$484 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 78 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | New | VANGUARD TOTAL STK MKTtotal stk mkt | $1,270,000 | – | 7,697 | +100.0% | 0.26% | – |
| VOO | New | VANGUARD S&P 500 ETF | $741,000 | – | 2,482 | +100.0% | 0.15% | – |
| BNDX | New | VANGUARD TOTAL INTERNATIONAL BOND ETFintl bd idx etf | $602,000 | – | 10,355 | +100.0% | 0.12% | – |
| IVOO | New | VANGUARD S&P MID-CAP 400 ETFmidcp 400 idx | $254,000 | – | 1,996 | +100.0% | 0.05% | – |
| IYW | New | ISHARES U.S. TECHNOLOGY ETFu.s. tech etf | $244,000 | – | 881 | +100.0% | 0.05% | – |
| VNQ | New | VANGUARD REIT INDEX ETFreal estate etf | $232,000 | – | 2,833 | +100.0% | 0.05% | – |
| HD | New | HOME DEPOT | $226,000 | – | 855 | +100.0% | 0.05% | – |
| LLY | New | LILLY ELI & CO COM | $216,000 | – | 1,339 | +100.0% | 0.04% | – |
| QQQ | New | POWERSHARES QQQ TRunit ser 1 | $218,000 | – | 842 | +100.0% | 0.04% | – |
| V | New | VISA INC | $215,000 | – | 1,083 | +100.0% | 0.04% | – |
| GVP | New | GSE SYS INC COM | $31,000 | – | 33,227 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-03
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.