$754 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 143 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR LEHMAN SHORT TREA BDFDshort treas bd | $765,000 | +0.1% | 6,924 | 0.0% | 0.10% | -9.8% | |
| GCO | GENESCO INC COM | $706,000 | +11.2% | 11,000 | 0.0% | 0.09% | +1.1% | |
| SCHB | SCHWAB U.S. BROAD MARKET ETFus brd mkt etf | $613,000 | +8.9% | 5,421 | 0.0% | 0.08% | -2.4% | |
| XOS INC COMMON STOCK | $537,000 | -31.9% | 170,509 | 0.0% | 0.07% | -38.8% | ||
| J | JACOBS ENGR GROUP INC COM | $348,000 | +5.1% | 2,500 | 0.0% | 0.05% | -6.1% | |
| BLK | BLACKROCK INC | $346,000 | +9.1% | 378 | 0.0% | 0.05% | -2.1% | |
| SYY | SYSCO CORP COM | $233,000 | 0.0% | 2,971 | 0.0% | 0.03% | -8.8% | |
| JOBY AVIATION INC COMMON STOCK | $73,000 | -27.0% | 10,000 | 0.0% | 0.01% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-01
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.