$135 Million is the total value of Cahill Wealth Management, LLC's 47 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $10,243,200 | -2.3% | 22 | 0.0% | 7.56% | -0.7% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $2,690,451 | -0.8% | 6,572 | 0.0% | 1.99% | +0.8% | |
| SYK | STRYKER CORPORATION | $1,307,453 | +6.9% | 4,580 | 0.0% | 0.96% | +8.7% | |
| SCZ | ISHARES TReafe sml cp etf | $897,902 | -1.9% | 15,088 | 0.0% | 0.66% | -0.3% | |
| MA | MASTERCARD INCORPORATEDcl a | $748,989 | -2.0% | 2,061 | 0.0% | 0.55% | -0.4% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $431,310 | +0.6% | 5,658 | 0.0% | 0.32% | +2.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $422,789 | +2.6% | 1,730 | 0.0% | 0.31% | +4.3% | |
| IWP | ISHARES TRrus md cp gr etf | $260,586 | -1.7% | 2,862 | 0.0% | 0.19% | -0.5% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $255,104 | +1.1% | 3,200 | 0.0% | 0.19% | +2.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $205,950 | -1.6% | 667 | 0.0% | 0.15% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST CORE S&P500 ETF | 7 | Q3 2023 | 44.3% |
| VANGUARD TOTAL STK MKT ETF | 7 | Q3 2023 | 6.9% |
| ISHARES TRUST CORE S&P SCP ETF | 7 | Q3 2023 | 5.6% |
| ISHARES TRUST CORE S&P MCP ETF | 7 | Q3 2023 | 5.1% |
| DIMENSIONAL ETF TRUST | 7 | Q3 2023 | 7.5% |
| VANGUARD INTERMED TERM ETF | 7 | Q3 2023 | 4.3% |
| ISHARES TRUST CORE US AGGBD ET ETF | 7 | Q3 2023 | 3.2% |
| APPLE INC COM | 7 | Q3 2023 | 2.5% |
| INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1000 ETF | 7 | Q3 2023 | 1.5% |
| XPEL INC COM | 7 | Q3 2023 | 1.6% |
View Cahill Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
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.