0001606587-22-002262.txt : 20221110 0001606587-22-002262.hdr.sgml : 20221110 20221110141120 ACCESSION NUMBER: 0001606587-22-002262 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 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: 221376406 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 13F-HR LIVE false true false 0001927960 XXXXXXXX 09-30-2022 09-30-2022 false Cahill Wealth Management, LLC
5831 Oakland Drive Portage MI 49024
13F HOLDINGS REPORT 028-22472 N
Ryan Cahill Managing Member/Chief Compliance Officer 269-321-6600 Ryan Cahill Portage MI 11-10-2022 0 41 111991 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON COM INC COM COM 023135106 647 5730 SH SOLE NONE 0 0 5730 APPLE INC COM COM 037833100 2603 18836 SH SOLE NONE 0 0 18836 BERKSHIRE HATHAWAY INC COM CL A CL A 084670108 8942 22 SH SOLE NONE 0 0 22 CLEARPOINT NEURO INC COM COM 18507C103 1369 132188 SH SOLE NONE 0 0 132188 DIMENSIONAL ETF TR US CORE EQUITY MARKET ETF US CORE EQT MKT 25434V104 580 23070 SH SOLE NONE 0 0 23070 DIMENSIONAL ETF TR US CORE EQUITY 2 ETF US CORE EQUITY 2 25434V708 2549 114650 SH SOLE NONE 0 0 114650 DIMENSIONAL ETF TR EMERGING MARKETS CORE EQTY EMERGING MKTS CO 25434V732 336 16478 SH SOLE NONE 0 0 16478 DIMENSIONAL ETF TR INTL CORE EQUITY 2 ETF INTL CORE EQUITY 25434V799 593 30958 SH SOLE NONE 0 0 30958 DIMENSIONAL ETF TR US SMALL CAP VALUE ETF US SMALL CAP VAL 25434V815 976 44796 SH SOLE NONE 0 0 44796 EXP WORLD HOLDINGS INC COM COM 30212W100 151 13514 SH SOLE NONE 0 0 13514 INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1000 ETF FTSE RAFI 1000 46137V613 1601 11537 SH SOLE NONE 0 0 11537 ISHARES TRUST CORE S&P500 ETF CORE S&P500 ETF 464287200 46970 130965 SH SOLE NONE 0 0 130965 ISHARES TRUST CORE US AGGBD ET ETF CORE US AGGBD ET 464287226 3496 36288 SH SOLE NONE 0 0 36288 ISHARES TRUST RUS MD CP GR ETF RUS MD CP GR ETF 464287481 614 7836 SH SOLE NONE 0 0 7836 ISHARES TRUST CORE S&P MCP ETF CORE S&P MCP ETF 464287507 5739 26178 SH SOLE NONE 0 0 26178 ISHARES TRUST RUS 1000 GRW ETF RUS 1000 GRW ETF 464287614 405 1929 SH SOLE NONE 0 0 1929 ISHARES TRUST CORE S&P SCP ETF CORE S&P SCP ETF 464287804 5739 65831 SH SOLE NONE 0 0 65831 ISHARES TRUST EAFE SML CP ETF EAFE SML CP ETF 464288273 1628 33387 SH SOLE NONE 0 0 33387 ISHARES TRUST NATIONAL MUN ETF NATIONAL MUN ETF 464288414 256 2496 SH SOLE NONE 0 0 2496 ISHARES TRUST CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 202 3854 SH SOLE NONE 0 0 3854 MASTERCARD INCORPORATED COM CL A CL A 57636Q104 586 2061 SH SOLE NONE 0 0 2061 MODERNA INC COM COM 60770K107 303 2570 SH SOLE NONE 0 0 2570 SPDR S&P500 ETF TRUST TR UNIT ETF TR UNIT 78462F103 1572 4403 SH SOLE NONE 0 0 4403 SPDR INDEX SHARES FUNDS ASIA PACIF ETF ASIA PACIF ETF 78463X301 317 3544 SH SOLE NONE 0 0 3544 SPDR SERIES TRUST S&P 600 SMCP VAL ETF S&P 600 SMCP VAL 78464A300 462 6891 SH SOLE NONE 0 0 6891 SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF PORTFOLI S&P1500 78464A805 932 21138 SH SOLE NONE 0 0 21138 SCHWAB STRATEGIC TR US BRD MKT ETF US BRD MKT ETF 808524102 894 21310 SH SOLE NONE 0 0 21310 SENSUS HEALTHCARE INC COM COM 81728J109 292 23350 SH SOLE NONE 0 0 23350 STRYKER CORP COM COM 863667101 1037 5120 SH SOLE NONE 0 0 5120 VANGUARD INTERMED TERM ETF INTERMED TERM 921937819 4850 66009 SH SOLE NONE 0 0 66009 VANGUARD TOTAL BND MRKT ETF TOTAL BND MRKT 921937835 767 10753 SH SOLE NONE 0 0 10753 VANGUARD FTSE DEVELOPED MKTS ETF VAN FTSE DEV MKT 921943858 1289 35474 SH SOLE NONE 0 0 35474 VANGUARD ALLWRLD EX US ETF ALLWRLD EX US 922042775 770 17366 SH SOLE NONE 0 0 17366 VANGUARD FTSE EMR MKT ETF FTSE EMR MKT ETF 922042858 458 12552 SH SOLE NONE 0 0 12552 VANGUARD S&P 500 ETF SHS S&P 500 ETF SHS 922908363 356 1085 SH SOLE NONE 0 0 1085 VANGUARD MCAP GR IDXVIP ETF MCAP GR IDXVIP 922908538 620 3636 SH SOLE NONE 0 0 3636 VANGUARD SM CP VAL ETF SM CP VAL ETF 922908611 507 3538 SH SOLE NONE 0 0 3538 VANGUARD SMALL CP ETF SMALL CP ETF 922908751 1345 7872 SH SOLE NONE 0 0 7872 VANGUARD TOTAL STK MKT ETF TOTAL STK MKT 922908769 7272 40521 SH SOLE NONE 0 0 40521 XPEL INC COM COM 98379L100 1752 27199 SH SOLE NONE 0 0 27199 ZOETIS INC COM CL A CL A 98978V103 214 1444 SH SOLE NONE 0 0 1444