HoldingsChannel.com
Cahaba Wealth Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES S&P 500 INDEX (IVV) 304,967 +20,755 $98,577
     IVV304,967+20,755$98,577
ISHARES AGGREGATE BOND ETF (AGG) 839,028 +30,673 $94,281
     AGG839,028+30,673$94,281
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF (IXUS) 785,859 +52,831 $48,644
     IXUS785,859+52,831$48,644
ISHARES CORE S&P MID CAP ETF (IJH) 180,717 +9,304 $37,195
     IJH180,717+9,304$37,195
ISHARES GLOBAL REIT ETF (REET) 828,280 +58,558 $22,877
     REET828,280+58,558$22,877
ISHARES AMT FREE MUNI BOND ETF (MUB) 183,584 -4,360 $20,912
     MUB183,584-4,360$20,912
ISHARES S&P SMALL CAP FUND (IJR) 223,959 +14,673 $18,779
     IJR223,959+14,673$18,779
ISHARES S&P 500 GROWTH ETF (IVW) 52,816 -13,366 $10,227
     IVW52,816-13,366$10,227
ISHARES MSCI ACWI INDEX FUND (ACWI) 84,985 -470 $6,735
     ACWI84,985-470$6,735
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) 126,422 +48,894 $6,371
     ISTB126,422+48,894$6,371
ISHARES S&P 500 VALUE ETF (IVE) 47,558 -9,143 $6,186
     IVE47,558-9,143$6,186
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 32,906 -1,273 $5,788
     IWF32,906-1,273$5,788
SOUTHERN CO COM 83,381 -15,069 $5,311
     SO83,381-15,069$5,311
ISHARES RUSSELL 1000 VALUE ETF (IWD) 38,582 -449 $5,265
     IWD38,582-449$5,265
ISHARES RUSSELL MID CAP ETF (IWR) 86,499 -282 $5,157
     IWR86,499-282$5,157
PINNACLE FINL PARTNERS INC COM 43,267 -11,676 $2,769
     PNFP43,267-11,676$2,769
ISHARES TR S&P 1500 INDEX FD (ITOT) 37,242 +592 $2,707
     ITOT37,242+592$2,707
SPDR PORTFOLIO SMALL CAP ETF (SPSM) 74,077 +557 $2,417
     SPSM74,077+557$2,417
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD (SUB) 22,451 +260 $2,397
     SUB22,451+260$2,397
ISHARES RUSSELL 3000 ETF (IWV) 12,510 -160 $2,358
     IWV12,510-160$2,358
ISHARES TR RUSSELL 1000 INDEX ETF (IWB) 13,183 -4,516 $2,352
     IWB13,183-4,516$2,352
RAYMOND JAMES FINL INC 25,221 UNCH $2,256
     RJF25,221UNCH$2,256
UNITEDHEALTH GROUP 6,683 -5,026 $1,964
     UNH6,683-5,026$1,964
ISHARES S&P MIDCAP 400 GROWTH INDEX (IJK) 8,014 -821 $1,908
     IJK8,014-821$1,908
ISHARES U.S. TREASURY BOND ETF (GOVT) 71,383 -197 $1,851
     GOVT71,383-197$1,851
ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB) 35,304 +826 $1,839
     IUSB35,304+826$1,839
ISHARES CORE MSCI EAFE ETF (IEFA) 27,842 +157 $1,816
     IEFA27,842+157$1,816
SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) 60,898 -450 $1,789
     SPAB60,898-450$1,789
ISHARES MSCI ACWI EX US (ACWX) 36,398 +582 $1,787
     ACWX36,398+582$1,787
ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD (AOR) 34,207 +2,094 $1,636
     AOR34,207+2,094$1,636
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG) 27,603 +350 $1,609
     USIG27,603+350$1,609
SPDR S&P 500 ETF (SPY) 4,312 +92 $1,388
     SPY4,312+92$1,388
ISHARES MBS ETF (MBB) 12,721 -101 $1,374
     MBB12,721-101$1,374
ISHARES MSCI EAFE ETF (EFA) 18,395 -1,266 $1,277
     EFA18,395-1,266$1,277
SPDR DJ GLOBAL REAL ESTATE ETF (RWO) 22,463 +486 $1,157
     RWO22,463+486$1,157
VANGUARD TOTAL BOND MARKET ETF (BND) 13,360 -238 $1,120
     BND13,360-238$1,120
ISHARES RUSSELL 2000 ETF (IWM) 6,746 +47 $1,117
     IWM6,746+47$1,117
APPLE INC 3,590 -196 $1,054
     AAPL3,590-196$1,054
ISHARES RUSSELL TOP 200 INDEX (IWL) 12,937 -73 $971
     IWL12,937-73$971
ISHARES RUSSELL MIDCAP VALUE INDEX (IWS) 9,429 -367 $893
     IWS9,429-367$893
ISHARES DJ SELECT DIVIDEND (DVY) 8,282 +1,838 $875
     DVY8,282+1,838$875
ISHARES TRUST RUSSELL 200 GROWTH INDEX FD (IWY) 7,518 -465 $726
     IWY7,518-465$726
AT&T INC COM 18,216 -3,982 $711
     T18,216-3,982$711
VANGUARD TAX EXEMPT BOND ETF (VTEB) 13,163 -368 $704
     VTEB13,163-368$704
AMERIS BANCORP COM 16,185 UNCH $688
     ABCB16,185UNCH$688
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 18,984 +101 $662
     SPYV18,984+101$662
ISHARES S&P SMALLCAP 600 GROWTH ETF (IJT) 3,383 -524 $654
     IJT3,383-524$654
ISHARES RUSSELL MIDCAP GROWTH ETF (IWP) 3,970 +5 $605
     IWP3,970+5$605
ISHARES US REAL ESTATE ETF (IYR) 6,121 +45 $569
     IYR6,121+45$569
MICROSOFT 3,215 -146 $507
     MSFT3,215-146$507

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 12/31/2019: $451,472
At 09/30/2019: $418,949

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.