Cahill Wealth Management, LLC
CIK 1927960 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $196.5M
- 持仓
- 49
- 截至
- 2025年3月31日 数据截至 Q1 2025
按 13F 价值排名第 6516（共 9443） · 前 69.0%
投资组合价值同比（季度）：+0.2% 13F不披露现金
- 前十大持仓权重
- 78.11%
- 前二十五大持仓权重
- 93.86%
- 持仓高于 1%
- 18
- 有效持仓数量
- 6.4
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2025: 0.76% 估计买入 $8092482 · 卖出 $1486204
- 新仓位
- 1
- 增加
- 22
- 减少
- 16
- 已结清
- 1
本页内容
行业细分
Healthcare
3.3%
Technology
2.1%
Financial Services
0.6%
Retail
0.6%
Communication Services
0.1%
其他/未映射
93.2%
完整投资组合 49 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $70345625 | 35.80% | 125192 | $-2843176 | 上涨 ×1 | ||
| DFAC | $20810822 | 10.59% | 630822 | $1722490 | 上涨 ×1 | ||
| BRKA | $11976624 | 6.10% | 15 | $1762824 | |||
| IJR | $10027921 | 5.10% | 95897 | $-769980 | 上涨 ×1 | ||
| VTI | $9999744 | 5.09% | 36384 | $-574948 | 下跌 ×1 | ||
| DFSV | $7719595 | 3.93% | 274231 | $-574266 | 上涨 ×1 | ||
| DFAI | $7296775 | 3.71% | 233646 | $1590549 | 上涨 ×1 | ||
| IJH | $7245071 | 3.69% | 124166 | $-546875 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4173814 | 2.12% | 18790 | $-608246 | 下跌 ×1 | ||
| SPY SPY | $3861729 | 1.97% | 6903 | $256115 | 上涨 ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $3199504 | 1.63% | 35148 | $529271 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $3071163 | 1.56% | 41813 | $-254590 | 下跌 ×1 | ||
| CLPT ClearPoint Neuro Inc. - Common Stock | $2917176 | 1.48% | 245347 | $-842034 | 上涨 ×1 | ||
| AGG | $2658648 | 1.35% | 26877 | $72618 | 上涨 ×1 | ||
| DFAS | $2618068 | 1.33% | 43817 | $1224444 | 上涨 ×1 | ||
| DFIC | $2348705 | 1.20% | 84577 | $182540 | 上涨 ×1 | ||
| PRF | $1975410 | 1.01% | 48884 | $-17204 | 下跌 ×1 | ||
| BRKB | $1955634 | 1.00% | 3672 | $291190 | |||
| SPTM | $1791058 | 0.91% | 26335 | $-106511 | 下跌 ×1 | ||
| BIV | $1758105 | 0.89% | 22961 | $-191502 | 下跌 ×1 | ||
| DFAE | $1622028 | 0.83% | 62651 | $128858 | 上涨 ×1 | ||
| DFEM | $1602670 | 0.82% | 60570 | $-628 | 下跌 ×1 | ||
| SCHB | $1193913 | 0.61% | 55453 | $-61035 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $1129675 | 0.57% | 2061 | $44414 | |||
| SYK Stryker Corporation Common Stock | $1120473 | 0.57% | 3010 | $-354292 | 下跌 ×1 | ||
| VB | $871903 | 0.44% | 3932 | $-95574 | 下跌 ×1 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $824585 | 0.42% | 12979 | $33605 | 下跌 ×1 | ||
| DFAU | $752692 | 0.38% | 19581 | $-41476 | 下跌 ×1 | ||
| VOO | $681419 | 0.35% | 1326 | $-30720 | 上涨 ×1 | ||
| VEA | $669705 | 0.34% | 13175 | $41324 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $646766 | 0.33% | 3399 | $-99024 | |||
| VOT | $640983 | 0.33% | 2620 | $-23110 | 上涨 ×1 | ||
| AQST Aquestive Therapeutics, Inc. - Common Stock | $633305 | 0.32% | 218381 | $124043 | 上涨 ×1 | ||
| TMDX TransMedics Group, Inc. - Common Stock | $604645 | 0.31% | 8987 | $235533 | 上涨 ×1 | ||
| DFIS | $583215 | 0.30% | 22570 | $25031 | 下跌 ×1 | ||
| VKTX Viking Therapeutics, Inc. - Common Stock | $514057 | 0.26% | 21286 | $-101414 | 上涨 ×1 | ||
| VRNA Verona Pharma plc - American Depositary Shares | $511729 | 0.26% | 8060 | $152051 | 上涨 ×1 | ||
| DUSB | $503904 | 0.26% | 9933 | 上涨 ×1 | |||
| IWF | $501915 | 0.26% | 1390 | $-56281 | |||
| VEU | $457482 | 0.23% | 7542 | $13118 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $446643 | 0.23% | 5658 | $5262 | |||
| VBR | $385928 | 0.20% | 2072 | $-24631 | |||
| IWP | $328972 | 0.17% | 2800 | $-25928 | |||
| COST Costco Wholesale Corporation - Common Stock | $318927 | 0.16% | 337 | $28334 | 上涨 ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $242912 | 0.12% | 3200 | $3616 | |||
| ZTS Zoetis Inc. Class A Common Stock | $239534 | 0.12% | 1455 | $2705 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $237474 | 0.12% | 2705 | $-49768 | 下跌 ×1 | ||
| IEFA | $231553 | 0.12% | 3061 | $16437 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $224608 | 0.11% | 1452 | $-88069 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| DUSB | $503904 | 9933 | 0.26% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| ESGV | 2025年3月31日 | 1921 | $201511 | 不再跟踪 |