Cahill Wealth Management, LLC 13F Holdings
CIK 0001927960 · Portage, MI
As of Mar 31, 2025, Cahill Wealth Management, LLC reported 49 positions worth
CIK 0001927960 · Portage, MI
As of Mar 31, 2025, Cahill Wealth Management, LLC reported 49 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 125,192 | $70.3M | 35.80% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 630,822 | $20.8M | 10.59% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 15 | 2.0M | 6.10% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 95,897 | 0.0M | 5.10% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 36,384 | 0.0M | 5.09% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 274,231 | $7.7M | 3.93% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 233,646 | $7.3M | 3.71% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 124,166 | $7.2M | 3.69% |
| APPLE INC | AAPL | Technology | 18,790 | $4.2M | 2.12% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,903 | $3.9M | 1.97% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 35,148 | $3.2M | 1.63% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 41,813 | $3.1M | 1.56% |
| CLEARPOINT NEURO INC | CLPT | Healthcare | 245,347 | $2.9M | 1.48% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 26,877 | $2.7M | 1.35% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 43,817 | $2.6M | 1.33% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 84,577 | $2.3M | 1.20% |
| INVESCO RAFI US 1000 ETF | PRF | — | 48,884 | $2.0M | 1.01% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,672 | $2.0M | 1.00% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 26,335 | .8M | 0.91% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 22,961 | .8M | 0.89% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 62,651 | .6M | 0.83% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 60,570 | .6M | 0.82% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 55,453 | .2M | 0.61% |
| MASTERCARD INC | MA | Financial Services | 2,061 | .1M | 0.57% |
| STRYKER CORP | SYK | Healthcare | 3,010 | .1M | 0.57% |