0001172661-23-001887.txt : 20230508 0001172661-23-001887.hdr.sgml : 20230508 20230508155050 ACCESSION NUMBER: 0001172661-23-001887 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23897519 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 03-31-2023 03-31-2023 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 05-08-2023 0 47 135444183 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 351122 3399 SH SOLE 0 0 3399 APPLE INC COM 037833100 3078757 18670 SH SOLE 0 0 18670 BERKSHIRE HATHAWAY INC DEL CL A 084670108 10243200 22 SH SOLE 0 0 22 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205950 667 SH SOLE 0 0 667 CLEARPOINT NEURO INC COM 18507C103 1383063 163870 SH SOLE 0 0 163870 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7926518 311088 SH SOLE 0 0 311088 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1211649 52635 SH SOLE 0 0 52635 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 4483741 179853 SH SOLE 0 0 179853 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1921508 79847 SH SOLE 0 0 79847 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 766773 14550 SH SOLE 0 0 14550 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1289410 47845 SH SOLE 0 0 47845 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 623732 21680 SH SOLE 0 0 21680 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 939133 39811 SH SOLE 0 0 39811 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 425955 18528 SH SOLE 0 0 18528 EXPION360 INC COM 30218B100 134417 27772 SH SOLE 0 0 27772 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1763160 11246 SH SOLE 0 0 11246 ISHARES TR CORE S&P SCP ETF 464287804 7002021 72410 SH SOLE 0 0 72410 ISHARES TR RUS 1000 GRW ETF 464287614 422789 1730 SH SOLE 0 0 1730 ISHARES TR EAFE SML CP ETF 464288273 897902 15088 SH SOLE 0 0 15088 ISHARES TR RUS MD CP GR ETF 464287481 260586 2862 SH SOLE 0 0 2862 ISHARES TR CORE US AGGBD ET 464287226 2454444 24633 SH SOLE 0 0 24633 ISHARES TR 20 YR TR BD ETF 464287432 1236984 11629 SH SOLE 0 0 11629 ISHARES TR CORE S&P MCP ETF 464287507 6316047 25248 SH SOLE 0 0 25248 ISHARES TR RUSSELL 2000 ETF 464287655 208964 1171 SH SOLE 0 0 1171 ISHARES TR CORE S&P500 ETF 464287200 50372062 122536 SH SOLE 0 0 122536 MASTERCARD INCORPORATED CL A 57636Q104 748989 2061 SH SOLE 0 0 2061 MODERNA INC COM 60770K107 475331 3095 SH SOLE 0 0 3095 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 813268 16996 SH SOLE 0 0 16996 SENSUS HEALTHCARE INC COM 81728J109 341516 65550 SH SOLE 0 0 65550 SPDR S&P 500 ETF TR TR UNIT 78462F103 2690451 6572 SH SOLE 0 0 6572 SPDR SER TR PORTFOLI S&P1500 78464A805 1196087 23718 SH SOLE 0 0 23718 STRYKER CORPORATION COM 863667101 1307453 4580 SH SOLE 0 0 4580 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5262189 71274 SH SOLE 0 0 71274 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2167699 28247 SH SOLE 0 0 28247 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7788612 38161 SH SOLE 0 0 38161 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 413304 1099 SH SOLE 0 0 1099 VANGUARD INDEX FDS SM CP VAL ETF 922908611 369326 2326 SH SOLE 0 0 2326 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 612949 3145 SH SOLE 0 0 3145 VANGUARD INDEX FDS SMALL CP ETF 922908751 862333 4549 SH SOLE 0 0 4549 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 216089 5349 SH SOLE 0 0 5349 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 549876 10284 SH SOLE 0 0 10284 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 431310 5658 SH SOLE 0 0 5658 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 255104 3200 SH SOLE 0 0 3200 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 755727 16731 SH SOLE 0 0 16731 VERONA PHARMA PLC SPONSORED ADS 925050106 241864 12045 SH SOLE 0 0 12045 XPEL INC COM 98379L100 1784028 26255 SH SOLE 0 0 26255 ZOETIS INC CL A 98978V103 240791 1447 SH SOLE 0 0 1447