Cahill Wealth Management, LLC Purchases in Q4 2024

Cahill Wealth Management, LLC

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
692
+ 0.56%
$570.51 - $610.59 $395K - $423K
124K $73.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38.5K
+ 7.5%
$33.92 - $36.6 $1.31M - $1.41M
552K $19.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.7K
+ 4.13%
$30.18 - $33.87 $323K - $362K
269K $8.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
750
+ 25.67%
$442.29 - $483.08 $332K - $362K
3.67K $1.66M
VTI
Vanguard Total Stock Market Et

ETFs
66
+ 0.18%
$280.04 - $302.45 $18.5K - $20K
36.5K $10.6M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.92K
New
$100.18 - $109.1 $192K - $210K
1.92K $201K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.81K
+ 15.09%
$63.58 - $71.15 $179K - $200K
21.4K $1.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$567.81 - $607.81 $568 - $608
6.15K $3.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.87K
+ 2.04%
$113.92 - $127.38 $213K - $239K
93.7K $10.8M
GOOGL
Alphabet Inc.

Communication Services
101
+ 6.51%
$161.86 - $196.66 $16.3K - $19.9K
1.65K $312K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.9K
+ 201.06%
$22.01 - $66.82 $813K - $2.47M
55.3K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26
+ 2.01%
$521.84 - $558.82 $13.6K - $14.5K
1.32K $712K
VOT
Vanguard Mid Cap Growth Index

ETFs
3
+ 0.11%
$241.48 - $274.89 $724 - $825
2.62K $664K
DFAU
Dimensional ETF Tr

ETFs
2
+ 0.01%
$39.27 - $42.38 $78.5 - $84.8
19.6K $794K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51
+ 0.04%
$61.68 - $67.87 $3.15K - $3.46K
125K $7.79M
PRF
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.02%
$40.15 - $42.9 $321 - $343
49.4K $1.99M
IEFA
Ishares Tr

ETFs
47
+ 1.56%
$70.06 - $77.43 $3.29K - $3.64K
3.06K $215K
VEU
Vanguard Ftse All World Ex Us

ETFs
59
+ 0.77%
$57.29 - $63.1 $3.38K - $3.72K
7.74K $444K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.07%
$162.24 - $194.42 $162 - $194
1.45K $236K
DFIS
Dimensional ETF Tr Dimensional

ETFs
36
+ 0.16%
$24.25 - $26.7 $873 - $961
22.7K $558K
VEA
Vanguard Ftse Developed Market

ETFs
174
+ 1.34%
$47.57 - $52.44 $8.28K - $9.12K
13.1K $628K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
192
+ 1.5%
$60.13 - $67.31 $11.5K - $12.9K
13K $790K
DFAE
Dimensional ETF Tr

ETFs
1.52K
+ 2.65%
$25.36 - $28.15 $38.5K - $42.7K
58.9K $1.49M
DFAI
Dimensional ETF Tr

ETFs
12.8K
+ 7.01%
$29.0 - $31.6 $371K - $405K
195K $5.71M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
347
+ 0.57%
$26.16 - $28.82 $9.08K - $10K
61.2K $1.6M
TMDX
Trans Medics Group, Inc.

Healthcare
2.43K
+ 69.82%
$59.28 - $144.9 $144K - $353K
5.92K $369K
DFIC
Dimensional ETF Tr Dimensional

ETFs
162
+ 0.19%
$25.61 - $28.0 $4.15K - $4.54K
83.8K $2.17M
AQST
Aquestive Therapeutics, Inc.

Healthcare
110
+ 0.08%
$3.46 - $5.64 $381 - $620
143K $506K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.08K
+ 3.66%
$87.1 - $98.49 $94.1K - $106K
30.6K $2.67M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.52K
+ 10.99%
$38.28 - $78.03 $58K - $118K
15.3K $615K
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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