Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $433,637,313 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 936,692 | $73,446,020 | 16.94% | |
| 2. | Vanguard Index Fds | 167,898 | $55,099,223 | 12.71% | |
| 3. | VLUE | 404,168 | $35,287,879 | 8.14% | |
| 4. | Vanguard Index Fds - VALUE ETF | 143,170 | $26,699,742 | 6.16% | |
| 5. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 403,092 | $20,344,053 | 4.69% |