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All Stocks Held By Smith & Howard Wealth Management LLC
As of  03/31/2024, 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
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (AGG) 505,288 +150,014 $49,488
     AGG505,288+150,014$49,488
VANGUARD INDEX FDS (VTI) 180,425 +3,223 $46,892
     VTI180,425+3,223$46,892
ISHARES TR (IEFA) 367,898 -10,709 $27,305
     IEFA367,898-10,709$27,305
VANGUARD INDEX FDS (VTV) 107,189 -3,972 $17,457
     VTV107,189-3,972$17,457
VANGUARD TAX MANAGED FDS (VEA) 263,024 -6,995 $13,196
     VEA263,024-6,995$13,196
VANGUARD BD INDEX FDS (BND) 163,119 +48,419 $11,847
     BND163,119+48,419$11,847
ISHARES INC (IEMG) 203,286 +12,434 $10,490
     IEMG203,286+12,434$10,490
VANGUARD INDEX FDS (VUG) 27,703 -1,754 $9,535
     VUG27,703-1,754$9,535
ISHARES TR (MUB) 86,228 +1,073 $9,278
     MUB86,228+1,073$9,278
VANGUARD INDEX FDS (VB) 38,152 -1,830 $8,721
     VB38,152-1,830$8,721
VANGUARD INDEX FDS (VO) 34,431 -1,570 $8,603
     VO34,431-1,570$8,603
J P MORGAN EXCHANGE TRADED F (JMUB) 165,570 +54,292 $8,401
     JMUB165,570+54,292$8,401
VANGUARD INTL EQUITY INDEX F (VWO) 201,135 +9,659 $8,401
     VWO201,135+9,659$8,401
SPDR S&P 500 ETF TR (SPY)      $8,370
     SPY14,539+13,185$7,605
     Call1,500+1,500$765
ISHARES TR (IWD) 41,360 +353 $7,408
     IWD41,360+353$7,408
ISHARES TR (IWF) 19,423 -1,404 $6,546
     IWF19,423-1,404$6,546
SCHWAB STRATEGIC TR 121,023 +3,409 $5,835
     SCHO121,023+3,409$5,835
ISHARES TR (ACWX) 96,920 +1,495 $5,175
     ACWX96,920+1,495$5,175
ISHARES TR (IWM) 23,847 +1,358 $5,015
     IWM23,847+1,358$5,015
ISHARES TR (SUB) 46,238 -7,957 $4,843
     SUB46,238-7,957$4,843
BERKSHIRE HATHAWAY INC DEL      $4,502
     BRK.B10,705-1,725$4,502
ISHARES TR (EFA) 53,812 -6,447 $4,297
     EFA53,812-6,447$4,297
ISHARES TR (IWR) 42,656 -1,415 $3,587
     IWR42,656-1,415$3,587
MANAGED PORTFOLIO SERIES 125,668 +11,813 $3,514
     TPYP125,668+11,813$3,514
VANGUARD STAR FDS (VXUS) 42,116 +42,116 $2,540
     VXUS42,116+42,116$2,540
VANGUARD SCOTTSDALE FDS (VGSH) 40,334 -13,552 $2,342
     VGSH40,334-13,552$2,342
APPLE INC 13,424 -1,140 $2,302
     AAPL13,424-1,140$2,302
HOME DEPOT INC 4,794 -87 $1,839
     HD4,794-87$1,839
AMERICAN BEACON SELECT FUNDS (AHLT) 75,598 +75,598 $1,837
     AHLT75,598+75,598$1,837
MICROSOFT CORP 3,540 -328 $1,489
     MSFT3,540-328$1,489
SCHWAB STRATEGIC TR 23,657 +1,470 $1,444
     SCHB23,657+1,470$1,444
VANGUARD SCOTTSDALE FDS (VGLT) 23,534 +23,534 $1,394
     VGLT23,534+23,534$1,394
COCA COLA CO 21,301 +328 $1,303
     KO21,301+328$1,303
VANGUARD INTL EQUITY INDEX F (VEU) 17,956 +128 $1,053
     VEU17,956+128$1,053
JOHNSON & JOHNSON 6,085 +100 $963
     JNJ6,085+100$963
VANGUARD WORLD FD (VHT) 3,202 UNCH $866
     VHT3,202UNCH$866
COSTCO WHSL CORP NEW 1,024 UNCH $750
     COST1,024UNCH$750
ISHARES TR (ISTB) 15,121 -18,263 $717
     ISTB15,121-18,263$717
NVIDIA CORPORATION 762 +37 $689
     NVDA762+37$689
AMAZON COM INC 3,684 -516 $665
     AMZN3,684-516$665
ISHARES TR (TLT) 7,000 +7,000 $662
     TLT7,000+7,000$662
ISHARES TR (IVV) 1,214 -30 $638
     IVV1,214-30$638
ISHARES TR (IWS) 4,617 UNCH $579
     IWS4,617UNCH$579
PROCTER AND GAMBLE CO 3,484 -50 $565
     PG3,484-50$565
ISHARES TR (EAGG) 11,580 UNCH $545
     EAGG11,580UNCH$545
ALPHABET INC 3,523 +440 $536
     GOOG3,523+440$536
SELECT SECTOR SPDR TR (XLK) 2,507 -211 $522
     XLK2,507-211$522
SPDR GOLD TR (GLD) 2,505 UNCH $515
     GLD2,505UNCH$515
ALPHABET INC 3,298 UNCH $498
     GOOGL3,298UNCH$498
META PLATFORMS INC 934 UNCH $454
     META934UNCH$454
MARSH & MCLENNAN COS INC 2,100 UNCH $433
     MMC2,100UNCH$433
VANGUARD BD INDEX FDS (BSV) 5,319 -18,944 $408
     BSV5,319-18,944$408
ISHARES TR (STIP) 4,098 +70 $407
     STIP4,098+70$407
VISA INC 1,433 UNCH $400
     V1,433UNCH$400
ISHARES GOLD TR (IAU) 9,269 -477 $389
     IAU9,269-477$389
SELECT SECTOR SPDR TR (XLV) 2,541 -13,343 $375
     XLV2,541-13,343$375
SPDR SER TR (SDY) 2,851 +634 $374
     SDY2,851+634$374
JPMORGAN CHASE & CO 1,837 -40 $368
     JPM1,837-40$368
ISHARES TR (IJK) 3,967 +1,149 $362
     IJK3,967+1,149$362
UNION PAC CORP 1,298 -10 $319
     UNP1,298-10$319
MERCK & CO INC 2,181 -2,897 $288
     MRK2,181-2,897$288
AMERICAN CENTY ETF TR (AVUS) 3,066 UNCH $274
     AVUS3,066UNCH$274
EXXON MOBIL CORP 2,337 UNCH $272
     XOM2,337UNCH$272
INTUITIVE SURGICAL INC 667 UNCH $266
     ISRG667UNCH$266
VANGUARD SPECIALIZED FUNDS (VIG) 1,382 UNCH $252
     VIG1,382UNCH$252
MCDONALDS CORP 881 UNCH $248
     MCD881UNCH$248
THERMO FISHER SCIENTIFIC INC 424 UNCH $247
     TMO424UNCH$247
LOCKHEED MARTIN CORP 537 UNCH $244
     LMT537UNCH$244
CONOCOPHILLIPS 1,898 UNCH $242
     COP1,898UNCH$242
CHEVRON CORP NEW 1,519 UNCH $240
     CVX1,519UNCH$240
ABBVIE INC 1,315 UNCH $239
     ABBV1,315UNCH$239
VANGUARD INDEX FDS (VOO) 483 -63 $232
     VOO483-63$232
VANGUARD WHITEHALL FDS (VYM) 1,908 UNCH $231
     VYM1,908UNCH$231
TRANE TECHNOLOGIES PLC 750 +750 $225
     TT750+750$225
VANGUARD INDEX FDS (VNQ) 2,589 UNCH $224
     VNQ2,589UNCH$224
ISHARES TR (DSI) 2,160 +2,160 $218
     DSI2,160+2,160$218
VANGUARD MALVERN FDS 0 -4,795 $0 (exited)
     VTIP0-4,795$0

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

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
VXUS +42,116+$2,540
AHLT +75,598+$1,837
VGLT +23,534+$1,394
TLT +7,000+$662
TT +750+$225
DSI +2,160+$218
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
VTIP -4,795-$228
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
AGG +150,014+$14,227
JMUB +54,292+$2,730
BND +48,419+$3,411
SPY +14,685+$7,726
IEMG +12,434+$837
TPYP +11,813+$561
VWO +9,659+$531
SCHO +3,409+$137
VTI +3,223+$4,856
ACWX +1,495+$305
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
BSV -18,944-$1,461
ISTB -18,263-$871
VGSH -13,552-$801
XLV -13,343-$1,791
IEFA -10,709+$670
SUB -7,957-$871
VEA -6,995+$262
EFA -6,447-$244
VTV -3,972+$838
Smith & Howard Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $324,190
At 12/31/2023: $282,799

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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