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Cahill Wealth Management, LLC
Period ended Mar 31, 2025 · Latest filing May 12, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2025: $196,474,806
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $70,345,625
- DIMENSIONAL ETF TRUST · US CORE EQUITY 2 · 25434V708 · shares: $20,810,822
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $11,976,624
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $10,027,921
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $9,999,744
- DIMENSIONAL ETF TRUST · US SMALL CAP VAL · 25434V815 · shares: $7,719,595
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $7,296,775
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $7,245,071
- APPLE INC · COM · 037833100 · shares: $4,173,814
- SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $3,861,729
Reported holdings
49 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 125,192 shares | $70,345,625 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | — | 630,822 shares | $20,810,822 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 15 shares | $11,976,624 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 95,897 shares | $10,027,921 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 36,384 shares | $9,999,744 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | — | 274,231 shares | $7,719,595 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 233,646 shares | $7,296,775 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 124,166 shares | $7,245,071 |
| APPLE INC | COM | 037833100 | — | 18,790 shares | $4,173,814 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 6,903 shares | $3,861,729 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 35,148 shares | $3,199,504 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 41,813 shares | $3,071,163 |
| CLEARPOINT NEURO INC | COM | 18507C103 | — | 245,347 shares | $2,917,176 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 26,877 shares | $2,658,648 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 43,817 shares | $2,618,068 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 84,577 shares | $2,348,705 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 48,884 shares | $1,975,410 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 3,672 shares | $1,955,634 |
| SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | — | 26,335 shares | $1,791,058 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 22,961 shares | $1,758,105 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 62,651 shares | $1,622,028 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 60,570 shares | $1,602,670 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 55,453 shares | $1,193,913 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 2,061 shares | $1,129,675 |
| STRYKER CORPORATION | COM | 863667101 | — | 3,010 shares | $1,120,473 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 3,932 shares | $871,903 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 12,979 shares | $824,585 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 19,581 shares | $752,692 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,326 shares | $681,419 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 13,175 shares | $669,705 |
| AMAZON COM INC | COM | 023135106 | — | 3,399 shares | $646,766 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 2,620 shares | $640,983 |
| AQUESTIVE THERAPEUTICS INC | COM | 03843E104 | — | 218,381 shares | $633,305 |
| TRANSMEDICS GROUP INC | COM | 89377M109 | — | 8,987 shares | $604,645 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | — | 22,570 shares | $583,215 |
| VIKING THERAPEUTICS INC | COM | 92686J106 | — | 21,286 shares | $514,057 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | — | 8,060 shares | $511,729 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | — | 9,933 shares | $503,904 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 1,390 shares | $501,915 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 7,542 shares | $457,482 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 5,658 shares | $446,643 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 2,072 shares | $385,928 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 2,800 shares | $328,972 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 337 shares | $318,927 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | — | 3,200 shares | $242,912 |
| ZOETIS INC | CL A | 98978V103 | — | 1,455 shares | $239,534 |
| WALMART INC | COM | 931142103 | — | 2,705 shares | $237,474 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 3,061 shares | $231,553 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,452 shares | $224,608 |