Cahill Wealth Management, LLC
CIK 1927960 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $196.5M
- Posisi
- 49
- Per tanggal
- 31 Maret 2025 Data per Q1 2025
#6.517 dari 9.443 berdasarkan nilai 13F · top 69.0%
Nilai portofolio QoQ: +0.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 78,11%
- Bobot 25 kepemilikan teratas
- 93,86%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 6,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2025: 0,76% Perkiraan pembelian $8.092.482 · penjualan $1.486.204
- Posisi baru
- 1
- Meningkat
- 22
- Menurun
- 16
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Healthcare
3,3%
Technology
2,1%
Financial Services
0,6%
Retail
0,6%
Communication Services
0,1%
Lainnya/Tidak terpetakan
93,2%
Portofolio lengkap 49 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $70.345.625 | 35,80% | 125.192 | $-2.843.176 | Naik ×1 | ||
| DFAC | $20.810.822 | 10,59% | 630.822 | $1.722.490 | Naik ×1 | ||
| BRKA | $11.976.624 | 6,10% | 15 | $1.762.824 | |||
| IJR | $10.027.921 | 5,10% | 95.897 | $-769.980 | Naik ×1 | ||
| VTI | $9.999.744 | 5,09% | 36.384 | $-574.948 | Turun ×1 | ||
| DFSV | $7.719.595 | 3,93% | 274.231 | $-574.266 | Naik ×1 | ||
| DFAI | $7.296.775 | 3,71% | 233.646 | $1.590.549 | Naik ×1 | ||
| IJH | $7.245.071 | 3,69% | 124.166 | $-546.875 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $4.173.814 | 2,12% | 18.790 | $-608.246 | Turun ×1 | ||
| SPY SPY | $3.861.729 | 1,97% | 6.903 | $256.115 | Naik ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $3.199.504 | 1,63% | 35.148 | $529.271 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $3.071.163 | 1,56% | 41.813 | $-254.590 | Turun ×1 | ||
| CLPT ClearPoint Neuro Inc. - Common Stock | $2.917.176 | 1,48% | 245.347 | $-842.034 | Naik ×1 | ||
| AGG | $2.658.648 | 1,35% | 26.877 | $72.618 | Naik ×1 | ||
| DFAS | $2.618.068 | 1,33% | 43.817 | $1.224.444 | Naik ×1 | ||
| DFIC | $2.348.705 | 1,20% | 84.577 | $182.540 | Naik ×1 | ||
| PRF | $1.975.410 | 1,01% | 48.884 | $-17.204 | Turun ×1 | ||
| BRKB | $1.955.634 | 1,00% | 3.672 | $291.190 | |||
| SPTM | $1.791.058 | 0,91% | 26.335 | $-106.511 | Turun ×1 | ||
| BIV | $1.758.105 | 0,89% | 22.961 | $-191.502 | Turun ×1 | ||
| DFAE | $1.622.028 | 0,83% | 62.651 | $128.858 | Naik ×1 | ||
| DFEM | $1.602.670 | 0,82% | 60.570 | $-628 | Turun ×1 | ||
| SCHB | $1.193.913 | 0,61% | 55.453 | $-61.035 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.129.675 | 0,57% | 2.061 | $44.414 | |||
| SYK Stryker Corporation Common Stock | $1.120.473 | 0,57% | 3.010 | $-354.292 | Turun ×1 | ||
| VB | $871.903 | 0,44% | 3.932 | $-95.574 | Turun ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $824.585 | 0,42% | 12.979 | $33.605 | Turun ×1 | ||
| DFAU | $752.692 | 0,38% | 19.581 | $-41.476 | Turun ×1 | ||
| VOO | $681.419 | 0,35% | 1.326 | $-30.720 | Naik ×1 | ||
| VEA | $669.705 | 0,34% | 13.175 | $41.324 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $646.766 | 0,33% | 3.399 | $-99.024 | |||
| VOT | $640.983 | 0,33% | 2.620 | $-23.110 | Naik ×1 | ||
| AQST Aquestive Therapeutics, Inc. - Common Stock | $633.305 | 0,32% | 218.381 | $124.043 | Naik ×1 | ||
| TMDX TransMedics Group, Inc. - Common Stock | $604.645 | 0,31% | 8.987 | $235.533 | Naik ×1 | ||
| DFIS | $583.215 | 0,30% | 22.570 | $25.031 | Turun ×1 | ||
| VKTX Viking Therapeutics, Inc. - Common Stock | $514.057 | 0,26% | 21.286 | $-101.414 | Naik ×1 | ||
| VRNA Verona Pharma plc - American Depositary Shares | $511.729 | 0,26% | 8.060 | $152.051 | Naik ×1 | ||
| DUSB | $503.904 | 0,26% | 9.933 | Naik ×1 | |||
| IWF | $501.915 | 0,26% | 1.390 | $-56.281 | |||
| VEU | $457.482 | 0,23% | 7.542 | $13.118 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $446.643 | 0,23% | 5.658 | $5.262 | |||
| VBR | $385.928 | 0,20% | 2.072 | $-24.631 | |||
| IWP | $328.972 | 0,17% | 2.800 | $-25.928 | |||
| COST Costco Wholesale Corporation - Common Stock | $318.927 | 0,16% | 337 | $28.334 | Naik ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $242.912 | 0,12% | 3.200 | $3.616 | |||
| ZTS Zoetis Inc. Class A Common Stock | $239.534 | 0,12% | 1.455 | $2.705 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $237.474 | 0,12% | 2.705 | $-49.768 | Turun ×1 | ||
| IEFA | $231.553 | 0,12% | 3.061 | $16.437 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $224.608 | 0,11% | 1.452 | $-88.069 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| DUSB | $503.904 | 9.933 | 0,26% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +865 | -$2.8M |
| BRKA | Hanya pergerakan harga | +0 | +$1.8M |
| DFAC | Beli lebih banyak | +79K | +$1.7M |
| DFAI | Beli lebih banyak | +38K | +$1.6M |
| DFAS | Beli lebih banyak | +22K | +$1.2M |
| CLPT | Beli lebih banyak | +925 | -$842K |
| IJR | Beli lebih banyak | +2K | -$770K |
| AAPL | Dipangkas | -306 | -$608K |
| VTI | Dipangkas | -104 | -$575K |
| DFSV | Beli lebih banyak | +5K | -$574K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ESGV | 31 Maret 2025 | 1.921 | $201.511 | Tidak lagi dilacak |