Cassady Schiller Wealth Management, LLC
CIK 1904425
13F portfolio (2024-Q4)
$272M
Positions
1,106
As reported on this filer's Form 13F for 2024-Q4, filed 2025-02-10. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | VTV | VANGUARD INDEX FDS |
| 2 | VUG | VANGUARD INDEX FDS |
| 3 | VOO | VANGUARD INDEX FDS |
| 4 | PG | PROCTER AND GAMBLE CO |
| 5 | VOE | VANGUARD INDEX FDS |
Top holdings — weights and history with Pro
This 13F filer is outside the free plan's window — the 50 largest filers by portfolio value plus our curated roster of managers. It is in neither group. Unlock everything with Pro — $29.99/moSee it live on AAPL →