HoldingsChannel.com
Cahaba Wealth Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES AGGREGATE BOND ETF (AGG) 847,302 +8,274 $97,753
     AGG847,302+8,274$97,753
ISHARES S&P 500 INDEX (IVV) 314,575 +9,608 $81,286
     IVV314,575+9,608$81,286
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF (IXUS) 806,137 +20,278 $37,896
     IXUS806,137+20,278$37,896
ISHARES CORE S&P MID CAP ETF (IJH) 182,843 +2,126 $26,303
     IJH182,843+2,126$26,303
ISHARES AMT FREE MUNI BOND ETF (MUB) 191,936 +8,352 $21,690
     MUB191,936+8,352$21,690
ISHARES GLOBAL REIT ETF (REET) 885,348 +57,068 $16,954
     REET885,348+57,068$16,954
ISHARES S&P SMALL CAP FUND (IJR) 224,471 +512 $12,595
     IJR224,471+512$12,595
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 155,539 +29,117 $7,854
     ISTB155,539+29,117$7,854
ISHARES S&P 500 GROWTH ETF (IVW) 38,531 -14,285 $6,359
     IVW38,531-14,285$6,359
SPDR PORTFOLIO S&P 500 ETF (SPLG) 203,100 +203,100 $6,143
     SPLG203,100+203,100$6,143
SOUTHERN CO COM 95,781 +12,400 $5,185
     SO95,781+12,400$5,185
ISHARES MSCI ACWI INDEX FUND (ACWI) 80,360 -4,625 $5,028
     ACWI80,360-4,625$5,028
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 31,040 -1,866 $4,676
     IWF31,040-1,866$4,676
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 95,202 +95,202 $3,994
     VXUS95,202+95,202$3,994
ISHARES RUSSELL 1000 VALUE ETF (IWD) 38,666 +84 $3,834
     IWD38,666+84$3,834
ISHARES RUSSELL MID CAP ETF (IWR) 87,267 +768 $3,767
     IWR87,267+768$3,767
ISHARES S&P 500 VALUE ETF (IVE) 30,927 -16,631 $2,976
     IVE30,927-16,631$2,976
SPDR PORTFOLIO S&P 600 SMALL CAP ETF (SPSM) 122,649 +48,572 $2,678
     SPSM122,649+48,572$2,678
SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) 102,611 +94,472 $2,599
     SPMD102,611+94,472$2,599
ISHARES CORE MSCI EAFE ETF (IEFA) 48,827 +20,985 $2,436
     IEFA48,827+20,985$2,436
ISHARES TR S&P 1500 INDEX FD (ITOT) 39,926 +2,684 $2,284
     ITOT39,926+2,684$2,284
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD (SUB) 20,742 -1,709 $2,204
     SUB20,742-1,709$2,204
ISHARES U.S. TREASURY BOND ETF (GOVT) 66,686 -4,697 $1,867
     GOVT66,686-4,697$1,867
ISHARES RUSSELL 3000 ETF (IWV) 12,522 +12 $1,857
     IWV12,522+12$1,857
PINNACLE FINL PARTNERS INC COM 46,659 +3,392 $1,751
     PNFP46,659+3,392$1,751
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 57,362 -3,536 $1,733
     SPAB57,362-3,536$1,733
RAYMOND JAMES FINL INC 27,032 +1,811 $1,708
     RJF27,032+1,811$1,708
UNITEDHEALTH GROUP 6,546 -137 $1,632
     UNH6,546-137$1,632
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 29,617 -5,687 $1,554
     IUSB29,617-5,687$1,554
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 10,905 -2,278 $1,543
     IWB10,905-2,278$1,543
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG) 24,556 -3,047 $1,375
     USIG24,556-3,047$1,375
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD (AOR) 31,646 -2,561 $1,309
     AOR31,646-2,561$1,309
VANGUARD TOTAL BOND MARKET ETF (BND) 14,984 +1,624 $1,278
     BND14,984+1,624$1,278
SPDR S&P 500 ETF (SPY) 4,734 +422 $1,220
     SPY4,734+422$1,220
ISHARES MBS ETF (MBB) 11,026 -1,695 $1,217
     MBB11,026-1,695$1,217
SPDR DJ GLOBAL REAL ESTATE ETF (RWO) 33,736 +11,273 $1,214
     RWO33,736+11,273$1,214
ISHARES MSCI EAFE ETF (EFA) 20,408 +2,013 $1,091
     EFA20,408+2,013$1,091
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 6,058 -1,956 $1,081
     IJK6,058-1,956$1,081
APPLE INC 3,582 -8 $910
     AAPL3,582-8$910
ISHARES RUSSELL 2000 ETF (IWM) 6,635 -111 $759
     IWM6,635-111$759
ISHARES RUSSELL TOP 200 INDEX (IWL) 11,475 -1,462 $706
     IWL11,475-1,462$706
ISHARES DJ SELECT DIVIDEND (DVY) 8,366 +84 $615
     DVY8,366+84$615
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD (IWY) 7,012 -506 $590
     IWY7,012-506$590
VANGUARD TAX EXEMPT BOND ETF (VTEB) 10,824 -2,339 $572
     VTEB10,824-2,339$572
AT&T INC COM 18,853 +637 $549
     T18,853+637$549
MICROSOFT 3,440 +225 $542
     MSFT3,440+225$542
ISHARES RUSSELL MIDCAP VALUE INDEX (IWS) 8,179 -1,250 $524
     IWS8,179-1,250$524
ISHARES RUSSELL MIDCAP GROWTH ETF (IWP) 3,308 -662 $402
     IWP3,308-662$402
AMERICAN WATER WORKS CO 3,319 +13 $396
     AWK3,319+13$396
AMERIS BANCORP COM 16,185 UNCH $384
     ABCB16,185UNCH$384

See Full List: All Stocks Held By Cahaba Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cahaba Wealth Management Inc.

Size ($ in 1000's)
At 03/31/2020: $392,464
At 12/31/2019: $451,472

Cahaba Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cahaba Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Cahaba Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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