0001172661-24-004442.txt : 20241101 0001172661-24-004442.hdr.sgml : 20241101 20241101130133 ACCESSION NUMBER: 0001172661-24-004442 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241101 DATE AS OF CHANGE: 20241101 EFFECTIVENESS DATE: 20241101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cahill Wealth Management, LLC CENTRAL INDEX KEY: 0001927960 ORGANIZATION NAME: 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: 241418197 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 true false 0001927960 XXXXXXXX 09-30-2024 09-30-2024 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 11-01-2024 0 50 193768680 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 257259 1551 SH SOLE 1551 0 0 AMAZON COM INC COM 023135106 633406 3399 SH SOLE 3399 0 0 APPLE INC COM 037833100 4450127 19099 SH SOLE 19099 0 0 AQUESTIVE THERAPEUTICS INC COM 03843E104 711846 142941 SH SOLE 142941 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1344880 2922 SH SOLE 2922 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 11750060 17 SH SOLE 17 0 0 CLEARPOINT NEURO INC COM 18507C103 2739971 244422 SH SOLE 244422 0 0 COSTCO WHSL CORP NEW COM 22160K105 281095 317 SH SOLE 317 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1713509 60871 SH SOLE 60871 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5803573 182617 SH SOLE 182617 0 0 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2353980 83652 SH SOLE 83652 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 778409 19612 SH SOLE 19612 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1206799 18606 SH SOLE 18606 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 608941 22696 SH SOLE 22696 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 17602240 513335 SH SOLE 513335 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 7970013 258767 SH SOLE 258767 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1571630 57338 SH SOLE 57338 0 0 EXPION360 INC COM 30218B100 1261 24387 SH SOLE 24387 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 2006575 49387 SH SOLE 49387 0 0 ISHARES TR EAFE SML CP ETF 464288273 868489 12828 SH SOLE 12828 0 0 ISHARES TR CORE S&P MCP ETF 464287507 7789977 125000 SH SOLE 125000 0 0 ISHARES TR CORE US AGGBD ET 464287226 2731681 26974 SH SOLE 26974 0 0 ISHARES TR 20 YR TR BD ETF 464287432 2893579 29496 SH SOLE 29496 0 0 ISHARES TR RUS MD CP GR ETF 464287481 328412 2800 SH SOLE 2800 0 0 ISHARES TR CORE S&P SCP ETF 464287804 10741939 91843 SH SOLE 91843 0 0 ISHARES TR CORE S&P500 ETF 464287200 71315053 123635 SH SOLE 123635 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 622769 1659 SH SOLE 1659 0 0 ISHARES TR CORE MSCI EAFE 46432F842 235263 3014 SH SOLE 3014 0 0 MASTERCARD INCORPORATED CL A 57636Q104 1017722 2061 SH SOLE 2061 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1221539 18363 SH SOLE 18363 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3529076 6151 SH SOLE 6151 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 1869845 26689 SH SOLE 26689 0 0 STRYKER CORPORATION COM 863667101 1479721 4096 SH SOLE 4096 0 0 TRANSMEDICS GROUP INC COM 89377M109 547302 3486 SH SOLE 3486 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2069209 26403 SH SOLE 26403 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3990094 53123 SH SOLE 53123 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 415945 2072 SH SOLE 2072 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10313327 36422 SH SOLE 36422 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 683966 1296 SH SOLE 1296 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 636431 2614 SH SOLE 2614 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 956595 4033 SH SOLE 4033 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 483902 7681 SH SOLE 7681 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 215476 4503 SH SOLE 4503 0 0 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 259936 3200 SH SOLE 3200 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 449358 5658 SH SOLE 5658 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 684788 12967 SH SOLE 12967 0 0 VERONA PHARMA PLC SPONSORED ADS 925050106 222824 7745 SH SOLE 7745 0 0 VIKING THERAPEUTICS INC COM 92686J106 872412 13780 SH SOLE 13780 0 0 WALMART INC COM 931142103 252684 3129 SH SOLE 3129 0 0 ZOETIS INC CL A 98978V103 283792 1453 SH SOLE 1453 0 0