Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $353,639,150 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 610,636 | $59,170,621 | 16.73% | |
| 2. | Vanguard Index Fds | 164,260 | $47,604,212 | 13.46% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 384,278 | $27,007,058 | 7.63% | |
| 4. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 478,177 | $23,980,577 | 6.78% | |
| 5. | Vanguard Index Fds - VALUE ETF | 111,432 | $18,865,409 | 5.33% |
