Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $444,683,865 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Malvern Fds - CORE BD ETF | 1,018,712 | $79,352,588 | 17.84% | |
| 2. | Vanguard Index Fds | 159,468 | $53,464,773 | 12.02% | |
| 3. | VLUE | 407,488 | $36,453,837 | 8.2% | |
| 4. | Vanguard Index Fds - VALUE ETF | 142,848 | $27,282,526 | 6.14% | |
| 5. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 422,900 | $21,356,450 | 4.8% |