Cahill Wealth Management

Cahill Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 37.1 $51M 123k 414.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 7.6 $11M 22.00 476500.00
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $7.9M 38k 207.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.7 $7.9M 300k 26.33
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $7.6M 72k 104.97
Ishares Tr Core S&p Mcp Etf (IJH) 4.9 $6.7M 25k 266.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $5.1M 70k 73.07
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.5 $4.8M 173k 27.75
Apple (AAPL) 2.1 $2.9M 19k 153.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.7M 6.6k 412.82
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $2.3M 24k 98.72
Xpel (XPEL) 1.4 $2.0M 25k 77.83
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $1.9M 25k 75.50
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.4 $1.9M 12k 164.56
Dimensional Etf Trust Intl Core Equity (DFIC) 1.3 $1.8M 75k 24.28
Clearpoint Neuro (CLPT) 1.1 $1.5M 160k 9.38
Stryker Corporation (SYK) 0.9 $1.2M 4.6k 266.99
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.2M 24k 51.15
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.1M 41k 27.16
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.1M 47k 23.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.1M 10k 104.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.0M 21k 48.60
Vanguard Index Fds Small Cp Etf (VB) 0.7 $953k 4.7k 202.98
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $915k 15k 60.65
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $899k 31k 29.29
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.6 $867k 36k 23.94
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $825k 15k 56.69
Mastercard Incorporated Cl A (MA) 0.6 $764k 2.1k 370.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $760k 17k 45.60
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $625k 3.1k 198.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $556k 10k 54.11
Moderna (MRNA) 0.4 $534k 3.1k 171.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $429k 5.7k 75.74
Amazon (AMZN) 0.3 $418k 4.2k 99.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $415k 1.1k 379.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $412k 1.7k 238.22
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $410k 18k 23.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $404k 2.3k 173.90
Sensus Healthcare (SRTS) 0.3 $404k 57k 7.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $265k 2.9k 92.65
Zoetis Cl A (ZTS) 0.2 $263k 1.6k 163.11
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $252k 3.2k 78.82
Ishares Tr Russell 2000 Etf (IWM) 0.2 $225k 1.2k 192.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $222k 5.3k 41.44
Verona Pharma Sponsored Ads (VRNA) 0.2 $218k 9.8k 22.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $209k 667.00 313.74
Transcode Therapeutics 0.0 $23k 47k 0.49