Instuitional Investor - Smith & Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith & Howard Wealth Management, Llc |
| Portfolio Value | $366,922,756 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 713,245 | $70,554,188 | 19.23% | |
| 2. | Vanguard Index Fds | 161,631 | $44,422,736 | 12.11% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 390,264 | $29,523,472 | 8.05% | |
| 4. | Vanguard Index Fds - VALUE ETF | 128,934 | $22,272,030 | 6.07% | |
| 5. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 408,796 | $20,439,800 | 5.57% |
