0001172661-24-000370.txt : 20240129 0001172661-24-000370.hdr.sgml : 20240129 20240129171110 ACCESSION NUMBER: 0001172661-24-000370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240129 DATE AS OF CHANGE: 20240129 EFFECTIVENESS DATE: 20240129 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: 24574589 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 12-31-2023 12-31-2023 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 01-29-2024 0 44 148727215 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 216520 1550 SH SOLE 0 0 1550 AMAZON COM INC COM 023135106 516519 3399 SH SOLE 0 0 3399 APPLE INC COM 037833100 3601797 18712 SH SOLE 0 0 18712 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 237893 667 SH SOLE 0 0 667 CLEARPOINT NEURO INC COM 18507C103 1577066 232263 SH SOLE 0 0 232263 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 546889 22627 SH SOLE 0 0 22627 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 637261 19166 SH SOLE 0 0 19166 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 6380464 219109 SH SOLE 0 0 219109 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2138186 83752 SH SOLE 0 0 83752 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1250783 51878 SH SOLE 0 0 51878 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 12337256 422075 SH SOLE 0 0 422075 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1254104 50245 SH SOLE 0 0 50245 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 940076 15768 SH SOLE 0 0 15768 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3427825 119687 SH SOLE 0 0 119687 EXPION360 INC COM 30218B100 239246 44387 SH SOLE 0 0 44387 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1793782 50960 SH SOLE 0 0 50960 ISHARES TR RUS 1000 GRW ETF 464287614 502781 1658 SH SOLE 0 0 1658 ISHARES TR CORE US AGGBD ET 464287226 3035548 30585 SH SOLE 0 0 30585 ISHARES TR CORE MSCI EAFE 46432F842 279450 3972 SH SOLE 0 0 3972 ISHARES TR RUS MD CP GR ETF 464287481 298965 2862 SH SOLE 0 0 2862 ISHARES TR CORE S&P MCP ETF 464287507 7007025 25282 SH SOLE 0 0 25282 ISHARES TR CORE S&P500 ETF 464287200 59327873 124213 SH SOLE 0 0 124213 ISHARES TR EAFE SML CP ETF 464288273 918663 14841 SH SOLE 0 0 14841 ISHARES TR 20 YR TR BD ETF 464287432 2158041 21825 SH SOLE 0 0 21825 ISHARES TR CORE S&P SCP ETF 464287804 9040523 83515 SH SOLE 0 0 83515 MASTERCARD INCORPORATED CL A 57636Q104 879038 2061 SH SOLE 0 0 2061 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 950310 17070 SH SOLE 0 0 17070 SPDR S&P 500 ETF TR TR UNIT 78462F103 2921469 6146 SH SOLE 0 0 6146 SPDR SER TR PORTFOLI S&P1500 78464A805 1352562 23140 SH SOLE 0 0 23140 STRYKER CORPORATION COM 863667101 1326608 4430 SH SOLE 0 0 4430 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4584287 62329 SH SOLE 0 0 62329 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2023586 26494 SH SOLE 0 0 26494 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 485317 1111 SH SOLE 0 0 1111 VANGUARD INDEX FDS SM CP VAL ETF 922908611 372833 2072 SH SOLE 0 0 2072 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 572174 2606 SH SOLE 0 0 2606 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8830760 37226 SH SOLE 0 0 37226 VANGUARD INDEX FDS SMALL CP ETF 922908751 870558 4081 SH SOLE 0 0 4081 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 220962 5376 SH SOLE 0 0 5376 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 476564 8489 SH SOLE 0 0 8489 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 256480 3200 SH SOLE 0 0 3200 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 437760 5658 SH SOLE 0 0 5658 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 801938 16742 SH SOLE 0 0 16742 XPEL INC COM 98379L100 1413401 26247 SH SOLE 0 0 26247 ZOETIS INC CL A 98978V103 286072 1449 SH SOLE 0 0 1449