc

Assets Managed
$137.792M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
19.58%(2Q avg: 10.72%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cassilly Financial Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Cassilly Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 137.792M in assets, with a quarterly growth rate of 19.58% and a 2-quarter average growth rate of 10.72%. The portfolio is managed by Alicen Brooke Anthony, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 5.46%
12.18%
$16.781M
173,748 shares@ $96.58 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.05%
9.32%
$12.837M
58,906 shares@ $217.94 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 495.16%
8.94%
$12.308M
142,884 shares@ $86.15 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 300.49%
6.26%
$8.614M
113,821 shares@ $75.68 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 61.09%
4.97%
$6.848M
77,920 shares@ $87.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 8.27%
3.98%
$5.483M
7,322 shares@ $748.9 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 4.49%
3.17%
$4.365M
14,401 shares@ $303.12 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 22.39%
3.17%
$4.363M
94,541 shares@ $46.15 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 1.22%
3.09%
$4.251M
183,780 shares@ $23.14 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 4.95%
2.71%
$3.729M
62,481 shares@ $59.69 avg price

1-10 of 75