Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $282,798,865 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 177,202 | $42,035,858 | 14.86% | |
| 2. | IEF | 355,274 | $35,260,967 | 12.46% | |
| 3. | Ishares Tr | 378,607 | $26,635,014 | 9.41% | |
| 4. | Vanguard Index Fds | 111,161 | $16,618,635 | 5.87% | |
| 5. | Vanguard Tax-Managed Fds | 270,019 | $12,933,908 | 4.57% |
