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Home > Institutional Investor > Cahill Wealth Management, Llc > Profile

Instuitional Investor - Cahill Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Cahill Wealth Management, Llc
Portfolio Value $148,727,215
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 124,213 $59,327,873 39.89%
2.
Dimensional Etf Trust
 422,075 $12,337,256 8.29%
3.
Ishares Trust
 IEF 83,515 $9,040,523 6.07%
4.
Vanguard Index Fds
 37,226 $8,830,760 5.93%
5.
Ishares Trust
 IEF 25,282 $7,007,025 4.71%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)