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Smith & Howard Wealth Management LLC Top Holdings
As of  09/30/2022, below is a summary of the Smith & Howard Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Smith & Howard Wealth Management LLC. In the Smith & Howard Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Smith & Howard Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Smith & Howard Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 203,068 +10,710 $36,445
     VTI203,068+10,710$36,445
ISHARES TR (AGG) 258,913 +20,293 $24,944
     AGG258,913+20,293$24,944
ISHARES TR (IEFA) 346,385 +47,759 $18,244
     IEFA346,385+47,759$18,244
ISHARES TR (MUB) 134,990 -10,908 $13,847
     MUB134,990-10,908$13,847
VANGUARD TAX MANAGED FDS (VEA) 328,188 +100,015 $11,933
     VEA328,188+100,015$11,933
VANGUARD INDEX FDS (VTV) 90,702 +17,029 $11,200
     VTV90,702+17,029$11,200
ISHARES INC (IEMG) 196,885 +32,060 $8,462
     IEMG196,885+32,060$8,462
SCHWAB STRATEGIC TR 167,976 +29,409 $8,107
     SCHO167,976+29,409$8,107
VANGUARD INDEX FDS (VUG) 35,825 +7,362 $7,665
     VUG35,825+7,362$7,665
VANGUARD INTL EQUITY INDEX F (VWO) 194,162 +13,781 $7,085
     VWO194,162+13,781$7,085
VANGUARD INDEX FDS (VO) 37,367 +4,933 $7,024
     VO37,367+4,933$7,024
BERKSHIRE HATHAWAY INC DEL      $5,963
     BRK.B22,332+1,088$5,963
VANGUARD INDEX FDS (VB) 32,122 +3,083 $5,490
     VB32,122+3,083$5,490
ISHARES TR (IWD) 38,689 +5,959 $5,261
     IWD38,689+5,959$5,261
ISHARES TR (IWF) 21,575 +1,099 $4,539
     IWF21,575+1,099$4,539
ISHARES TR (ACWX) 108,712 +22,485 $4,350
     ACWX108,712+22,485$4,350
ISHARES TR (SUB) 42,197 -35,521 $4,332
     SUB42,197-35,521$4,332
ISHARES TR (EFA) 77,203 -9,998 $4,324
     EFA77,203-9,998$4,324
ISHARES TR (IWM) 23,407 +5,118 $3,860
     IWM23,407+5,118$3,860
VANGUARD BD INDEX FDS (BND) 50,295 -765 $3,588
     BND50,295-765$3,588
MANAGED PORTFOLIO SERIES 118,065 +5,143 $2,727
     TPYP118,065+5,143$2,727
VANGUARD SCOTTSDALE FDS (VGSH) 44,412 -25,873 $2,567
     VGSH44,412-25,873$2,567
APPLE INC 16,627 +455 $2,298
     AAPL16,627+455$2,298
VANGUARD MALVERN FDS (VTIP) 47,130 +7,054 $2,267
     VTIP47,130+7,054$2,267
SELECT SECTOR SPDR TR (XLV) 17,097 -71 $2,071
     XLV17,097-71$2,071
ISHARES TR (ISTB) 41,536 -38,341 $1,915
     ISTB41,536-38,341$1,915
VANGUARD BD INDEX FDS (BSV) 24,049 +8,549 $1,799
     BSV24,049+8,549$1,799
SPDR S&P 500 ETF TR (SPY) 4,469 -350 $1,596
     SPY4,469-350$1,596
ISHARES TR (IWR) 24,037 +5,729 $1,494
     IWR24,037+5,729$1,494
HOME DEPOT INC 4,905 -248 $1,354
     HD4,905-248$1,354
ISHARES TR (STIP) 13,685 -10,656 $1,315
     STIP13,685-10,656$1,315
COCA COLA CO 21,124 UNCH $1,183
     KO21,124UNCH$1,183
ISHARES TR (HYG) 14,361 -3,887 $1,025
     HYG14,361-3,887$1,025
SCHWAB STRATEGIC TR 23,833 +23,833 $1,001
     SCHB23,833+23,833$1,001
MICROSOFT CORP 3,933 +305 $916
     MSFT3,933+305$916
SCHWAB STRATEGIC TR 18,233 -11,142 $826
     SCHZ18,233-11,142$826
VANGUARD INTL EQUITY INDEX F (VEU) 17,182 +7 $762
     VEU17,182+7$762
VANGUARD WORLD FDS (VHT) 3,323 -126 $743
     VHT3,323-126$743
AMAZON COM INC 5,997 +140 $678
     AMZN5,997+140$678
JOHNSON & JOHNSON 3,811 +182 $623
     JNJ3,811+182$623
MERCK & CO INC 7,208 -152 $621
     MRK7,208-152$621
ISHARES TR (IVV) 1,652 -34 $592
     IVV1,652-34$592
VISA INC 2,824 +170 $502
     V2,824+170$502
COSTCO WHSL CORP NEW 1,053 UNCH $497
     COST1,053UNCH$497
VANGUARD STAR FDS (VXUS) 10,388 -6,670 $475
     VXUS10,388-6,670$475
ALPHABET INC 4,760 +4,527 $458
     GOOG4,760+4,527$458
ALPHABET INC 4,420 +4,199 $423
     GOOGL4,420+4,199$423
PROCTER AND GAMBLE CO 3,341 +267 $422
     PG3,341+267$422
SPDR SER TR (SDY) 3,674 -117 $410
     SDY3,674-117$410
SPDR GOLD TR (GLD) 2,605 +100 $403
     GLD2,605+100$403

See Full List: All Stocks Held By Smith & Howard Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Smith & Howard Wealth Management LLC

Size ($ in 1000's)
At 09/30/2022: $234,575
At 06/30/2022: $236,203

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

Smith & Howard Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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