Cahill Wealth Management

Cahill Wealth Management as of March 31, 2024

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 47 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 38.0 $65M 124k 525.73
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.3 $14M 446k 31.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.1 $10M 17.00 611500.00
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $9.6M 37k 259.90
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $9.4M 85k 110.52
Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $7.7M 126k 60.74
Dimensional Etf Trust Us Small Cap Val (DFSV) 4.0 $6.9M 228k 30.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $4.2M 58k 72.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.2 $3.8M 125k 30.22
Apple (AAPL) 1.9 $3.2M 19k 171.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.2M 6.1k 523.08
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $2.8M 29k 97.94
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $2.3M 24k 94.62
Dimensional Etf Trust Intl Core Equity (DFIC) 1.3 $2.2M 84k 26.75
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $2.0M 27k 75.40
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.1 $1.9M 49k 38.47
Clearpoint Neuro (CLPT) 1.0 $1.7M 244k 6.80
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.6M 25k 64.15
Stryker Corporation (SYK) 0.9 $1.6M 4.4k 357.87
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.3M 51k 25.49
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $1.3M 52k 24.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.0M 17k 61.05
Mastercard Incorporated Cl A (MA) 0.6 $993k 2.1k 481.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $991k 16k 62.34
Xpel (XPEL) 0.6 $958k 18k 54.02
Vanguard Index Fds Small Cp Etf (VB) 0.5 $921k 4.0k 228.57
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $912k 14k 63.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $868k 1.4k 621.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $820k 16k 50.17
Viking Therapeutics (VKTX) 0.5 $807k 9.8k 82.00
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $695k 19k 36.54
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $615k 2.6k 235.76
Amazon (AMZN) 0.4 $612k 3.4k 180.16
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $567k 23k 25.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $560k 1.2k 480.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $559k 1.7k 336.97
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $467k 8.0k 58.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $437k 5.7k 77.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $398k 2.1k 191.85
Aquestive Therapeutics (AQST) 0.2 $367k 86k 4.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $320k 2.8k 114.14
Ishares Tr Core Msci Eafe (IEFA) 0.2 $295k 4.0k 74.23
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $250k 3.2k 78.23
Zoetis Cl A (ZTS) 0.1 $245k 1.5k 169.26
Alphabet Cap Stk Cl A (GOOGL) 0.1 $234k 1.6k 150.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $221k 5.3k 41.77
Expion360 (XPON) 0.1 $139k 44k 3.12