0001606587-22-001797.txt : 20220815 0001606587-22-001797.hdr.sgml : 20220815 20220815141139 ACCESSION NUMBER: 0001606587-22-001797 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221164788 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 06-30-2022 06-30-2022 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 08-15-2022 0 41 118255 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 226 3854 SH SOLE NONE 0 0 3854 ISHARES TRUST EAFE SML CP ETF EAFE SML CP ETF 464288273 1873 33996 SH SOLE NONE 0 0 33996 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP 922908538 785 4476 SH SOLE NONE 0 0 4476 DIMENSIONAL ETF TR US CORE EQUITY 2 ETF US CORE EQUITY 2 25434V708 1564 67149 SH SOLE NONE 0 0 67149 VANGUARD FTSE DEVELOPED MKTS ETF VAN FTSE DEV MKT 921943858 1462 35845 SH SOLE NONE 0 0 35845 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 7650 40557 SH SOLE NONE 0 0 40557 VANGUARD INTERMED TERM ETF INTERMED TERM 921937819 5123 65983 SH SOLE NONE 0 0 65983 BERKSHIRE HATHAWAY INC COM CL A CL A 084670108 8996 22 SH SOLE NONE 0 0 22 SPDR SERIES TRUST S&P 600 SMCP VAL ETF S&P 600 SMCP VAL 78464A300 610 8437 SH SOLE NONE 0 0 8437 SCHWAB STRATEGIC TR US BRD MKT ETF US BRD MKT ETF 808524102 938 21231 SH SOLE NONE 0 0 21231 STRYKER CORP COM COM 863667101 1101 5537 SH SOLE NONE 0 0 5537 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 523 12575 SH SOLE NONE 0 0 12575 MODERNA INC COM COM 60770K107 367 2570 SH SOLE NONE 0 0 2570 SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF PORTFOLI S&P1500 78464A805 1002 21571 SH SOLE NONE 0 0 21571 ISHARES TRUST NATIONAL MUN ETF NATIONAL MUN ETF 464288414 260 2446 SH SOLE NONE 0 0 2446 DIMENSIONAL ETF TR US CORE EQUITY MARKET ETF US CORE EQT MKT 25434V104 1354 51236 SH SOLE NONE 0 0 51236 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 772 10267 SH SOLE NONE 0 0 10267 VANGUARD ALLWRLD EX US ETF ALLWRLD EX US 922042775 868 17375 SH SOLE NONE 0 0 17375 ISHARES TRUST CORE S&P SCP ETF CORE S&P SCP ETF 464287804 6388 69132 SH SOLE NONE 0 0 69132 ZOETIS INC COM CL A CL A 98978V103 248 1444 SH SOLE NONE 0 0 1444 INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1000 ETF FTSE RAFI 1000 46137V613 1709 11534 SH SOLE NONE 0 0 11534 ISHARES TRUST CORE S&P MCP ETF CORE S&P MCP ETF 464287507 5649 24973 SH SOLE NONE 0 0 24973 CHEMOCENTRYX INC COM COM 16383L106 1693 68358 SH SOLE NONE 0 0 68358 AMAZON COM INC COM COM 023135106 592 5580 SH SOLE NONE 0 0 5580 CLEARPOINT NEURO INC COM COM 18507C103 1296 99372 SH SOLE NONE 0 0 99372 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 1503 8535 SH SOLE NONE 0 0 8535 DIMENSIONAL ETF TR INTERNATIONAL CORE EQUITY M INTL CORE EQT MK 25434V203 355 14720 SH SOLE NONE 0 0 14720 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 3771 37093 SH SOLE NONE 0 0 37093 ISHARES TRUST RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 421 1929 SH SOLE NONE 0 0 1929 EXP WORLD HOLDINGS INC COM COM 30212W100 119 10120 SH SOLE NONE 0 0 10120 DIMENSIONAL ETF TR EMERGING MARKETS CORE EQTY EMERGING MKTS CO 25434V732 385 16368 SH SOLE NONE 0 0 16368 SPDR INDEX SHARES FUNDS ASIA PACIF ETF ASIA PACIF ETF 78463X301 421 4094 SH SOLE NONE 0 0 4094 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 50805 133995 SH SOLE NONE 0 0 133995 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 529 3535 SH SOLE NONE 0 0 3535 ISHARES TRUST RUS MD CP GR ETF RUS MD CP GR ETF 464287481 766 9671 SH SOLE NONE 0 0 9671 XPEL INC COM COM 98379L100 1040 22657 SH SOLE NONE 0 0 22657 DIMENSIONAL ETF TR INTL CORE EQUITY 2 ETF INTL CORE EQUITY 25434V799 651 30258 SH SOLE NONE 0 0 30258 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 363 1047 SH SOLE NONE 0 0 1047 DIMENSIONAL ETF TR US SMALL CAP VALUE ETF US SMALL CAP VAL 25434V815 859 38082 SH SOLE NONE 0 0 38082 APPLE INC COM COM 037833100 2568 18785 SH SOLE NONE 0 0 18785 MASTERCARD INCORPORATED COM CL A CL A 57636Q104 650 2061 SH SOLE NONE 0 0 2061