Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $462,442,100 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,088,824 | $84,253,185 | 18.22% | |
| 2. | Vanguard Index Fds | 159,786 | $51,262,858 | 11.09% | |
| 3. | VLUE | 414,167 | $37,492,816 | 8.11% | |
| 4. | Vanguard Index Fds - VALUE ETF | 152,034 | $29,830,007 | 6.45% | |
| 5. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 448,927 | $22,441,861 | 4.85% |