Cahill Wealth Management, LLC
Q1 2025 13F Holdings
- Locationportage, MI
- Num holdings
49
- Value ($000)
$196,475
- Date Filed05/12/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $70.35M | 36 % | 125,192 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $20.81M | 11 % | 630,822 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $11.98M | 6 % | 15 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.03M | 5 % | 95,897 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.00M | 5 % | 36,384 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $7.72M | 4 % | 274,231 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $7.30M | 4 % | 233,646 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.25M | 4 % | 124,166 | ||
AAPL APPLE INC | COM | 037833100 | $4.17M | 2 % | 18,790 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.86M | 2 % | 6,903 |
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