Cahill Wealth Management

Cahill Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Cahill Wealth Management

Cahill Wealth Management holds 44 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 39.9 $59M 124k 477.63
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.3 $12M 422k 29.23
Ishares Tr Core S&p Scp Etf (IJR) 6.1 $9.0M 84k 108.25
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $8.8M 37k 237.22
Ishares Tr Core S&p Mcp Etf (IJH) 4.7 $7.0M 25k 277.15
Dimensional Etf Trust Us Small Cap Val (DFSV) 4.3 $6.4M 219k 29.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.1 $4.6M 62k 73.55
Apple (AAPL) 2.4 $3.6M 19k 192.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.3 $3.4M 120k 28.64
Ishares Tr Core Us Aggbd Et (AGG) 2.0 $3.0M 31k 99.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.9M 6.1k 475.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.5 $2.2M 22k 98.88
Dimensional Etf Trust Intl Core Equity (DFIC) 1.4 $2.1M 84k 25.53
Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $2.0M 27k 76.38
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.2 $1.8M 51k 35.20
Clearpoint Neuro (CLPT) 1.1 $1.6M 232k 6.79
Xpel (XPEL) 1.0 $1.4M 26k 53.85
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $1.4M 23k 58.45
Stryker Corporation (SYK) 0.9 $1.3M 4.4k 299.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.3M 50k 24.96
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.3M 52k 24.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $950k 17k 55.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $940k 16k 59.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $919k 15k 61.90
Mastercard Incorporated Cl A (MA) 0.6 $879k 2.1k 426.51
Vanguard Index Fds Small Cp Etf (VB) 0.6 $871k 4.1k 213.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $802k 17k 47.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $637k 19k 33.25
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $572k 2.6k 219.56
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $547k 23k 24.17
Amazon (AMZN) 0.3 $517k 3.4k 151.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $503k 1.7k 303.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $485k 1.1k 436.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $477k 8.5k 56.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $438k 5.7k 77.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $373k 2.1k 179.94
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $299k 2.9k 104.46
Zoetis Cl A (ZTS) 0.2 $286k 1.4k 197.43
Ishares Tr Core Msci Eafe (IEFA) 0.2 $280k 4.0k 70.36
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $257k 3.2k 80.15
Expion360 (XPON) 0.2 $239k 44k 5.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $238k 667.00 356.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $221k 5.4k 41.10
Alphabet Cap Stk Cl A (GOOGL) 0.1 $217k 1.6k 139.69