57 is the total number of securities Cahill Wealth Management, LLC has owned. The longest Cahill Wealth Management, LLC has owned a single stock is 7 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IVV | ISHARES TRUST CORE S&P... | 7 | 7 | 37.14% | 40.19% | 44.27% | Q1 2022 | Q3 2023 | 7 |
| VTI | VANGUARD TOTAL STK MKT... | 7 | 7 | 5.75% | 6.17% | 6.87% | Q1 2022 | Q3 2023 | 7 |
| IJR | ISHARES TRUST CORE S&P... | 7 | 7 | 5.07% | 5.28% | 5.58% | Q1 2022 | Q3 2023 | 7 |
| IJH | ISHARES TRUST CORE S&P... | 7 | 7 | 4.58% | 4.79% | 5.12% | Q1 2022 | Q3 2023 | 7 |
| DFAC | DIMENSIONAL ETF TRUST | 7 | 7 | 0.15% | 4.14% | 7.52% | Q1 2022 | Q3 2023 | 7 |
| BIV | VANGUARD INTERMED TERM... | 7 | 7 | 1.39% | 2.68% | 4.33% | Q1 2022 | Q3 2023 | 7 |
| AGG | ISHARES TRUST CORE US ... | 7 | 7 | 1.69% | 2.37% | 3.19% | Q1 2022 | Q3 2023 | 7 |
| AAPL | APPLE INC COM | 7 | 7 | 2.09% | 2.32% | 2.49% | Q1 2022 | Q3 2023 | 7 |
| PRF | INVESCO EXCHANGE TRADE... | 7 | 7 | 1.19% | 1.36% | 1.46% | Q1 2022 | Q3 2023 | 7 |
| XPEL | XPEL INC COM | 7 | 7 | 0.57% | 1.26% | 1.56% | Q1 2022 | Q3 2023 | 7 |
| SCZ | ISHARES TRUST EAFE SML... | 7 | 7 | 0.61% | 1.06% | 1.81% | Q1 2022 | Q3 2023 | 7 |
| SYK | STRYKER CORPORATION | 7 | 7 | 0.89% | 0.98% | 1.22% | Q1 2022 | Q3 2023 | 7 |
| VB | VANGUARD SMALL CP ETF | 7 | 7 | 0.61% | 0.95% | 1.60% | Q1 2022 | Q3 2023 | 7 |
| CLPT | CLEARPOINT NEURO INC COM | 7 | 7 | 0.33% | 0.92% | 1.22% | Q1 2022 | Q3 2023 | 7 |
| SPTM | SPDR SER TR | 7 | 7 | 0.83% | 0.89% | 0.97% | Q1 2022 | Q3 2023 | 7 |
| VEA | VANGUARD TAX-MANAGED FDS | 7 | 7 | 0.54% | 0.89% | 1.62% | Q1 2022 | Q3 2023 | 7 |
| DFAU | DIMENSIONAL ETF TRUST | 7 | 7 | 0.44% | 0.74% | 1.48% | Q1 2022 | Q3 2023 | 7 |
| SCHB | SCHWAB STRATEGIC TR US... | 7 | 7 | 0.60% | 0.72% | 0.84% | Q1 2022 | Q3 2023 | 7 |
| MA | MASTERCARD INCORPORATE... | 7 | 7 | 0.52% | 0.56% | 0.63% | Q1 2022 | Q3 2023 | 7 |
| VEU | VANGUARD INTL EQUITY I... | 7 | 7 | 0.38% | 0.53% | 0.74% | Q1 2022 | Q3 2023 | 7 |
| VOT | VANGUARD MCAP GR IDXVI... | 7 | 7 | 0.45% | 0.53% | 0.66% | Q1 2022 | Q3 2023 | 7 |
| AMZN | AMAZON COM INC COM | 7 | 7 | 0.26% | 0.41% | 0.58% | Q1 2022 | Q3 2023 | 7 |
| IWP | ISHARES TRUST RUS MD C... | 7 | 7 | 0.19% | 0.39% | 0.79% | Q1 2022 | Q3 2023 | 7 |
| VBR | VANGUARD SM CP VAL ETF | 7 | 7 | 0.27% | 0.35% | 0.45% | Q1 2022 | Q3 2023 | 7 |
| IWF | ISHARES TRUST RUS 1000... | 7 | 7 | 0.30% | 0.34% | 0.40% | Q1 2022 | Q3 2023 | 7 |
| VOO | VANGUARD S&P 500 ETF SHS | 7 | 7 | 0.30% | 0.31% | 0.33% | Q1 2022 | Q3 2023 | 7 |
| VWO | VANGUARD INTL EQUITY I... | 7 | 7 | 0.15% | 0.29% | 0.58% | Q1 2022 | Q3 2023 | 7 |
| ZTS | ZOETIS INC COM CL A | 7 | 7 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
| BRKA | BERKSHIRE HATHAWAY INC... | 6 | 6 | 7.56% | 7.88% | 8.64% | Q1 2022 | Q2 2023 | 6 |
| BND | VANGUARD TOTAL BND MRK... | 6 | 6 | 0.65% | 2.76% | 3.90% | Q2 2022 | Q3 2023 | 6 |
| DIMENSIONAL ETF TRUST | 6 | 6 | 0.73% | 2.59% | 3.85% | Q2 2022 | Q3 2023 | 6 | |
| DIMENSIONAL ETF TRUST | 6 | 6 | 0.53% | 1.12% | 1.50% | Q2 2022 | Q3 2023 | 6 | |
| DFAI | DIMENSIONAL ETF TRUST | 4 | 2 | 0.30% | 0.80% | 1.32% | Q1 2022 | Q3 2023 | 6 |
| DIMENSIONAL ETF TRUST | 6 | 6 | 0.30% | 0.58% | 0.84% | Q2 2022 | Q3 2023 | 6 | |
| MRNA | MODERNA INC COM | 6 | 6 | 0.17% | 0.30% | 0.39% | Q1 2022 | Q2 2023 | 6 |
| SPY | SPDR S&P500 ETF TRUST ... | 5 | 5 | 1.40% | 1.86% | 2.04% | Q3 2022 | Q3 2023 | 5 |
| DFAE | DIMENSIONAL ETF TRUST | 4 | 1 | 0.16% | 0.72% | 0.93% | Q1 2022 | Q3 2023 | 5 |
| SRTS | SENSUS HEALTHCARE INC COM | 5 | 5 | 0.02% | 0.20% | 0.29% | Q3 2022 | Q3 2023 | 5 |
| BRKB | BERKSHIRE HATHAWAY INC... | 4 | 1 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 5 |
| IWM | ISHARES TRUST RUSSELL ... | 4 | 1 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 5 |
| TLT | ISHARES TR | 4 | 4 | 0.77% | 0.86% | 0.92% | Q4 2022 | Q3 2023 | 4 |
| DFAS | DIMENSIONAL ETF TRUST | 4 | 4 | 0.56% | 0.57% | 0.60% | Q4 2022 | Q3 2023 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 0.29% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.30% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
| IEFA | ISHARES TRUST CORE MSC... | 3 | 1 | 0.18% | 0.19% | 0.19% | Q1 2022 | Q3 2023 | 4 |
| VCLT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
| VRNA | VERONA PHARMA PLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
| SLYV | SPDR SERIES TRUST S&P ... | 3 | 3 | 0.41% | 0.48% | 0.52% | Q1 2022 | Q3 2022 | 3 |
| GMF | SPDR INDEX SHARES FUND... | 3 | 3 | 0.28% | 0.36% | 0.43% | Q1 2022 | Q3 2022 | 3 |
| EXPION360 INC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 | |
| CCXI | CHEMOCENTRYX INC COM | 2 | 2 | 0.84% | 1.13% | 1.43% | Q1 2022 | Q2 2022 | 2 |
| MUB | ISHARES TRUST NATIONAL... | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2022 | Q3 2022 | 2 |
| GOOGL | ALPHABET INC COM CL A | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q3 2023 | 2 |
| EXPI | EXP WORLD HOLDINGS INC... | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
| DIS | WALT DISNEY COMPANY (T... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
| ROKU | ROKU INC COM CL A | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
| RNAZ | TRANSCODE THERAPEUTICS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including ISHARES TRUST CORE S&P500 ETF, VANGUARD TOTAL STK MKT ETF, and ISHARES TRUST CORE S&P SCP ETF, are the highest-conviction holdings of Cahill Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Cahill Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Cahill Wealth Management, LLC owns currently or has owned in the past.