Smith & Howard Wealth Management, LLC Portfolio Holdings
Smith & Howard Wealth Management, LLC
- $322 Million
- Q1 2024
Smith & Howard Wealth Management, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $322 Million distributed in 77 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 $49.5M, Vanguard Total Stock Market Et with a value of $46.9M, Ishares Tr with a value of $27.3M, Vanguard Value ETF with a value of $17.5M, and Vanguard Ftse Developed Market with a value of $13.2M.
Examining the 13F form we can see an increase of $39.6M in the current position value, from $283M to 322M.
Below you can find more details about Smith & Howard Wealth Management, LLC portfolio as well as his latest detailed transactions.