Ryan Cahill

@Cahill Wealth Management, Llc

Latest period2024 - Q3

Reported2mo 18d ago

Managed Assets$193.769M

Total holdings50

Assets growth rate15.57%

Assets growth rate (2-Q avg)6.58%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cahill Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Cahill Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 193.769M in assets, with a quarterly growth rate of 15.57% and a 2-quarter average growth rate of 6.58%. The portfolio is managed by Ryan Cahill, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares Tr Recent Activity Increased 0.3%	36.81%	$71.315M 123,635 shares@ $576.82 avg price	Increased 0.3%
DFACDimensional Etf Trust Recent Activity Increased 5.14%	9.09%	$17.602M 513,335 shares@ $34.29 avg price	Increased 5.14%
IJRIshares Tr Recent Activity Increased 5.02%	5.55%	$10.742M 91,843 shares@ $116.96 avg price	Increased 5.02%
DFSVDimensional Etf Trust Recent Activity Increased 5.29%	4.12%	$7.97M 258,767 shares@ $30.8 avg price	Increased 5.29%
DFAIDimensional Etf Trust Recent Activity Increased 22.38%	3%	$5.804M 182,617 shares@ $31.79 avg price	Increased 22.38%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 0.04%	1.83%	$3.529M 6,151 shares@ $573.75 avg price	Increased 0.04%
CLPTClearpoint Neuro Inc Recent Activity Increased 0.02%	1.42%	$2.74M 244,422 shares@ $11.22 avg price	Increased 0.02%
DFICDimensional Etf Trust Recent Activity Increased 0.05%	1.22%	$2.354M 83,652 shares@ $28.15 avg price	Increased 0.05%
BIVVanguard Bd Index Fds Recent Activity Increased 0.16%	1.07%	$2.069M 26,403 shares@ $78.38 avg price	Increased 0.16%
DFEMDimensional Etf Trust Recent Activity Increased 13.33%	0.89%	$1.714M 60,871 shares@ $28.15 avg price	Increased 13.33%