0001606587-22-001050.txt : 20220510 0001606587-22-001050.hdr.sgml : 20220510 20220510115723 ACCESSION NUMBER: 0001606587-22-001050 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22908439 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 13F-HR LIVE false true false 0001927960 XXXXXXXX 03-31-2022 03-31-2022 false Cahill Wealth Management, LLC

5831 Oakland Drive Portage MI 49024

13F HOLDINGS REPORT 028-22472 N Ryan Cahill 269-321-6600 Ryan Cahill Portage MI 05-10-2022 0 41 134724 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC COM CL A CAP STK CL A 02079K305 222 80 SH SOLE NONE 0 0 80 AMAZON COM INC COM COM 023135106 785 241 SH SOLE NONE 0 0 241 BERKSHIRE HATHAWAY INC COM CL A CL A 084670108 11636 22 SH SOLE NONE 0 0 22 BERKSHIRE HATHAWAY INC COM CL B CL B NEW 084670702 235 667 SH SOLE NONE 0 0 667 CHEMOCENTRYX INC COM COM 16383L106 1125 44913 SH SOLE NONE 0 0 44913 CLEARPOINT NEURO INC COM COM 18507C103 447 42981 SH SOLE NONE 0 0 42981 DIMENSIONAL ETF TR US CORE EQUITY MARKET ETF US CORE EQT MKT 25434V104 1996 63340 SH SOLE NONE 0 0 63340 DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M INTL CORE EQT MK 25434V203 521 18520 SH SOLE NONE 0 0 18520 DIMENSIONAL ETF TR EMERGING CORE EQUITY MRKT EMGR CRE EQT MNG 25434V302 217 8305 SH SOLE NONE 0 0 8305 DIMENSIONAL ETF TR US CORE EQUITY 2 ETF US CORE EQUITY 2 25434V708 202 7348 SH SOLE NONE 0 0 7348 WALT DISNEY COMPANY (THE) COM COM 254687106 203 1482 SH SOLE NONE 0 0 1482 INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1000 ETF FTSE RAFI 1000 46137V613 1970 11533 SH SOLE NONE 0 0 11533 ISHARES TRUST CORE S&P MCP ETF CORE S&P MCP ETF 464287507 6342 23635 SH SOLE NONE 0 0 23635 ISHARES TRUST RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 535 1928 SH SOLE NONE 0 0 1928 ISHARES TRUST RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 239 1166 SH SOLE NONE 0 0 1166 ISHARES TRUST CORE S&P SCP ETF CORE S&P SCP ETF 464287804 6831 63323 SH SOLE NONE 0 0 63323 ISHARES TRUST EAFE SML CP ETF EAFE SML CP ETF 464288273 2437 36749 SH SOLE NONE 0 0 36749 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 262 3772 SH SOLE NONE 0 0 3772 MASTERCARD INCORPORATED COM CL A CL A 57636Q104 736 2061 SH SOLE NONE 0 0 2061 MODERNA INC COM COM 60770K107 442 2570 SH SOLE NONE 0 0 2570 ROKU INC COM CL A COM CL A 77543R102 201 1611 SH SOLE NONE 0 0 1611 SPDR SERIES TRUST S&P 600 SMCP VAL ETF S&P 600 SMCP VAL 78464A300 673 8077 SH SOLE NONE 0 0 8077 SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF PORTFOLI S&P1500 78464A805 1302 23435 SH SOLE NONE 0 0 23435 SCHWAB STRATEGIC TR US BRD MKT ETF US BRD MKT ETF 808524102 1129 21158 SH SOLE NONE 0 0 21158 STRYKER CORP COM COM 863667101 1640 6138 SH SOLE NONE 0 0 6138 VANGUARD INTERMED TERM ETF INTERMED TERM 921937819 5497 67130 SH SOLE NONE 0 0 67130 VANGUARD FTSE DEV MKT ETF FTSE DEV MKT ETF 921943858 2179 45373 SH SOLE NONE 0 0 45373 VANGUARD ALLWRLD EX US ETF ALLWRLD EX US 922042775 990 17202 SH SOLE NONE 0 0 17202 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 775 16811 SH SOLE NONE 0 0 16811 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 434 1047 SH SOLE NONE 0 0 1047 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP 922908538 894 4012 SH SOLE NONE 0 0 4012 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 606 3445 SH SOLE NONE 0 0 3445 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 2153 10130 SH SOLE NONE 0 0 10130 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 9258 40665 SH SOLE NONE 0 0 40665 XPEL INC COM COM 98379L100 765 14545 SH SOLE NONE 0 0 14545 ZOETIS INC COM CL A CL A 98978V103 272 1443 SH SOLE NONE 0 0 1443 APPLE INC COM COM 037833100 3279 18783 SH SOLE NONE 0 894 17889 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 59642 131460 SH SOLE NONE 0 497 130962 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 4004 37388 SH SOLE NONE 0 1099 36289 ISHARES TRUST RUS MD CP GR ETF RUS MD CP GR ETF 464287481 1064 10594 SH SOLE NONE 0 814 9779 SPDR INDEX SHARES FUNDS ASIA PACIF ETF ASIA PACIF ETF 78463X301 584 5324 SH SOLE NONE 0 242 5082