Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $503,007,484 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,138,506 | $87,929,903 | 17.48% | |
| 2. | Vanguard Index Fds | 159,097 | $58,872,438 | 11.7% | |
| 3. | HYG | 421,643 | $40,722,323 | 8.1% | |
| 4. | Vanguard Index Fds - VALUE ETF | 152,708 | $33,279,703 | 6.62% | |
| 5. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 432,992 | $21,933,210 | 4.36% |