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Name: |
Cahill Wealth Management LLC |
City: |
Portage |
State: |
MI |
Zip: |
49024 |
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Holdings
Found :
16 |
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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 |
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IVV |
iShares Core S&P 500 Etf |
1 |
- |
$543.86 |
$65,217,000 |
124,051 |
37.96% |
5,889,000 |
-162 |
0.002 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
4 |
- |
$266.69 |
$9,558,000 |
36,776 |
5.56% |
727,000 |
-450 |
0.004 |
Closed - End Fund - E... |
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BND |
Vanguard Total Bond Market ETF |
8 |
- |
$72.66 |
$4,242,000 |
58,412 |
2.47% |
-342,000 |
-3,917 |
0.006 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
12 |
- |
$97.92 |
$2,848,000 |
29,076 |
1.66% |
-188,000 |
-1,509 |
0 |
Closed - End Fund - E... |
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DFIC |
Dfa Dimensional Internation... |
14 |
- |
$0.00 |
$2,234,000 |
83,501 |
1.3% |
96,000 |
-251 |
0.009 |
N/A |
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PRF |
Invesco FTSE RAFI US |
16 |
- |
$36.69 |
$1,899,000 |
49,370 |
1.11% |
105,000 |
-1,590 |
0.027 |
Closed - End Fund - E... |
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DFAE |
Dfa Dimensional Emerging Co... |
21 |
- |
$0.00 |
$1,278,000 |
51,704 |
0.74% |
27,000 |
-174 |
0.009 |
N/A |
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XPEL |
Xpel, Inc. |
25 |
- |
$37.73 |
$958,000 |
17,726 |
0.56% |
-455,000 |
-8,521 |
0.064 |
N/A |
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VB |
Vanguard Small Cap VIPERS |
26 |
- |
$216.02 |
$921,000 |
4,028 |
0.54% |
50,000 |
-53 |
0.002 |
Closed - End Fund - E... |
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SCZ |
ISHARES MSCI EAFE SM |
27 |
- |
$61.51 |
$912,000 |
14,404 |
0.53% |
-7,000 |
-437 |
0.009 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
29 |
- |
$49.56 |
$820,000 |
16,349 |
0.48% |
18,000 |
-393 |
0.001 |
Closed - End Fund - F... |
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DFAU |
Dfa Dimensional Us Core Equ... |
31 |
- |
$0.00 |
$694,000 |
19,006 |
0.4% |
57,000 |
-160 |
0.021 |
N/A |
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DFIS |
Dfa Dimensional Internation... |
34 |
- |
$0.00 |
$567,000 |
22,620 |
0.33% |
20,000 |
-7 |
0.025 |
N/A |
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VEU |
Vanguard FTSE All-World ETF |
37 |
- |
$57.31 |
$467,000 |
7,967 |
0.27% |
-10,000 |
-522 |
0.002 |
Closed - End Fund - F... |
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IWP |
iShares Tr Russell MidCap Gr |
41 |
- |
$109.32 |
$320,000 |
2,800 |
0.19% |
21,000 |
-62 |
0 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
46 |
- |
$43.76 |
$221,000 |
5,295 |
0.13% |
0 |
-81 |
0 |
Closed - End Fund - E... |
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