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  Name: Cahill Wealth Management LLC
  City: Portage
  State: MI
  Zip: 49024
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $171,817,000
  Total Value Change : $23,088,000
  Securities Held Change : 3
   
All Securities Held : 47
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 19
  Unchanged Positions : 9
  Decreased Positions : 16

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Holdings Found : 16     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $532.13 $65,217,000 124,051 37.96% 5,889,000 -162 0.002    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 4 - $262.30 $9,558,000 36,776 5.56% 727,000 -450 0.004    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 8 - $71.81 $4,242,000 58,412 2.47% -342,000 -3,917 0.006    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 12 - $96.77 $2,848,000 29,076 1.66% -188,000 -1,509 0    Closed - End Fund - E...
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 14 - $0.00 $2,234,000 83,501 1.3% 96,000 -251 0.009    N/A
   (PRF)1 Year Chart         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...
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 21 - $0.00 $1,278,000 51,704 0.74% 27,000 -174 0.009    N/A
   (XPEL)1 Year Chart         XPEL Xpel, Inc. 25 - $33.65 $958,000 17,726 0.56% -455,000 -8,521 0.064    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 26 - $225.56 $921,000 4,028 0.54% 50,000 -53 0.002    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 27 - $64.48 $912,000 14,404 0.53% -7,000 -437 0.009    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 29 - $49.56 $820,000 16,349 0.48% 18,000 -393 0.001    Closed - End Fund - F...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 31 - $0.00 $694,000 19,006 0.4% 57,000 -160 0.021    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 34 - $0.00 $567,000 22,620 0.33% 20,000 -7 0.025    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 37 - $57.31 $467,000 7,967 0.27% -10,000 -522 0.002    Closed - End Fund - F...
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 41 - $112.01 $320,000 2,800 0.19% 21,000 -62 0    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 46 - $44.89 $221,000 5,295 0.13% 0 -81 0    Closed - End Fund - E...
      16 Records Found
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