Cahill Wealth Management

Cahill Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 50 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 36.8 $71M 124k 576.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.1 $18M 513k 34.29
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.1 $12M 17.00 691180.00
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $11M 92k 116.96
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $10M 36k 283.16
Dimensional Etf Trust Us Small Cap Val (DFSV) 4.1 $8.0M 259k 30.80
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $7.8M 125k 62.32
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.0 $5.8M 183k 31.78
Apple (AAPL) 2.3 $4.5M 19k 233.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $4.0M 53k 75.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.5M 6.2k 573.74
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $2.9M 30k 98.10
Clearpoint Neuro (CLPT) 1.4 $2.7M 244k 11.21
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $2.7M 27k 101.27
Dimensional Etf Trust Intl Core Equity (DFIC) 1.2 $2.4M 84k 28.14
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $2.1M 26k 78.37
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $2.0M 49k 40.63
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $1.9M 27k 70.06
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.9 $1.7M 61k 28.15
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.6M 57k 27.41
Stryker Corporation (SYK) 0.8 $1.5M 4.1k 361.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 2.9k 460.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.2M 18k 66.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $1.2M 19k 64.86
Mastercard Incorporated Cl A (MA) 0.5 $1.0M 2.1k 493.80
Vanguard Index Fds Small Cp Etf (VB) 0.5 $957k 4.0k 237.19
Viking Therapeutics (VKTX) 0.5 $872k 14k 63.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $869k 13k 67.70
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $778k 20k 39.69
Aquestive Therapeutics (AQST) 0.4 $712k 143k 4.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $685k 13k 52.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $684k 1.3k 527.75
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $636k 2.6k 243.47
Amazon (AMZN) 0.3 $633k 3.4k 186.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $623k 1.7k 375.39
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $609k 23k 26.83
Transmedics Group (TMDX) 0.3 $547k 3.5k 157.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $484k 7.7k 63.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $449k 5.7k 79.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $416k 2.1k 200.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $328k 2.8k 117.29
Zoetis Cl A (ZTS) 0.1 $284k 1.5k 195.31
Costco Wholesale Corporation (COST) 0.1 $281k 317.00 886.74
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $260k 3.2k 81.23
Alphabet Cap Stk Cl A (GOOGL) 0.1 $257k 1.6k 165.87
Wal-Mart Stores (WMT) 0.1 $253k 3.1k 80.76
Ishares Tr Core Msci Eafe (IEFA) 0.1 $235k 3.0k 78.06
Verona Pharma Sponsored Ads (VRNA) 0.1 $223k 7.7k 28.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $216k 4.5k 47.85
Expion360 0.0 $1.3k 24k 0.05