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Size ($ in 1000's)
At 12/31/2023: $148,729 At 09/30/2023: $130,267
Cahill Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cahill Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Cahill Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Cahill Wealth Management LLC.
In the Cahill Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cahill Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Cahill Wealth Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
124,213 |
+1,324 |
$59,328 | IVV | 124,213 | +1,324 | $59,328 | DIMENSIONAL ETF TRUST (DFAC) |
422,075 |
+48,029 |
$12,337 | DFAC | 422,075 | +48,029 | $12,337 | ISHARES TR (IJR) |
83,515 |
+6,490 |
$9,041 | IJR | 83,515 | +6,490 | $9,041 | VANGUARD INDEX FDS (VTI) |
37,226 |
-87 |
$8,831 | VTI | 37,226 | -87 | $8,831 | ISHARES TR (IJH) |
25,282 |
+13 |
$7,007 | IJH | 25,282 | +13 | $7,007 | DIMENSIONAL ETF TRUST (DFSV) |
219,109 |
+21,168 |
$6,380 | DFSV | 219,109 | +21,168 | $6,380 | VANGUARD BD INDEX FDS (BND) |
62,329 |
-10,480 |
$4,584 | BND | 62,329 | -10,480 | $4,584 | APPLE INC |
18,712 |
+89 |
$3,602 | AAPL | 18,712 | +89 | $3,602 | DIMENSIONAL ETF TRUST (DFAI) |
119,687 |
+53,737 |
$3,428 | DFAI | 119,687 | +53,737 | $3,428 | ISHARES TR (AGG) |
30,585 |
+3,525 |
$3,036 | AGG | 30,585 | +3,525 | $3,036 | SPDR S&P 500 ETF TR (SPY) |
6,146 |
-69 |
$2,921 | SPY | 6,146 | -69 | $2,921 | ISHARES TR (TLT) |
21,825 |
+8,275 |
$2,158 | TLT | 21,825 | +8,275 | $2,158 | DIMENSIONAL ETF TRUST (DFIC) |
83,752 |
-76 |
$2,138 | DFIC | 83,752 | -76 | $2,138 | VANGUARD BD INDEX FDS (BIV) |
26,494 |
-1,124 |
$2,024 | BIV | 26,494 | -1,124 | $2,024 | INVESCO EXCHANGE TRADED FD T (PRF) |
50,960 |
-1,690 |
$1,794 | PRF | 50,960 | -1,690 | $1,794 | CLEARPOINT NEURO INC |
232,263 |
+44,179 |
$1,577 | CLPT | 232,263 | +44,179 | $1,577 | XPEL INC |
26,247 |
-8 |
$1,413 | XPEL | 26,247 | -8 | $1,413 | SPDR SER TR (SPTM) |
23,140 |
-409 |
$1,353 | SPTM | 23,140 | -409 | $1,353 | STRYKER CORPORATION |
4,430 |
-250 |
$1,327 | SYK | 4,430 | -250 | $1,327 | DIMENSIONAL ETF TRUST (DFEM) |
50,245 |
+3,324 |
$1,254 | DFEM | 50,245 | +3,324 | $1,254 | DIMENSIONAL ETF TRUST (DFAE) |
51,878 |
-1,586 |
$1,251 | DFAE | 51,878 | -1,586 | $1,251 | SCHWAB STRATEGIC TR |
17,070 |
+71 |
$950 | SCHB | 17,070 | +71 | $950 | DIMENSIONAL ETF TRUST (DFAS) |
15,768 |
+1,481 |
$940 | DFAS | 15,768 | +1,481 | $940 | ISHARES TR (SCZ) |
14,841 |
+135 |
$919 | SCZ | 14,841 | +135 | $919 | MASTERCARD INCORPORATED |
2,061 |
UNCH |
$879 | MA | 2,061 | UNCH | $879 | VANGUARD INDEX FDS (VB) |
4,081 |
-355 |
$871 | VB | 4,081 | -355 | $871 | VANGUARD TAX MANAGED FDS (VEA) |
16,742 |
+196 |
$802 | VEA | 16,742 | +196 | $802 | DIMENSIONAL ETF TRUST (DFAU) |
19,166 |
-1,727 |
$637 | DFAU | 19,166 | -1,727 | $637 | VANGUARD INDEX FDS (VOT) |
2,606 |
-546 |
$572 | VOT | 2,606 | -546 | $572 | DIMENSIONAL ETF TRUST (DFIS) |
22,627 |
+33 |
$547 | DFIS | 22,627 | +33 | $547 | AMAZON COM INC |
3,399 |
UNCH |
$517 | AMZN | 3,399 | UNCH | $517 | ISHARES TR (IWF) |
1,658 |
-73 |
$503 | IWF | 1,658 | -73 | $503 | VANGUARD INDEX FDS (VOO) |
1,111 |
+8 |
$485 | VOO | 1,111 | +8 | $485 | VANGUARD INTL EQUITY INDEX F (VEU) |
8,489 |
-1,183 |
$477 | VEU | 8,489 | -1,183 | $477 | VANGUARD SCOTTSDALE FDS (VCSH) |
5,658 |
UNCH |
$438 | VCSH | 5,658 | UNCH | $438 | VANGUARD INDEX FDS (VBR) |
2,072 |
-212 |
$373 | VBR | 2,072 | -212 | $373 | ISHARES TR (IWP) |
2,862 |
UNCH |
$299 | IWP | 2,862 | UNCH | $299 | ZOETIS INC |
1,449 |
UNCH |
$286 | ZTS | 1,449 | UNCH | $286 | ISHARES TR (IEFA) |
3,972 |
+52 |
$279 | IEFA | 3,972 | +52 | $279 | VANGUARD SCOTTSDALE FDS (VCLT) |
3,200 |
UNCH |
$256 | VCLT | 3,200 | UNCH | $256 | EXPION360 INC |
44,387 |
UNCH |
$239 | XPON | 44,387 | UNCH | $239 | BERKSHIRE HATHAWAY INC DEL |
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$238 | BRK.B | 667 | UNCH | $238 | VANGUARD INTL EQUITY INDEX F (VWO) |
5,376 |
+199 |
$221 | VWO | 5,376 | +199 | $221 |
See Full List: All Stocks Held By Cahill Wealth Management LLC
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Cahill Wealth Management LLC
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