Cahill Wealth Management, LLC
Q4 2024 13F Holdings
- Locationportage, MI
- Num holdings
49
- Value ($000)
$196,067
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001927960
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $73.19M | 37 % | 124,327 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $19.09M | 10 % | 551,845 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.80M | 6 % | 93,716 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.57M | 5 % | 36,488 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $10.21M | 5 % | 15 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $8.29M | 4 % | 269,456 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.79M | 4 % | 125,051 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.71M | 3 % | 195,419 | ||
AAPL APPLE INC | COM | 037833100 | $4.78M | 2 % | 19,096 | ||
CLPT CLEARPOINT NEURO INC | COM | 18507C103 | $3.76M | 2 % | 244,422 |
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