StockDriftsStockDriftsTop 49 Cahill Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 35.8% | 125.2K | $70.3M | +0.70%(+865) | — | 2025-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 10.59% | 630.8K | $20.8M | +14.31%(+78.98K) | — | 2025-03-31 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 6.1% | 15 | $12.0M | +0.00%(+0) | — | 2025-03-31 | |
| IJR | ISHARES TR | 5.1% | 95.9K | $10.0M | +2.33%(+2.18K) | — | 2025-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.09% | 36.4K | $10.0M | -0.29%(-104) | — | 2025-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 3.93% | 274.2K | $7.7M | +1.77%(+4.78K) | — | 2025-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.71% | 233.6K | $7.3M | +19.56%(+38.23K) | — | 2025-03-31 | |
| IJH | ISHARES TR | 3.69% | 124.2K | $7.2M | -0.71%(-885) | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.12% | 18.8K | $4.2M | -1.60%(-306) | — | 2025-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 1.97% | 6.9K | $3.9M | +12.21%(+751) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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