$723 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 132 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STK MKTtotal stk mkt | $785,000 | -4.8% | 4,374 | 0.0% | 0.11% | -7.6% | |
| VV | VANGUARD LARGE-CAP ETFlarge cap etf | $777,000 | -5.1% | 4,752 | 0.0% | 0.11% | -8.5% | |
| VO | VANGUARD MID-CAP ETFmid cap etf | $483,000 | -4.5% | 2,573 | 0.0% | 0.07% | -6.9% | |
| GCO | GENESCO INC COM | $353,000 | -21.4% | 9,000 | 0.0% | 0.05% | -23.4% | |
| ACWX | ISHARES MSCI ACWI EX USmsci acwi ex us | $307,000 | -11.3% | 7,693 | 0.0% | 0.04% | -14.3% | |
| IYW | ISHARES U.S. TECHNOLOGY ETFu.s. tech etf | $216,000 | -8.5% | 2,956 | 0.0% | 0.03% | -11.8% | |
| XLV | HEALTH CARE SELECT SECTOR SPDRsbi healthcare | $201,000 | -5.2% | 1,659 | 0.0% | 0.03% | -6.7% | |
| BOX | BOX INC CL Acl a | $205,000 | -3.3% | 8,439 | 0.0% | 0.03% | -6.7% | |
| XOS INC COMMON STOCK | $193,000 | -34.8% | 161,119 | 0.0% | 0.03% | -35.7% | ||
| SIRI | SIRIUS XM HOLDINGS INC COM | $64,000 | -5.9% | 11,214 | 0.0% | 0.01% | -10.0% | |
| JOBY AVIATION INC COMMON STOCK | $43,000 | -12.2% | 10,000 | 0.0% | 0.01% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-19
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.