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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Moderna, Inc.
| MRNA | Common | 2,032 | -1,063 | 246,888,000 | -228,443,000 | 0.17 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PRF | Common | 10,528 | -718 | 1,722,949,000 | -40,211,000 | 1.19 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SCZ | Common | 14,957 | -131 | 882,182,000 | -15,720,000 | 0.61 | |
Hist
| 06/30/2023 |
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Dimensional ETF Trust
| DFAE | Common | 51,157 | -1,478 | 1,200,133,000 | -11,516,000 | 0.83 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 10,134 | -150 | 551,404,000 | 1,528,000 | 0.38 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 4,470 | -79 | 888,987,000 | 26,654,000 | 0.61 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 6,213 | -359 | 2,754,262,000 | 63,811,000 | 1.90 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 18,622 | -48 | 3,612,030,000 | 533,273,000 | 2.49 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 37,879 | -282 | 8,343,996,000 | 555,384,000 | 5.76 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 121,400 | -1,136 | 54,109,281,000 | 3,737,219,000 | 37.34 | |
Hist
| 06/30/2023 |
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