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Home > Institutional Investor > Cahaba Wealth Management, Inc. > Profile

Instuitional Investor - Cahaba Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Cahaba Wealth Management, Inc.
Portfolio Value $1,208,371,301
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 626,840 $352,221,311 29.15%
2.
Ishares Trust
 IEF 1,553,935 $153,715,248 12.72%
3.
Ishares Tr - CORE MSCI TOTAL
 1,712,113 $119,522,626 9.89%
4.
Ishares Trust
 IEF 1,897,636 $110,727,070 9.16%
5.
Ishares Trust
 IEF 450,283 $47,086,092 3.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)