$288 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 65 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | New | ISHARES U.S. TREASURY BOND ETFus treas bd etf | $1,049,000 | – | 42,704 | +100.0% | 0.36% | – |
| USIG | New | ISHARES U.S. CREDIT BOND ETFus cr bd etf | $852,000 | – | 7,934 | +100.0% | 0.30% | – |
| MBB | New | ISHARES MBS ETFmbs etf | $771,000 | – | 7,418 | +100.0% | 0.27% | – |
| IJT | New | ISHARES S&P SMALLCAP 600 GROWTH ETFs&p sml 600 gwt | $600,000 | – | 3,034 | +100.0% | 0.21% | – |
| CVX | New | CHEVRON CORP NEW COM | $422,000 | – | 3,453 | +100.0% | 0.15% | – |
| HWC | New | HANCOCK HLDG CO | $298,000 | – | 5,783 | +100.0% | 0.10% | – |
| VOT | New | VANGUARD MID-CAP GROWTH INDEX FUNDmcap gr idxvip | $201,000 | – | 1,447 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-26
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.