$728 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 141 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STK MKTtotal stk mkt | $904,000 | -14.4% | 4,374 | 0.0% | 0.12% | -11.4% | |
| XOS INC COMMON STOCK | $513,000 | -4.5% | 170,509 | 0.0% | 0.07% | -1.4% | ||
| J | JACOBS ENGR GROUP INC COM | $346,000 | -0.6% | 2,500 | 0.0% | 0.05% | +4.3% | |
| BOX | BOX INC CL Acl a | $258,000 | +16.7% | 8,439 | 0.0% | 0.04% | +20.7% | |
| SYY | SYSCO CORP COM | $253,000 | +8.6% | 2,971 | 0.0% | 0.04% | +12.9% | |
| SIRI | SIRIUS XM HOLDINGS INC COM | $67,000 | -5.6% | 11,214 | 0.0% | 0.01% | 0.0% | |
| JOBY AVIATION INC COMMON STOCK | $52,000 | -28.8% | 10,000 | 0.0% | 0.01% | -30.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
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.