CW

Cahill Wealth Management, LLC

13F
Cahill Wealth Management, LLC
Last update 2024-08-13 48 Stocks (2 new)
Value $168.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(40.23%)DFAC(9.39%)VTI(5.86%)IJR(5.56%)IJH(4.38%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cahill Wealth Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
123,267
67455.630
-0.63%
40.230
-0.24%
-
+6.78%
+22.46%
549674.057
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
488,274
15741.950
+9.41%
9.390
+0.81%
-
+5.19%
+18.58%
31930.631
 
VTI 		Vanguard Total Stock Market ETF
36,714
9821.300
-0.17%
5.860
-0.01%
-
+6.52%
+21.10%
422050.684
 
IJR 		iShares Core S&P Small-Cap ETF
87,455
9327.930
+2.89%
5.560
+0.16%
-
-1.19%
+6.79%
85725.751
 
IJH 		iShares Core S&P Mid-Cap ETF
125,485
7343.400
-0.73%
4.380
-0.03%
-
+2.17%
+13.14%
92433.008
 
DFSV 		Dimensional US Small Cap Value ETF
245,768
7073.200
+7.73%
4.220
+0.30%
-
-2.07%
+5.43%
3893.814
 
DFAI 		Dimensional International Core Equity Market ETF
149,227
4427.560
+19.51%
2.640
+0.43%
-
+1.38%
+6.58%
7173.600
 
BND 		Vanguard Total Bond Market ETF
57,626
4151.980
-1.35%
2.480
-0.03%
-
+0.01%
-0.69%
111370.423
 
AAPL 		Apple Inc
19,111
4023.910
+1.53%
2.400
+0.04%
0.000
+7.30%
+21.95%
3556931.831
Hardware
SPY 		S&P 500 ETF TRUST ETF
6,149
3346.640
+0.02%
2.000
0%
-
+6.86%
+22.47%
603738.493
 

Cahill Wealth Management, LLC's Historical Top Holdings Breakdowns

Cahill Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2024-06-30Sold Out
-6.05%
●
598160 ($616494) 634030
$683,454.51
10.86%
Sold Out
0
-17
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-06-30Add
+0.81%
●
30.09 ($31.54) 32.37
$34.69
9.97%
Add 9.41%
488,274
41,982
DFAI 		Dimensional International Core Equity Market ETF2024-06-30Add
+0.43%
●
28.93 ($30.01) 30.91
$30.57
1.85%
Add 19.51%
149,227
24,366
TLT 		iShares 20+ Year Treasury Bond ETF2024-06-30Add
+0.35%
●
87.78 ($91.12) 94.67
$91.79
0.74%
Add 25.76%
30,110
6,167
XPEL 		XPEL Inc2024-06-30Reduce
-0.32%
●
32.07 ($43.1) 59.15
$40.63
-5.72%
Reduce -57.66%
7,506
-10,220
DFSV 		Dimensional US Small Cap Value ETF2024-06-30Add
+0.30%
●
27.81 ($29.02) 30.13
$30.66
5.65%
Add 7.73%
245,768
17,642
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF2024-06-30Add
+0.28%
●
60.69 ($64.03) 66.83
$71.02
10.91%
Add 28.77%
32,645
7,293
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.24%
●
497.53 ($525.83) 549.64
$585.38
11.32%
Reduce -0.63%
123,267
-784
TMDX 		TransMedics Group Inc2024-06-30New Buy
+0.24%
●
72.62 ($119.95) 150.62
$87.36
-27.17%
New holding
2,715
2,715
SCHB 		Schwab U.S. Broad Market ETF2024-06-30Add
+0.22%
●
57.57 ($60.78) 63.3
$22.52
-62.96%
Add 32.86%
22,750
5,627

Cahill Wealth Management, LLC Total Holding History ($B)

To

Cahill Wealth Management, LLC's Asset Allocation

To

Cahill Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cahill Wealth Management, LLC's Hypothetical Growth since 2024-06-30

Cahill Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cahill Wealth Management, LLC's Holdings Heat Map

Size field:

Cahill Wealth Management, LLC's Holdings Bubble Chart

Cahill Wealth Management, LLC News

  • 1

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