Cahill Wealth Management

Cahill Wealth Management as of March 31, 2023

Portfolio Holdings for Cahill Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 37.2 $50M 123k 411.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 7.6 $10M 22.00 465600.00
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.9 $7.9M 311k 25.48
Vanguard Index Fds Total Stk Mkt (VTI) 5.8 $7.8M 38k 204.10
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $7.0M 72k 96.70
Ishares Tr Core S&p Mcp Etf (IJH) 4.7 $6.3M 25k 250.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $5.3M 71k 73.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.3 $4.5M 180k 24.93
Apple (AAPL) 2.3 $3.1M 19k 164.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.7M 6.6k 409.38
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $2.5M 25k 99.64
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $2.2M 28k 76.74
Dimensional Etf Trust Intl Core Equity (DFIC) 1.4 $1.9M 80k 24.06
Xpel (XPEL) 1.3 $1.8M 26k 67.95
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.3 $1.8M 11k 156.78
Clearpoint Neuro (CLPT) 1.0 $1.4M 164k 8.44
Stryker Corporation (SYK) 1.0 $1.3M 4.6k 285.47
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $1.3M 48k 26.95
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.2M 12k 106.37
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $1.2M 53k 23.02
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.2M 24k 50.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $939k 40k 23.59
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $898k 15k 59.51
Vanguard Index Fds Small Cp Etf (VB) 0.6 $862k 4.5k 189.57
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $813k 17k 47.85
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $767k 15k 52.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $756k 17k 45.17
Mastercard Incorporated Cl A (MA) 0.6 $749k 2.1k 363.41
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $624k 22k 28.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $613k 3.1k 194.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $550k 10k 53.47
Moderna (MRNA) 0.4 $475k 3.1k 153.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $431k 5.7k 76.23
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $426k 19k 22.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $423k 1.7k 244.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $413k 1.1k 376.07
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $369k 2.3k 158.78
Amazon (AMZN) 0.3 $351k 3.4k 103.30
Sensus Healthcare (SRTS) 0.3 $342k 66k 5.21
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $261k 2.9k 91.05
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $255k 3.2k 79.72
Verona Pharma Sponsored Ads (VRNA) 0.2 $242k 12k 20.08
Zoetis Cl A (ZTS) 0.2 $241k 1.4k 166.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $216k 5.3k 40.40
Ishares Tr Russell 2000 Etf (IWM) 0.2 $209k 1.2k 178.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $206k 667.00 308.77
Expion360 (XPON) 0.1 $134k 28k 4.84