Cahill Wealth Management

Cahill Wealth Management as of June 30, 2024

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 48 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 40.2 $68M 123k 547.23
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.4 $16M 488k 32.24
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $9.8M 37k 267.51
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $9.3M 88k 106.66
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $7.3M 126k 58.52
Dimensional Etf Trust Us Small Cap Val (DFSV) 4.2 $7.1M 246k 28.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.6 $4.4M 149k 29.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $4.2M 58k 72.05
Apple (AAPL) 2.4 $4.0M 19k 210.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.3M 6.1k 544.26
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $2.9M 30k 97.07
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.7 $2.9M 30k 94.78
Dimensional Etf Trust Intl Core Equity (DFIC) 1.3 $2.2M 84k 26.29
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.3 $2.1M 33k 64.74
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $2.0M 26k 74.89
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.1 $1.9M 49k 38.01
Stryker Corporation (SYK) 0.9 $1.5M 4.4k 340.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $1.5M 57k 25.87
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $1.5M 54k 27.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $1.5M 23k 64.09
Clearpoint Neuro (CLPT) 0.8 $1.3M 244k 5.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.1M 19k 60.08
Mastercard Incorporated Cl A (MA) 0.5 $911k 2.1k 441.16
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $879k 14k 61.64
Vanguard Index Fds Small Cp Etf (VB) 0.5 $878k 4.0k 218.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $795k 16k 49.42
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $736k 20k 37.49
Amazon (AMZN) 0.4 $670k 3.5k 193.27
Viking Therapeutics (VKTX) 0.4 $667k 13k 53.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $605k 1.7k 364.47
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $599k 2.6k 229.53
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $559k 23k 24.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $557k 1.1k 500.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $496k 1.3k 385.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $471k 8.0k 58.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $437k 5.7k 77.28
Alphabet Cap Stk Cl A (GOOGL) 0.2 $412k 2.3k 182.45
Transmedics Group (TMDX) 0.2 $409k 2.7k 150.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $378k 2.1k 182.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $309k 2.8k 110.35
Aquestive Therapeutics (AQST) 0.2 $308k 119k 2.60
Ishares Tr Core Msci Eafe (IEFA) 0.2 $294k 4.0k 72.64
Xpel (XPEL) 0.2 $267k 7.5k 35.56
Zoetis Cl A (ZTS) 0.2 $252k 1.5k 173.42
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $243k 3.2k 75.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $233k 5.3k 43.76
Costco Wholesale Corporation (COST) 0.1 $225k 265.00 849.99
Expion360 0.0 $44k 44k 1.00