0001172661-23-003552.txt : 20231031 0001172661-23-003552.hdr.sgml : 20231031 20231031153214 ACCESSION NUMBER: 0001172661-23-003552 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 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: 231364328 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 09-30-2023 09-30-2023 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 10-31-2023 0 47 130267975 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 202833 1550 SH SOLE 0 0 1550 AMAZON COM INC COM 023135106 432130 3399 SH SOLE 0 0 3399 APPLE INC COM 037833100 3188459 18623 SH SOLE 0 0 18623 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 233651 667 SH SOLE 0 0 667 CLEARPOINT NEURO INC COM 18507C103 942301 188084 SH SOLE 0 0 188084 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 749929 14287 SH SOLE 0 0 14287 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 5015816 197941 SH SOLE 0 0 197941 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 495706 22594 SH SOLE 0 0 22594 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1206692 53464 SH SOLE 0 0 53464 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 625744 20893 SH SOLE 0 0 20893 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 1957392 83828 SH SOLE 0 0 83828 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 9800000 374046 SH SOLE 0 0 374046 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1721958 65950 SH SOLE 0 0 65950 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1093732 46921 SH SOLE 0 0 46921 EXPION360 INC COM 30218B100 182431 44387 SH SOLE 0 0 44387 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1675329 52650 SH SOLE 0 0 52650 ISHARES TR CORE S&P MCP ETF 464287507 6300882 25269 SH SOLE 0 0 25269 ISHARES TR RUS MD CP GR ETF 464287481 261444 2862 SH SOLE 0 0 2862 ISHARES TR CORE MSCI EAFE 46432F842 252284 3920 SH SOLE 0 0 3920 ISHARES TR CORE US AGGBD ET 464287226 2544725 27060 SH SOLE 0 0 27060 ISHARES TR 20 YR TR BD ETF 464287432 1201754 13550 SH SOLE 0 0 13550 ISHARES TR EAFE SML CP ETF 464288273 830457 14706 SH SOLE 0 0 14706 ISHARES TR CORE S&P500 ETF 464287200 52772307 122889 SH SOLE 0 0 122889 ISHARES TR RUS 1000 GRW ETF 464287614 460358 1731 SH SOLE 0 0 1731 ISHARES TR RUSSELL 2000 ETF 464287655 207172 1172 SH SOLE 0 0 1172 ISHARES TR CORE S&P SCP ETF 464287804 7265788 77025 SH SOLE 0 0 77025 MASTERCARD INCORPORATED CL A 57636Q104 815971 2061 SH SOLE 0 0 2061 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 847418 16999 SH SOLE 0 0 16999 SENSUS HEALTHCARE INC COM 81728J109 29016 10475 SH SOLE 0 0 10475 SPDR S&P 500 ETF TR TR UNIT 78462F103 2656732 6215 SH SOLE 0 0 6215 SPDR SER TR PORTFOLI S&P1500 78464A805 1236074 23549 SH SOLE 0 0 23549 STRYKER CORPORATION COM 863667101 1278904 4680 SH SOLE 0 0 4680 VANGUARD BD INDEX FDS INTERMED TERM 921937819 1997092 27618 SH SOLE 0 0 27618 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5080625 72809 SH SOLE 0 0 72809 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 613891 3152 SH SOLE 0 0 3152 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 433123 1103 SH SOLE 0 0 1103 VANGUARD INDEX FDS SMALL CP ETF 922908751 838790 4436 SH SOLE 0 0 4436 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7925632 37313 SH SOLE 0 0 37313 VANGUARD INDEX FDS SM CP VAL ETF 922908611 364217 2284 SH SOLE 0 0 2284 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 202990 5177 SH SOLE 0 0 5177 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 501662 9672 SH SOLE 0 0 9672 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 229184 3200 SH SOLE 0 0 3200 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 425199 5658 SH SOLE 0 0 5658 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 723387 16546 SH SOLE 0 0 16546 VERONA PHARMA PLC SPONSORED ADS 925050106 170254 10445 SH SOLE 0 0 10445 XPEL INC COM 98379L100 2024524 26255 SH SOLE 0 0 26255 ZOETIS INC CL A 98978V103 252016 1449 SH SOLE 0 0 1449