0001172661-24-002139.txt : 20240510 0001172661-24-002139.hdr.sgml : 20240510 20240510131239 ACCESSION NUMBER: 0001172661-24-002139 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 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: 24933941 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 03-31-2024 03-31-2024 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 05-10-2024 0 47 171819124 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 233942 1550 SH SOLE 0 0 1550 AMAZON COM INC COM 023135106 612365 3399 SH SOLE 0 0 3399 APPLE INC COM 037833100 3227798 18823 SH SOLE 0 0 18823 AQUESTIVE THERAPEUTICS INC COM 03843E104 367268 86213 SH SOLE 0 0 86213 BERKSHIRE HATHAWAY INC DEL CL A 084670108 10395500 17 SH SOLE 0 0 17 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 867957 1397 SH SOLE 0 0 1397 CLEARPOINT NEURO INC COM 18507C103 1661832 244387 SH SOLE 0 0 244387 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1278130 51704 SH SOLE 0 0 51704 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 6866608 228126 SH SOLE 0 0 228126 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1293048 50728 SH SOLE 0 0 50728 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 694467 19006 SH SOLE 0 0 19006 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2233661 83501 SH SOLE 0 0 83501 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 14259042 446292 SH SOLE 0 0 446292 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3773305 124861 SH SOLE 0 0 124861 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 991249 15901 SH SOLE 0 0 15901 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 566851 22620 SH SOLE 0 0 22620 EXPION360 INC COM 30218B100 138488 44387 SH SOLE 0 0 44387 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1899256 49370 SH SOLE 0 0 49370 ISHARES TR 20 YR TR BD ETF 464287432 2265520 23943 SH SOLE 0 0 23943 ISHARES TR CORE US AGGBD ET 464287226 2847730 29076 SH SOLE 0 0 29076 ISHARES TR CORE S&P500 ETF 464287200 65217279 124051 SH SOLE 0 0 124051 ISHARES TR EAFE SML CP ETF 464288273 912224 14404 SH SOLE 0 0 14404 ISHARES TR CORE S&P MCP ETF 464287507 7678021 126408 SH SOLE 0 0 126408 ISHARES TR CORE MSCI EAFE 46432F842 294823 3972 SH SOLE 0 0 3972 ISHARES TR RUS MD CP GR ETF 464287481 319592 2800 SH SOLE 0 0 2800 ISHARES TR CORE S&P SCP ETF 464287804 9394431 85002 SH SOLE 0 0 85002 ISHARES TR RUS 1000 GRW ETF 464287614 559038 1659 SH SOLE 0 0 1659 MASTERCARD INCORPORATED CL A 57636Q104 992516 2061 SH SOLE 0 0 2061 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1045353 17123 SH SOLE 0 0 17123 SPDR S&P 500 ETF TR TR UNIT 78462F103 3215889 6148 SH SOLE 0 0 6148 SPDR SER TR PORTFOLI S&P1500 78464A805 1626334 25352 SH SOLE 0 0 25352 STRYKER CORPORATION COM 863667101 1585365 4430 SH SOLE 0 0 4430 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2003913 26577 SH SOLE 0 0 26577 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4242454 58412 SH SOLE 0 0 58412 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 559790 1165 SH SOLE 0 0 1165 VANGUARD INDEX FDS SMALL CP ETF 922908751 920676 4028 SH SOLE 0 0 4028 VANGUARD INDEX FDS SM CP VAL ETF 922908611 397507 2072 SH SOLE 0 0 2072 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 615097 2609 SH SOLE 0 0 2609 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9558022 36776 SH SOLE 0 0 36776 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 467261 7967 SH SOLE 0 0 7967 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 221174 5295 SH SOLE 0 0 5295 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 250336 3200 SH SOLE 0 0 3200 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 437420 5658 SH SOLE 0 0 5658 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 820237 16349 SH SOLE 0 0 16349 VIKING THERAPEUTICS INC COM 92686J106 807372 9846 SH SOLE 0 0 9846 XPEL INC COM 98379L100 957559 17726 SH SOLE 0 0 17726 ZOETIS INC CL A 98978V103 245424 1450 SH SOLE 0 0 1450