| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 28 | Q2 2024 | 29.7% |
| ISHARES TR | 28 | Q2 2024 | 27.4% |
| ISHARES TRUST CORE MSCI TOTAL INTL STK ETF | 28 | Q2 2024 | 10.9% |
| ISHARES TR | 28 | Q2 2024 | 9.6% |
| ISHARES TR | 28 | Q2 2024 | 7.2% |
| ISHARES TR | 28 | Q2 2024 | 4.4% |
| ISHARES TR | 28 | Q2 2024 | 4.7% |
| SOUTHERN CO COM | 28 | Q2 2024 | 2.5% |
| ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 28 | Q2 2024 | 3.5% |
| ISHARES TR | 28 | Q2 2024 | 2.9% |
View CAHABA WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-19 |
View CAHABA WEALTH MANAGEMENT, INC.'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.