News + Filings Holdings
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Cahill Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 74,106 | 1,696 | 7,384,684,000 | 382,663,000 | 5.10 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 25,369 | 121 | 6,633,546,000 | 317,499,000 | 4.58 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 27,576 | 2,943 | 2,701,038,000 | 246,594,000 | 1.86 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 73,828 | 2,554 | 5,366,530,000 | 104,341,000 | 3.70 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| THRK | Common | 23,723 | 5 | 1,291,499,000 | 95,412,000 | 0.89 | |
Hist
| 06/30/2023 |
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Expion360 Inc.
| XPON | COM | 43,602 | 15,830 | 216,702,000 | 82,285,000 | 0.15 | 0.63 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 17,059 | 63 | 881,933,000 | 68,665,000 | 0.61 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 1,731 | 1 | 476,264,000 | 53,475,000 | 0.33 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VOT | Common | 3,148 | 3 | 647,851,000 | 34,902,000 | 0.45 | |
Hist
| 06/30/2023 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 16,848 | 117 | 778,043,000 | 22,316,000 | 0.54 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 29,063 | 816 | 2,186,435,000 | 18,736,000 | 1.51 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 2,327 | 1 | 384,964,000 | 15,638,000 | 0.27 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 1,172 | 1 | 219,515,000 | 10,551,000 | 0.15 | |
Hist
| 06/30/2023 |
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Zoetis Inc.
| ZTS | COM | 1,448 | 1 | 249,308,000 | 8,517,000 | 0.17 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 5,379 | 30 | 218,811,000 | 2,722,000 | 0.15 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TLT | OPTION | 11,726 | 97 | 1,207,066,000 | -29,918,000 | 0.83 | |
Hist
| 06/30/2023 |
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ClearPoint Neuro, Inc.
| CLPT | COMMON STOCK | 185,475 | 21,605 | 1,342,839,000 | -40,224,000 | 0.93 | 0.75 |
Hist
| 06/30/2023 |
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Sensus Healthcare, Inc.
| SRTS | COM | 73,859 | 8,309 | 232,656,000 | -108,860,000 | 0.16 | 0.45 |
Hist
| 06/30/2023 |
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