Avoid Fraud, Get The Facts, And Find The Best
Legal Name: CAHABA WEALTH MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 31, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
779,665 |
$86,815k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
264,037 |
$77,824k |
|
|
iShares Core MSCI Total Intern (46432F834)
|
689,204 |
$40,414k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
161,212 |
$31,317k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
174,483 |
$19,732k |
|
|
ISHARES TR (46434V647)
|
732,533 |
$19,536k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
195,091 |
$15,271k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
78,402 |
$14,052k |
|
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
66,802 |
$7,787k |
|
|
ISHARES TR (464288257)
|
85,142 |
$6,275k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
37,099 |
$5,837k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
41,817 |
$5,320k |
|
|
SOUTHERN CO (842587107)
|
95,163 |
$5,260k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
88,671 |
$4,954k |
|
|
PINNACLE FINL PARTNERS INC (72346Q104)
|
56,871 |
$3,268k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
17,805 |
$2,898k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
11,698 |
$2,854k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
36,461 |
$2,429k |
|
|
iShares Short Term Nat'l Muni (464288158)
|
22,207 |
$2,366k |
|
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
46,485 |
$2,344k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
74,856 |
$2,293k |
|
|
ISHARES RUS (464287689)
|
12,619 |
$2,175k |
|
|
RAYMOND JAMES FINANCIAL INC (754730109)
|
25,221 |
$2,132k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
8,776 |
$1,985k |
|
|
ISHARES TR (46429B267)
|
70,233 |
$1,813k |
|
|
SPDR SERIES TRUST (78464A649)
|
59,618 |
$1,739k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
27,915 |
$1,713k |
|
|
ISHARES TR (464288240)
|
35,816 |
$1,674k |
|
|
ISHARES TR (464289867)
|
34,534 |
$1,589k |
|
|
ISHARES BRD USD INV GRD CORP B (464288620)
|
26,491 |
$1,511k |
|
|
ISHARES TR (46434V613)
|
28,367 |
$1,466k |
|
|
ISHARES TR (464288588)
|
12,384 |
$1,332k |
|
|
ISHARES (464287465)
|
19,661 |
$1,292k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
4,208 |
$1,233k |
|
|
AT&T INC (00206R102)
|
36,104 |
$1,209k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
13,497 |
$1,121k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
21,920 |
$1,093k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,980 |
$1,085k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
11,050 |
$984k |
|
|
ISHARES TR (464289446)
|
12,984 |
$883k |
|
|
Apple Inc (037833100)
|
3,972 |
$786k |
|
|
ISHARES U (464287739)
|
8,477 |
$740k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
13,452 |
$713k |
|
|
ISHARES (464287887)
|
3,815 |
$696k |
|
|
ISHARES TRUST RUS TP200 GR ETF (464289438)
|
8,023 |
$688k |
|
|
ISHARES (464287168)
|
6,823 |
$679k |
|
|
SPDR SERIES TRUST (78464A508)
|
21,222 |
$663k |
|
|
FIDELITY SOUTHERN CORP (316394105)
|
20,231 |
$626k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
4,367 |
$622k |
|
|
Exxon Mobil Corp (30231G102)
|
6,721 |
$515k |
|
|
ISHARES (464287630)
|
3,725 |
$448k |
|
|
MICROSOFT CORP (594918104)
|
3,326 |
$445k |
|
|
WELLS FARGO CO NEW (949746101)
|
9,017 |
$426k |
|
|
ISHARES (464287879)
|
2,799 |
$416k |
|
|
DISNEY WALT CO (254687106)
|
2,949 |
$411k |
|
|
ISHARES TR (464289875)
|
10,360 |
$404k |
|
|
AMERICAN WTR WKS CO (030420103)
|
3,280 |
$380k |
|
|
S&P WRLD EX US (78463X889)
|
12,789 |
$378k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,877 |
$377k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,735 |
$369k |
|
|
GENESCO INC (371532102)
|
7,719 |
$326k |
|
|
Chevron Corp (166764100)
|
2,613 |
$325k |
|
|
SPDR SERIES TRUST (78464A847)
|
8,089 |
$275k |
|
|
BOX INC (10316T104)
|
14,939 |
$263k |
|
|
ISHARES TR (464288679)
|
2,289 |
$253k |
|
|
ISHARES (464287705)
|
1,453 |
$231k |
|
|
Amazon.com Inc (023135106)
|
117 |
$222k |
|
|
JOHNSON & JOHNSON (478160104)
|
1,521 |
$211k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
1,527 |
$203k |
|
|
MCDONALDS CORP (580135101)
|
969 |
$201k |
|
|
INTERFACE INC (458665304)
|
12,675 |
$194k |
|
|
FS INVESTMENT CORPORATION (302635107)
|
15,707 |
$93k |
|
|
SIRIUS XM HLDG (82968B103)
|
10,250 |
$57k |
|
|
IsoRay, Inc. (46489v104)
|
55,000 |
$22k |
|
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