| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 10 | Q2 2024 | 44.3% |
| VANGUARD TOTAL STK MKT ETF | 10 | Q2 2024 | 6.9% |
| DIMENSIONAL ETF TRUST | 10 | Q2 2024 | 9.4% |
| ISHARES TRUST CORE S&P SCP ETF | 10 | Q2 2024 | 6.1% |
| ISHARES TRUST CORE S&P MCP ETF | 10 | Q2 2024 | 5.1% |
| APPLE INC COM | 10 | Q2 2024 | 2.5% |
| VANGUARD INTERMED TERM ETF | 10 | Q2 2024 | 4.3% |
| ISHARES TRUST CORE US AGGBD ET ETF | 10 | Q2 2024 | 3.2% |
| INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1000 ETF | 10 | Q2 2024 | 1.5% |
| XPEL INC COM | 10 | Q2 2024 | 1.6% |
View Cahill Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
View Cahill Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.