$874 Million is the total value of CAHABA WEALTH MANAGEMENT, INC.'s 146 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDStotal stk mkt | $941,377 | +6.8% | 4,612 | 0.0% | 0.11% | -0.9% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $658,610 | +0.6% | 16,001 | 0.0% | 0.08% | -7.4% | |
| ACWX | ISHARES TRmsci acwi ex us | $378,328 | +7.2% | 7,757 | 0.0% | 0.04% | -2.3% | |
| AJG | GALLAGHER ARTHUR J & CO | $344,571 | +1.5% | 1,801 | 0.0% | 0.04% | -7.1% | |
| GCO | GENESCO INC | $331,920 | -19.9% | 9,000 | 0.0% | 0.04% | -25.5% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $272,640 | +1.1% | 1,739 | 0.0% | 0.03% | -6.1% | |
| GLD | SPDR GOLD TR | $258,263 | +8.0% | 1,410 | 0.0% | 0.03% | 0.0% | |
| JHSC | JOHN HANCOCK EXCHANGE TRADEDmultifactr sml | $265,197 | +4.2% | 8,316 | 0.0% | 0.03% | -6.2% | |
| HON | HONEYWELL INTL INC | $243,984 | -10.8% | 1,277 | 0.0% | 0.03% | -17.6% | |
| BOX | BOX INCcl a | $226,081 | -13.9% | 8,439 | 0.0% | 0.03% | -21.2% | |
| TILE | INTERFACE INC | $210,826 | -17.7% | 25,964 | 0.0% | 0.02% | -25.0% | |
| XOS INC | $84,587 | +18.5% | 161,119 | 0.0% | 0.01% | +11.1% | ||
| TGB | TASEKO MINES LTD | $43,416 | +12.9% | 26,154 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
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.