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| Name: |
Cahill Wealth Management LLC |
| City: |
Portage |
| State: |
MI |
| Zip: |
49024 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
2 |
- |
$31.88 |
$14,259,000 |
446,292 |
8.3% |
1,922,000 |
24,217 |
0.05 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
5 |
- |
$106.93 |
$9,394,000 |
85,002 |
5.47% |
353,000 |
1,487 |
0.014 |
Closed - End Fund - E... |
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IJH |
iShares S&P MidCap 400 Index |
6 |
- |
$58.45 |
$7,678,000 |
126,408 |
4.47% |
671,000 |
101,126 |
0.054 |
Closed - End Fund - E... |
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DFSV |
Dfa Dimensional Us Small Ca... |
7 |
- |
$0.00 |
$6,867,000 |
228,126 |
4% |
487,000 |
9,017 |
0.253 |
N/A |
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DFAI |
Dfa Dimensional Internation... |
9 |
- |
$0.00 |
$3,773,000 |
124,861 |
2.2% |
345,000 |
5,174 |
0.096 |
N/A |
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AAPL |
Apple Inc |
10 |
- |
$196.89 |
$3,228,000 |
18,823 |
1.88% |
-374,000 |
111 |
0 |
Personal Computers |
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SPY |
Standard & Poors Depository... |
11 |
- |
$534.01 |
$3,216,000 |
6,148 |
1.87% |
295,000 |
2 |
0 |
Closed - End Fund - E... |
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TLT |
iShares Tr Lehman 20+yr Tres |
13 |
- |
$91.50 |
$2,266,000 |
23,943 |
1.32% |
108,000 |
2,118 |
0.002 |
Closed - End Fund - E... |
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BIV |
Vanguard Intermediate-Term ... |
15 |
- |
$74.43 |
$2,004,000 |
26,577 |
1.17% |
-20,000 |
83 |
0.017 |
Closed - End Fund - Debt |
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CLPT |
ClearPoint Neuro, Inc |
17 |
- |
$5.62 |
$1,662,000 |
244,387 |
0.97% |
85,000 |
12,124 |
1.539 |
N/A |
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TMW |
SPDR Dow Jones Wilshire TOT... |
18 |
- |
$65.19 |
$1,626,000 |
25,352 |
0.95% |
273,000 |
2,212 |
0.026 |
Closed - End Fund - E... |
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DFEM |
Dfa Dimensional Emerging Ma... |
20 |
- |
$0.00 |
$1,293,000 |
50,728 |
0.75% |
39,000 |
483 |
0.049 |
N/A |
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SCHB |
Schwab Strategic Trust |
22 |
- |
$61.77 |
$1,045,000 |
17,123 |
0.61% |
95,000 |
53 |
0.009 |
Closed - End Fund - Debt |
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DFAS |
Dimensional U S Small Cap Etf |
24 |
- |
$59.95 |
$991,000 |
15,901 |
0.58% |
51,000 |
133 |
0.018 |
N/A |
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BRK.B |
Berkshire Hathaway B |
28 |
- |
$413.72 |
$868,000 |
1,397 |
0.51% |
630,000 |
730 |
0 |
Property & Casualty I... |
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VOT |
Van Kampen Municipal Opport... |
32 |
- |
$227.79 |
$615,000 |
2,609 |
0.36% |
43,000 |
3 |
0.006 |
Closed - End Fund - Debt |
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VOO |
Vanguard S&P 500 Etf |
35 |
- |
$490.80 |
$560,000 |
1,165 |
0.33% |
75,000 |
54 |
0 |
Closed - End Fund - E... |
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