0001172661-23-001229.txt : 20230214 0001172661-23-001229.hdr.sgml : 20230214 20230214142938 ACCESSION NUMBER: 0001172661-23-001229 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23627182 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 12-31-2022 12-31-2022 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 02-14-2023 0 47 137637541 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 418006 4199 SH SOLE 0 0 4199 APPLE INC COM 037833100 2872188 18669 SH SOLE 0 0 18669 BERKSHIRE HATHAWAY INC DEL CL A 084670108 10483000 22 SH SOLE 0 0 22 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 209265 667 SH SOLE 0 0 667 CLEARPOINT NEURO INC COM 18507C103 1499440 159855 SH SOLE 0 0 159855 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7893556 299793 SH SOLE 0 0 299793 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 866643 36201 SH SOLE 0 0 36201 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1095974 46737 SH SOLE 0 0 46737 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 4803464 173098 SH SOLE 0 0 173098 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 824783 14549 SH SOLE 0 0 14549 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1124261 41394 SH SOLE 0 0 41394 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 409785 17520 SH SOLE 0 0 17520 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 898574 30679 SH SOLE 0 0 30679 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1808437 74483 SH SOLE 0 0 74483 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1898867 11539 SH SOLE 0 0 11539 ISHARES TR RUS 1000 GRW ETF 464287614 412114 1730 SH SOLE 0 0 1730 ISHARES TR RUS MD CP GR ETF 464287481 265164 2862 SH SOLE 0 0 2862 ISHARES TR RUSSELL 2000 ETF 464287655 225377 1170 SH SOLE 0 0 1170 ISHARES TR CORE S&P MCP ETF 464287507 6708257 25194 SH SOLE 0 0 25194 ISHARES TR 20 YR TR BD ETF 464287432 1055554 10124 SH SOLE 0 0 10124 ISHARES TR CORE US AGGBD ET 464287226 2331589 23618 SH SOLE 0 0 23618 ISHARES TR EAFE SML CP ETF 464288273 915102 15088 SH SOLE 0 0 15088 ISHARES TR CORE S&P500 ETF 464287200 51121304 123249 SH SOLE 0 0 123249 ISHARES TR CORE S&P SCP ETF 464287804 7585686 72265 SH SOLE 0 0 72265 MASTERCARD INCORPORATED CL A 57636Q104 764281 2061 SH SOLE 0 0 2061 MODERNA INC COM 60770K107 533646 3112 SH SOLE 0 0 3112 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1015545 20896 SH SOLE 0 0 20896 SENSUS HEALTHCARE INC COM 81728J109 404020 57065 SH SOLE 0 0 57065 SPDR S&P 500 ETF TR TR UNIT 78462F103 2713057 6572 SH SOLE 0 0 6572 SPDR SER TR PORTFOLI S&P1500 78464A805 1212889 23712 SH SOLE 0 0 23712 STRYKER CORPORATION COM 863667101 1222814 4580 SH SOLE 0 0 4580 TRANSCODE THERAPEUTICS INC COM 89357L105 22946 47060 SH SOLE 0 0 47060 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1910796 25309 SH SOLE 0 0 25309 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5145442 70418 SH SOLE 0 0 70418 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7913455 38146 SH SOLE 0 0 38146 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 415354 1095 SH SOLE 0 0 1095 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 624824 3141 SH SOLE 0 0 3141 VANGUARD INDEX FDS SM CP VAL ETF 922908611 404313 2325 SH SOLE 0 0 2325 VANGUARD INDEX FDS SMALL CP ETF 922908751 952596 4693 SH SOLE 0 0 4693 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 555684 10270 SH SOLE 0 0 10270 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 221497 5345 SH SOLE 0 0 5345 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 428537 5658 SH SOLE 0 0 5658 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 252224 3200 SH SOLE 0 0 3200 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 760381 16675 SH SOLE 0 0 16675 VERONA PHARMA PLC SPONSORED ADS 925050106 217815 9750 SH SOLE 0 0 9750 XPEL INC COM 98379L100 1956257 25135 SH SOLE 0 0 25135 ZOETIS INC CL A 98978V103 262778 1611 SH SOLE 0 0 1611