Cahill Wealth Management

Cahill Wealth Management as of June 30, 2022

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 41 positions in its portfolio as reported in the June 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) 43.0 $51M 134k 379.16
Berkshire Hathaway Inc Com Cl A Cl A (BRK.A) 7.6 $9.0M 22.00 408909.09
Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 6.5 $7.6M 41k 188.62
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) 5.4 $6.4M 69k 92.40
Ishares Trust Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 4.8 $5.6M 25k 226.20
Vanguard Intermed Term Etf Intermed Term (BIV) 4.3 $5.1M 66k 77.64
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 3.2 $3.8M 37k 101.66
Apple (AAPL) 2.2 $2.6M 19k 136.70
Ishares Trust Eafe Sml Cp Etf Eafe Sml Cp Etf (SCZ) 1.6 $1.9M 34k 55.09
Invesco Exchange Traded Fd Tr Ftse Rafi 1000 Etf Ftse Rafi 1000 (PRF) 1.4 $1.7M 12k 148.17
Chemocentryx 1.4 $1.7M 68k 24.77
Dimensional Etf Tr Us Core Equity 2 Etf Us Core Equity 2 (DFAC) 1.3 $1.6M 67k 23.29
Vanguard Small Cp Etf Small Cp Etf (VB) 1.3 $1.5M 8.5k 176.10
Vanguard Ftse Developed Mkts Etf Van Ftse Dev Mkt (VEA) 1.2 $1.5M 36k 40.79
Dimensional Etf Tr Us Core Equity Market Etf Us Core Eqt Mkt (DFAU) 1.1 $1.4M 51k 26.43
Clearpoint Neuro (CLPT) 1.1 $1.3M 99k 13.04
Stryker Corporation (SYK) 0.9 $1.1M 5.5k 198.84
Xpel (XPEL) 0.9 $1.0M 23k 45.90
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p1500 (SPTM) 0.8 $1.0M 22k 46.45
Schwab Strategic Tr Us Brd Mkt Etf Us Brd Mkt Etf (SCHB) 0.8 $938k 21k 44.18
Vanguard Allwrld Ex Us Etf Allwrld Ex Us (VEU) 0.7 $868k 17k 49.96
Dimensional Etf Tr Us Small Cap Value Etf Us Small Cap Val (DFSV) 0.7 $859k 38k 22.56
Vanguard Mcap Gr Idxvip Etf Mcap Gr Idxvip (VOT) 0.7 $785k 4.5k 175.38
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt (BND) 0.7 $772k 10k 75.19
Ishares Trust Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP) 0.6 $766k 9.7k 79.21
Dimensional Etf Tr Intl Core Equity 2 Etf Intl Core Equity (DFIC) 0.6 $651k 30k 21.52
Mastercard Incorporated Com Cl A Cl A (MA) 0.5 $650k 2.1k 315.38
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV) 0.5 $610k 8.4k 72.30
Amazon (AMZN) 0.5 $592k 5.6k 106.09
Vanguard Sm Cp Val Etf Sm Cp Val Etf (VBR) 0.4 $529k 3.5k 149.65
Vanguard Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 0.4 $523k 13k 41.59
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 0.4 $421k 1.9k 218.25
Spdr Index Shares Funds Asia Pacif Etf Asia Pacif Etf (GMF) 0.4 $421k 4.1k 102.83
Dimensional Etf Tr Emerging Markets Core Eqty Emerging Mkts Co (DFEM) 0.3 $385k 16k 23.52
Moderna (MRNA) 0.3 $367k 2.6k 142.80
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.3 $363k 1.0k 346.70
Dimensional Etf Tr International Core Equity M Intl Core Eqt Mk (DFAI) 0.3 $355k 15k 24.12
Ishares Trust National Mun Etf National Mun Etf (MUB) 0.2 $260k 2.4k 106.30
Zoetis Inc Com Cl A Cl A (ZTS) 0.2 $248k 1.4k 171.75
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.2 $226k 3.9k 58.64
Exp World Holdings Inc equities (EXPI) 0.1 $119k 10k 11.76