$254 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 61 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BOX | BOX INC CL Acl a | $365,000 | -4.2% | 18,049 | 0.0% | 0.14% | -7.1% | |
ISR | ISORAY INC COM | $22,000 | +4.8% | 55,000 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 25 | Q3 2023 | 27.1% |
ISHARES TR | 25 | Q3 2023 | 27.4% |
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF | 25 | Q3 2023 | 10.9% |
ISHARES TR | 25 | Q3 2023 | 8.9% |
ISHARES TR | 25 | Q3 2023 | 7.2% |
ISHARES TR | 25 | Q3 2023 | 4.4% |
ISHARES TR | 25 | Q3 2023 | 4.7% |
SOUTHERN CO COM | 25 | Q3 2023 | 2.5% |
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 25 | Q3 2023 | 3.5% |
ISHARES TR | 25 | Q3 2023 | 2.9% |
View CAHABA WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-01 |
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.