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All Stocks Held By Smith & Howard Wealth Management LLC
As of  09/30/2022, we find all stocks held by Smith & Howard Wealth Management LLC to be as follows, presented in the table below with each row detailing each Smith & Howard Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Smith & Howard Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Smith & Howard Wealth Management LLC as of the latest filing.

   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
MARSH & MCLENNAN COS INC 2,190 UNCH $327
     MMC2,190UNCH$327
L3HARRIS TECHNOLOGIES INC 1,469 UNCH $305
     LHX1,469UNCH$305
ISHARES TR (IWS) 3,091 UNCH $297
     IWS3,091UNCH$297
SELECT SECTOR SPDR TR (XLK) 2,498 +100 $297
     XLK2,498+100$297
THERMO FISHER SCIENTIFIC INC 565 UNCH $287
     TMO565UNCH$287
UNION PAC CORP 1,283 +145 $250
     UNP1,283+145$250
ISHARES GOLD TR (IAU) 7,769 +479 $245
     IAU7,769+479$245
ISHARES TR (IJK) 3,745 +3,745 $236
     IJK3,745+3,745$236
CVS HEALTH CORP 2,302 +2,302 $220
     CVS2,302+2,302$220
CHEVRON CORP NEW 1,526 +1,526 $219
     CVX1,526+1,526$219
PFIZER INC 4,973 +560 $218
     PFE4,973+560$218
JPMORGAN CHASE & CO 2,044 +2,044 $214
     JPM2,044+2,044$214
MCDONALDS CORP 911 UNCH $210
     MCD911UNCH$210
LOCKHEED MARTIN CORP 542 +20 $209
     LMT542+20$209
BK OF AMERICA CORP 6,895 +6,895 $208
     BAC6,895+6,895$208
ISHARES TR (DSI) 3,085 +3,085 $207
     DSI3,085+3,085$207
BRISTOL MYERS SQUIBB CO $0 (exited)
     BMY0-2,698$0
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSCO0-13,996$0
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSMP0-36,096$0
ISHARES TR $0 (exited)
     EEM0-9,014$0
META PLATFORMS INC $0 (exited)
     FB0-1,294$0
KIMBERLY CLARK CORP $0 (exited)
     KMB0-1,709$0
UNILEVER PLC 0 -5,403 $0 (exited)
     UL0-5,403$0

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

EntityShares/Amount
Change
Position Value
Change
SCHB +23,833+$1,001
IJK +3,745+$236
CVS +2,302+$220
CVX +1,526+$219
JPM +2,044+$214
BAC +6,895+$208
DSI +3,085+$207
EntityShares/Amount
Change
Position Value
Change
BSMP -36,096-$885
EEM -9,014-$361
BSCO -13,996-$290
UL -5,403-$248
KMB -1,709-$231
FB -1,294-$209
BMY -2,698-$208
EntityShares/Amount
Change
Position Value
Change
VEA +100,015+$2,624
IEFA +47,759+$670
IEMG +32,060+$376
SCHO +29,409+$1,291
ACWX +22,485+$470
AGG +20,293+$681
VTV +17,029+$1,484
VWO +13,781-$428
VTI +10,710+$163
BSV +8,549+$609
EntityShares/Amount
Change
Position Value
Change
ISTB -38,341-$1,871
SUB -35,521-$3,803
VGSH -25,873-$1,570
SCHZ -11,142-$580
MUB -10,908-$1,671
STIP -10,656-$1,154
EFA -9,998-$1,125
VXUS -6,670-$405
HYG -3,887-$318
Size ($ 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

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