Cahill Wealth Management

Cahill Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 37.3 $73M 124k 588.68
Dimensional Etf Trust Us Core Equity 2 (DFAC) 9.7 $19M 552k 34.59
Ishares Tr Core S&p Scp Etf (IJR) 5.5 $11M 94k 115.22
Vanguard Index Fds Total Stk Mkt (VTI) 5.4 $11M 37k 289.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.2 $10M 15.00 680920.00
Dimensional Etf Trust Us Small Cap Val (DFSV) 4.2 $8.3M 270k 30.78
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $7.8M 125k 62.31
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.9 $5.7M 195k 29.20
Apple (AAPL) 2.4 $4.8M 19k 250.42
Clearpoint Neuro (CLPT) 1.9 $3.8M 244k 15.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.6M 6.2k 586.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $3.3M 46k 71.91
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $2.7M 31k 87.33
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $2.6M 27k 96.90
Dimensional Etf Trust Intl Core Equity (DFIC) 1.1 $2.2M 84k 25.84
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $2.0M 49k 40.34
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.9M 26k 74.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $1.9M 27k 71.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.7M 3.7k 453.28
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.6M 61k 26.19
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.5M 59k 25.37
Stryker Corporation (SYK) 0.8 $1.5M 4.1k 360.05
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.4M 21k 65.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 55k 22.70
Mastercard Incorporated Cl A (MA) 0.6 $1.1M 2.1k 526.57
Vanguard Index Fds Small Cp Etf (VB) 0.5 $968k 4.0k 240.31
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $794k 20k 40.49
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $791k 13k 60.75
Amazon (AMZN) 0.4 $746k 3.4k 219.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $712k 1.3k 538.68
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $664k 2.6k 253.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $628k 13k 47.82
Viking Therapeutics (VKTX) 0.3 $616k 15k 40.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $558k 1.4k 401.58
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $558k 23k 24.55
Aquestive Therapeutics (AQST) 0.3 $509k 143k 3.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $444k 7.7k 57.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $441k 5.7k 78.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $411k 2.1k 198.15
Transmedics Group (TMDX) 0.2 $369k 5.9k 62.35
Verona Pharma Sponsored Ads (VRNA) 0.2 $360k 7.7k 46.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $355k 2.8k 126.75
Alphabet Cap Stk Cl A (GOOGL) 0.2 $313k 1.7k 189.27
Costco Wholesale Corporation (COST) 0.1 $291k 317.00 916.70
Wal-Mart Stores (WMT) 0.1 $287k 3.2k 90.36
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $239k 3.2k 74.78
Zoetis Cl A (ZTS) 0.1 $237k 1.5k 162.88
Ishares Tr Core Msci Eafe (IEFA) 0.1 $215k 3.1k 70.28
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $202k 1.9k 104.90