$188 Million is the total value of Smith & Howard Wealth Management, LLC's 64 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJK | New | ISHARES TRs&p mc 400gr etf | $237,000 | – | 3,276 | +100.0% | 0.13% | – |
CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $209,000 | – | 7,574 | +100.0% | 0.11% | – |
MO | New | ALTRIA GROUP INC | $209,000 | – | 5,097 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total Stk Mkt | 42 | Q3 2023 | 43.2% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 6.5% |
SPDR Select Health Care | 42 | Q3 2023 | 1.9% |
ISHARES TR | 42 | Q3 2023 | 2.2% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 3.5% |
SPDR S&P Dividend | 42 | Q3 2023 | 3.2% |
Coca Cola Company | 42 | Q3 2023 | 2.5% |
ISHARES TR | 42 | Q3 2023 | 2.4% |
SPDR S&P 500 ETF TR | 42 | Q3 2023 | 2.1% |
HOME DEPOT INC | 42 | Q3 2023 | 0.6% |
View Smith & Howard Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-13 |
13F-HR | 2023-02-07 |
13F-HR | 2022-10-18 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-03 |
13F-HR | 2022-01-18 |
View Smith & Howard Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.