$130 Million is the total value of Cahill Wealth Management, LLC's 47 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XPEL | XPEL INC | $2,024,524 | -8.4% | 26,255 | 0.0% | 1.55% | +1.8% | |
| MA | MASTERCARD INCORPORATEDcl a | $815,971 | +0.7% | 2,061 | 0.0% | 0.63% | +12.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $460,358 | -3.3% | 1,731 | 0.0% | 0.35% | +7.3% | |
| AMZN | AMAZON COM INC | $432,130 | -2.5% | 3,399 | 0.0% | 0.33% | +8.5% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $425,199 | -0.7% | 5,658 | 0.0% | 0.33% | +10.5% | |
| IWP | ISHARES TRrus md cp gr etf | $261,444 | -5.5% | 2,862 | 0.0% | 0.20% | +5.2% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $233,651 | +2.7% | 667 | 0.0% | 0.18% | +14.0% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $229,184 | -8.8% | 3,200 | 0.0% | 0.18% | +1.7% | |
| IWM | ISHARES TRrussell 2000 etf | $207,172 | -5.6% | 1,172 | 0.0% | 0.16% | +5.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
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.