Cahill Wealth Management

Cahill Wealth Management as of March 31, 2022

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 41 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV) 44.3 $60M 132k 453.69
Berkshire Hathaway Inc Com Cl A Cl A (BRK.A) 8.6 $12M 22.00 528909.09
Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 6.9 $9.3M 41k 227.67
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) 5.1 $6.8M 63k 107.88
Ishares Trust Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 4.7 $6.3M 24k 268.33
Vanguard Intermed Term Etf Intermed Term (BIV) 4.1 $5.5M 67k 81.89
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 3.0 $4.0M 37k 107.09
Apple (AAPL) 2.4 $3.3M 19k 174.57
Ishares Trust Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ) 1.8 $2.4M 37k 66.31
Vanguard Ftse Dev Mkt Etf Ftse Dev Mkt Etf (VEA) 1.6 $2.2M 45k 48.02
Vanguard Small Cp Etf Small Cp Etf (VB) 1.6 $2.2M 10k 212.54
Dimensional Etf Tr Us Core Equity Market Etf Us Core Eqt Mkt (DFAU) 1.5 $2.0M 63k 31.51
Invesco Exchange Traded Fd Tr Ftse Rafi 1000 Etf Ftse Rafi 1000 (PRF) 1.5 $2.0M 12k 170.81
Stryker Corporation (SYK) 1.2 $1.6M 6.1k 267.19
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p1500 (SPTM) 1.0 $1.3M 23k 55.56
Schwab Strategic Tr Us Brd Mkt Etf Us Brd Mkt Etf (SCHB) 0.8 $1.1M 21k 53.36
Chemocentryx 0.8 $1.1M 45k 25.05
Ishares Trust Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP) 0.8 $1.1M 11k 100.43
Vanguard Allwrld Ex Us Etf Allwrld Ex Us (VEU) 0.7 $990k 17k 57.55
Vanguard Mcap Gr Idxvip Etf Mcap Gr Idxvip (VOT) 0.7 $894k 4.0k 222.83
Amazon (AMZN) 0.6 $785k 241.00 3257.26
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.6 $775k 17k 46.10
Xpel (XPEL) 0.6 $765k 15k 52.60
Mastercard Incorporated Com Cl A Cl A (MA) 0.5 $736k 2.1k 357.11
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV) 0.5 $673k 8.1k 83.32
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.4 $606k 3.4k 175.91
Spdr Index Shares Funds Asia Pacif Etf Asia Pacif Etf (GMF) 0.4 $584k 5.3k 109.69
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.4 $535k 1.9k 277.49
Dimensional Etf Tr International Core Equity M Intl Core Eqt Mk (DFAI) 0.4 $521k 19k 28.13
Clearpoint Neuro (CLPT) 0.3 $447k 43k 10.40
Moderna (MRNA) 0.3 $442k 2.6k 171.98
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.3 $434k 1.0k 414.52
Zoetis Inc Com Cl A Cl A (ZTS) 0.2 $272k 1.4k 188.50
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.2 $262k 3.8k 69.46
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $239k 1.2k 204.97
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.2 $235k 667.00 352.32
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.2 $222k 80.00 2775.00
Dimensional Etf Tr Emerging Core Equity Mrkt Emgr Cre Eqt Mng (DFAE) 0.2 $217k 8.3k 26.13
Walt Disney Company (DIS) 0.2 $203k 1.5k 136.98
Dimensional Etf Tr Us Core Equity 2 Etf Us Core Equity 2 (DFAC) 0.1 $202k 7.3k 27.49
Roku Inc Com Cl A Com Cl A (ROKU) 0.1 $201k 1.6k 124.77