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Cahill Wealth Management, LLC13F | |
| Cahill Wealth Management, LLC | |
| Last update 2025-05-12 | 49 Stocks (1 new) |
| Value $196.00 Mil | Turnover 4 % |
Cahill Wealth Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 125,192 | 70,345.6 | +0.70% | 35.800 | +0.25% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 630,822 | 20,810.8 | +14.31% | 10.590 | +1.33% | 0.070 | +17.26% | +5.75% | 35,284.6 | ||
BRK.A | Berkshire Hathaway Inc | 15 | 11,976.6 | 0% | 6.100 | 0% | 0.000 | -9.08% | +4.69% | 1,026,074.7 | Insurance | |
IJR | iShares Core S&P Small-Cap ETF | 95,897 | 10,027.9 | +2.33% | 5.100 | +0.12% | 0.010 | +18.68% | -1.42% | 81,378.3 | ||
VTI | Vanguard Total Stock Market ETF | 36,384 | 9,999.7 | -0.29% | 5.090 | -0.02% | 0.000 | +17.65% | +6.63% | 471,718.0 | ||
DFSV | Dimensional US Small Cap Value ETF | 274,231 | 7,719.6 | +1.77% | 3.930 | +0.07% | 0.170 | +22.54% | +0.88% | 4,903.5 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 233,646 | 7,296.8 | +19.56% | 3.710 | +0.61% | 0.080 | +15.39% | +20.07% | 10,481.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 124,166 | 7,245.1 | -0.71% | 3.690 | -0.03% | 0.010 | +17.05% | +2.42% | 96,994.3 | ||
AAPL | Apple Inc | 18,790 | 4,173.8 | -1.60% | 2.120 | -0.04% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 6,903 | 3,861.7 | +12.21% | 1.970 | +0.21% | 0.000 | +17.14% | +7.04% | 641,384.0 |
Cahill Wealth Management, LLC's Historical Top Holdings Breakdowns
Cahill Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +1.33% | 32.42 ($34.71) 36.1 | $36.38 | 4.81% | Add 14.31% | 630,822 | 78,977 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Add Add | +0.68% | 58.81 ($64.31) 68.2 | $65.40 | 1.69% | Add 104.62% | 43,817 | 22,403 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +0.61% | 28.88 ($30.87) 32.4 | $34.50 | 11.76% | Add 19.56% | 233,646 | 38,227 | |
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-03-31 | New Buy New Buy | +0.26% | 50.58 ($50.73) 50.87 | $50.81 | 0.16% | New holding | 9,933 | 9,933 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.25% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Add 0.7% | 125,192 | 865 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.21% | 85.29 ($89.02) 92.57 | $85.79 | -3.63% | Add 14.95% | 35,148 | 4,572 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.21% | 551.42 ($587.78) 612.93 | $623.62 | 6.10% | Add 12.21% | 6,903 | 751 | |
SYK | Stryker Corp | 2025-03-31 | Reduce Reduce | -0.20% | 355.18 ($380.56) 399.9 | $389.46 | 2.34% | Reduce -26.51% | 3,010 | -1,086 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.16% | 71.17 ($72.57) 73.66 | $72.80 | 0.32% | Reduce -9.59% | 41,813 | -4,436 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.12% | 102.49 ($112.84) 119.96 | $112.82 | -0.02% | Add 2.33% | 95,897 | 2,181 |
Cahill Wealth Management, LLC Total Holding History ($B)
Cahill Wealth Management, LLC's Asset Allocation
Cahill Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cahill Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Cahill Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cahill Wealth Management, LLC's Holdings Heat Map
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Cahill Wealth Management, LLC's Holdings Bubble Chart
Cahill Wealth Management, LLC News
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