Cahill Wealth Management

Cahill Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 47 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 40.5 $53M 123k 429.43
Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.5 $9.8M 374k 26.20
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $7.9M 37k 212.41
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $7.3M 77k 94.33
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $6.3M 25k 249.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $5.1M 73k 69.78
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.9 $5.0M 198k 25.34
Apple (AAPL) 2.4 $3.2M 19k 171.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.7M 6.2k 427.47
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $2.5M 27k 94.04
Xpel (XPEL) 1.6 $2.0M 26k 77.11
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.0M 28k 72.31
Dimensional Etf Trust Intl Core Equity (DFIC) 1.5 $2.0M 84k 23.35
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.3 $1.7M 66k 26.11
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.3 $1.7M 53k 31.82
Stryker Corporation (SYK) 1.0 $1.3M 4.7k 273.27
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.2M 24k 52.49
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $1.2M 54k 22.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.2M 14k 88.69
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.1M 47k 23.31
Clearpoint Neuro (CLPT) 0.7 $942k 188k 5.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $847k 17k 49.85
Vanguard Index Fds Small Cp Etf (VB) 0.6 $839k 4.4k 189.09
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $831k 15k 56.47
Mastercard Incorporated Cl A (MA) 0.6 $816k 2.1k 395.91
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $750k 14k 52.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $723k 17k 43.72
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $626k 21k 29.95
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $614k 3.2k 194.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $502k 9.7k 51.87
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $496k 23k 21.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $460k 1.7k 265.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $433k 1.1k 392.68
Amazon (AMZN) 0.3 $432k 3.4k 127.13
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $425k 5.7k 75.15
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $364k 2.3k 159.46
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $261k 2.9k 91.35
Ishares Tr Core Msci Eafe (IEFA) 0.2 $252k 3.9k 64.36
Zoetis Cl A (ZTS) 0.2 $252k 1.4k 173.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $234k 667.00 350.30
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $229k 3.2k 71.62
Ishares Tr Russell 2000 Etf (IWM) 0.2 $207k 1.2k 176.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $203k 5.2k 39.21
Alphabet Cap Stk Cl A (GOOGL) 0.2 $203k 1.6k 130.86
Expion360 (XPON) 0.1 $182k 44k 4.11
Verona Pharma Sponsored Ads (VRNA) 0.1 $170k 10k 16.30
Sensus Healthcare (SRTS) 0.0 $29k 11k 2.77