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Cahill Wealth Management, LLC13F | |
| Cahill Wealth Management, LLC | |
| Last update 2024-11-01 | 50 Stocks (3 new) |
| Value $194.00 Mil | Turnover 9 % |
Cahill Wealth Management, LLC Top Holdings of 2024-09-30
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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 | 123,635 | 71,315.1 | +0.30% | 36.800 | +0.11% | 0.010 | +2.92% | +1.97% | 597,435.3 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 513,335 | 17,602.2 | +5.13% | 9.080 | +0.44% | 0.060 | +1.71% | +2.54% | 33,259.9 | ||
BRK.A | Berkshire Hathaway Inc | 17 | 11,750.1 | New Holding | 6.060 | +6.06% | 0.000 | +0.73% | +3.21% | 1,009,553.9 | Insurance | |
IJR | iShares Core S&P Small-Cap ETF | 91,843 | 10,741.9 | +5.02% | 5.540 | +0.26% | 0.010 | +0.48% | +2.40% | 89,611.3 | ||
VTI | Vanguard Total Stock Market ETF | 36,422 | 10,313.3 | -0.80% | 5.320 | -0.05% | 0.000 | +3.26% | +2.20% | 450,346.0 | ||
DFSV | Dimensional US Small Cap Value ETF | 258,767 | 7,970.0 | +5.29% | 4.110 | +0.21% | 0.200 | +1.13% | +2.99% | 4,336.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 125,000 | 7,790.0 | -0.39% | 4.020 | -0.02% | 0.010 | +1.70% | +3.84% | 98,458.3 | ||
DFAI | Dimensional International Core Equity Market ETF | 182,617 | 5,803.6 | +22.38% | 3.000 | +0.55% | 0.080 | -3.98% | +1.23% | 7,378.2 | ||
AAPL | Apple Inc | 19,099 | 4,450.1 | -0.06% | 2.300 | 0% | 0.000 | -0.83% | -8.16% | 3,458,410.3 | Hardware | |
BND | Vanguard Total Bond Market ETF | 53,123 | 3,990.1 | -7.81% | 2.060 | -0.19% | 0.000 | -1.59% | +0.06% | 119,118.1 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2023-09-30 | Sold Out | -7.86% | 517136 ($538989) 563073 | $702,760.00 | 30.38% | Sold Out | 0 | -22 | |
BRK.A | Berkshire Hathaway Inc | 2024-09-30 | New Buy | +6.06% | 610460 ($663906) 715910 | $702,760.00 | 5.85% | New holding | 17 | 17 | |
BRK.A | Berkshire Hathaway Inc | 2024-06-30 | Sold Out | -6.05% | 598160 ($616494) 634030 | $702,760.00 | 13.99% | Sold Out | 0 | -17 | |
BRK.A | Berkshire Hathaway Inc | 2024-03-31 | New Buy | +6.05% | 545250 ($593888) 634440 | $702,760.00 | 18.33% | New holding | 17 | 17 | |
IJH | iShares Core S&P Mid-Cap ETF | 2024-03-31 | Add | +3.58% | 53.67 ($56.61) 60.74 | $64.70 | 14.29% | Add 399.99% | 126,408 | 101,126 | |
DFAI | Dimensional International Core Equity Market ETF | 2023-12-31 | Add | +1.03% | 24.88 ($26.7) 28.69 | $29.56 | 10.71% | Add 81.48% | 119,687 | 53,737 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2023-09-30 | Add | +0.98% | 26.05 ($27.29) 28.22 | $35.47 | 29.97% | Add 14.94% | 374,046 | 48,627 | |
PRF | Invesco FTSE RAFI US 1000 ETF | 2023-06-30 | Add | +0.94% | 30.53 ($31.44) 32.73 | $41.58 | 32.25% | Add 368.08% | 52,640 | 8,279 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2023-12-31 | Add | +0.94% | 24.91 ($27.06) 29.38 | $35.47 | 31.08% | Add 12.84% | 422,075 | 48,029 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2024-06-30 | Add | +0.81% | 30.09 ($31.54) 32.37 | $35.47 | 12.46% | Add 9.41% | 488,274 | 41,982 |
Cahill Wealth Management, LLC Total Holding History ($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 2024-09-30
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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