Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $394,835,447 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 872,703 | $67,704,299 | 17.15% | |
| 2. | Vanguard Index Fds | 158,676 | $48,226,476 | 12.21% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 399,839 | $33,378,532 | 8.45% | |
| 4. | Vanguard Index Fds - VALUE ETF | 139,893 | $24,724,659 | 6.26% | |
| 5. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 406,001 | $20,153,890 | 5.1% |
