Cahill Wealth Management

Cahill Wealth Management as of June 30, 2023

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 47 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 37.3 $54M 121k 445.71
Berkshire Hathaway Inc Del Cl A (BRK.A) 7.9 $11M 22.00 517810.00
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.1 $8.8M 325k 27.15
Vanguard Index Fds Total Stk Mkt (VTI) 5.8 $8.3M 38k 220.28
Ishares Tr Core S&p Scp Etf (IJR) 5.1 $7.4M 74k 99.65
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $6.6M 25k 261.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $5.4M 74k 72.69
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.3 $4.8M 186k 25.70
Apple (AAPL) 2.5 $3.6M 19k 193.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $2.8M 6.2k 443.31
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $2.7M 28k 97.95
Xpel (XPEL) 1.5 $2.2M 26k 84.22
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.2M 29k 75.23
Dimensional Etf Trust Intl Core Equity (DFIC) 1.4 $2.0M 83k 24.27
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.2 $1.7M 11k 163.65
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.5M 56k 27.32
Stryker Corporation (SYK) 1.0 $1.4M 4.6k 305.09
Clearpoint Neuro (CLPT) 0.9 $1.3M 186k 7.24
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.3M 24k 54.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.2M 12k 102.94
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.2M 51k 23.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $1.0M 42k 24.05
Vanguard Index Fds Small Cp Etf (VB) 0.6 $889k 4.5k 198.88
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $882k 15k 58.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $882k 17k 51.70
Mastercard Incorporated Cl A (MA) 0.6 $811k 2.1k 393.30
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $808k 15k 54.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $778k 17k 46.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $648k 3.1k 205.80
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $645k 21k 30.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $551k 10k 54.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $476k 1.7k 275.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $448k 1.1k 407.28
Amazon (AMZN) 0.3 $443k 3.4k 130.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $428k 5.7k 75.66
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $426k 19k 22.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $385k 2.3k 165.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $277k 2.9k 96.63
Verona Pharma Sponsored Ads (VRNA) 0.2 $255k 12k 21.14
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $251k 3.2k 78.49
Zoetis Cl A (ZTS) 0.2 $249k 1.4k 172.17
Moderna (MRNA) 0.2 $247k 2.0k 121.50
Sensus Healthcare (SRTS) 0.2 $233k 74k 3.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $227k 667.00 341.00
Ishares Tr Russell 2000 Etf (IWM) 0.2 $220k 1.2k 187.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $219k 5.4k 40.68
Expion360 (XPON) 0.1 $217k 44k 4.97