Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAHILL WEALTH MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 47 | 171,819,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $65,217,279 | 124,051 | 0.04 | 0.04 | 1,162 | 0.95 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $14,259,042 | 446,292 | 0.01 | 0.01 | 72,246 | 19.31 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 3 | $10,395,500 | 17 | 0.01 | 17 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $9,558,022 | 36,776 | 0.01 | 0.01 | -537 | -1.44 | 03-31-2024 |
