Smith & Howard Wealth Management, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $335 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $51.1M, Vanguard Total Stock Market Et with a value of $48.1M, Ishares Tr with a value of $26.7M, Vanguard Value ETF with a value of $17.4M, and Jp Morgan Tr Mun ETF (De) with a value of $14.2M.
Examining the 13F form we can see an increase of $12.3M in the current position value, from $322M to 335M.
Below you can find more details about Smith & Howard Wealth Management, LLC portfolio as well as his latest detailed transactions.