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Cahill Wealth Management

Latest statistics and disclosures from Cahill Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, DFAC, IJR, VTI, IJH, and represent 64.91% of Cahill Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAI, DFAC, TLT, IJR, IVV, DFSV, AGG, CLPT, DFAS, DFEM.
Reduced shares in these 10 stocks: BND, IWM, VRNA, VOT, BIV, VB, SYK, VEU, PRF, DFAU.
Sold out of its positions in IWM, SRTS, VRNA.
Cahill Wealth Management was a net buyer of stock by $4.7M.
Cahill Wealth Management has $149M in assets under management (AUM), dropping by 14.17%.
Central Index Key (CIK): 0001927960

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Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 44 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	39.9	$59M		124k	477.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.3	$12M	+12%	422k	29.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.1	$9.0M	+8%	84k	108.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.9	$8.8M		37k	237.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.7	$7.0M		25k	277.15	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	4.3	$6.4M	+10%	219k	29.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.1	$4.6M	-14%	62k	73.55	View chart
Apple (AAPL)	2.4	$3.6M		19k	192.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.3	$3.4M	+81%	120k	28.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$3.0M	+13%	31k	99.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$2.9M		6.1k	475.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.5	$2.2M	+61%	22k	98.88	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.4	$2.1M		84k	25.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.4	$2.0M	-4%	27k	76.38	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	1.2	$1.8M	-3%	51k	35.20	View chart
Clearpoint Neuro (CLPT)	1.1	$1.6M	+23%	232k	6.79	View chart
Xpel (XPEL)	1.0	$1.4M		26k	53.85	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.9	$1.4M		23k	58.45	View chart
Stryker Corporation (SYK)	0.9	$1.3M	-5%	4.4k	299.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.3M	+7%	50k	24.96	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.3M	-2%	52k	24.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$950k		17k	55.67	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$940k	+10%	16k	59.62	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$919k		15k	61.90	View chart
Mastercard Incorporated Cl A (MA)	0.6	$879k		2.1k	426.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$871k	-8%	4.1k	213.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$802k		17k	47.90	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$637k	-8%	19k	33.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$572k	-17%	2.6k	219.56	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$547k		23k	24.17	View chart
Amazon (AMZN)	0.3	$517k		3.4k	151.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$503k	-4%	1.7k	303.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$485k		1.1k	436.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$477k	-12%	8.5k	56.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$438k		5.7k	77.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$373k	-9%	2.1k	179.94	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$299k		2.9k	104.46	View chart
Zoetis Cl A (ZTS)	0.2	$286k		1.4k	197.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$280k		4.0k	70.36	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$257k		3.2k	80.15	View chart
Expion360 (XPON)	0.2	$239k		44k	5.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$238k		667.00	356.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$221k	+3%	5.4k	41.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$217k		1.6k	139.69	View chart

Past Filings by Cahill Wealth Management

SEC 13F filings are viewable for Cahill Wealth Management going back to 2022

Cahill Wealth Management 2023 Q4 filed Jan. 29, 2024
Cahill Wealth Management 2023 Q3 filed Oct. 31, 2023
Cahill Wealth Management 2023 Q2 filed Aug. 11, 2023
Cahill Wealth Management 2023 Q1 filed May 8, 2023
Cahill Wealth Management 2022 Q4 filed Feb. 14, 2023
Cahill Wealth Management 2022 Q3 filed Nov. 10, 2022
Cahill Wealth Management 2022 Q2 filed Aug. 15, 2022
Cahill Wealth Management 2022 Q1 filed May 10, 2022

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