Cahill Wealth Management

Cahill Wealth Management as of March 31, 2025

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 35.8 $70M 125k 561.90
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.6 $21M 631k 32.99
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.1 $12M 15.00 798441.60
Ishares Tr Core S&p Scp Etf (IJR) 5.1 $10M 96k 104.57
Vanguard Index Fds Total Stk Mkt (VTI) 5.1 $10M 36k 274.84
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.9 $7.7M 274k 28.15
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.7 $7.3M 234k 31.23
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $7.2M 124k 58.35
Apple (AAPL) 2.1 $4.2M 19k 222.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.9M 6.9k 559.43
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.6 $3.2M 35k 91.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $3.1M 42k 73.45
Clearpoint Neuro (CLPT) 1.5 $2.9M 245k 11.89
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $2.7M 27k 98.92
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $2.6M 44k 59.75
Dimensional Etf Trust Intl Core Equity (DFIC) 1.2 $2.3M 85k 27.77
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 1.0 $2.0M 49k 40.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.0M 3.7k 532.58
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.8M 26k 68.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $1.8M 23k 76.57
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.6M 63k 25.89
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.6M 61k 26.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.2M 56k 21.53
Mastercard Incorporated Cl A (MA) 0.6 $1.1M 2.1k 548.12
Stryker Corporation (SYK) 0.6 $1.1M 3.0k 372.25
Vanguard Index Fds Small Cp Etf (VB) 0.4 $872k 3.9k 221.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $825k 13k 63.53
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $753k 20k 38.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $681k 1.3k 513.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $670k 13k 50.83
Amazon (AMZN) 0.3 $647k 3.4k 190.28
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $641k 2.6k 244.65
Aquestive Therapeutics (AQST) 0.3 $633k 218k 2.90
Transmedics Group (TMDX) 0.3 $605k 9.0k 67.28
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $583k 23k 25.84
Viking Therapeutics (VKTX) 0.3 $514k 21k 24.15
Verona Pharma Sponsored Ads (VRNA) 0.3 $512k 8.1k 63.49
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.3 $504k 9.9k 50.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $502k 1.4k 361.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $458k 7.5k 60.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $447k 5.7k 78.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $386k 2.1k 186.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $329k 2.8k 117.49
Costco Wholesale Corporation (COST) 0.2 $319k 337.00 946.37
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $243k 3.2k 75.91
Zoetis Cl A (ZTS) 0.1 $240k 1.5k 164.63
Wal-Mart Stores (WMT) 0.1 $238k 2.7k 87.79
Ishares Tr Core Msci Eafe (IEFA) 0.1 $232k 3.1k 75.65
Alphabet Cap Stk Cl A (GOOGL) 0.1 $225k 1.5k 154.69