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| Name: |
Cahill Wealth Management LLC |
| City: |
Portage |
| State: |
MI |
| Zip: |
49024 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Page 1 of 1 |
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 |
|
SYK |
Stryker Corp |
19 |
- |
$335.42 |
$1,585,000 |
4,430 |
0.92% |
258,000 |
0 |
0.001 |
Medical Instruments &... |
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MA |
MasterCard Inc A |
23 |
- |
$456.52 |
$993,000 |
2,061 |
0.58% |
114,000 |
0 |
0 |
Business Services |
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AMZN |
Amazon.com Inc |
33 |
- |
$183.13 |
$612,000 |
3,399 |
0.36% |
95,000 |
0 |
0 |
Internet Software & S... |
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VCSH |
Vanguard Scottsdale Funds |
38 |
- |
$77.05 |
$437,000 |
5,658 |
0.25% |
-1,000 |
0 |
0.001 |
N/A |
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VBR |
Vanguard Small Cap Val VIPER |
39 |
- |
$188.03 |
$398,000 |
2,072 |
0.23% |
25,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IEFA |
Ishares Core Msci Eafe |
42 |
- |
$0.00 |
$295,000 |
3,972 |
0.17% |
16,000 |
0 |
0 |
N/A |
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VCLT |
Vanguard Long-Term Corpora |
43 |
- |
$76.39 |
$250,000 |
3,200 |
0.15% |
-6,000 |
0 |
0.005 |
Closed - End Fund - Debt |
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GOOGL |
Alphabet Inc |
45 |
- |
$176.38 |
$234,000 |
1,550 |
0.14% |
17,000 |
0 |
0 |
Search Engines & Info... |
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XPON |
Expion360 Inc. |
47 |
- |
$1.74 |
$138,000 |
44,387 |
0.08% |
-101,000 |
0 |
0.653 |
N/A |
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