HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
124,213 | +1,324 | $59,328 |
| IVV | 124,213 | +1,324 | $59,328 |
| DIMENSIONAL ETF TRUST (DFAC) |
422,075 | +48,029 | $12,337 |
| DFAC | 422,075 | +48,029 | $12,337 |
| ISHARES TR (IJR) |
83,515 | +6,490 | $9,041 |
| IJR | 83,515 | +6,490 | $9,041 |
| VANGUARD INDEX FDS (VTI) |
37,226 | -87 | $8,831 |
| VTI | 37,226 | -87 | $8,831 |
| ISHARES TR (IJH) |
25,282 | +13 | $7,007 |
| IJH | 25,282 | +13 | $7,007 |
| DIMENSIONAL ETF TRUST (DFSV) |
219,109 | +21,168 | $6,380 |
| DFSV | 219,109 | +21,168 | $6,380 |
| VANGUARD BD INDEX FDS (BND) |
62,329 | -10,480 | $4,584 |
| BND | 62,329 | -10,480 | $4,584 |
| APPLE INC |
18,712 | +89 | $3,602 |
| AAPL | 18,712 | +89 | $3,602 |
| DIMENSIONAL ETF TRUST (DFAI) |
119,687 | +53,737 | $3,428 |
| DFAI | 119,687 | +53,737 | $3,428 |
| ISHARES TR (AGG) |
30,585 | +3,525 | $3,036 |
| AGG | 30,585 | +3,525 | $3,036 |
| SPDR S&P 500 ETF TR (SPY) |
6,146 | -69 | $2,921 |
| SPY | 6,146 | -69 | $2,921 |
| ISHARES TR (TLT) |
21,825 | +8,275 | $2,158 |
| TLT | 21,825 | +8,275 | $2,158 |
| DIMENSIONAL ETF TRUST (DFIC) |
83,752 | -76 | $2,138 |
| DFIC | 83,752 | -76 | $2,138 |
| VANGUARD BD INDEX FDS (BIV) |
26,494 | -1,124 | $2,024 |
| BIV | 26,494 | -1,124 | $2,024 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
50,960 | -1,690 | $1,794 |
| PRF | 50,960 | -1,690 | $1,794 |
| CLEARPOINT NEURO INC |
232,263 | +44,179 | $1,577 |
| CLPT | 232,263 | +44,179 | $1,577 |
| XPEL INC |
26,247 | -8 | $1,413 |
| XPEL | 26,247 | -8 | $1,413 |
| SPDR SER TR (SPTM) |
23,140 | -409 | $1,353 |
| SPTM | 23,140 | -409 | $1,353 |
| STRYKER CORPORATION |
4,430 | -250 | $1,327 |
| SYK | 4,430 | -250 | $1,327 |
| DIMENSIONAL ETF TRUST (DFEM) |
50,245 | +3,324 | $1,254 |
| DFEM | 50,245 | +3,324 | $1,254 |
| DIMENSIONAL ETF TRUST (DFAE) |
51,878 | -1,586 | $1,251 |
| DFAE | 51,878 | -1,586 | $1,251 |
| SCHWAB STRATEGIC TR |
17,070 | +71 | $950 |
| SCHB | 17,070 | +71 | $950 |
| DIMENSIONAL ETF TRUST (DFAS) |
15,768 | +1,481 | $940 |
| DFAS | 15,768 | +1,481 | $940 |
| ISHARES TR (SCZ) |
14,841 | +135 | $919 |
| SCZ | 14,841 | +135 | $919 |
| MASTERCARD INCORPORATED |
2,061 | UNCH | $879 |
| MA | 2,061 | UNCH | $879 |
| VANGUARD INDEX FDS (VB) |
4,081 | -355 | $871 |
| VB | 4,081 | -355 | $871 |
| VANGUARD TAX MANAGED FDS (VEA) |
16,742 | +196 | $802 |
| VEA | 16,742 | +196 | $802 |
| DIMENSIONAL ETF TRUST (DFAU) |
19,166 | -1,727 | $637 |
| DFAU | 19,166 | -1,727 | $637 |
| VANGUARD INDEX FDS (VOT) |
2,606 | -546 | $572 |
| VOT | 2,606 | -546 | $572 |
| DIMENSIONAL ETF TRUST (DFIS) |
22,627 | +33 | $547 |
| DFIS | 22,627 | +33 | $547 |
| AMAZON COM INC |
3,399 | UNCH | $517 |
| AMZN | 3,399 | UNCH | $517 |
| ISHARES TR (IWF) |
1,658 | -73 | $503 |
| IWF | 1,658 | -73 | $503 |
| VANGUARD INDEX FDS (VOO) |
1,111 | +8 | $485 |
| VOO | 1,111 | +8 | $485 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
8,489 | -1,183 | $477 |
| VEU | 8,489 | -1,183 | $477 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
5,658 | UNCH | $438 |
| VCSH | 5,658 | UNCH | $438 |
| VANGUARD INDEX FDS (VBR) |
2,072 | -212 | $373 |
| VBR | 2,072 | -212 | $373 |
| ISHARES TR (IWP) |
2,862 | UNCH | $299 |
| IWP | 2,862 | UNCH | $299 |
| ZOETIS INC |
1,449 | UNCH | $286 |
| ZTS | 1,449 | UNCH | $286 |
| ISHARES TR (IEFA) |
3,972 | +52 | $279 |
| IEFA | 3,972 | +52 | $279 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
3,200 | UNCH | $256 |
| VCLT | 3,200 | UNCH | $256 |
| EXPION360 INC |
44,387 | UNCH | $239 |
| XPON | 44,387 | UNCH | $239 |
 BERKSHIRE HATHAWAY INC DEL |
$238 | ||
| BRK.B | 667 | UNCH | $238 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
5,376 | +199 | $221 |
| VWO | 5,376 | +199 | $221 |
See Full List: All Stocks Held By Cahill Wealth Management LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cahill Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $148,729 At 09/30/2023: $130,267 Cahill Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cahill Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
