0001172661-23-002898.txt : 20230811 0001172661-23-002898.hdr.sgml : 20230811 20230811073904 ACCESSION NUMBER: 0001172661-23-002898 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cahill Wealth Management, LLC CENTRAL INDEX KEY: 0001927960 IRS NUMBER: 204973373 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22472 FILM NUMBER: 231161552 BUSINESS ADDRESS: STREET 1: 5831 OAKLAND DRIVE CITY: PORTAGE STATE: MI ZIP: 49024 BUSINESS PHONE: 269-321-6600 MAIL ADDRESS: STREET 1: 5831 OAKLAND DRIVE CITY: PORTAGE STATE: MI ZIP: 49024 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001927960 XXXXXXXX 06-30-2023 06-30-2023 false Cahill Wealth Management, LLC

5831 Oakland Drive Portage MI 49024

13F HOLDINGS REPORT 028-22472 000134508 801-64009 N Ryan Cahill 269-321-6600 Ryan Cahill Portage MI 08-11-2023 0 47 144907206 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 443144 3399 SH SOLE 0 0 3399 APPLE INC COM 037833100 3612030 18622 SH SOLE 0 0 18622 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 227447 667 SH SOLE 0 0 667 BERKSHIRE HATHAWAY INC DEL CL A 084670108 11391820 22 SH SOLE 0 0 22 CLEARPOINT NEURO INC COM 18507C103 1342839 185475 SH SOLE 0 0 185475 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 426374 18684 SH SOLE 0 0 18684 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 4770571 185625 SH SOLE 0 0 185625 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2022095 83317 SH SOLE 0 0 83317 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1515974 55490 SH SOLE 0 0 55490 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 807803 14741 SH SOLE 0 0 14741 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 644884 20809 SH SOLE 0 0 20809 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1013019 42121 SH SOLE 0 0 42121 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1200133 51157 SH SOLE 0 0 51157 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 8835132 325419 SH SOLE 0 0 325419 EXPION360 INC COM 30218B100 216702 43602 SH SOLE 0 0 43602 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1722949 10528 SH SOLE 0 0 10528 ISHARES TR CORE S&P MCP ETF 464287507 6633546 25369 SH SOLE 0 0 25369 ISHARES TR RUSSELL 2000 ETF 464287655 219515 1172 SH SOLE 0 0 1172 ISHARES TR EAFE SML CP ETF 464288273 882182 14957 SH SOLE 0 0 14957 ISHARES TR 20 YR TR BD ETF 464287432 1207066 11726 SH SOLE 0 0 11726 ISHARES TR CORE S&P SCP ETF 464287804 7384684 74106 SH SOLE 0 0 74106 ISHARES TR CORE US AGGBD ET 464287226 2701038 27576 SH SOLE 0 0 27576 ISHARES TR RUS MD CP GR ETF 464287481 276556 2862 SH SOLE 0 0 2862 ISHARES TR RUS 1000 GRW ETF 464287614 476264 1731 SH SOLE 0 0 1731 ISHARES TR CORE S&P500 ETF 464287200 54109281 121400 SH SOLE 0 0 121400 MASTERCARD INCORPORATED CL A 57636Q104 810592 2061 SH SOLE 0 0 2061 MODERNA INC COM 60770K107 246888 2032 SH SOLE 0 0 2032 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 881933 17059 SH SOLE 0 0 17059 SENSUS HEALTHCARE INC COM 81728J109 232656 73859 SH SOLE 0 0 73859 SPDR S&P 500 ETF TR TR UNIT 78462F103 2754262 6213 SH SOLE 0 0 6213 SPDR SER TR PORTFOLI S&P1500 78464A805 1291499 23723 SH SOLE 0 0 23723 STRYKER CORPORATION COM 863667101 1397313 4580 SH SOLE 0 0 4580 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2186435 29063 SH SOLE 0 0 29063 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5366530 73828 SH SOLE 0 0 73828 VANGUARD INDEX FDS SMALL CP ETF 922908751 888987 4470 SH SOLE 0 0 4470 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8343996 37879 SH SOLE 0 0 37879 VANGUARD INDEX FDS SM CP VAL ETF 922908611 384964 2327 SH SOLE 0 0 2327 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 647851 3148 SH SOLE 0 0 3148 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 447604 1099 SH SOLE 0 0 1099 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 218811 5379 SH SOLE 0 0 5379 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 551404 10134 SH SOLE 0 0 10134 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 251168 3200 SH SOLE 0 0 3200 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 428085 5658 SH SOLE 0 0 5658 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 778043 16848 SH SOLE 0 0 16848 VERONA PHARMA PLC SPONSORED ADS 925050106 254632 12045 SH SOLE 0 0 12045 XPEL INC COM 98379L100 2211197 26255 SH SOLE 0 0 26255 ZOETIS INC CL A 98978V103 249308 1448 SH SOLE 0 0 1448