Smith & Howard Wealth Management, LLC Reduced Holdings in Q3 2024

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-85.2K
- 94.92%
$47.93 - $49.06 $4.08M - $4.18M
4.56K $223K
SUB
Ishares Short Term National Mu

ETFs
-5.69K
- 15.26%
$104.3 - $106.3 $593K - $604K
31.6K $3.35M
VTI
Vanguard Total Stock Market Et

ETFs
-11.6K
- 6.47%
$255.18 - $283.2 $2.97M - $3.29M
168K $47.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.81K
- 17.38%
$405.19 - $478.57 $735K - $868K
8.62K $3.97M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-884
- 4.92%
$332.02 - $382.76 $294K - $338K
17.1K $6.41M
MSFT
Microsoft Corp

Technology
-64
- 1.72%
$395.15 - $467.56 $25.3K - $29.9K
3.66K $1.57M
GOOG
Alphabet Inc.

Communication Services
-23
- 0.66%
$149.54 - $192.66 $3.44K - $4.43K
3.48K $582K
COST
Costco Wholesale Corp

Consumer Defensive
-104
- 10.16%
$801.83 - $917.05 $83.4K - $95.4K
920 $815K
IVV
Ishares Core S&P 500 ETF

ETFs
-143
- 11.82%
$520.18 - $576.82 $74.4K - $82.5K
1.07K $615K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-551
- 13.89%
$84.81 - $93.54 $46.7K - $51.5K
3.42K $314K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-11.3K
- 8.73%
$28.68 - $32.0 $324K - $361K
118K $3.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-89
- 17.52%
$531.86 - $624.21 $47.3K - $55.6K
419 $259K
XLK
Technology Sector Spdr

ETFs
-60
- 2.4%
$197.34 - $237.68 $11.8K - $14.3K
2.44K $549K
American Beacon Select Funds
-2.62K
- 3.75%
N/A
67.3K $0
EEM
Ishares Msci Emerging Markets

ETFs
-252
- 5.26%
$40.42 - $46.7 $10.2K - $11.8K
4.54K $208K
XLV
Select Sector Spdr Fund Health

ETFs
-80
- 4.04%
$143.3 - $157.24 $11.5K - $12.6K
1.9K $292K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-37
- 1.71%
$97.81 - $108.79 $3.62K - $4.03K
2.12K $230K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-274
- 1.85%
$47.18 - $48.74 $12.9K - $13.4K
14.5K $707K
META
Meta Platforms, Inc.

Communication Services
-100
- 10.73%
$453.41 - $572.44 $45.3K - $57.2K
832 $476K
VEU
Vanguard Ftse All World Ex Us

ETFs
-199
- 1.17%
$56.47 - $63.69 $11.2K - $12.7K
16.9K $1.06M
JNJ
Johnson & Johnson

Healthcare
-133
- 2.16%
$145.48 - $167.38 $19.3K - $22.3K
6.04K $978K
KO
Coca Cola CO

Consumer Defensive
-50
- 0.23%
$62.69 - $73.01 $3.13K - $3.65K
21.3K $1.53M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-550
- 1.03%
$75.32 - $84.37 $41.4K - $46.4K
53.1K $4.44M
HD
Home Depot, Inc.

Consumer Cyclical
-88
- 1.82%
$333.64 - $405.2 $29.4K - $35.7K
4.74K $1.92M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-920
- 0.96%
$50.99 - $57.81 $46.9K - $53.2K
95.2K $5.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 0.47%
$517.38 - $573.86 $36.2K - $40.2K
15K $8.59M
IWD
Ishares Russell 1000 Val ETF

ETFs
-586
- 1.42%
$173.36 - $189.8 $102K - $111K
40.7K $7.73M
VEA
Vanguard Ftse Developed Market

ETFs
-5.23K
- 2.02%
$47.6 - $53.31 $249K - $279K
254K $13.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.19K
- 1.11%
$41.9 - $48.26 $91.8K - $106K
196K $9.36M
IEFA
Ishares Tr

ETFs
-3.49K
- 0.95%
$70.09 - $78.74 $245K - $275K
364K $28.4M
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 1 Puts 0
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