HoldingsChannel.com
Smith & Howard Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 263,084 -194,227 $33,914
     VTI263,084-194,227$33,914
ISHARES TR (ACWX) 300,412 -291,815 $11,311
     ACWX300,412-291,815$11,311
ISHARES TR (AGG) 90,091 +239 $10,394
     AGG90,091+239$10,394
ISHARES TR (STIP) 79,045 +2,790 $7,897
     STIP79,045+2,790$7,897
SCHWAB STRATEGIC TR 144,670 +16,472 $7,484
     SCHO144,670+16,472$7,484
VANGUARD TAX MANAGED INTL FD (VEA) 191,647 +182,803 $6,390
     VEA191,647+182,803$6,390
ISHARES TR (IEFA) 115,486 -6,128 $5,762
     IEFA115,486-6,128$5,762
BERKSHIRE HATHAWAY INC DEL      $5,753
     BRK.B31,465-3,373$5,753
VANGUARD MALVERN FDS (VTIP) 116,327 -124,012 $5,667
     VTIP116,327-124,012$5,667
VANGUARD SCOTTSDALE FDS (VGSH) 76,866 -141,592 $4,792
     VGSH76,866-141,592$4,792
VANGUARD INTL EQUITY INDEX F (VWO) 139,675 -72,869 $4,686
     VWO139,675-72,869$4,686
ISHARES INC (IEMG) 98,726 +41,040 $3,995
     IEMG98,726+41,040$3,995
VANGUARD INDEX FDS (VTV) 40,251 +10,966 $3,585
     VTV40,251+10,966$3,585
VANGUARD INDEX FDS (VUG) 22,520 +6,845 $3,529
     VUG22,520+6,845$3,529
ISHARES TR (EFA) 65,875 -11,764 $3,522
     EFA65,875-11,764$3,522
ISHARES TR (IWF) 18,020 +2,708 $2,715
     IWF18,020+2,708$2,715
VANGUARD INDEX FDS (VB) 19,839 +5,176 $2,290
     VB19,839+5,176$2,290
ISHARES TR (SLQD) 40,996 -131,713 $2,056
     SLQD40,996-131,713$2,056
VANGUARD INDEX FDS (VO) 15,533 +7,363 $2,045
     VO15,533+7,363$2,045
ISHARES TR (IWD) 20,597 +8,625 $2,043
     IWD20,597+8,625$2,043
SELECT SECTOR SPDR TR (XLV) 22,722 +2,837 $2,013
     XLV22,722+2,837$2,013
FISERV INC 21,133 -107,919 $2,007
     FISV21,133-107,919$2,007
MANAGED PORTFOLIO SER 122,039 -181,541 $1,657
     TPYP122,039-181,541$1,657
ISHARES TR (IWM) 11,815 +7,510 $1,352
     IWM11,815+7,510$1,352
COCA COLA CO 27,531 -57,964 $1,218
     KO27,531-57,964$1,218
APPLE INC 4,658 -256 $1,185
     AAPL4,658-256$1,185
SPDR S&P 500 ETF TR (SPY) 4,081 -1,063 $1,052
     SPY4,081-1,063$1,052
SELECT SECTOR SPDR TR (XLK) 12,629 -42,043 $1,015
     XLK12,629-42,043$1,015
ISHARES TR (SHYG) 21,105 -142,208 $863
     SHYG21,105-142,208$863
MICROSOFT CORP 5,356 -270 $845
     MSFT5,356-270$845
BRISTOL MYERS SQUIBB CO 14,357 -175 $800
     BMY14,357-175$800
MERCK & CO. INC 9,989 -399 $769
     MRK9,989-399$769
VANGUARD WORLD FDS (VHT) 4,359 -190 $724
     VHT4,359-190$724
ISHARES TR (EEM) 19,346 -43,321 $660
     EEM19,346-43,321$660
JOHNSON & JOHNSON 4,839 -302 $635
     JNJ4,839-302$635
HOME DEPOT INC 3,357 -84 $627
     HD3,357-84$627
VISA INC 3,727 -48 $600
     V3,727-48$600
AMAZON COM INC 306 +36 $597
     AMZN306+36$597
AFLAC INC 15,661 +21 $536
     AFL15,661+21$536
VANGUARD BD INDEX FDS (BSV) 6,261 +92 $515
     BSV6,261+92$515
ISHARES TR (IVV) 1,933 +197 $499
     IVV1,933+197$499
VANGUARD STAR FDS (VXUS) 10,388 UNCH $436
     VXUS10,388UNCH$436
SPDR SER TR (SDY) 4,837 +215 $386
     SDY4,837+215$386
PROCTER & GAMBLE CO 3,483 +7 $383
     PG3,483+7$383
ISHARES TR (IWR) 8,521 -12,113 $368
     IWR8,521-12,113$368
VERIZON COMMUNICATIONS INC 6,821 -484 $366
     VZ6,821-484$366
SPDR GOLD TRUST (GLD) 2,300 UNCH $341
     GLD2,300UNCH$341
VANGUARD INTL EQUITY INDEX F (VEU) 8,095 +790 $332
     VEU8,095+790$332
VANGUARD BD INDEX FDS (BND) 3,828 UNCH $327
     BND3,828UNCH$327
ALPHABET INC 239 -3 $278
     GOOG239-3$278

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 03/31/2020: $156,836
At 12/31/2019: $293,586

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

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.